Podcast Episodes
Back to SearchEpisode 516: Using RPR To Build Friendships, Worldwide Gold Market Realities, And Portfolio Reviews As Of June 5, 2026
Season 6 Episode 516
In this episode we answer emails from Optimus Bill, Arun, and Aaron. We discuss why we do this show, how to build real friendships as an adult, and …
2 months, 4 weeks ago
Episode 515: Practical Continuity Considerations For Your Family And Why Popular Fear-Based Hoarding Plans Are Highly Undesirable
Season 6 Episode 515
In this episode we answer emails from Mark and Eric. We discuss managing finances through aging, dementia, and what happens when the family’s primar…
3 months ago
Episode 514: FI-lanthropy Friendly Portfolios, Solving A Transition Quandary, Golden Bow Ties, And Portfolio Reviews As Of May 29, 2026
Season 6 Episode 514
In this jam-packed crushed-fresh stone-solid hour-busting episode we do a trifecta response to one most excellent email from Rebecca. We discuss por…
3 months ago
Episode 513: The Perils Of All-Bond Portfolios And Over-Simplification, Choose FI, Muddled Thinking About Index Funds, And Why You Don't Need To Overplan Decades In Advance
Season 6 Episode 513
In this episode we answer question from Rob, Matthew, and Luke. We discuss the pitfalls of trying to rely on an all-bond portfolio in retirement and…
3 months, 1 week ago
Episode 512: Avoiding Level Two-Thinking Foibles And CAPE'd Crystal Balls, Basic Accumulation, Talking To Optimus Bill, And Portfolio Reviews As Of May 22, 2026
Season 6 Episode 512
In this episode we answer emails from TJ, Jose and Optimus Bill. We discuss the foibles of trying to catch up via investment picking if you are behi…
3 months, 1 week ago
Episode 511: Missives From Canada, Superman, Parsing Small Cap Funds, And More Fun With AI Creations
Season 6 Episode 511
In this episode we answer emails from Luc, Deep, and Paul. We discuss the French Canadian "Sak kosh" portfolio, try to help out the elder Sonia slee…
3 months, 2 weeks ago
Episode 510: Charitable Giving, Transitioning From A Single Stock Collection, Using Margin At Interactive Brokers, An Inflation Study, And Portfolio Reviews As Of May 15, 2026
Season 6 Episode 510
In this episode we answer emails from Geraldo, Rock, Ute. We discuss how to give well, shifting from big-name school donations to smaller charities …
3 months, 2 weeks ago
Episode 509: Navigating Financial Advisor Business Models, Intermediate Portfolios, Monthly Withdrawal Mechanics, Bitcoin Follies, And Another Thank You From Fairfax CASA
Season 6 Episode 509
In this episode we answer emails from Milo, Scott, and Joel. We discuss bad advisor incentives and how to classify them by their business models, id…
3 months, 2 weeks ago
Episode 508: Allocations To Help You Sleep Better At Night, The Three H's Of Retirement Spending, Bond Ladder Follies, And Portfolio Reviews As Of May 8, 2026
Season 6 Episode 508
In this episode we answer emails from Michael, Jim, and Optimus Bill. We start with a 67-year-old investor who is all-in on equities and cannot slee…
3 months, 3 weeks ago
Episode 507: Celebrating Your Generosity With Queen Mary, Estimating Health Care Insurance Costs, Index Funds, Assorted Milkshakes, and Surviving Stagflation
Season 6 Episode 507
In this episode we answer emails from Zach, Brian, Holly and Optimus Bill. We discuss a way to estimate retirement health care costs using current d…
3 months, 4 weeks ago