Podcast Episodes
Back to SearchEpisode 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, 7 months ago
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, 7 months ago
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, 8 months ago
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, 8 months ago
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, 8 months ago
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, 8 months ago
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, 8 months ago
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, 8 months ago
Episode 295: Meta-Ideas About Portfolios, Withdrawal Strategies, Worthy Stuff To Do, And International Taxation And Fad ETFs
Season 4 Episode 295
In this jam-packed episode we answer questions from Luke, Ethan, and Garry. We discuss a modified Golden Butterfly portfolio, some meta-withdrawal s…
2 years, 8 months ago
Episode 294: An Exquisite Dissection Of The "Four Percent Rule" And Portfolio Reviews As Of September 29, 2023
Season 4 Episode 294
In this episode we answer an email from Jeffrey about the "4% Rule". We discuss its origins, its three parameters (portfolio construction, time fram…
2 years, 9 months ago