Podcast Episodes
Back to SearchEpisode 417: International Growth Funds, DSTs, Portfolio Transitions And Other Questions And Quandaries
Season 5 Episode 417
In this episode we answer emails from Marco Esquandolas and Multi-Family Investor. We discuss a long-term diversified Roth portfolio for a 13-year o…
1 year, 4 months ago
Episode 416: The Tau Of El Yama, Accumulation Versus Decumulation Portfolios, Cracked CAPE Crystal Balls And Portfolio Reviews As Of April 18, 2025
Season 5 Episode 416
In this episode we answer emails from El Yama, Graham, and James. We discuss using risk parity-style portfolios for intermediate term needs, the sho…
1 year, 4 months ago
Episode 415: A Smorgasbord Of Annuities, TIP Ladders, Currency Speculations And Other Gambling Problems
Season 5 Episode 415
In this episode we answer emails from Corn Pop, Dustin and Jim. We discuss annuities for elderly parents, TIPS ladders in retirement, REITs in small…
1 year, 4 months ago
Episode 414: Another RPR Variation, More Cowbell, Accounting For Social Security And Portfolio Reviews As Of April 11, 2025
Season 5 Episode 414
In this episode we answer emails from Jeremy, Brad, and James. We discuss a more aggressive risk-parity portfolio similar to the Weird Portfolio, th…
1 year, 4 months ago
Episode 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, 4 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, 5 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, 5 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, 5 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, 5 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, 5 months ago