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Episode 338: Long Term Treasury Bond Funds, The 3-1-1 Withdrawal Guidelines, And The Growth/Value Split In Stock Allocations

Season 4 Episode 338

In this episode we answer emails from Kimbrough from Anchorage and anonymous Visitors from British Columbia and Denver.  We discuss fish hatching and…

1 year, 8 months ago

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Episode 337: Flirting With Law Schools, The Best Of Berger, Bucketeering And Robo-Things, And Portfolio Reviews As Of April 26, 2024

Season 4 Episode 337

In this episode we answer emails from Steve, Mark, and Judy.   We take a frolic and detour into talking about going to law schools, talk about some R…

1 year, 8 months ago

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Episode 336: Gold And Mental Models Of Crowds And History, The Truth About Inflation In Retirement, And More On Global Portfolios

Season 4 Episode 336

In this episode we answer emails from Zane, Slim Jim, and Jim Kirk.   We discuss recent moves in world gold markets, good and bad mental models of co…

1 year, 8 months ago

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Episode 335: Humorous Musings On 4/20, Asset Swaps In Retirement Accounts, A Global Portfolio Analysis And Portfolio Reviews As Of April 19, 2024

Season 4 Episode 335

In this episode we answer emails from Anderson, Brian and Drew.   We entertain ourselves on 4/20 with Anderson's "Uncle Frank" Portfolio and learn so…

1 year, 8 months ago

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Episode 334: Comparative Analyses At PV, Comparative Safe Withdrawal Rates, Foolish Consistencies, And Fee Spats In ETF World

Season 4 Episode 334

In this episode we answer emails from Kyle, Andrew, Sameer and James.  We discuss some portfolio comparisons of levered 60/40 portfolios, interpretin…

1 year, 8 months ago

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Episode 333: Putting The Hammer Down With A Rant On Target Date Funds And Portfolio Reviews As Of April 12, 2024

Season 4 Episode 333

In this episode we answer an email from Ingrid.  We discuss target date funds in depth and why they are not good choices for investors.  We review th…

1 year, 8 months ago

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Episode 332: Assisting Elderly Parents, A Levered Accumulation Portfolio, And The "You-Know-You-Won" G Fund

Season 4 Episode 332

In this episode we answer emails from Ed, Anderson and Joe.   We discuss assisting aging parents running out of money, Anderson's levered accumulatio…

1 year, 9 months ago

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Episode 331: Dollar Stories, The Rule Of 55, The Nicest Guy of FI, Basic Portfolio Construction Principles, And Reviews As Of April 5, 2024

Season 4 Episode 331

In this episode we answer questions from Dale, Brad and Corey.  We discuss a new paper about US dollar dominance and the common narrative fallacies a…

1 year, 9 months ago

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Episode 330: Charitable Donation Methods, Speculating On Inflation And Applying Shannon's Demon To Prioritize Our Investing Principles

Season 4 Episode 330

In this episode we answer emails from Jon, Eli, and George.  We discuss using the tools at Portfolio Charts, methods of charitable giving to our favo…

1 year, 9 months ago

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Episode 329: Fun With Transitions, The Portfolio Charts Tools, And GOOOOLD, Along With Portfolio Reviews As Of March 29, 2024

Season 4 Episode 329

In this episode we answer emails from Jetson and Jon (x2).   We discuss good times to trade, transitioning to a risk parity style portfolio with sub-…

1 year, 9 months ago

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