Risk Parity Radio cover art

All Episodes

Risk Parity Radio — 525 episodes

#
Title
1

Episode 523: Funding A Family Gap Year Without Derailing FI, A Cowbell History, And Assorted AUM Advisor Follies And Conflicts

2

Episode 522: Intermediate Accumulation Decisions, The Follies Of Errant Fund Substitutions And Holding Too Much Cash, And Portfolio Reviews As Of June 26, 2026

3

Episode 521: To Bridge Or Not To Bridge, The Follies Of Fund Picking, And Adjusting Risk Parity Styles Along The Efficient Frontier

4

Episode 520: Lies, D%&* Lies, And Insurance Marketing Of Perpetual Motion Machines, Tim And Gwen's Musical Tastes, And Portfolio Reviews As Of June 19, 2026

5

Episode 519: Quitting The Job Without Quitting The Plan, Portfolio And Tax Consideration, And Gambling With Uncle Rico (ChatGPT)

6

Episode 518: Top Of The T-Shirt Campaign (Part Deux!) Kick-Off, Fun With Assorted Listener Allocations And Crystal Balls, And Portfolio Reviews As Of June 12, 2026

7

Episode 517: A FIRE Portfolio Reality Check, Diversification Perceptions And Misperceptions, And STRIPS

8

Episode 516: Using RPR To Build Friendships, Worldwide Gold Market Realities, And Portfolio Reviews As Of June 5, 2026

9

Episode 515: Practical Continuity Considerations For Your Family And Why Popular Fear-Based Hoarding Plans Are Highly Undesirable

10

Episode 514: FI-lanthropy Friendly Portfolios, Solving A Transition Quandary, Golden Bow Ties, And Portfolio Reviews As Of May 29, 2026

11

Episode 513: The Perils Of All-Bond Portfolios And Over-Simplification, Choose FI, Muddled Thinking About Index Funds, And Why You Don't Need To Overplan Decades In Advance

12

Episode 512: Avoiding Level Two-Thinking Foibles And CAPE'd Crystal Balls, Basic Accumulation, Talking To Optimus Bill, And Portfolio Reviews As Of May 22, 2026

13

Episode 511: Missives From Canada, Superman, Parsing Small Cap Funds, And More Fun With AI Creations

14

Episode 510: Charitable Giving, Transitioning From A Single Stock Collection, Using Margin At Interactive Brokers, An Inflation Study, And Portfolio Reviews As Of May 15, 2026

15

Episode 509: Navigating Financial Advisor Business Models, Intermediate Portfolios, Monthly Withdrawal Mechanics, Bitcoin Follies, And Another Thank You From Fairfax CASA

16

Episode 508: Allocations To Help You Sleep Better At Night, The Three H's Of Retirement Spending, Bond Ladder Follies, And Portfolio Reviews As Of May 8, 2026

17

Episode 507: Celebrating Your Generosity With Queen Mary, Estimating Health Care Insurance Costs, Index Funds, Assorted Milkshakes, and Surviving Stagflation

18

Episode 506: Somebody's Drinking Mommy's Milkshake, Tax Considerations In Retirement, Ditching The TSP, And Portfolio Reviews As Of May 1, 2026

19

Episode 505: Driving Ms. Mamie, The Why Of Risk Parity Radio And Becoming A 1%-er, And Some Portfolio And Calculation Musings

20

Episode 504: Fun With Bond Funds, Why Unnecessary Income Sucks, Social Security And Four Quadrant Musings, A CAGE Match, And Portfolio Reviews As Of April 24, 2026

21

Episode 503: Our Inspiring And Generous Listeners, Tweaking The Golden Ratio, And A Few Fund Questions

22

Episode 502: Spending More And Living More In Retirement, More On The Four Quadrant Model, Celebrating Our Listeners And Friends, And Portfolio Reviews As Of April 17, 2026

23

Episode 501: Talking CASA, Dealing With Shiny Object ETFs, Musings About TDFs, And Transitions From Cash

24

Episode 500: A Non-Profit Portfolio, Some Retro Ranting on TIPS, Parsing Withdrawal Methods, And Portfolio Reviews As Of April 10, 2026

