Podcast Episodes
Back to SearchEpisode 365: Leveraging OPTRA, The Four Phases Of Financial Knowledge And Portfolio Reviews As Of September 6, 2024
Season 5 Episode 365
In this episode we answer emails from Mikel, Garrison and Matt. We discuss our charity and some foundational episodes, the use of leveraged fund UPR…
1 year, 6 months ago
Episode 364: Leverage, Gold ETFs And Early Retirement Considerations (Oh My!) And Portfolio Reviews As Of August 30, 2024
Season 5 Episode 364
In this episode we answer emails from Brian, JD and Andrew. We discuss using leverage in portfolios (again!), gold ETFs and early retirement consid…
1 year, 6 months ago
Episode 363: Making Adjustments To An RPR Portfolio, Musings About Factor Investing And HECOMs, And A Semi-Rant About Ill-Advised IUL
Season 5 Episode 363
In this episode we answer emails from Phil, MyContactInfo, and Eric. We discuss implementing factor investing and making portfolio adjustments in a …
1 year, 6 months ago
Episode 362: Considering International Stock Funds, DBMF Benchmarks, Reviewing a 70/20/10 Portfolio And More Trogdor!
Season 5 Episode 362
In this episode we answer emails from Robert, Jamie and Richard. We discuss transitioning away from a Boglehead Three Fund portfolio due to its obso…
1 year, 7 months ago
Episode 361: Leveraged ETFs vs Margin, Transitioning To A Golden Butterfly, Investing With A Spouse, And Portfolio Reviews As Of August 16, 2024
Season 5 Episode 361
In this episode we answer emails from Chris, Andrew and Jenzo. We discuss portfolio, forms of leverage in leveraged portfolios, transitioning to a G…
1 year, 7 months ago
Episode 360: Help Viewing The Website, Bitcoin ETFs And Analyzing Some Portfolios In Transition
Season 5 Episode 360
In this episode we answer emails from Ned, Kyle and Willy. We discuss tools for the sight-impaired, building out from an accumulation portfolio, the…
1 year, 7 months ago
Episode 359: Portfolio Analyzers, The Logo, The Website, Best In Class ETFs And Portfolio Reviews As Of August 9, 2024
Season 5 Episode 359
In this episode we answer emails from Frank, Michael and Aaron. We discuss four good portfolio analyzer tools, the hidden meanings in the Risk Parit…
1 year, 7 months ago
Episode 358: AI Uncle Frank, An Accumulation O.P.T.R.A. Portfolio, Carry Strategies And Managed Futures
Season 5 Episode 358
In this episode we answer emails from Jared, Jon and Jimmy. We got the three Js! We discuss Jared's work to create AI Uncle Frank, his accumulation…
1 year, 7 months ago
Episode 357: Market Volatility, Basic Accumulation, A Great Gold Debate, and Portfolio Reviews As Of August 2, 2024
Season 5 Episode 357
In this episode we answer emails from Justin, Joe and Jenzo. We discuss the legacy of Risk Parity Chronicles, basic accumulation principles, and wha…
1 year, 7 months ago
Episode 356: Exploring Preferred Shares Funds, The Importance Of Rebalancing, How The Sausages Are Made And Risk Parity Chronicles
Season 5 Episode 356
In this episode we answer emails from Ed, Cy, Visitor 5002, and Lucas. We discuss preferred shares funds, rebalancing and ranting, how the podcast s…
1 year, 7 months ago