Podcast Episodes
Back to SearchEpisode 506: Somebody's Drinking Mommy's Milkshake, Tax Considerations In Retirement, Ditching The TSP, And Portfolio Reviews As Of May 1, 2026
Season 6 Episode 506
In this episode we answer emails from Kyle, Tim, and Tim. We discuss dealing with a recalcitrant parent who won’t talk about the straw in their milk…
4 months ago
Episode 505: Driving Ms. Mamie, The Why Of Risk Parity Radio And Becoming A 1%-er, And Some Portfolio And Calculation Musings
Season 6 Episode 505
In this episode we answer emails from Thirsty Horse, Mark, and Mike. We discuss a wise friend and lessons on clarity, happiness, and preparing for t…
4 months ago
Episode 504: Fun With Bond Funds, Why Unnecessary Income Sucks, Social Security And Four Quadrant Musings, A CAGE Match, And Portfolio Reviews As Of April 24, 2026
Season 6 Episode 504
In this episode we answer emails from Jose, Optimus Bill, and Steve. We discuss bonds, retirement taxes, valuing Social Security and when to take it…
4 months, 1 week ago
Episode 503: Our Inspiring And Generous Listeners, Tweaking The Golden Ratio, And A Few Fund Questions
Season 6 Episode 503
In this episode we answer emails from Andrew, Geoff, and Frank. We discuss connecting risk parity investing to a bigger question: how to build a dra…
4 months, 1 week ago
Episode 502: Spending More And Living More In Retirement, More On The Four Quadrant Model, Celebrating Our Listeners And Friends, And Portfolio Reviews As Of April 17, 2026
Season 6 Episode 502
In this episode we answer emails from Matt, Michael, Stephen and Al. We discuss expanding the spending muscle in retirement, the generosity of our l…
4 months, 2 weeks ago
Episode 501: Talking CASA, Dealing With Shiny Object ETFs, Musings About TDFs, And Transitions From Cash
Season 6 Episode 501
In this episode we answer emails from Dustin, Optimus Bill, Vaibhav, and Morrie. We discuss how to vet a new "shiny object" ETF, why trying to "fix"…
4 months, 2 weeks ago
Episode 500: A Non-Profit Portfolio, Some Retro Ranting on TIPS, Parsing Withdrawal Methods, And Portfolio Reviews As Of April 10, 2026
Season 6 Episode 500
In this episode we answer emails from Ronald, George, Jeff. We celebrate episode 500 by sharing a few “Easter egg” resources, then jump into listene…
4 months, 3 weeks ago
Episode 499: Thanking Our Generous Listeners, Converting An Inefficient Vanguard Thingamablob, Assisting College-Age Kids, And Smiling With Sara
Season 6 Episode 499
In this episode we answer emails from Jose, Luc and Sara. We discuss using specific tax lots to reduce capital gains when reallocating, how the 0% l…
4 months, 3 weeks ago
Episode 498: Maximizing Portfolio Use To Maximize Life, HSA Musings, Meta-Reflections, And Portfolio Reviews As Of April 3, 2026
Season 6 Episode 498
In this episode we answer emails from Frank, Stephen (from Cincy), Jeff, and Sally. We focus on a common retirement blind spot: once you are financi…
4 months, 4 weeks ago
Episode 497: Critiquing A Problematic Portfolio, A New Listener Tool, 401K Quandaries, And Mucho Mucho Gratitude
Season 6 Episode 497
In this episode we answer emails from Dave, Marcus Vindictus, and Sharon. We take a hard look at what “diversified” really means in retirement and w…
5 months ago