25

Episode 499: Thanking Our Generous Listeners, Converting An Inefficient Vanguard Thingamablob, Assisting College-Age Kids, And Smiling With Sara

26

Episode 498: Maximizing Portfolio Use To Maximize Life, HSA Musings, Meta-Reflections, And Portfolio Reviews As Of April 3, 2026

27

Episode 497: Critiquing A Problematic Portfolio, A New Listener Tool, 401K Quandaries, And Mucho Mucho Gratitude

28

Episode 496: The Dangers Of Fixating On Tickers, Minimizing Taxes On Cash, Transitions, And Portfolio Reviews As Of March 27, 2026

29

Episode 495: EconoMe, Fairfax CASA, Speculations On Chaos, New 401k Regs, And More Cowbell

30

Episode 494: More Gooooold, Calculator Comparisons, Planning And Portfolios, And Looking For Those Elusive Risk Parity Style Advisors

31

Episode 493: Our Raison D'etre, Common Investor Fallacies, UK Investing Notes, Treasury Bond Correlations, And Portfolio Reviews As Of March 13, 2026

32

Episode 492: An Expat Risk Parity Style Portfolio, Intermediate Accumulation For A Mortgage, And Assorted Asset Allocation Questions

33

Episode 491: Celebrating Listener Generosity, Donor Advised Funds, Learning Some Accumulation Ropes, Risk Parity ETFs, And Portfolio Reviews As Of March 6, 2026

34

Episode 490: Queen Mary Segment With Jillian Johnsrud, Big Law Life, Alternative Assets And Four Quadrant Portfolio Construction Principles, And A Partial Retirement Withdrawal Scenario

35

Episode 489: Cowbell Direct Indexing, More Fun With Leverage, An Early Retirement Extra Spending Model And Portfolio Reviews As Of February 27, 2026

36

Episode 488: All Hail Queen Mary And Fairfax CASA, Gold vs Managed Futures, And A Short-Term Drawdown Portfolio

37

Episode 487: It's Mary Time, Intermediate Accumulation, 529s To Roths, And Leeroy Jenkins Gambling Problems

38

Episode 486: Matching Your Portfolio With Your Spending Goals, The RPR Site, ETPs, Coast FI Sabbaticals, And Portfolio Reviews As Of February 6, 2026

39

Episode 485: Discerning Managed Futures From Momentum, Monte Carlo Simulation Mania, And Variable Withdrawal Mechanisms

40

Episode 484: Portfolio Considerations Pre-Retirement, Accounting For Taxes, Data, Catherine O'Hara And Portfolio Reviews As Of January 30, 2026

41

Episode 483: Parsing Amateur Gold And Cash Ideas, Expert Links, Managed Futures, Testfolio Hints, And Other Hijinks

42

Episode 482: Reviewing "The Score", Tweaking A Portfolio, And Portfolio Reviews As Of January 23, 2026

43

Episode 481: Dr. Bill's Excellent Adventure Into Risk Parity Retirement

44

Episode 480: Tail Risk Strategies, Better Approaches Using Diversification And Who To Learn That From, Fund Taxonomy, And Portfolio Reviews As Of January 16, 2026

45

Episode 479: The 60% Transition Solution, Financial Advisor Horror Stories, And Notes On Performance Data

46

Episode 478: Index Fund Choices, Distribution Methods, The Financial Advisor Landscape, Parsing Our Approach, And Portfolio Reviews As Of January 9, 2026

47

Episode 477: Handling Midwest Mom, Some Book Recommendations, And Australians Trying To Beat The Market

48

Episode 476: Come On Up To The House With Our Annual Portfolio Reviews For The Very Good Year Of 2025

49

Episode 475: Managing An Inherited Roth IRA, Roth vs. Traditional Tax Locations, Some Basics With Resources, And Portfolio Reviews As Of December 26, 2025

50

Episode 474: Planning Around Taxes In Transition, Bitcoin FOMO, Living In A Trailer, And Portfolio Reviews As Of December 19, 2025

