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Episode 139: Amortization Withdrawal Strategies, Levered Accumulation Portfolios, Growth Funds And MORE COWBELL!

Season 2 Episode 139

In this episode, we answer emails from Adam, Amit, Jeffrey and Kevin.  We discuss  alternative theoretical withdrawal strategies and tools to model t…

4 years ago

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Episode 138: Generous Listeners, Swedish Entanglements, Various And Sundry Constructions And Our Weekly Reviews As Of December 23, 2021

Season 2 Episode 138

In this episode we address emails from Alexi, Ron, Niklas, Jody and Brian.  We discuss levered portfolios, Spinal Tap, the fabulous generosity of our…

4 years ago

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Episode 137: Risk Parity Ingredients, Spurious Trading Systems, Leveraged Intermediate Treasuries And Advertising

Season 2 Episode 137

In this episode we answer emails from Spencer, Hannalore, Keith and Claire.  We discuss a new article at Portfolio Charts, leveraged intermediate tre…

4 years ago

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Episode 136: Pot Roasts, G Funds, More On Intermediate Savings Strategies AND Portfolio Reviews As Of December 17, 2021

Season 2 Episode 136

In this episode we answer emails from Mark B, Matt, Kevin, Arun and Danny.  We discuss GBTC, my idiosyncrasies, the G-Fund in the TSP, SWAN and More …

4 years ago

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Episode 135: Legends, Sentence Enhancers, PAXG, Leveraged ETFs and YouTube Tutorials!

Season 2 Episode 135

In this episode we answer questions from Stephen (Superb Diamond Range), Alan, Chris, Neil, and Esek.  We discuss my limitations, the failings of my …

4 years ago

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Episode 134: Golden Ratio And M1, Minimum Meaningful Exposures, Safe Withdrawal Calculations, RPR NFTs And Our Portfolio Reviews As Of December 11, 2021

Season 2 Episode 134

In this episode, first off we address emails from Patrick, Frank, Hannelore, Peter, and Thomas and Angela.  We discuss allocating the Golden Ratio sa…

4 years, 1 month ago

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Episode 133: The LifeGoal Risk Parity Funds, Top Drawer Top Hats And Mandelbrot Sets!

Season 2 Episode 133

In this episode we answer emails from Justin, David, Paul, Ted and "Mycontactinfo".  We discuss the new LifeGoal risk-parity based funds and other co…

4 years, 1 month ago

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Episode 132: Oh Mandy! Let's Talk About Taxes In Transition, Portfolio Analysis, Preferred Shares And Setting Withdrawal Rates!

Season 2 Episode 132

In this Barry-Barry-nice episode, we address an email from "Mandy" about her transition to retirement.  We discuss minimizing the taxes with long-ter…

4 years, 1 month ago

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Episode 131: Jake, YouTube Tutorials, NFT-Mania, A License To Kill Omicron And Our Weekly Portfolio Reviews As Of November 26, 2021

Season 2 Episode 131

In this episode we celebrate our latest patron Jake, announce our latest YouTube Tutorial, and then get to some emails from Ben, Andy and Keith, wher…

4 years, 1 month ago

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Episode 130: Superb Portfolio Construction, Rebalancing With Leverage, NFTs And Giving Tuesday

Season 2 Episode 130

In this episode we answer emails from Stephen, James, Randy and David.  We address a proposed 70/20/10 portfolio construction, rebalancing UPRO/TMF p…

4 years, 1 month ago

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