Podcast Episodes
Back to SearchEpisode 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, 4 months ago
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, 5 months ago
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, 5 months ago
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, 5 months ago
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, 5 months ago
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, 5 months ago
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, 5 months ago
Episode 368: Analysis Tools, Tactical Allocation Strategies, International Accounts And Portfolio Reviews As Of October 4, 2024
Season 5 Episode 368
In this episode we answer emails from Andrew, Jeff, Ron and Javier. We discuss analysis tools for leveraged funds like UPRO and TNA, Tactical Alloca…
1 year, 5 months ago
Episode 367: A Mini-Rant About Covered Call Funds (Again), The Future Of Levered Portfolios And Principles Of Using Historical Data
Season 5 Episode 367
In this episode we answer emails from Mark, Jon and Richard. We discuss the perils of income investing, covered call funds and SPYI, one potential f…
1 year, 5 months ago
Episode 366: Managed Futures, Tools For Varying Cash Flows, 529 Management And Portfolio Reviews As Of September 27, 2024
Season 5 Episode 366
In this episode we answer emails from Mark, James and Anderson. We discuss differing performances in managed futures funds, a Portfolio Visualizer c…
1 year, 5 months ago