Podcast Episodes
Back to SearchEpisode 473: Merry Christmas From Testfolio, More Cowbell, KBWP, And Fund Seeder Mania
Season 6 Episode 473
In this episode we answer emails from JT, Phil, and Glenn. We revel in the updates to the TestFolio tools, weigh how tilting toward small cap value …
6 months, 2 weeks ago
Episode 472: A Field Day In New Jersey, Obviating Late Accumulation Risks, And Portfolio Reviews As Of December 12, 2025
Season 6 Episode 472
In this episode we answer emails from Anonymous from New Jersey, James, and Brad. We answer a donor’s six-part retirement plan, from mortgages and l…
6 months, 2 weeks ago
Episode 471: Holy MiFID Quandaries, HGER, And The Desert Portfolio
Season 6 Episode 471
In this episode we answer emails from Anonymous, Pete, and Wilhelm. We discuss how MiFID reshapes investing for U.S. citizens retiring in the EU, th…
6 months, 3 weeks ago
Episode 470: Short Term Bonds, A Growth Plan For A Late Starter, A Birthday Wish And Portfolio Reviews As Of December 5, 2025
Season 6 Episode 470
In this episode we answer emails from Adam, Cha Cha, and TJ. We discuss how cash and short-term bonds affect safe withdrawal rates, why the Golden B…
6 months, 3 weeks ago
Episode 469: Risk Parity For Charity, Managing Indvidual REITs, And Reverse Glidepaths
Season 6 Episode 469
In this episode we answer emails from Patrick, Kyle, and Dave. We discuss the advantages of using risk parity style portfolios for higher withdrawal…
6 months, 4 weeks ago
Episode 468: Revisiting Listener Gambling Problems, Canadian Considerations, And A Visit To the Father McKenna Center
Season 6 Episode 468
In this episode we answer emails from Grant, Brian, and Mourad. We unpack Grant's various gambling problems with leveraged ETFs and Bitcoin wrappers…
7 months ago
Episode 467: A Smorgasbord Of Retirement Account Management And Spending Tips And Portfolio Reviews As Of November 21, 2025
Season 6 Episode 467
In this episode we answer emails from Camille and Jeff. We discuss how 72(t) and asset swaps enable early IRA access, where to place managed futures…
7 months, 1 week ago
Episode 466: TDFs, Managed Futures, Complex Trading Strategies, STRIPS And TIPS
Season 6 Episode 466
In this episode we answer emails from Phil and Chris. We discuss moving from target date funds to low-cost index funds, why equity diversification n…
7 months, 1 week ago
Episode 465: Working Through The Middle Muddle, Cool Animated Videos, And Analyzing Other Retirement Portfolios
Season 6 Episode 465
In this episode we answer emails from Arun, Neil, and Stephen. We discuss intermediate accumulation portfolios, when you start needing bonds and bei…
7 months, 2 weeks ago
Episode 464: More Fun With Leverage, Bad Advisor Incentives, Working With A Substandard 401k And Portfolio Reviews As Of November 7, 2025
Season 6 Episode 464
In this episode we answer emails from Dave, Isaiah, and Ian. We discuss back-testing tools, revisit UPRO and leverage from the last episode, the inh…
7 months, 3 weeks ago