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Episode 308: Annual Reflections And Thanks, Safe Withdrawal Rates, And Coming Attractions

Season 4 Episode 308

In this rather short episode we answer emails from Ralph, Scott, Eric, the Mysterious Visitor 9575, and Steven.  We discuss my recent absence and pre…

2 years ago

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Episode 307: A Panoply Of Holiday Topics, The Reinfather And Portfolio Reviews As Of December 22, 2023

Season 4 Episode 307

In this episode we answer emails from Keith, Pete and Tim.  We discuss developments in factor-based investing, portfolio transitions, RMDs, the recen…

2 years ago

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Episode 306: Bootstrapping and EconoMe and Mini-ranting, Oh My!

Season 4 Episode 306

In this episode we answer emails from Jenzo, Priah and Matt.  We discuss a levered portfolio and tracking errors, the limitation of Scott Cederburg's…

2 years ago

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Episode 305: The Mac Daddy's Back With Portfolio Analysis, More Cowbell, And Portfolio Reviews As Of December 15, 2023

Season 4 Episode 305

In this episode we return from hiatus to answer emails from Popeye, Clint and Mr. Klingon.  We discuss a JP Morgan report, giving to the Father McKen…

2 years ago

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Episode 304: Catching Up To Pinwheels, The F Fund And Wealthfront And Portfolio Reviews As Of November 17, 2023

Season 4 Episode 304

In this episode we answer emails from Visitor 5970, Frank, Alexi (a/k/a "the Dude") and Paul.  We discuss the bond funds in the TSP, the Catching Up …

2 years, 1 month ago

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Episode 303: Personal Capital/Empower Extraction, Gold & Silver ETFs, Killing Kenny And Portfolio Reviews As Of November 10, 2023

Season 4 Episode 303

In this episode we answer emails from Steve, Jeff and Kenny.  We discuss the complex foibles of Empower/Personal Capital portfolios and transitioning…

2 years, 1 month ago

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Episode 302: Bond Speculations, Golden Ratios, Fighting For Iowa Farmland And Portfolio Reviews As Of November 3, 2023

Season 4 Episode 302

In this episode we answer emails from William, Tyler and Builderman.  We discuss making changes in treasury bond fund allocations and the foibles of …

2 years, 2 months ago

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Episode 301: CAOS and Calculators and Bonds, Oh My! And Portfolio Reviews As Of October 27, 2023

Season 4 Episode 301

In this episode we answer emails from Alexi (a/k/a "the Dude"), MyContactInfo and James.  We discuss a couple new ETFs, CAOS and AHLT, follow up on e…

2 years, 2 months ago

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Episode 300: Where Its At With The Infernal JEPI And Musings About Gold And Portfolio Visualizer

Season 4 Episode 300

In this episode we answer emails from Mark, Mark and Cody.  We discuss what first Mark learned by investigating JEPI, the history of investing in gol…

2 years, 2 months ago

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Episode 299: Modeling Iowa Farmland, Cash Is No Longer Trash (Apparently), And Venture Capital Foibles

Season 4 Episode 299

In this episode we answer questions from BuilderMan, Drew and MyContactInfo.  We discuss how to incorporate farmland and other illiquid, income-produ…

2 years, 2 months ago

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