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Episode 94: Listener Portfolios, Leverage And Weekly Portfolio Reviews As Of June 4, 2021

Season 1 Episode 94

In this episode we answer emails from Richard, Kyle, Chris and two Brians.  We discuss Richard's portfolio, using NTSX for smaller amounts of leverag…

5 years ago

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Episode 93: I Scream For I-Bonds! And A Few, Shall We Say, Emails!

Season 1 Episode 93

In this episode we answer emails from Bastian, Patrice, Jeff and Keith, about investing in Sweden and currency issues, Fundrise, a troublesome annuit…

5 years ago

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Episode 92: Bonus! An Announcement And Another Email Extravaganza!

Season 1 Episode 92

In this episode I make an announcement about my willingness to do financial coaching and address emails from Randy, Kristen, Freya, Kyu, TK, Davis, R…

5 years, 1 month ago

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Episode 91: Extraordinary Emails And The Madness Of Our Portfolio Reviews As Of May 28, 2021

Season 1 Episode 91

In this episode we answer questions from Rune, Patrice, Franklin and Jeff about coasting in to retirement, the key differences between 100% equity an…

5 years, 1 month ago

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Episode 90: Here We Go Once Again With The Emails! Whoa!

Season 1 Episode 90

In this episode we answer emails from Melissa, Nick, Don, Matt H (x2), Andrew (x2) and Keith.  We dive into short-term correlations, agreements with …

5 years, 1 month ago

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Episode 89: An Analysis of the Global X Nasdaq 100 Covered Call ETF (QYLD)

Season 1 Episode 89

In this episode we analyze QYLD, the Global X Nasdaq 100 Covered Call ETF, using David Stein's Ten Questions to Master Investing:

1.  What is it?
2.  I…

5 years, 1 month ago

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Episode 88: Here We Go Once Again With The Emails! And Weekly Portfolio Reviews As Of May 21, 2021

Season 1 Episode 88

In this episode we answer questions from Jamie, Zach, Keith, Ian, Aldo and Brad.  We discuss asset allocations in Roths vs. Traditional, the Risk Par…

5 years, 1 month ago

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Episode 87: Another All-Email Extravaganza! Alles Klar Herr Kommissar!

Season 1 Episode 87

In this episode we answer questions from Falco, Tim, Jeff, Adam, Phil, "Steve" and Nick about building an intermediate-life risk parity portfolio, a …

5 years, 1 month ago

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Episode 86: Answers To Your Questions And Weekly Portfolio Reviews As Of May 14, 2021

Season 1 Episode 86

In this episode we answer questions from Russell, Carter, the Mysterious Visitor 4541, Own and Travis about portfolios in the accumulation phase, PFF…

5 years, 1 month ago

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Episode 85: Can You Handle the Truth? Emails! Answers! Mini-rant! Oh My!

Season 1 Episode 85

In this episode we address emails from Jon, Laura, Kevin and Brian about the problems with Wealthfront's "risk parity" fund, moving to Costa Rica on …

5 years, 1 month ago

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