51

Episode 473: Merry Christmas From Testfolio, More Cowbell, KBWP, And Fund Seeder Mania

52

Episode 472: A Field Day In New Jersey, Obviating Late Accumulation Risks, And Portfolio Reviews As Of December 12, 2025

53

Episode 471: Holy MiFID Quandaries, HGER, And The Desert Portfolio

54

Episode 470: Short Term Bonds, A Growth Plan For A Late Starter, A Birthday Wish And Portfolio Reviews As Of December 5, 2025

55

Episode 469: Risk Parity For Charity, Managing Indvidual REITs, And Reverse Glidepaths

56

Episode 468: Revisiting Listener Gambling Problems, Canadian Considerations, And A Visit To the Father McKenna Center

57

Episode 467: A Smorgasbord Of Retirement Account Management And Spending Tips And Portfolio Reviews As Of November 21, 2025

58

Episode 466: TDFs, Managed Futures, Complex Trading Strategies, STRIPS And TIPS

59

Episode 465: Working Through The Middle Muddle, Cool Animated Videos, And Analyzing Other Retirement Portfolios

60

Episode 464: More Fun With Leverage, Bad Advisor Incentives, Working With A Substandard 401k And Portfolio Reviews As Of November 7, 2025

61

Episode 463: Pros And Cons of Leverage, Tax Buckets, Small Cap Value And Retirement Spending Frameworks

62

Episode 462: Creating Your Own Sample Portfolio, Asset Swaps With Cash, Low-Bar-Setting Financial Advisors, And Portfolio Reviews As Of October 31, 2025

63

Episode 461: Transitioning To Forever Plans, SCHD And Bitcoin, Our Purpose For Value, And When To Make Adjustments (Probably Never)

64

Episode 460: Pulling The SWR Levers In A Retirement Scenario, Test Portfolios, HSAs, And Portfolio Reviews As Of October 24, 2025

65

Episode 459: Kicks And Giggles With A Bogleheads Forum Thread And Practical Issues About Evolving From Accumulation To Decumulation

66

Episode 458: Withdrawal Mechanics, Modelling, Futures Contracts And GOOOOLD, And Portfolio Reviews As Of October 17, 2025

67

Episode 457: Musings From A Swedish Road Trip, AI Bots, The Website And Gold Futures

68

Episode 456: Lions And Leverage And RP Plans (Oh My!) -- And Portfolio Reviews As Of October 11, 2025

69

Episode 455: Transitions, Calculators And Golden Bucketeering!

70

Episode 454: A Master Plan For Mr. Bill And Portfolio Reviews As Of September 12, 2025

71

Episode 453: Managed Futures, Bengen's New Book, And Vanguard Personal Advisor Follies

72

Episode 452: Thanks Again For Your Generosity, Avoiding Calculator Jockeys, Calculation Shortcuts And Portfolio Reviews As Of September 5, 2025

73

Episode 451: Market Musings And Entertaining A Ted Baxter Clone

74

Episode 450: International Funds, Nomads, New Vanguard ETFs and Portfolio Reviews As Of August 29, 2025

75

Episode 449: A Transition, Personal Finance Is Still Finance, And Fun With Mary And Coaching Stuff

76

Episode 448: The Problem With Simulated Crystal Balls, Cleveland Rocks, And Portfolio Reviews As Of August 22, 2025

77

Episode 447: The OG Cowbell, Some Dueling Blog Posts, Spending And Enjoying More With Bill Bengen, And Musings About Gold 'N Bitcoin

78

Episode 446: Managed Futures, International Bond Funds, Risk Parity Chronicles(!) And Portfolio Reviews As Of August 15, 2025

79

Episode 445: "Funny How" With Listener Humor, Rebalancing Leveraged Funds, And CTA

80

Episode 444: Weird 401ks, Portfolio Visualizer Experiences And Leveraged Funds

81

Episode 443: Treasuring Our Guests And Listeners In The Arena, Bond Allocations, Transitions And Portfolio Reviews As Of August 1, 2025

82

Episode 442: Viva Our Listener's Lives, Treasury Bond Funds, And Volunteering

83

Episode 441: Three Milestones, Starfish, A Requested Rant And Portfolio Reviews As Of July 25, 2025

84

Episode 440: Looking At Some Charts, Inheritance Headaches, Bonds And Gold, And Celebrating Ozzy

85

Episode 439: Our Annual Rebalancing Episode And A Baby With A Gambling Problem

86

Episode 438: Should We Market Time Gold, What About TIPS, And What About The Children?

