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Episode 378: Silver, Useless ETF Strategies, The Evolution of DIY Investing And Yukon Cornelius!

Season 5 Episode 378

In this episode we answer emails from James, MyContactInfo and Cy.  We discuss using silver in addition to gold in a portfolio, review again why many…

1 year, 1 month ago

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Episode 377: Common Misconceptions About VT And Simplicity, A Levered Portfolio Comparison And Portfolio Reviews As Of November 8, 2024

Season 5 Episode 377

In this episode we answer emails from Alyson, Martijn and Russel.  We discuss the drawbacks to using a total world fund, common misconceptions about …

1 year, 2 months ago

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Episode 376: HSA vs. Roth, Navigating International Investments And Camelot!

Season 5 Episode 376

In this episode we answer emails from Anderson, Camille, and Chris.  We discuss and HSA vs. a Roth IRA for a lower-taxed earner, the tax, brokerage a…

1 year, 2 months ago

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Episode 375: Learning To "Be The Ball" With Tax And Portfolio Allocation Considerations And Monthly Distribution Mechanisms

Season 5 Episode 375

In this episode we answer emails from Frank and Dan.  We discuss investment considerations in the 32% marginal bracket, reallocating a cash holding t…

1 year, 2 months ago

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Episode 374: Modern Fund Construction Trends, Using And Transitioning Levered Fund Portfolios And Portfolio Reviews As Of October 25, 2024

Season 5 Episode 374

In this episode we answer emails from Gordon, Roger and John.   We discuss the ChooseFI podcast and podcast appearances, modern trends in fund constr…

1 year, 2 months ago

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Episode 373: Risk Parity Books And Info, Wresting A Complex Portfolio From An Advisor, And Aggressive Investing In Your Youth

Season 5 Episode 373

In this episode we answer emails from David, Jennifer and Byron.  We discuss Risk Parity books and finance books and sources in general, consideratio…

1 year, 2 months ago

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Episode 372: Using The Force To Love Gold And Databases, And Portfolio Reviews As Of October 18, 2024

Season 5 Episode 372

In this episode we answer emails from Lucas, Hannelore and Joe.  We discuss databases, where to put your gold ETFs and how it is taxed, and a modelli…

1 year, 2 months ago

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Episode 371: OPTRA, Rising Glidepaths And A Smooth Operator

Season 5 Episode 371

In this episode we answer emails from Anderson, Sean and Colin.  We discuss the OPTRA sample portfolio, using rising glidepaths or bond tents in port…

1 year, 2 months ago

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Episode 370: Jamming In Joe's Garage With Simba's Backtester And SVOL And Portfolio Reviews As Of October 11, 2024

Season 5 Episode 370

In this episode we answer emails from Jimmy, Dave and Richard.  We discuss the joys of Joe's Garage, the Bogleheads Simba spreadsheet and Lazy Portfo…

1 year, 2 months ago

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Episode 369: Managing Treasury Bond Funds, How An AI-Bot Translates This Podcast, And Monte Carlo Based Variable Withdrawal Strategies

Season 5 Episode 369

In this episode we answer emails from Frank, John, Aaron and Pete.  We discuss bond allocations in treasuries of various durations, when retirement a…

1 year, 3 months ago

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