Podcast Episodes
Back to SearchEpisode 495: EconoMe, Fairfax CASA, Speculations On Chaos, New 401k Regs, And More Cowbell
Season 6 Episode 495
In this episode we answer emails from Andy, John, and Todd. We discuss what "holding dollars" means, the lure of speculation on recent events, the o…
14 hours ago
Episode 494: More Gooooold, Calculator Comparisons, Planning And Portfolios, And Looking For Those Elusive Risk Parity Style Advisors
Season 6 Episode 494
In this episode we answer emails from Nicholas, Nathan and Lisa. We discuss how much gold is enough and how much is too much, why calculators disag…
1 week ago
Episode 493: Our Raison D'etre, Common Investor Fallacies, UK Investing Notes, Treasury Bond Correlations, And Portfolio Reviews As Of March 13, 2026
Season 6 Episode 493
In this episode we answer emails from Lee, Leo, Tony, and Samuel. We revel in Lee's generosity and discuss why we hold gold and treasuries, why rece…
1 week, 3 days ago
Episode 492: An Expat Risk Parity Style Portfolio, Intermediate Accumulation For A Mortgage, And Assorted Asset Allocation Questions
Season 6 Episode 492
In this episode we answer emails from TJ, John and Optimus Bill. We discuss TJ's modified Golden Ratio portfolio and backtests, maximizing withdrawa…
2 weeks ago
Episode 491: Celebrating Listener Generosity, Donor Advised Funds, Learning Some Accumulation Ropes, Risk Parity ETFs, And Portfolio Reviews As Of March 6, 2026
Season 6 Episode 491
In this episode we answer emails from Optimus Bill, Mark and Ryan. We discuss donor advised fund sponsor Daffy and a strips fund portfolio substitut…
2 weeks, 3 days ago
Episode 490: Queen Mary Segment With Jillian Johnsrud, Big Law Life, Alternative Assets And Four Quadrant Portfolio Construction Principles, And A Partial Retirement Withdrawal Scenario
Season 6 Episode 490
In this episode we answer emails from Connor, Zachary and Brian. We discuss fund selection, doing the Big Law dance, portfolio construction basics a…
3 weeks ago
Episode 489: Cowbell Direct Indexing, More Fun With Leverage, An Early Retirement Extra Spending Model And Portfolio Reviews As Of February 27, 2026
Season 6 Episode 489
In this episode we answer emails from Jeffrey, Bryan, and Erik. We discuss the trade-offs of direct indexing in small cap value, why modest leverage…
3 weeks, 3 days ago
Episode 488: All Hail Queen Mary And Fairfax CASA, Gold vs Managed Futures, And A Short-Term Drawdown Portfolio
Season 6 Episode 488
In this episode we respond to emails from Nick, Ginna, Ashley, Chris and Sara. In our Queen Mary segment where we are raising money for Fairfax CASA…
1 month ago
Episode 487: It's Mary Time, Intermediate Accumulation, 529s To Roths, And Leeroy Jenkins Gambling Problems
Season 6 Episode 487
In this episode we answer emails from Tim, Anderson, and Pete. We discuss using a Golden Butterfly portfolio for intermediate accumulation, convertin…
1 month, 2 weeks ago
Episode 486: Matching Your Portfolio With Your Spending Goals, The RPR Site, ETPs, Coast FI Sabbaticals, And Portfolio Reviews As Of February 6, 2026
Season 6 Episode 486
In this episode we answer email Serge, Nielsen, Paul and Loren. We dig into the core question that drives every portfolio -- when will this money be…
1 month, 2 weeks ago