Podcast Episodes
Back to SearchEpisode 383: The New I-Fund, A Pinwheel, Alternate Management And Portfolio Reviews As Of November 29, 2024
Season 5 Episode 383
In this episode we answer emails from James, Van and Michael. We discuss the new international fund in the federal TSP, the Pinwheel Portfolio and …
1 year, 7 months ago
Episode 382: Managed Futures, VUG vs. QQQ, And Other Fund Considerations
Season 5 Episode 382
In this episode we answer emails from George, Alexi (a/k/a "the Dude") and Sean. We discuss a new article about the benefits of managed futures in a…
1 year, 7 months ago
Episode 381: Retirement Account Basics, Some Cool New Podcasts, And Portfolio Reviews As Of November 22, 2024
Season 5 Episode 381
In this episode we answer an email from Tom, Tom the Podcaster's Son (a/k/a "Patrick Star"). We discuss the basics of retirement accounts in honor o…
1 year, 7 months ago
Episode 380: Missing Links, Efficient Transitioning In Taxable Accounts And Incorporating Global Exposures
Season 5 Episode 380
In this episode we answer emails from Melissa, Neil, Mark and Mike. We discuss a missing link from Episode 7 and a substitute for it, the podcast di…
1 year, 7 months ago
Episode 379: Using Risk Parity Portfolios For Elder Relatives, Intermediate Goals And Accumulation, And Portfolio Reviews As Of November 15, 2024
Season 5 Episode 379
In this episode we answer emails from Jenny, Arun and Jeff. We discuss setting up a risk parity style portfolio for an elder relative, what to do wi…
1 year, 7 months ago
Episode 378: Silver, Useless ETF Strategies, The Evolution of DIY Investing And Yukon Cornelius!
Season 5 Episode 378
In this episode we answer emails from James, MyContactInfo and Cy. We discuss using silver in addition to gold in a portfolio, review again why many…
1 year, 7 months ago
Episode 377: Common Misconceptions About VT And Simplicity, A Levered Portfolio Comparison And Portfolio Reviews As Of November 8, 2024
Season 5 Episode 377
In this episode we answer emails from Alyson, Martijn and Russel. We discuss the drawbacks to using a total world fund, common misconceptions about …
1 year, 7 months ago
Episode 376: HSA vs. Roth, Navigating International Investments And Camelot!
Season 5 Episode 376
In this episode we answer emails from Anderson, Camille, and Chris. We discuss and HSA vs. a Roth IRA for a lower-taxed earner, the tax, brokerage a…
1 year, 7 months ago
Episode 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, 8 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, 8 months ago