Podcast Episodes
Back to SearchEpisode 389: A Mini-Case Study About Entering Retirement, QSPNX, The Foibles Of Market Timing Bonds And Portfolio Reviews As Of December 20, 2024
Season 5 Episode 389
In this episode we answer emails from John, Jane and Christoph. We discuss financial and non-financial considerations when transitioning to retireme…
1 year, 4 months ago
Episode 388: Fun With A Financial Birthday Poem, A Couple Leveraged Portfolios And A Distribution On A Short Timeframe
Season 5 Episode 388
In this episode we answer emails from Cy, Lucas, and Rafa. We discuss a poem from a financial advisor, a quandary between two gambling problem lever…
1 year, 4 months ago
Episode 387: Reprising The Big Mo, Mid-caps, Stuff On The Website And Portfolio Reviews As Of December 13, 2024
Season 5 Episode 387
In this episode we answer emails from Ed, Wes and Mary Anne. We revisit the momentum factor and squeeze that lemon a bit (and our dinner with the Du…
1 year, 4 months ago
Episode 386: Strategies Of The Over-saved, Fun With Leverage And Tips For Our British Friends
Season 5 Episode 386
In this episode we answer email from Pankaj, Matthias and Iain. We discuss the simple path to withdrawals when you are over-saved and the over-compl…
1 year, 5 months ago
Episode 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, 5 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, 5 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, 5 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, 5 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, 5 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, 5 months ago