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

What this episode covers

NOW PLAYING

0:00 43:51

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

La Corrobra Canal Extremadura El espacio de la radio pública que pone en valor las lenguas autóctonas de Extremadura: el estremeñu, la fala y el portugués rayano.Con Juan Pedro Sánchez. Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom. Radio Maria Kenya Radio Maria Kenya A Christian voice in Kenya and in the World The Brackenfield Records Anvil Audio Productions An off-beat homage to classic radio detectives of the 1940s and '50s, The Brackenfield Records offers comforting genre fare, sitting somewhere between cosy and hard-boiled crime fiction.Whether it's dealing with unfaithful spouses, off-the-rails celebrities, crooked businesspeople, or gun-toting no-gooders, Brackenfield never falters!

Frequently Asked Questions

How long is this episode of Risk Parity Radio?

This episode is 43 minutes long.

When was this Risk Parity Radio episode published?

This episode was published on August 30, 2023.

What is this episode about?

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Risk Parity Radio episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!