87

Episode 437: Wallowing In Your Generosity, Listener Portfolios, And Longer Retirements

88

Episode 436: Your Fear of Running Out of Money May Be Something Else And Portfolio Reviews As Of July 4, 2025

89

Episode 435: Catching Up To Risk Parity And Fun With Forex And A Vanguard Market Neutral Fund

90

Episode 434: Party Time With Retirement Clubs, Portfolio Visualizer And Portfolio Reviews As Of June 27, 2025

91

Episode 433: More About Transitions, Leveraged ETFs And Other Gambling Problems And Wisdom From The Great Jim Rohn

92

Episode 432: A Transition Quandary, The 25 x 4 Portfolio, RPR On Afford Anything Podcast, Other Stuff And Portfolio Reviews As Of June 20, 2025

93

Episode 431: Websites And Roundtables And A Couple New Funds And Gold vs. Bonds

94

Episode 430: Celebrating Your Generosity, Accumulation Management, A Transition Question And Portfolio Reviews As Of June 6, 2025

95

Episode 429: Endless Listener Generosity, Portfolio Considerations In Retirement, A Direct Indexing Experiment And Butchering Tools

96

Episode 428: A Cornucopia Of Listener Generosity, Intermediate Term Portfolios, Resources And Portfolio Reviews As Of May 30, 2025

97

Episode 427: Our Generous Listeners, BOXX, Direct Indexing And A Tribute To Sister Francine

98

Episode 426: Impressing Your Significant Other With Portfolios, Factor And Demon Fun, And Portfolio Reviews As Of May 23, 2025

99

Episode 425: More Margin, SCHD, Safe Withdrawal Rate Realities And International Fund Considerations

100

Episode 424: Interactive Brokers Margin Accounts, Gold ETFs On 1099s, BTAL And Portfolio Reviews As Of May 16, 2025

101

Episode 423: ALLW (It's New!), Social Security Claiming Considerations And Dividend Delusions

102

Episode 422: The BCI Fund, More Cowbell, Fidelity's Share Lending Program And Portfolio Reviews As Of May 9, 2025

103

Episode 421: NItty Gritty Portfolio Considerations And Variations, What We Actually Hold, And The Basics Of Rebalancing

104

Episode 420: Wrestling With Roths And 401ks, Assorted Shenanigans, And Portfolio Reviews As Of May 2, 2025

105

Episode 419: Transitioning To Retirement Portfolios, Fiddling With Limited 401k Funds And Applying The Socratic Method To Personal Finance

106

Episode 418: Different Drummers, Even More GDE, Nice Blogging When You Can Get It, And Portfolio Reviews As Of April 25, 2025

107

Episode 417: International Growth Funds, DSTs, Portfolio Transitions And Other Questions And Quandaries

108

Episode 416: The Tau Of El Yama, Accumulation Versus Decumulation Portfolios, Cracked CAPE Crystal Balls And Portfolio Reviews As Of April 18, 2025

109

Episode 415: A Smorgasbord Of Annuities, TIP Ladders, Currency Speculations And Other Gambling Problems

110

Episode 414: Another RPR Variation, More Cowbell, Accounting For Social Security And Portfolio Reviews As Of April 11, 2025

111

Episode 413: Overcoming Financial Setbacks, Finance Board Follies, Inflation And Large Cap Growth Funds In Merriman Portfolios

112

Episode 412: Market Turmoil, Guardrails Withdrawals, Useful UK Sites, Bonds, Small Caps And Portfolio Reviews As Of April 4, 2025

113

Episode 411: Portfolios For Accumulators, Assorted Fund Considerations, And That Infernal Cederburg Thing That Won't Go Away

