Podcast Episodes
Back to SearchEpisode 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, 5 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, 5 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, 5 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, 6 months ago
Episode 403: Navigating The New Regime, What Does A Weak Dollar Mean, Inflation In Withdrawals And Portfolio Reviews As Of February 28, 2025
Season 5 Episode 403
In this episode we answer emails from Andy, Mark and Graham. We discuss what may do well under the current US administration and related concerns, w…
1 year, 6 months ago
Episode 402: Getting A Little More Aggressive, A QREARX Redux, And What Does "Value" Mean Anyway
Season 5 Episode 402
In this episode we answer emails from Philip, David and Keith. We discuss an aggressive risk-parity style portfolio (without leverage), review QREAR…
1 year, 6 months ago
Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025
Season 5 Episode 401
In this episode we answer emails from Richard, Robert and Jacob. We discuss Richard's generosity and excellent example as a role model, an ill-conce…
1 year, 6 months ago
Episode 400: An AI Thingamabob Takes Over To Review And Reconstruct Our First Five Foundational Episodes
Season 5 Episode 400
In this frolic and detour from our regularly scheduled programming, we create a "Reference Episode" by employing two AI podcasters to summarize the i…
1 year, 7 months ago
Episode 399: A Good Deed Shining In A Weary World, Thoughts On Hoarding, Preferred Shares, Gold And Portfolio Reviews As Of January 31, 2025
Season 5 Episode 399
In this episode, we celebrate Ground Hog Day and answer emails from Ron, Jay and Pete. We discuss the value of giving and the new McKenna Man portfo…
1 year, 7 months ago
Episode 398: Tax Location Decisions, Dealing With Limited Fund Choices And Brokerage Requirements
Season 5 Episode 398
In this episode we answer emails from George, Kyle and Andy. We discuss whether to prioritize DBMF or VGLT (for tax location purposes) in a traditio…
1 year, 7 months ago