Podcast Episodes
Back to SearchEpisode 170: Lazy Hosts, All About Commodities Funds And Other Musings
Season 2 Episode 170
In this episode we celebrate George's generosity and answer emails from Jeff, Kyle, Richard, Jamie and MyContactInfo. We discuss ulcer indexes and w…
4 years ago
Episode 169: Financial Services Industry Musings, Taxes, Budgeting And Our Portfolio Reviews As Of April 22, 2022
Season 2 Episode 169
In this episode we answer emails from MyContactInfo (x2), Chris and Karen. We discuss annuities and conflicts in the financial services industry and…
4 years ago
Episode 168: Celebrating With Risk Parity Chronicles, More Cowbell, Dividend Handling, Two-Fund Portfolios And THE DUDE
Season 2 Episode 168
In this episode we answer questions from Doron, George, Eddie J. and Alexi (a/k/a "Duder"). We discuss the Macro-Allocation Principle and when to di…
4 years ago
Episode 167: Portfolio Analysis, New Composite Funds And Pappy O'Daniel's Conflicted Flour Hour
Season 2 Episode 167
In this episode we answer emails from Paul, MyContactInfo, Alex and Marvin. We discuss Paul's sample portfolio construction, inherent conflicts of i…
4 years, 1 month ago
Episode 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…
4 years, 1 month 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…
4 years, 1 month 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 …
4 years, 1 month 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 …
4 years, 1 month 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, 1 month 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, 1 month ago