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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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 4 months 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, 4 months ago

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Episode 129: I-Bonds v. TIPS, Tumors, Advice From Uncle Frank And Our Weekly Portfolio Reviews As Of November 19, 2021

Season 2 Episode 129

In this episode we answer emails from Anderson, Brad, David, Ana and Christy.  We discuss I-bonds vs. TIPS, John Kimble, Portfolio Builder, Steve Van…

4 years, 4 months ago

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Episode 128: Our Monthly RANT Putting The Hammer Down On A Report From The Death Star!

Season 2 Episode 128

In this episode we, ahem, "address" a recent attempt by Morningstar to predict the future returns and performance of markets for the next 30-40 years…

4 years, 4 months ago

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Episode 127: More Crystal Balls, New-Fangled Hedge Funds, Portfoliovisualizer And More!

Season 2 Episode 127

In this email we answer emails from John, Gary, Chuck, PJ, Dave and Brandon.  We discuss crystal-ball-laden  catastrophes, modern alternative asset f…

4 years, 4 months ago

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