Podcast Episodes
Back to SearchEpisode 467: A Smorgasbord Of Retirement Account Management And Spending Tips And Portfolio Reviews As Of November 21, 2025
Season 6 Episode 467
In this episode we answer emails from Camille and Jeff. We discuss how 72(t) and asset swaps enable early IRA access, where to place managed futures…
1 month, 2 weeks ago
Episode 466: TDFs, Managed Futures, Complex Trading Strategies, STRIPS And TIPS
Season 6 Episode 466
In this episode we answer emails from Phil and Chris. We discuss moving from target date funds to low-cost index funds, why equity diversification n…
1 month, 2 weeks ago
Episode 465: Working Through The Middle Muddle, Cool Animated Videos, And Analyzing Other Retirement Portfolios
Season 6 Episode 465
In this episode we answer emails from Arun, Neil, and Stephen. We discuss intermediate accumulation portfolios, when you start needing bonds and bei…
1 month, 3 weeks ago
Episode 464: More Fun With Leverage, Bad Advisor Incentives, Working With A Substandard 401k And Portfolio Reviews As Of November 7, 2025
Season 6 Episode 464
In this episode we answer emails from Dave, Isaiah, and Ian. We discuss back-testing tools, revisit UPRO and leverage from the last episode, the inh…
1 month, 4 weeks ago
Episode 463: Pros And Cons of Leverage, Tax Buckets, Small Cap Value And Retirement Spending Frameworks
Season 6 Episode 463
In this episode we answer emails from Roman, Andrew and Iain. We discuss the plusses and minuses of leverage, volatility drag, and how leverage inte…
2 months ago
Episode 462: Creating Your Own Sample Portfolio, Asset Swaps With Cash, Low-Bar-Setting Financial Advisors, And Portfolio Reviews As Of October 31, 2025
Season 6 Episode 462
In this episode we answer emails from Jess, Phil and Scott. We discuss an experience of setting up a sample RPR portfolio for one's self, using asse…
2 months ago
Episode 461: Transitioning To Forever Plans, SCHD And Bitcoin, Our Purpose For Value, And When To Make Adjustments (Probably Never)
Season 6 Episode 461
In this episode we answer emails from Tyson, Patrick, and Shuchi. We discuss the basics of transitioning, SCHD as a value fund choice, bitcoin vs. g…
2 months, 1 week ago
Episode 460: Pulling The SWR Levers In A Retirement Scenario, Test Portfolios, HSAs, And Portfolio Reviews As Of October 24, 2025
Season 6 Episode 460
In this episode we answer emails from Eva, Jess and Mr. Toxic. We discuss the three levers of safe withdrawal rates applied to a listener's upcoming…
2 months, 1 week ago
Episode 459: Kicks And Giggles With A Bogleheads Forum Thread And Practical Issues About Evolving From Accumulation To Decumulation
Season 6 Episode 459
In this episode we answer emails from Luc and Nick. We discuss the four levels of investors, the fundamental problems with identity that terms like …
2 months, 2 weeks ago
Episode 458: Withdrawal Mechanics, Modelling, Futures Contracts And GOOOOLD, And Portfolio Reviews As Of October 17, 2025
Season 6 Episode 458
In this episode we answer emails from Ron, Mark, Rick and Keith. We revel in your generosity and discuss the mechanics of monthly withdrawals and ho…
2 months, 2 weeks ago