Podcast Episodes

Episode 429: Endless Listener Generosity, Portfolio Considerations In Retirement, A Direct Indexing Experiment And Butchering Tools

In this episode we answer emails from Brent, Peter and Cy.  We discuss our Father McKenna Center Top-of-the-T-Shirt Matching Campaign (again), Peter's risk-parity style portfolio in retirement and wh…

Published on 2 months, 3 weeks ago

Episode 428: A Cornucopia Of Listener Generosity, Intermediate Term Portfolios, Resources And Portfolio Reviews As Of May 30, 2025

Season 5 Episode 428

In this episode we answer emails from Anonymous, Tim, Mark and Luc.  We celebrate the overwhelming generosity of our listeners and discuss using risk parity style portfolios for intermediate savings,…

Published on 2 months, 3 weeks ago

Episode 427: Our Generous Listeners, BOXX, Direct Indexing And A Tribute To Sister Francine

Season 5 Episode 427

In this episode we answer emails from Katie, Sean, Glen, Anonymous and Kelly.  We discuss our matching campaign for the Father McKenna Center (rolled out in Episode 426), the BOXX ETF and the Rorscha…

Published on 2 months, 4 weeks ago

Episode 426: Impressing Your Significant Other With Portfolios, Factor And Demon Fun, And Portfolio Reviews As Of May 23, 2025

In this episode we answer emails from Pete, Kevin and Dale.  We discuss Pete's "Berry Pie" portfolio experiments on the testfolio site, the ongoing debate about the size and value factors and why it …

Published on 3 months ago

Episode 425: More Margin, SCHD, Safe Withdrawal Rate Realities And International Fund Considerations

Season 4 Episode 425

In this episode we answer emails from Andy, El Yama and Paulo.  We discuss a follow up to the question on margin accounts at Interactive Brokers in Episode 424, the use of SCHD fund as a large cap va…

Published on 3 months ago

Episode 424: Interactive Brokers Margin Accounts, Gold ETFs On 1099s, BTAL And Portfolio Reviews As Of May 16, 2025

In this episode we answer emails from Yangon, The Value Stock Geek, and Graham.  We discuss the ins and outs of margin accounts at Interactive Brokers, some annoyances with gold ETFs and 1099s, and B…

Published on 3 months, 1 week ago

Episode 423: ALLW (It's New!), Social Security Claiming Considerations And Dividend Delusions

Season 5 Episode 423

In this episode we answer emails from Dave, Jeff and Peter.  We discuss a new risk parity ETF, ALLW, a social security claiming question and considerations, and how a listener has been misled regardi…

Published on 3 months, 1 week ago

Episode 422: The BCI Fund, More Cowbell, Fidelity's Share Lending Program And Portfolio Reviews As Of May 9, 2025

Season 5 Episode 422

In this episode we answer emails from Ed, Joe and Jack.  We discuss a commodities fund, BCI, some more cowbell, and Fidelity's share lending program.

And THEN we our go through our weekly and monthly …

Published on 3 months, 2 weeks ago

Episode 421: NItty Gritty Portfolio Considerations And Variations, What We Actually Hold, And The Basics Of Rebalancing

Season 5 Episode 421

In this episode we answer emails from Luc, Ellen and Andrew.  We discuss Luc's target portfolio, the process for evaluating and choosing new assets for a portfolio -- comparing why managed futures pa…

Published on 3 months, 2 weeks ago

Episode 420: Wrestling With Roths And 401ks, Assorted Shenanigans, And Portfolio Reviews As Of May 2, 2025

In this episode we answer emails from Anderson, Ian, FFS, and Michael.  We discuss using Roths earlier in accumulation and tax considerations, wrestling with an expensive 401k plan with limited optio…

Published on 3 months, 3 weeks ago