Podcast Episodes
Back to SearchEpisode 413: Overcoming Financial Setbacks, Finance Board Follies, Inflation And Large Cap Growth Funds In Merriman Portfolios
Season 5 Episode 413
In this episode we answer emails from Harry, Sally, Jack and Javon. We discuss recovering from financial set-backs, my life on the Choose FI board, …
1 year, 2 months ago
Episode 412: Market Turmoil, Guardrails Withdrawals, Useful UK Sites, Bonds, Small Caps And Portfolio Reviews As Of April 4, 2025
Season 5 Episode 412
In this episode we answer emails from Ron, Iain, an Anonymous Visitor and Mr. Data. We discuss Ron's generosity and his variable or guardrails withd…
1 year, 2 months ago
Episode 411: Portfolios For Accumulators, Assorted Fund Considerations, And That Infernal Cederburg Thing That Won't Go Away
Season 5 Episode 411
In this episode we answer emails from Michael, Brian and Ed. We discuss Michael's situation and options as a 34-year old with growing portfolios and…
1 year, 2 months ago
Episode 410: PHYS For Gold, AVGE For Stocks, Tail Risk Hedging And Portfolio Reviews As Of March 28, 2025
Season 5 Episode 410
In this episode we answer emails from Deeps, David, James, Steven and Jordan. We discuss the PHYS vs other gold ETFs, the podcast feed link, using A…
1 year, 3 months ago
Episode 409: The PFFA Fund, TSP Allocation Considerations And Those New-Fangled Return Stacked Funds
Season 5 Episode 409
In this episode we reflect on our recent meet-up and answer emails from Chris, Gigi and Mark. We discuss preferred shares funds and PFFA in particul…
1 year, 3 months ago
Episode 408: Rebalancing Frequency, Share Lending, Style Boxes, Strips, And The Golden Ratio Portfolio
Season 5 Episode 408
In this episode we answer emails from Randy, Richard and Jamie. We discuss rebalancing frequency, share-lending at Fidelity, moves in Morningstar's …
1 year, 3 months ago
Episode 407: Multi-Asset Funds Like GDE, "Life Cycle" Econ-Models, Historical Interest Rate Musings And Portfolio Reviews As Of March 14, 2025
Season 5 Episode 407
In this episode we answer emails from Dustin, MyContactInfo, and Mark. We discuss the ETF GDE and combo return stacked funds generally, why you prob…
1 year, 3 months ago
Episode 406: REITs, Vacant Land, Bitcoin Today And Eh, Steve!
Season 5 Episode 406
In this episode, we answer emails from Spencer, Ko and Steve. We discuss REITs as a portfolio allocation, why vacant land is probably not a good inv…
1 year, 3 months ago
Episode 405: Treasury Strips Funds As A Form Of Leverage, A Return Stacked Portfolio, The Golden Ratio And Portfolio Reviews As Of March 7, 2025
Season 5 Episode 405
In this episode we answer emails from Eli, Garrison and Van. We discuss usig treasury strips ETFs like GOVZ and ZROZ and how they relate to long-ter…
1 year, 3 months ago
Episode 404: Tax Location Considerations, Old Gold Book, Scottish ETFs, And Diversification Musings On International vs. US
Season 5 Episode 404
In this episode we answer emails from Caleb, Visitor #4565, Paul, Michael (from Scotland) and Jamie. We discuss tax location (or asset location for …
1 year, 3 months ago