114

Episode 410: PHYS For Gold, AVGE For Stocks, Tail Risk Hedging And Portfolio Reviews As Of March 28, 2025

115

Episode 409: The PFFA Fund, TSP Allocation Considerations And Those New-Fangled Return Stacked Funds

116

Episode 408: Rebalancing Frequency, Share Lending, Style Boxes, Strips, And The Golden Ratio Portfolio

117

Episode 407: Multi-Asset Funds Like GDE, "Life Cycle" Econ-Models, Historical Interest Rate Musings And Portfolio Reviews As Of March 14, 2025

118

Episode 406: REITs, Vacant Land, Bitcoin Today And Eh, Steve!

119

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

120

Episode 404: Tax Location Considerations, Old Gold Book, Scottish ETFs, And Diversification Musings On International vs. US

121

Episode 403: Navigating The New Regime, What Does A Weak Dollar Mean, Inflation In Withdrawals And Portfolio Reviews As Of February 28, 2025

122

Episode 402: Getting A Little More Aggressive, A QREARX Redux, And What Does "Value" Mean Anyway

123

Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025

124

Episode 400: An AI Thingamabob Takes Over To Review And Reconstruct Our First Five Foundational Episodes

125

Episode 399: A Good Deed Shining In A Weary World, Thoughts On Hoarding, Preferred Shares, Gold And Portfolio Reviews As Of January 31, 2025

126

Episode 398: Tax Location Decisions, Dealing With Limited Fund Choices And Brokerage Requirements

127

Episode 397: Small Cap Value Funds, How To Recognize Bad Books, CAOS And Weekly Portfolio Reviews As Of January 24, 2025

128

Episode 396: We're Talkin' Futures, Backtesting Considerations, And That Big Mo (Again)

129

Episode 395: Canadian Dilemmas, Total Market vs. Large Cap Growth, Gambling Problems And Portfolio Reviews As Of January 17, 2025

130

Episode 394: More Fun With Large Cap Growth Funds And Some Salient Portfolio Comparisons

131

Episode 393: International Questions From The Europeanish, A Pesky 401a And Portfolio Reviews As Of January 10, 2025

132

Episode 392: Small Cap Value Indexes, Managed Futures Butterly, And A Mini-Rant On Bucketeering

133

Episode 391: Musings About Base Rates, Crystal Balls, Dice And Santa, And Annual Portfolio Reviews For 2024

134

Episode 390: Single Fund Portfolio Follies, Variable Withdrawal Strategies, Basic Portfolio Considerations, And Portfolio Reviews As Of December 27, 2024

135

Episode 389: A Mini-Case Study About Entering Retirement, QSPNX, The Foibles Of Market Timing Bonds And Portfolio Reviews As Of December 20, 2024

136

Episode 388: Fun With A Financial Birthday Poem, A Couple Leveraged Portfolios And A Distribution On A Short Timeframe

137

Episode 387: Reprising The Big Mo, Mid-caps, Stuff On The Website And Portfolio Reviews As Of December 13, 2024

138

Episode 386: Strategies Of The Over-saved, Fun With Leverage And Tips For Our British Friends

139

Episode 385: Celebrating Generosity And Friends, Mixing It Up With Bonds, And Portfolio Reviews As Of December 6, 2024

140

Episode 384: More On Large Cap Growth Funds, An AI-Podcaster CAPE'd Reprise, And Reviewing The Purpose Of Treasury Bonds

141

Episode 383: The New I-Fund, A Pinwheel, Alternate Management And Portfolio Reviews As Of November 29, 2024

142

Episode 382: Managed Futures, VUG vs. QQQ, And Other Fund Considerations

143

Episode 381: Retirement Account Basics, Some Cool New Podcasts, And Portfolio Reviews As Of November 22, 2024

144

Episode 380: Missing Links, Efficient Transitioning In Taxable Accounts And Incorporating Global Exposures

145

Episode 379: Using Risk Parity Portfolios For Elder Relatives, Intermediate Goals And Accumulation, And Portfolio Reviews As Of November 15, 2024

146

Episode 378: Silver, Useless ETF Strategies, The Evolution of DIY Investing And Yukon Cornelius!

