Podcast Episodes
Back to SearchEpisode 499: Thanking Our Generous Listeners, Converting An Inefficient Vanguard Thingamablob, Assisting College-Age Kids, And Smiling With Sara
Season 6 Episode 499
In this episode we answer emails from Jose, Luc and Sara. We discuss using specific tax lots to reduce capital gains when reallocating, how the 0% l…
1 month ago
Episode 498: Maximizing Portfolio Use To Maximize Life, HSA Musings, Meta-Reflections, And Portfolio Reviews As Of April 3, 2026
Season 6 Episode 498
In this episode we answer emails from Frank, Stephen (from Cincy), Jeff, and Sally. We focus on a common retirement blind spot: once you are financi…
1 month, 1 week ago
Episode 497: Critiquing A Problematic Portfolio, A New Listener Tool, 401K Quandaries, And Mucho Mucho Gratitude
Season 6 Episode 497
In this episode we answer emails from Dave, Marcus Vindictus, and Sharon. We take a hard look at what “diversified” really means in retirement and w…
1 month, 1 week ago
Episode 496: The Dangers Of Fixating On Tickers, Minimizing Taxes On Cash, Transitions, And Portfolio Reviews As Of March 27, 2026
Season 6 Episode 496
In this episode we answer questions from Dustin, Optimus Bill and Scott. We discuss the common mistake of chasing tickers and low fees instead of bu…
1 month, 2 weeks ago
Episode 495: EconoMe, Fairfax CASA, Speculations On Chaos, New 401k Regs, And More Cowbell
Season 6 Episode 495
In this episode we answer emails from Andy, John, and Todd. We discuss what "holding dollars" means, the lure of speculation on recent events, the o…
1 month, 2 weeks ago
Episode 494: More Gooooold, Calculator Comparisons, Planning And Portfolios, And Looking For Those Elusive Risk Parity Style Advisors
Season 6 Episode 494
In this episode we answer emails from Nicholas, Nathan and Lisa. We discuss how much gold is enough and how much is too much, why calculators disag…
1 month, 3 weeks ago
Episode 493: Our Raison D'etre, Common Investor Fallacies, UK Investing Notes, Treasury Bond Correlations, And Portfolio Reviews As Of March 13, 2026
Season 6 Episode 493
In this episode we answer emails from Lee, Leo, Tony, and Samuel. We revel in Lee's generosity and discuss why we hold gold and treasuries, why rece…
1 month, 4 weeks ago
Episode 492: An Expat Risk Parity Style Portfolio, Intermediate Accumulation For A Mortgage, And Assorted Asset Allocation Questions
Season 6 Episode 492
In this episode we answer emails from TJ, John and Optimus Bill. We discuss TJ's modified Golden Ratio portfolio and backtests, maximizing withdrawa…
2 months ago
Episode 491: Celebrating Listener Generosity, Donor Advised Funds, Learning Some Accumulation Ropes, Risk Parity ETFs, And Portfolio Reviews As Of March 6, 2026
Season 6 Episode 491
In this episode we answer emails from Optimus Bill, Mark and Ryan. We discuss donor advised fund sponsor Daffy and a strips fund portfolio substitut…
2 months ago
Episode 490: Queen Mary Segment With Jillian Johnsrud, Big Law Life, Alternative Assets And Four Quadrant Portfolio Construction Principles, And A Partial Retirement Withdrawal Scenario
Season 6 Episode 490
In this episode we answer emails from Connor, Zachary and Brian. We discuss fund selection, doing the Big Law dance, portfolio construction basics a…
2 months, 1 week ago