Episode Details

Episode 213: The Coldness Of WARM, More Annuities, Fractional Shares And Portfolio Reviews As Of October 14, 2022

Season 3 Episode 213 Published 3 years, 2 months ago

In this episode we answer questions from Jeremy, Richard and Gen. We discuss the moribund WARM portfolio strategy, more issues about annuities and where to learn more about them, and fractional share trading of ETFs.

And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional links:

JL Collins Article on WARM Strategy: Sleeping soundly thru a market crash: The Wasting Asset Retirement Model - JLCollinsnh

Bogleheads Critiques of WARM Strategy: No risk retirement withdraw strategy - WARM - Bogleheads.org

Stan The Annuity Man Channel: Stan The Annuity Man - YouTube