147

Episode 377: Common Misconceptions About VT And Simplicity, A Levered Portfolio Comparison And Portfolio Reviews As Of November 8, 2024

148

Episode 376: HSA vs. Roth, Navigating International Investments And Camelot!

149

Episode 375: Learning To "Be The Ball" With Tax And Portfolio Allocation Considerations And Monthly Distribution Mechanisms

150

Episode 374: Modern Fund Construction Trends, Using And Transitioning Levered Fund Portfolios And Portfolio Reviews As Of October 25, 2024

151

Episode 373: Risk Parity Books And Info, Wresting A Complex Portfolio From An Advisor, And Aggressive Investing In Your Youth

152

Episode 372: Using The Force To Love Gold And Databases, And Portfolio Reviews As Of October 18, 2024

153

Episode 371: OPTRA, Rising Glidepaths And A Smooth Operator

154

Episode 370: Jamming In Joe's Garage With Simba's Backtester And SVOL And Portfolio Reviews As Of October 11, 2024

155

Episode 369: Managing Treasury Bond Funds, How An AI-Bot Translates This Podcast, And Monte Carlo Based Variable Withdrawal Strategies

156

Episode 368: Analysis Tools, Tactical Allocation Strategies, International Accounts And Portfolio Reviews As Of October 4, 2024

157

Episode 367: A Mini-Rant About Covered Call Funds (Again), The Future Of Levered Portfolios And Principles Of Using Historical Data

158

Episode 366: Managed Futures, Tools For Varying Cash Flows, 529 Management And Portfolio Reviews As Of September 27, 2024

159

Episode 365: Leveraging OPTRA, The Four Phases Of Financial Knowledge And Portfolio Reviews As Of September 6, 2024

160

Episode 364: Leverage, Gold ETFs And Early Retirement Considerations (Oh My!) And Portfolio Reviews As Of August 30, 2024

161

Episode 363: Making Adjustments To An RPR Portfolio, Musings About Factor Investing And HECOMs, And A Semi-Rant About Ill-Advised IUL

162

Episode 362: Considering International Stock Funds, DBMF Benchmarks, Reviewing a 70/20/10 Portfolio And More Trogdor!

163

Episode 361: Leveraged ETFs vs Margin, Transitioning To A Golden Butterfly, Investing With A Spouse, And Portfolio Reviews As Of August 16, 2024

164

Episode 360: Help Viewing The Website, Bitcoin ETFs And Analyzing Some Portfolios In Transition

165

Episode 359: Portfolio Analyzers, The Logo, The Website, Best In Class ETFs And Portfolio Reviews As Of August 9, 2024

166

Episode 358: AI Uncle Frank, An Accumulation O.P.T.R.A. Portfolio, Carry Strategies And Managed Futures

167

Episode 357: Market Volatility, Basic Accumulation, A Great Gold Debate, and Portfolio Reviews As Of August 2, 2024

168

Episode 356: Exploring Preferred Shares Funds, The Importance Of Rebalancing, How The Sausages Are Made And Risk Parity Chronicles

169

Episode 355: Slapping Down Sensationalism, Macro-Economic Environments And Correlation Principles, And Portfolio Reviews As Of July 28, 2024

170

Episode 354: Managed Futures, Property & Casualty Insurance, Gambling By The Brazos And Portfolio Visualizer

171

Episode 353: Our Annual Rebalancing Episode And Portfolio Reviews As Of July 19, 2024

172

Episode 352: Practical Advice On Investing In Gold, The Varying Value Of Education And Getting Your Generosity Matched

173

Episode 351: The GOVT Fund, Retirement Resources, The Socratic Method And Portfolio Reviews As Of July 12, 2024

174

Episode 350: Skew And Managed Futures, Family Trucksters And Uncle Frank Says "Do Both"

175

Episode 349: Introducing O.P.T.R.A., a "Trogdor Portfolio"

176

Episode 348: Portfolios For 11-Year Olds, Basic Return Stacking, And A Fama-French Kerfuffle

