Podcast Episodes
Back to SearchEpisode 298: Coffee Is For Closers, Musings About Golden Ratio Portfolios And Buy-Write Funds, And Portfolio Reviews As Of October 13, 2023
Season 4 Episode 298
In this episode we answer questions from Jeff, Geordi and Eames. We discuss wrangling with a Fidelity advisors and assorted salespeople, the differe…
2 years, 2 months ago
Episode 297: Common Foibles Of Retirement Calculators, Contribution Considerations And Our Favorite Whipping Boy
Season 4 Episode 297
In this episode we answer emails from MyContactInfo, Kyle and Eric. We discuss the pitfalls of retirement tools with help from Newman, Bob Ross and…
2 years, 3 months ago
Episode 296: Thinking About Data Sets and Portfolio Selection, Donor Advised Funds And Portfolio Reviews As Of October 6, 2023
Season 4 Episode 296
In this episode we answer emails from Dave and Kanembou (from Chad). We discuss the ins and outs of various data sets (as opposed to crystal balls),…
2 years, 3 months ago
Episode 295: Meta-Ideas About Portfolios, Withdrawal Strategies, Worthy Stuff To Do, And International Taxation And Fad ETFs
Season 4 Episode 295
In this jam-packed episode we answer questions from Luke, Ethan, and Garry. We discuss a modified Golden Butterfly portfolio, some meta-withdrawal s…
2 years, 3 months ago
Episode 294: An Exquisite Dissection Of The "Four Percent Rule" And Portfolio Reviews As Of September 29, 2023
Season 4 Episode 294
In this episode we answer an email from Jeffrey about the "4% Rule". We discuss its origins, its three parameters (portfolio construction, time fram…
2 years, 3 months ago
Episode 293: Property & Casualty Investing, RPC, Brokerage Thoughts and Assorted Advanced Portfolio Constructions
Season 4 Episode 293
In this episode we answer emails from Brown, Justin, MyContactInfo and an Anonymous Trending Value Investor. We discuss investing in baskets of prop…
2 years, 3 months ago
Episode 292: TIPS, Dogs And Data, And Portfolio Reviews As Of September 22, 2023
Season 4 Episode 292
In this episode we answer emails from Owen, Jeff and Will. We discuss the commonly believed misinformation about TIPS, the ins and outs of quality d…
2 years, 3 months ago
Episode 291: A Simple Portfolio, A Really Complicated Portfolio And House Hacking Went To Bar
Season 4 Episode 291
In this episode we answer emails from Graham, Hydromod and Katie. We discuss a couple new funds from Avantis, AVGE and AVGV, and creating a portfoli…
2 years, 3 months ago
Episode 290: Getting Saucy With Justin Of Risk Parity Chronicles, Modern Portfolio Theory And Portfolio Reviews As Of September 15, 2023
Season 4 Episode 290
In this episode we answer emails from Justin of Risk Parity Chronicles and Chris. We discuss Justin's new blogpost and a new fund that mixes stocks …
2 years, 3 months ago
Episode 289: More Lido Shuffling and Monte Carlo Mania, Personal Finance Guru Battles, and Bonds vs. Bond Funds
Season 4 Episode 289
In this episode we respond to emails from Matt, MyContactInfo, Alexi (a/k/a "Dude") and Sharon. We follow up on Matt's email from Episode 286, talk …
2 years, 3 months ago