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Episode 526: Celebrating Your Generosity, Some Unusual Cowbell, Young Listener Correlation Questions, Investing A Windfall, And Portfolio Reviews As Of July 10, 2026

Season 6 Episode 526

In this episode we answer emails from I Have No Name, Shellie, Midwest Nice, and Mr. Ed (a motley crew indeed!).  We discuss some massively funny gen…

1 month, 3 weeks ago

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Episode 525: Guiding Young America's Teachers, Assessing Academic TIPS Ladder Nonsense, And Checking Out A Cat Bond ETF

Season 6 Episode 525

In this episode we answer emails from Ethan, Joe, and Jim.  We discuss a plan for young teachers to reach early financial independence with the right…

1 month, 3 weeks ago

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Episode 524: Celebrating Listener Retirements And Generosity, Fun With Claude, Jeremy Grantham Says Buy Gold And Long Bonds, And Portfolio Reviews As Of July 3, 2026

Season 6 Episode 524

In this episode we answer emails from Joe, Ashley, and Chris.  First, we celebrate the early retirements and generosity of our listeners, spotlightin…

1 month, 4 weeks ago

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Episode 523: Funding A Family Gap Year Without Derailing FI, A Cowbell History, And Assorted AUM Advisor Follies And Conflicts

Season 6 Episode 523

In this episode we answer emails from Sarah, Tyler and Luc.  We Sarah's detailed plan to take a one to two year family gap year, travel, and unpack t…

2 months ago

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Episode 522: Intermediate Accumulation Decisions, The Follies Of Errant Fund Substitutions And Holding Too Much Cash, And Portfolio Reviews As Of June 26, 2026

Season 6 Episode 522

In this episode we answer emails from Tim, Avid Listener, and Aaron.  We discuss bond allocation in an intermediate accumulation Golden Butterfly sty…

2 months ago

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Episode 521: To Bridge Or Not To Bridge, The Follies Of Fund Picking, And Adjusting Risk Parity Styles Along The Efficient Frontier

Season 6 Episode 521

In this episode we answer emails from Michael, Raphy, and Roman.  We discuss using a short-term SPIA as a bridge before Social Security and why it pr…

2 months, 1 week ago

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Episode 520: Lies, D%&* Lies, And Insurance Marketing Of Perpetual Motion Machines, Tim And Gwen's Musical Tastes, And Portfolio Reviews As Of June 19, 2026

Season 6 Episode 520

In this episode we answer emails from Wilson, Tim, and John.  We discuss why life insurance products are not magical perpetual motion machines that m…

2 months, 1 week ago

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Episode 519: Quitting The Job Without Quitting The Plan, Portfolio And Tax Consideration, And Gambling With Uncle Rico (ChatGPT)

Season 6 Episode 519

In this episode we answer emails from Peter, Alejandro, and Anderson.  We discuss retiring early and related family, work and community consideration…

2 months, 2 weeks ago

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Episode 518: Top Of The T-Shirt Campaign (Part Deux!) Kick-Off, Fun With Assorted Listener Allocations And Crystal Balls, And Portfolio Reviews As Of June 12, 2026

Season 6 Episode 518

In this episode we first kick off the Top of the T-Shirt Campaign Part Deux (!) for the Father McKenna Center and explain why matching funds, donated…

2 months, 2 weeks ago

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Episode 517: A FIRE Portfolio Reality Check, Diversification Perceptions And Misperceptions, And STRIPS

Season 6 Episode 517

In episode we answer emails from Nick, Patrick and Aaron.  We discuss matching goals with portfolios for an early FI person, review an Early Retireme…

2 months, 3 weeks ago

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