Podcast Episodes

Episode 439: Our Annual Rebalancing Episode And A Baby With A Gambling Problem

Season 5 Episode 439

In this shocking, season-ending episode we answer an email from another generous and Nameless listener regarding a levered portfolio for Nameless, Jr., their omnipotent baby in waiting.  We also have…

Published on 1 month, 1 week ago

Episode 438: Should We Market Time Gold, What About TIPS, And What About The Children?

Season 5 Episode 438

In this episode we answer emails from Brian, Gary and Rob.  We discuss the foibles of follies of attempting to market-time gold, the fundamental problems of trying to use TIPS as inflation "hedges" i…

Published on 1 month, 1 week ago

Episode 437: Wallowing In Your Generosity, Listener Portfolios, And Longer Retirements

Season 5 Episode 437

In this episode we answer emails from Ron, Michael, Jaime and Clare.  We discuss all the generosity bestowed on us and our charity, including the McKenna Man portfolio, a listener's personal portfoli…

Published on 1 month, 2 weeks ago

Episode 436: Your Fear of Running Out of Money May Be Something Else And Portfolio Reviews As Of July 4, 2025

Season 5 Episode 436

In this episode we explore one big long answer to an email from Bob about why people refuse to spend money in retirement despite having more than adequate resources.  We touch on the math and psychol…

Published on 1 month, 3 weeks ago

Episode 435: Catching Up To Risk Parity And Fun With Forex And A Vanguard Market Neutral Fund

Season 5 Episode 435

In this episode we answer emails from Tracy, Mike and "Some Call Me" Tim.  We discuss the speculations and gambles of Forex, portfolio transitions, the Vanguard Market Neutral Fund and moving oversea…

Published on 1 month, 3 weeks ago

Episode 434: Party Time With Retirement Clubs, Portfolio Visualizer And Portfolio Reviews As Of June 27, 2025

Season 5 Episode 434

In this episode we answer a question from Ness.  We have fun with The Untouchables, retirement clubs, Portfolio Visualizer and many other things. 

And THEN we our go through our weekly portfolio revi…

Published on 1 month, 4 weeks ago

Episode 433: More About Transitions, Leveraged ETFs And Other Gambling Problems And Wisdom From The Great Jim Rohn

Season 5 Episode 433

In this episode we answer questions from Mason, Brian, and Anonymous.  We discuss portfolio transitions from a highly overlapped portfolio and related consideration, treasury strips funds and leverag…

Published on 2 months ago

Episode 432: A Transition Quandary, The 25 x 4 Portfolio, RPR On Afford Anything Podcast, Other Stuff And Portfolio Reviews As Of June 20, 2025

Season 5 Episode 432

In this episode we answer emails from Isaiah, Jack, Jon and Luke.  We discuss preliminary transition issues and de-risking, Jack's "25 x 4" risk parity style portfolio, Invictus and similar themes, t…

Published on 2 months ago

Episode 431: Websites And Roundtables And A Couple New Funds And Gold vs. Bonds

Season 5 Episode 431

In this episode we answer emails from Luc, Craig, Luke and Lucky.  We discuss updating the website, my recent roundtable on the Stacking Benjamins podcast, Achilles heels, and the inherent problems w…

Published on 2 months, 2 weeks ago

Episode 430: Celebrating Your Generosity, Accumulation Management, A Transition Question And Portfolio Reviews As Of June 6, 2025

In this episode we answer emails from I Have No Name, Deep and Joel.  We discuss the extraordinary generosity of our listeners and how it uplifts the workers in the FMC trenches, rebalancing in accum…

Published on 2 months, 2 weeks ago