Podcast Episodes
Back to SearchEpisode 449: A Transition, Personal Finance Is Still Finance, And Fun With Mary And Coaching Stuff
Season 6 Episode 449
In this episode we answer emails from Nick, No Name, and Nathan. We discuss transitioning at 70% to FI, the inherent problems with a lot of psychology-based and convenience-based finance media and p…
Published on 10 hours ago
Episode 448: The Problem With Simulated Crystal Balls, Cleveland Rocks, And Portfolio Reviews As Of August 22, 2025
Season 6
In this episode we answer emails from Dave, Mike, and Andy. We discuss an inherited IRA, 529s, how historical data provides more reliable investment guidance than simulated data based on crystal bal…
Published on 3 days, 4 hours ago
Episode 447: The OG Cowbell, Some Dueling Blog Posts, Spending And Enjoying More With Bill Bengen, And Musings About Gold 'N Bitcoin
Season 6 Episode 447
In this episode we answer emails from Evan, James and Brandy. We discuss the joys of more cowbell from first principles and its origin story, a recent back-and-forth between Karsten and Tyler, the i…
Published on 1 week ago
Episode 446: Managed Futures, International Bond Funds, Risk Parity Chronicles(!) And Portfolio Reviews As Of August 15, 2025
Season 6 Episode 446
In this episode we answer emails from Postmaster, John, and Patrick. We discuss the ins and outs of managed futures, the outs of international bonds and currency funds, and Risk Parity Chronicles. …
Published on 1 week, 4 days ago
Episode 445: "Funny How" With Listener Humor, Rebalancing Leveraged Funds, And CTA
Season 6 Episode 445
In this episode we answer two emails from John and one from Pete. We revel in John's summary of the podcast from its humble beginnings to its current form, his sailboat analogy to portfolio construc…
Published on 2 weeks ago
Episode 444: Weird 401ks, Portfolio Visualizer Experiences And Leveraged Funds
Season 6 Episode 444
In this episode we answer emails from Ian, Bruce and Boone. We discuss dealing with a 401k with limited options, the limitations of the ticker symbol analyzers of Portfolio Visualizer and incorporat…
Published on 2 weeks, 6 days ago
Episode 443: Treasuring Our Guests And Listeners In The Arena, Bond Allocations, Transitions And Portfolio Reviews As Of August 1, 2025
Season 6 Episode 443
In this episode we break rules and have guests! Dennis and Ben from the Father McKenna Center. We review the fabulous results of the Top of the T-Shirt Campaign and reflect on the generosity engage…
Published on 3 weeks, 3 days ago
Episode 442: Viva Our Listener's Lives, Treasury Bond Funds, And Volunteering
Season 6 Episode 442
In this episode we answer emails from Thirsty Horse, Graham, Chris, Oberon, Ronald and Mark. We discuss their personal progress with finances and better relationships, books about that and thriving,…
Published on 4 weeks ago
Episode 441: Three Milestones, Starfish, A Requested Rant And Portfolio Reviews As Of July 25, 2025
Season 6 Episode 441
In this episode we celebrate some milestones and answer emails from Amy and John. We discuss the 10-year anniversary of Portfolio Charts, our one millionth download and Mary's good news about her CA…
Published on 1 month ago
Episode 440: Looking At Some Charts, Inheritance Headaches, Bonds And Gold, And Celebrating Ozzy
Season 6 Episode 440
In this episode we celebrate Ozzy Osbourne and answer emails from Iron Tony, Ben and Robbin. We discuss some of the charts at Portfolio Charts and some related research, the unexpected problems of c…
Published on 1 month ago