Podcast Episodes
Back to SearchEpisode 385: Celebrating Generosity And Friends, Mixing It Up With Bonds, And Portfolio Reviews As Of December 6, 2024
Season 5 Episode 385
In this episode we answer emails from Ashley, Alexi (a/k/a "the Dude"), and Sean. We discuss our charity and my financial coaching on the side, fun …
1 year, 3 months ago
Episode 384: More On Large Cap Growth Funds, An AI-Podcaster CAPE'd Reprise, And Reviewing The Purpose Of Treasury Bonds
Season 5 Episode 384
In this episode we answer emails from Justin, Matt and Donald. We regale in friendships, revisit large cap growth funds with IWY, do a reprise of Ep…
1 year, 3 months ago
Episode 383: The New I-Fund, A Pinwheel, Alternate Management And Portfolio Reviews As Of November 29, 2024
Season 5 Episode 383
In this episode we answer emails from James, Van and Michael. We discuss the new international fund in the federal TSP, the Pinwheel Portfolio and …
1 year, 3 months ago
Episode 382: Managed Futures, VUG vs. QQQ, And Other Fund Considerations
Season 5 Episode 382
In this episode we answer emails from George, Alexi (a/k/a "the Dude") and Sean. We discuss a new article about the benefits of managed futures in a…
1 year, 4 months ago
Episode 381: Retirement Account Basics, Some Cool New Podcasts, And Portfolio Reviews As Of November 22, 2024
Season 5 Episode 381
In this episode we answer an email from Tom, Tom the Podcaster's Son (a/k/a "Patrick Star"). We discuss the basics of retirement accounts in honor o…
1 year, 4 months ago
Episode 380: Missing Links, Efficient Transitioning In Taxable Accounts And Incorporating Global Exposures
Season 5 Episode 380
In this episode we answer emails from Melissa, Neil, Mark and Mike. We discuss a missing link from Episode 7 and a substitute for it, the podcast di…
1 year, 4 months ago
Episode 379: Using Risk Parity Portfolios For Elder Relatives, Intermediate Goals And Accumulation, And Portfolio Reviews As Of November 15, 2024
Season 5 Episode 379
In this episode we answer emails from Jenny, Arun and Jeff. We discuss setting up a risk parity style portfolio for an elder relative, what to do wi…
1 year, 4 months ago
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, 4 months ago
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, 4 months ago
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, 4 months ago