177

Episode 347: Levered Small Caps, Cash Management Issues, Comparing Bond Fund Durations And Portfolio Reviews As Of June 21, 2024

178

Episode 346: Musings On Luck, Escaping Empower, Anchorage, And IUL Perpetual Motion Machines

179

Episode 345: Concerns About Indexing, Larry Swedroe's Portfolio, ROAD HOUSE, And Portfolio Reviews As Of June 7, 2024

180

Episode 344: More Lawyer Stuff And Some Ins And Outs Of ETFs, Extended Duration Treasuries And Gold Funds

181

Episode 343: Musings On Interest Rates And History, Fallacious Magic Mean Reversion, Inverse T-Bond Funds And Target Date Fund Glide Paths

182

Episode 342: Portfolio Charts Metrics, Cockroaches, Account Transfers And Portfolio Reviews As Of May 24, 2024

183

Episode 341: Retirement Calculator Woes, Flexible Withdrawal Strategies, Creative Financing And Fixing Grandma's 19-Fund Monstrosity Portfolio

184

Episode 340: National Debt, Bad Uses Of Data Via Cherry-Picking, Umbrella Insurance And Portfolio Reviews As Of May 10, 2024

185

Episode 339: THEY Just Admitted Its The 5% Rule Like We've Been Saying, FI Is For Everybody And Answers To Your Emails

186

Episode 338: Long Term Treasury Bond Funds, The 3-1-1 Withdrawal Guidelines, And The Growth/Value Split In Stock Allocations

187

Episode 337: Flirting With Law Schools, The Best Of Berger, Bucketeering And Robo-Things, And Portfolio Reviews As Of April 26, 2024

188

Episode 336: Gold And Mental Models Of Crowds And History, The Truth About Inflation In Retirement, And More On Global Portfolios

189

Episode 335: Humorous Musings On 4/20, Asset Swaps In Retirement Accounts, A Global Portfolio Analysis And Portfolio Reviews As Of April 19, 2024

190

Episode 334: Comparative Analyses At PV, Comparative Safe Withdrawal Rates, Foolish Consistencies, And Fee Spats In ETF World

191

Episode 333: Putting The Hammer Down With A Rant On Target Date Funds And Portfolio Reviews As Of April 12, 2024

192

Episode 332: Assisting Elderly Parents, A Levered Accumulation Portfolio, And The "You-Know-You-Won" G Fund

193

Episode 331: Dollar Stories, The Rule Of 55, The Nicest Guy of FI, Basic Portfolio Construction Principles, And Reviews As Of April 5, 2024

194

Episode 330: Charitable Donation Methods, Speculating On Inflation And Applying Shannon's Demon To Prioritize Our Investing Principles

195

Episode 329: Fun With Transitions, The Portfolio Charts Tools, And GOOOOLD, Along With Portfolio Reviews As Of March 29, 2024

196

Episode 328: Rebalancing Leveraged Portfolios, Asset Location Considerations, And All Hail BLAZING SADDLES!

197

Episode 327: Quick-Time Harch, AQR Funds, Bond Ladders, Global Population And Portfolio Reviews As Of March 22, 2024

198

Episode 326: A Review of Why We Are Here, Golden Portfolios, The Non-Spenders' Plague, Revisiting Shannon's Demon, Oversimplification Is NOT The Real Goal, And Emerging Market Musings

199

Episode 325: Talking Horses, Ray Dalio, Peruvian Guinea Pigs And Portfolio Reviews As Of March 8, 2024

200

Episode 324: Here's Johnny With A Withdrawal Plan, What To Do When You Have Not Saved Enough And A Little RSBT

201

Episode 323: Flogging A Dead Horse, Jerry Parker And TFPN, Portfolio Shifts, And Portfolio Reviews As Of March 1, 2024

202

Episode 322: Aggregating Portfolios, Leverage, Festivus, Leeroy Jenkins And Portfolio Reviews As Of February 23, 2024

