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Episode 455: Transitions, Calculators And Golden Bucketeering!

Season 6 Episode 455

In this episode we answer questions from Chris, George and "I Have No Name."  We discuss a transition situation with bonus portfolio question, the pl…

6 months, 1 week ago

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Episode 454: A Master Plan For Mr. Bill And Portfolio Reviews As Of September 12, 2025

Season 6 Episode 454

In this episode we answer one big long email from Mr. Bill (actually Dr. Bill). We discuss a planning process grounded in good data science, forecast…

6 months, 1 week ago

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Episode 453: Managed Futures, Bengen's New Book, And Vanguard Personal Advisor Follies

Season 6 Episode 453

In this episode we answer emails from Adam, Private Cowboy, and Jose.  We discuss managed futures (again with references!), Bill Bengen's latest book…

6 months, 2 weeks ago

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Episode 452: Thanks Again For Your Generosity, Avoiding Calculator Jockeys, Calculation Shortcuts And Portfolio Reviews As Of September 5, 2025

Season 6 Episode 452

in this episode we answer emails from Chris, Trudie, and Earl.  Highlights:  The Father McKenna Center "Top of the T-shirt" campaign raised over $66,…

6 months, 2 weeks ago

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Episode 451: Market Musings And Entertaining A Ted Baxter Clone

Season 6 Episode 451

In this episode we answer emails from Andy, Phil and Brady.  We entertain Andy's musings on small cap value and the economy with crystal balls and co…

6 months, 3 weeks ago

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Episode 450: International Funds, Nomads, New Vanguard ETFs and Portfolio Reviews As Of August 29, 2025

Season 6 Episode 450

In this episode we answer emails from a Mysterious Visitor, Pal and Byron.  We review our approach to international stock funds and how to improve th…

6 months, 3 weeks ago

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Episode 449: A Transition, Personal Finance Is Still Finance, And Fun With Mary And Coaching Stuff

Season 6 Episode 449

In this episode we answer emails from Nick, No Name, and Nathan.  We discuss transitioning at 70% to FI, the inherent problems with a lot of psycholo…

6 months, 3 weeks ago

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Episode 448: The Problem With Simulated Crystal Balls, Cleveland Rocks, And Portfolio Reviews As Of August 22, 2025

Season 6

In this episode we answer emails from Dave, Mike, and Andy.  We discuss an inherited IRA, 529s, how historical data provides more reliable investment…

7 months ago

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Episode 447: The OG Cowbell, Some Dueling Blog Posts, Spending And Enjoying More With Bill Bengen, And Musings About Gold 'N Bitcoin

Season 6 Episode 447

In this episode we answer emails from Evan, James and Brandy.  We discuss the joys of more cowbell from first principles and its origin story, a rece…

7 months ago

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Episode 446: Managed Futures, International Bond Funds, Risk Parity Chronicles(!) And Portfolio Reviews As Of August 15, 2025

Season 6 Episode 446

In this episode we answer emails from Postmaster, John, and Patrick.  We discuss the ins and outs of managed futures, the outs of international bonds…

7 months, 1 week ago

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