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Episode 275: A Bigger Boat For Long Term Care And Portfolio Construction Musings

Season 3 Episode 275

In this episode we answer questions from Esek and Jeffrey.  We discuss the difficulties of assessing long term care needs and potential approaches an…

2 years, 8 months ago

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Episode 274: The Pitfalls of Retirement Calculators and Being Unrealistically Conservative, AI Musings And Portfolio Reviews As Of July 7. 2023

Season 3 Episode 274

In this episode we answer questions from Shplendid Spencer, Russel and MyContactInfo.  We discuss the pros and cons of online calculators and how the…

2 years, 8 months ago

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Episode 273: Celebrating A Milestone With Some Old Friends. Revisiting The Holy Grail Principle And Using Berkshire Hathaway

Season 3 Episode 273

In this episode we answer emails from Alexi (a/k/a "the Dude"), MyContactInfo and Brown.  We discuss passing 500,000 downloads, hi and jinks, the rel…

2 years, 8 months ago

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Episode 272: More On DBMF, A Frolic And Detour Into Rowing, Asset Location Basics And Portfolio Reviews As Of June 30, 2023

Season 3 Episode 272

In this episode we answer emails from Thurston Howell VI, MyContactInfo and Keith.  We discuss DBMF and managed futures funds generally, my family's …

2 years, 8 months ago

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Episode 271: Fun With Funds From ITOT To TSP-F To VCSAX

Season 3 Episode 271

In this episode we answer questions from Pedro, Graham and Nathan.  We discuss creating a Golden Ratio portfolio out of ITOT and other things, what t…

2 years, 8 months ago

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Episode 270: Ergodicity In Investing And Life, A Listener's Golden Ratio Portfolio, Dividend Truths And Portfolio Reviews As Of June 23, 2023

Season 3 Episode 270

In this episode we answer questions from MyContactInfo, Anonymous and Arun.  We discuss a podcast and article about the concept of Ergodicity and how…

2 years, 9 months ago

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Episode 269: Fun With Goldmember, Portfolio Transitions And How To Value A Pension

Season 3 Episode 269

In this episode we answer emails from Drew, Barry and Rob.  We discuss an article about investing in gold from Larry Swedroe and how to read it and t…

2 years, 9 months ago

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Episode 268: Jennie We Got Your Number, Alternatives And Portfolio Reviews As Of June 16, 2023

Season 3 Episode 268

In this episode we answer emails from Jennie, Chris and Visitor 5622.  We discuss Jennie's retirement situation, BTAL and long dollar funds, and VTI …

2 years, 9 months ago

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Episode 267: A Free Steak Dinner Mini-Rant, Managed Futures Funds, Emerson And What To Do When You Are Early FI

Season 3 Episode 267

In this episode we begin with a mini-rant about the THREE free steak dinner invitations we received recently.  Then we answer emails from Drew, Laure…

2 years, 9 months ago

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Episode 266: Dude Musings, Fun With Fallacies, Variable Preferred Shares And Portfolio Reviews As Of June 9, 2023

Season 3 Episode 266

In this episode we answer emails from Alexi (a/k/a/ "the Dude"), Pete and Dean.  We discuss box spreads, trying to market-time t-bills and interest r…

2 years, 9 months ago

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