Podcast Episodes
Back to SearchEpisode 166: Tax Loss Harvesting Funds, Withdrawal Mechanics, Tools And Portfolio Reviews As Of April 8, 2022
Season 2 Episode 166
In this episode we answer emails from Mitchell, Alexi (Dude!), Brian and Daniel. We discuss how to identify similar funds for tax loss harvesting, c…
3 years, 11 months ago
Episode 165: Treasury Bonds And Tax Loss Harvesting, Infinite Banking At Interactive Brokers And Staying On Message
Season 2 Episode 165
In this episode we answer emails from Mike, John, Jeff, Wang, and Ray. We discuss recent performance of long-term treasury bonds and tax loss harves…
3 years, 11 months ago
Episode 164: Transitioning Basics, TIPS, Consumption Smoothing, Plato And Our Portfolio Reviews As Of April 1, 2022
Season 2 Episode 164
In this episode we answer emails from Michelle, Brian, Alan and MyContactInfo. We discuss transitioning from accumulation to decumulation, why TIPS …
3 years, 11 months ago
Episode 163: Let's Put Karen In The Easy Chair And Do A Golden Ratio Case Study!
Season 2 Episode 163
In this episode we read a novella from Karen about how she is constructing her Golden Ratio-style retirement portfolio. Then we review expense and …
3 years, 11 months ago
Episode 162: Approaching Brazilian TIPs, Treasuries, Insurance Companies, Sector Concentrations And Portfolio Reviews As Of March 25, 2022
Season 2 Episode 162
In this episode we answer emails from Luis from Brazil, Paul, Alexi (His Dude-ness), and MyContactInfo (a different one). We discuss how to analyze …
4 years ago
Episode 161: Gonna Fly Now With Risk Parity Chronicles And More Listener Emails
Season 2 Episode 161
In this episode we announce the roll out of the Risk Parity Chronicles blog and website from our listener Justin. We also address emails from MyCont…
4 years ago
Episode 160: Blowing Up The Deathstar (Again!) And Our Weekly Portfolio Reviews As Of March 18, 2022
Season 2 Episode 160
In this episode we address emails from Thomas, Karen and Jeffrey. We discuss high-performing two-fund portfolios, Bill Bengen and Michael Kitces mis…
4 years ago
Episode 159: Burn Baby Burn With A New Rant Re Financial Mis-wisdom And Bonus Emails
Season 2 Episode 159
In this episode we begin with a rant about a Think Advisor article about what financial services is all about -- the PARTY CIRCUIT. And the we addre…
4 years ago
Episode 158: Composer And Other Emails And Our Scary Portfolio Reviews As Of March 11, 2022
Season 2 Episode 158
In this episode we address emails from Julie T., Julie H. Jeff and Colin. We discuss the automated trading platform Composer, places to learn about …
4 years ago
Episode 157: Ukraine Is Not Weak, Comparison Tools And Unwinding Annuities
Season 2 Episode 157
In this episode we give a shout out to our listeners in Ukraine and answer emails from Darren, Jeffrey and Ron. We discuss World Central Kitchen, co…
4 years ago