Podcast Episodes
Back to SearchEpisode 475: Managing An Inherited Roth IRA, Roth vs. Traditional Tax Locations, Some Basics With Resources, And Portfolio Reviews As Of December 26, 2025
In this episode we answer emails from Tyler, Michael and Jon. We discuss managing an inherited Roth across a 10-year window and related questions, c…
2 months, 3 weeks ago
Episode 474: Planning Around Taxes In Transition, Bitcoin FOMO, Living In A Trailer, And Portfolio Reviews As Of December 19, 2025
Season 6 Episode 474
In this episode we answer emails from Jenna, Kevin, and Jack Rabbit. We challenge the myth of “never pay taxes” and show how to transition scattered…
3 months ago
Episode 473: Merry Christmas From Testfolio, More Cowbell, KBWP, And Fund Seeder Mania
Season 6 Episode 473
In this episode we answer emails from JT, Phil, and Glenn. We revel in the updates to the TestFolio tools, weigh how tilting toward small cap value …
3 months, 1 week ago
Episode 472: A Field Day In New Jersey, Obviating Late Accumulation Risks, And Portfolio Reviews As Of December 12, 2025
Season 6 Episode 472
In this episode we answer emails from Anonymous from New Jersey, James, and Brad. We answer a donor’s six-part retirement plan, from mortgages and l…
3 months, 1 week ago
Episode 471: Holy MiFID Quandaries, HGER, And The Desert Portfolio
Season 6 Episode 471
In this episode we answer emails from Anonymous, Pete, and Wilhelm. We discuss how MiFID reshapes investing for U.S. citizens retiring in the EU, th…
3 months, 2 weeks ago
Episode 470: Short Term Bonds, A Growth Plan For A Late Starter, A Birthday Wish And Portfolio Reviews As Of December 5, 2025
Season 6 Episode 470
In this episode we answer emails from Adam, Cha Cha, and TJ. We discuss how cash and short-term bonds affect safe withdrawal rates, why the Golden B…
3 months, 2 weeks ago
Episode 469: Risk Parity For Charity, Managing Indvidual REITs, And Reverse Glidepaths
Season 6 Episode 469
In this episode we answer emails from Patrick, Kyle, and Dave. We discuss the advantages of using risk parity style portfolios for higher withdrawal…
3 months, 3 weeks ago
Episode 468: Revisiting Listener Gambling Problems, Canadian Considerations, And A Visit To the Father McKenna Center
Season 6 Episode 468
In this episode we answer emails from Grant, Brian, and Mourad. We unpack Grant's various gambling problems with leveraged ETFs and Bitcoin wrappers…
3 months, 3 weeks ago
Episode 467: A Smorgasbord Of Retirement Account Management And Spending Tips And Portfolio Reviews As Of November 21, 2025
Season 6 Episode 467
In this episode we answer emails from Camille and Jeff. We discuss how 72(t) and asset swaps enable early IRA access, where to place managed futures…
4 months ago
Episode 466: TDFs, Managed Futures, Complex Trading Strategies, STRIPS And TIPS
Season 6 Episode 466
In this episode we answer emails from Phil and Chris. We discuss moving from target date funds to low-cost index funds, why equity diversification n…
4 months ago