Podcast Episodes
Back to SearchEpisode 433: More About Transitions, Leveraged ETFs And Other Gambling Problems And Wisdom From The Great Jim Rohn
Season 5 Episode 433
In this episode we answer questions from Mason, Brian, and Anonymous. We discuss portfolio transitions from a highly overlapped portfolio and relate…
1 year ago
Episode 432: A Transition Quandary, The 25 x 4 Portfolio, RPR On Afford Anything Podcast, Other Stuff And Portfolio Reviews As Of June 20, 2025
Season 5 Episode 432
In this episode we answer emails from Isaiah, Jack, Jon and Luke. We discuss preliminary transition issues and de-risking, Jack's "25 x 4" risk pari…
1 year ago
Episode 431: Websites And Roundtables And A Couple New Funds And Gold vs. Bonds
Season 5 Episode 431
In this episode we answer emails from Luc, Craig, Luke and Lucky. We discuss updating the website, my recent roundtable on the Stacking Benjamins po…
1 year ago
Episode 430: Celebrating Your Generosity, Accumulation Management, A Transition Question And Portfolio Reviews As Of June 6, 2025
Season 5 Episode 430
In this episode we answer emails from I Have No Name, Deep and Joel. We discuss the extraordinary generosity of our listeners and how it uplifts the…
1 year ago
Episode 429: Endless Listener Generosity, Portfolio Considerations In Retirement, A Direct Indexing Experiment And Butchering Tools
Season 5 Episode 429
In this episode we answer emails from Brent, Peter and Cy. We discuss our Father McKenna Center Top-of-the-T-Shirt Matching Campaign (again), Peter'…
1 year ago
Episode 428: A Cornucopia Of Listener Generosity, Intermediate Term Portfolios, Resources And Portfolio Reviews As Of May 30, 2025
Season 5 Episode 428
In this episode we answer emails from Anonymous, Tim, Mark and Luc. We celebrate the overwhelming generosity of our listeners and discuss using risk…
1 year, 1 month ago
Episode 427: Our Generous Listeners, BOXX, Direct Indexing And A Tribute To Sister Francine
Season 5 Episode 427
In this episode we answer emails from Katie, Sean, Glen, Anonymous and Kelly. We discuss our matching campaign for the Father McKenna Center (rolled…
1 year, 1 month ago
Episode 426: Impressing Your Significant Other With Portfolios, Factor And Demon Fun, And Portfolio Reviews As Of May 23, 2025
Season 5 Episode 426
In this episode we answer emails from Pete, Kevin and Dale. We discuss Pete's "Berry Pie" portfolio experiments on the testfolio site, the ongoing d…
1 year, 1 month ago
Episode 425: More Margin, SCHD, Safe Withdrawal Rate Realities And International Fund Considerations
Season 5 Episode 425
In this episode we answer emails from Andy, El Yama and Paulo. We discuss a follow up to the question on margin accounts at Interactive Brokers in E…
1 year, 1 month ago
Episode 424: Interactive Brokers Margin Accounts, Gold ETFs On 1099s, BTAL And Portfolio Reviews As Of May 16, 2025
Season 5 Episode 424
In this episode we answer emails from Yangon, The Value Stock Geek, and Graham. We discuss the ins and outs of margin accounts at Interactive Broker…
1 year, 1 month ago