EPISODE · Aug 30, 2023 · 43 MIN
Episode 286: A 457 Plan, A Leveraged Portfolio And Lido Advisors Walked Into Our Dive Bar
from Risk Parity Radio · host Frank Vasquez
In this episode we answer emails from Kyle, Blake and Matt. We discuss investing in a 457 plan with a self-directed option, Blake's gambling problem -- err, very interesting leveraged portfolio, and how to evaluate RIAs through their SEC filings as applied to Lido.Links:Analysis of Total Market vs. 60/20/20 vs. Large cap/small cap value portfolios: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)Michael Kitces article re Four Phases of Retirement Planning: The Four Phases Of Saving For Retirement (kitces.com)Lido Firm Brochure (Part 2A of SEC Form ADV): crd_iapd_Brochure.aspx (sec.gov)OASDX: OASDX – Oakhurst Strategic Defined Risk Instl Fund Stock Price | MorningstarWalk4McKenna: Walk4McKenna - Father McKenna CenterSupport the show
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In this episode we answer emails from Kyle, Blake and Matt. We discuss investing in a 457 plan with a self-directed option, Blake's gambling problem -- err, very interesting leveraged portfolio, and how to evaluate RIAs through their SEC filings as applied to Lido. Links: Analysis of Total Market vs. 60/20/20 vs. Large cap/small cap value portfolios: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com) Michael Kitces article re Four Phases of Retirement Planning:...
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Episode 286: A 457 Plan, A Leveraged Portfolio And Lido Advisors Walked Into Our Dive Bar
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