Podcast Episodes
Back to SearchEpisode 425: More Margin, SCHD, Safe Withdrawal Rate Realities And International Fund Considerations
Season 5 Episode 425
In this episode we answer emails from Andy, El Yama and Paulo. We discuss a follow up to the question on margin accounts at Interactive Brokers in E…
10 months ago
Episode 424: Interactive Brokers Margin Accounts, Gold ETFs On 1099s, BTAL And Portfolio Reviews As Of May 16, 2025
Season 5 Episode 424
In this episode we answer emails from Yangon, The Value Stock Geek, and Graham. We discuss the ins and outs of margin accounts at Interactive Broker…
10 months, 1 week ago
Episode 423: ALLW (It's New!), Social Security Claiming Considerations And Dividend Delusions
Season 5 Episode 423
In this episode we answer emails from Dave, Jeff and Peter. We discuss a new risk parity ETF, ALLW, a social security claiming question and consider…
10 months, 1 week ago
Episode 422: The BCI Fund, More Cowbell, Fidelity's Share Lending Program And Portfolio Reviews As Of May 9, 2025
Season 5 Episode 422
In this episode we answer emails from Ed, Joe and Jack. We discuss a commodities fund, BCI, some more cowbell, and Fidelity's share lending program.…
10 months, 2 weeks ago
Episode 421: NItty Gritty Portfolio Considerations And Variations, What We Actually Hold, And The Basics Of Rebalancing
Season 5 Episode 421
In this episode we answer emails from Luc, Ellen and Andrew. We discuss Luc's target portfolio, the process for evaluating and choosing new assets f…
10 months, 2 weeks ago
Episode 420: Wrestling With Roths And 401ks, Assorted Shenanigans, And Portfolio Reviews As Of May 2, 2025
Season 5 Episode 420
In this episode we answer emails from Anderson, Ian, FFS, and Michael. We discuss using Roths earlier in accumulation and tax considerations, wrestl…
10 months, 3 weeks ago
Episode 419: Transitioning To Retirement Portfolios, Fiddling With Limited 401k Funds And Applying The Socratic Method To Personal Finance
Season 5 Episode 419
In this episode we answer emails from Chris, Will and Neelix. We discuss the basics of transitioning from accumulation to decumulation, choosing fun…
10 months, 3 weeks ago
Episode 418: Different Drummers, Even More GDE, Nice Blogging When You Can Get It, And Portfolio Reviews As Of April 25, 2025
Season 5 Episode 418
In this episode we answer emails from Jeff, Jenzo and Sam. We discuss spending money on relationships, a 72(t) situation, what to do with an unused …
11 months ago
Episode 417: International Growth Funds, DSTs, Portfolio Transitions And Other Questions And Quandaries
Season 5 Episode 417
In this episode we answer emails from Marco Esquandolas and Multi-Family Investor. We discuss a long-term diversified Roth portfolio for a 13-year o…
11 months ago
Episode 416: The Tau Of El Yama, Accumulation Versus Decumulation Portfolios, Cracked CAPE Crystal Balls And Portfolio Reviews As Of April 18, 2025
Season 5 Episode 416
In this episode we answer emails from El Yama, Graham, and James. We discuss using risk parity-style portfolios for intermediate term needs, the sho…
11 months, 1 week ago