Podcast Episodes
Back to SearchEpisode 486: Matching Your Portfolio With Your Spending Goals, The RPR Site, ETPs, Coast FI Sabbaticals, And Portfolio Reviews As Of February 6, 2026
Season 6 Episode 486
In this episode we answer email Serge, Nielsen, Paul and Loren. We dig into the core question that drives every portfolio -- when will this money be…
6 months, 3 weeks ago
Episode 485: Discerning Managed Futures From Momentum, Monte Carlo Simulation Mania, And Variable Withdrawal Mechanisms
Season 6 Episode 485
In this episode we answer questions from Ben, Todd, and Tom. We discuss how managed futures differ from momentum, differentiating Monte Carlo simulat…
6 months, 4 weeks ago
Episode 484: Portfolio Considerations Pre-Retirement, Accounting For Taxes, Data, Catherine O'Hara And Portfolio Reviews As Of January 30, 2026
Season 6 Episode 484
In this episode we answer emails from Sebastian, Mark, and James. We discuss the purpose of treasury bond allocations, annuity cash flows, and where…
7 months ago
Episode 483: Parsing Amateur Gold And Cash Ideas, Expert Links, Managed Futures, Testfolio Hints, And Other Hijinks
Season 6 Episode 483
In this episode we answer emails from Gregory, Rick and Graham. We discuss some more amateur ideas on gold and cash buffers, and modeling managed fu…
7 months ago
Episode 482: Reviewing "The Score", Tweaking A Portfolio, And Portfolio Reviews As Of January 23, 2026
Season 6 Episode 482
In this episode we answer emails from Isaiah and Mike. We unpack how metrics hijack meaning and show how a diversified, risk-parity approach lets yo…
7 months, 1 week ago
Episode 481: Dr. Bill's Excellent Adventure Into Risk Parity Retirement
Season 6 Episode 481
In this episode we read a lengthy email missive from our good friend Dr. Bill on reaching financial independence a few years early, designing a risk …
7 months, 2 weeks ago
Episode 480: Tail Risk Strategies, Better Approaches Using Diversification And Who To Learn That From, Fund Taxonomy, And Portfolio Reviews As Of January 16, 2026
Season 6 Episode 480
In this episode we answer emails from Gregory and Isaiah. We discuss whether tail-hedged ETFs belong in a retirement portfolio, then map out a clean…
7 months, 2 weeks ago
Episode 479: The 60% Transition Solution, Financial Advisor Horror Stories, And Notes On Performance Data
Season 6 Episode 479
In this episode we answer emails from Bee, Brian, and Derek. We discuss shifting from pure equities toward a Golden Ratio allocation at 60% of the w…
7 months, 2 weeks ago
Episode 478: Index Fund Choices, Distribution Methods, The Financial Advisor Landscape, Parsing Our Approach, And Portfolio Reviews As Of January 9, 2026
Season 6 Episode 478
In this episode we answer emails from Jeff, Chad and Matt. We discuss choices in 100% equity accumulation portfolios, distribution methodology for t…
7 months, 3 weeks ago
Episode 477: Handling Midwest Mom, Some Book Recommendations, And Australians Trying To Beat The Market
Season 6 Episode 477
In this episode we answer emails from Midwest Nice, Ron and Stefan. We discuss helping a cautious parent with a high-fee advisor, what services are …
7 months, 3 weeks ago