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Episode 305: The Mac Daddy's Back With Portfolio Analysis, More Cowbell, And Portfolio Reviews As Of December 15, 2023

Season 4 Episode 305

In this episode we return from hiatus to answer emails from Popeye, Clint and Mr. Klingon.  We discuss a JP Morgan report, giving to the Father McKen…

2 years, 3 months ago

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Episode 304: Catching Up To Pinwheels, The F Fund And Wealthfront And Portfolio Reviews As Of November 17, 2023

Season 4 Episode 304

In this episode we answer emails from Visitor 5970, Frank, Alexi (a/k/a "the Dude") and Paul.  We discuss the bond funds in the TSP, the Catching Up …

2 years, 4 months ago

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Episode 303: Personal Capital/Empower Extraction, Gold & Silver ETFs, Killing Kenny And Portfolio Reviews As Of November 10, 2023

Season 4 Episode 303

In this episode we answer emails from Steve, Jeff and Kenny.  We discuss the complex foibles of Empower/Personal Capital portfolios and transitioning…

2 years, 4 months ago

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Episode 302: Bond Speculations, Golden Ratios, Fighting For Iowa Farmland And Portfolio Reviews As Of November 3, 2023

Season 4 Episode 302

In this episode we answer emails from William, Tyler and Builderman.  We discuss making changes in treasury bond fund allocations and the foibles of …

2 years, 4 months ago

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Episode 301: CAOS and Calculators and Bonds, Oh My! And Portfolio Reviews As Of October 27, 2023

Season 4 Episode 301

In this episode we answer emails from Alexi (a/k/a "the Dude"), MyContactInfo and James.  We discuss a couple new ETFs, CAOS and AHLT, follow up on e…

2 years, 4 months ago

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Episode 300: Where Its At With The Infernal JEPI And Musings About Gold And Portfolio Visualizer

Season 4 Episode 300

In this episode we answer emails from Mark, Mark and Cody.  We discuss what first Mark learned by investigating JEPI, the history of investing in gol…

2 years, 5 months ago

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Episode 299: Modeling Iowa Farmland, Cash Is No Longer Trash (Apparently), And Venture Capital Foibles

Season 4 Episode 299

In this episode we answer questions from BuilderMan, Drew and MyContactInfo.  We discuss how to incorporate farmland and other illiquid, income-produ…

2 years, 5 months ago

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Episode 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, 5 months ago

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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, 5 months ago

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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, 5 months ago

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