Podcast Episodes
Back to SearchEpisode 407: Multi-Asset Funds Like GDE, "Life Cycle" Econ-Models, Historical Interest Rate Musings And Portfolio Reviews As Of March 14, 2025
Season 5 Episode 407
In this episode we answer emails from Dustin, MyContactInfo, and Mark. We discuss the ETF GDE and combo return stacked funds generally, why you prob…
9 months, 3 weeks ago
Episode 406: REITs, Vacant Land, Bitcoin Today And Eh, Steve!
Season 5 Episode 406
In this episode, we answer emails from Spencer, Ko and Steve. We discuss REITs as a portfolio allocation, why vacant land is probably not a good inv…
9 months, 4 weeks ago
Episode 405: Treasury Strips Funds As A Form Of Leverage, A Return Stacked Portfolio, The Golden Ratio And Portfolio Reviews As Of March 7, 2025
Season 5 Episode 405
In this episode we answer emails from Eli, Garrison and Van. We discuss usig treasury strips ETFs like GOVZ and ZROZ and how they relate to long-ter…
10 months ago
Episode 404: Tax Location Considerations, Old Gold Book, Scottish ETFs, And Diversification Musings On International vs. US
Season 5 Episode 404
In this episode we answer emails from Caleb, Visitor #4565, Paul, Michael (from Scotland) and Jamie. We discuss tax location (or asset location for …
10 months ago
Episode 403: Navigating The New Regime, What Does A Weak Dollar Mean, Inflation In Withdrawals And Portfolio Reviews As Of February 28, 2025
Season 5 Episode 403
In this episode we answer emails from Andy, Mark and Graham. We discuss what may do well under the current US administration and related concerns, w…
10 months, 1 week ago
Episode 402: Getting A Little More Aggressive, A QREARX Redux, And What Does "Value" Mean Anyway
Season 5 Episode 402
In this episode we answer emails from Philip, David and Keith. We discuss an aggressive risk-parity style portfolio (without leverage), review QREAR…
10 months, 4 weeks ago
Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025
Season 5 Episode 401
In this episode we answer emails from Richard, Robert and Jacob. We discuss Richard's generosity and excellent example as a role model, an ill-conce…
11 months ago
Episode 400: An AI Thingamabob Takes Over To Review And Reconstruct Our First Five Foundational Episodes
Season 5 Episode 400
In this frolic and detour from our regularly scheduled programming, we create a "Reference Episode" by employing two AI podcasters to summarize the i…
11 months ago
Episode 399: A Good Deed Shining In A Weary World, Thoughts On Hoarding, Preferred Shares, Gold And Portfolio Reviews As Of January 31, 2025
Season 5 Episode 399
In this episode, we celebrate Ground Hog Day and answer emails from Ron, Jay and Pete. We discuss the value of giving and the new McKenna Man portfo…
11 months, 1 week ago
Episode 398: Tax Location Decisions, Dealing With Limited Fund Choices And Brokerage Requirements
Season 5 Episode 398
In this episode we answer emails from George, Kyle and Andy. We discuss whether to prioritize DBMF or VGLT (for tax location purposes) in a traditio…
11 months, 1 week ago