Podcast Episodes
Back to SearchEpisode 77: Ordinary Brokerage Account Tax Basics And Related Questions From Brian And Jamie
Season 1 Episode 77
In this episode we go through the basics about the taxation of ordinary brokerage accounts at an elementary level and answer questions from Brian and…
4 years, 11 months ago
Episode 76: Merriman Four-Fund, Bonds, Crystal Balls And Weekly Reviews As Of April 23, 2021
Season 1 Episode 76
In this episode we answer a question from Melissa about a Merriman Four-Fund Combo Portfolio, a question from Tony about a whole lot of stuff and the…
4 years, 11 months ago
Episode 75: An Email From Listener Mark And An Analysis Of SPLB (Part One)
Season 1 Episode 75
In this episode, we answer a question from Mark about preparing for his impending retirement and begin our analysis of the SPDR Long Term Corporate B…
4 years, 11 months ago
Episode 74: Action-Packed Bonus Episode! Once Again With The Email!
Season 1 Episode 74
In this action-packed bonus episode we answer listener questions from Javen, Tim, Julie, Don and Jacob about an experimental portfolio, valuation met…
4 years, 11 months ago
Episode 73: Mailbag Time And Weekly Portfolio Reviews As Of April 16, 2021
Season 1 Episode 73
We begin this episode by answering questions from Claudia, Jane and Richard, about bond tents, Roth IRAs for teenagers and long-term treasury bonds, …
4 years, 11 months ago
Episode 72: Mailbag And The Analysis Of IVOL (Part Two)
Season 1 Episode 72
We begin this episode with two emails from Maggie and Dominic and then move on to the second half of an analysis of the ETF IVOL, the Quadratic Inter…
4 years, 11 months ago
Episode 71: A Bursting Mailbag And Our Weekly Portfolio Reviews As Of April 9, 2021
Season 1 Episode 71
In this episode we take in emails from Anita, Ethan, Julie, Jeff and Ron and discuss structured products, small-cap value funds, using risk-parity po…
4 years, 11 months ago
Episode 70: Monthly Rant on Financial Mis-Wisdom (CAPEd Crystal Balls) And An Analysis of IVOL (Part One)
Season 1 Episode 70
We begin this episode with our monthly rant -- this time about crystal balls and the CAPE ratio and the move on to the first half of an analysis of t…
4 years, 11 months ago
Episode 69: Mailbag With Carlos, Brad, Brandon And J.B. And Portfolio Reviews As Of April 2, 2021
Season 1 Episode 69
In this mailbag extravaganza we tackle questions and comments about podcast humor, intermediate-term investing with the Golden Ratio portfolio, tax-l…
4 years, 11 months ago
Episode 68: Approaching Retirement Planning And Dogs And Cats Living Together With A Question From Listener Chuck
Season 1 Episode 68
In this episode we follow up on Episodes 64 and 66 by applying a process with which to approach retirement to listener Chuck H's situation. Links to…
4 years, 11 months ago