203

Episode 321: A Small Rant About Newman Selling Annuities At Local Steakhouses

204

Episode 320: Golden Intermediate Accumulations, Long Dollar Funds, Temporary US Residency And Portfolio Reviews As Of February 16, 2024

205

Episode 319: Transitioning A Simple FIRE Portfolio, The Pickelhaube Portfolio And More Fun With Leverage

206

Episode 318: Leverage, Revealed Preferences In Portfolio Construction, Andean Flutes And Portfolio Reviews As Of February 9, 2024

207

Episode 317: Motorin' With Leveraged Fund Analyses And Tax Reporting Of Gold ETFs

208

Episode 316: Musings On Inflation, Gambling Problems And Private Real Estate Funds And Portfolio Reviews As Of February 2, 2024

209

Episode 315: Cognitive Biases Surrounding Long-Term Care And Rational Approaches, Assorted Portfolio Alternatives and GOOOLD!

210

Episode 314: Various Forays In Portfolio Visualizer, Rebalancing Timing Issues And The Holiday Road

211

Episode 313: Montecarlo Simulations, Accumulation Portfolios, Dr. Who, And Portfolio Reviews As Of January 12, 2024

212

Episode 312: Financial "Experts", US Dollar And Debt And Correlations (Oh My!), Portfolio Income And Total Returns, And Managed Futures In A Golden Ratio Portfolio

213

Episode 311: Portfolio Visualizer Data, Switching Allocations, Managed Futures ETFs, Bluto, EconoMe And Portfolio Reviews As Of January 5, 2024

214

Episode 310: Annual Portfolio Reviews And Bonus Nonsensical Ravings

215

Episode 309: Shifting Allocation Strategies, Preferred Shares, Correlation Issues And Principles -- And High Jinks!

216

Episode 308: Annual Reflections And Thanks, Safe Withdrawal Rates, And Coming Attractions

217

Episode 307: A Panoply Of Holiday Topics, The Reinfather And Portfolio Reviews As Of December 22, 2023

218

Episode 306: Bootstrapping and EconoMe and Mini-ranting, Oh My!

219

Episode 305: The Mac Daddy's Back With Portfolio Analysis, More Cowbell, And Portfolio Reviews As Of December 15, 2023

220

Episode 304: Catching Up To Pinwheels, The F Fund And Wealthfront And Portfolio Reviews As Of November 17, 2023

221

Episode 303: Personal Capital/Empower Extraction, Gold & Silver ETFs, Killing Kenny And Portfolio Reviews As Of November 10, 2023

222

Episode 302: Bond Speculations, Golden Ratios, Fighting For Iowa Farmland And Portfolio Reviews As Of November 3, 2023

223

Episode 301: CAOS and Calculators and Bonds, Oh My! And Portfolio Reviews As Of October 27, 2023

224

Episode 300: Where Its At With The Infernal JEPI And Musings About Gold And Portfolio Visualizer

225

Episode 299: Modeling Iowa Farmland, Cash Is No Longer Trash (Apparently), And Venture Capital Foibles

226

Episode 298: Coffee Is For Closers, Musings About Golden Ratio Portfolios And Buy-Write Funds, And Portfolio Reviews As Of October 13, 2023

227

Episode 297: Common Foibles Of Retirement Calculators, Contribution Considerations And Our Favorite Whipping Boy

228

Episode 296: Thinking About Data Sets and Portfolio Selection, Donor Advised Funds And Portfolio Reviews As Of October 6, 2023

229

Episode 295: Meta-Ideas About Portfolios, Withdrawal Strategies, Worthy Stuff To Do, And International Taxation And Fad ETFs

230

Episode 294: An Exquisite Dissection Of The "Four Percent Rule" And Portfolio Reviews As Of September 29, 2023

231

Episode 293: Property & Casualty Investing, RPC, Brokerage Thoughts and Assorted Advanced Portfolio Constructions

232

Episode 292: TIPS, Dogs And Data, And Portfolio Reviews As Of September 22, 2023

233

Episode 291: A Simple Portfolio, A Really Complicated Portfolio And House Hacking Went To Bar

234

Episode 290: Getting Saucy With Justin Of Risk Parity Chronicles, Modern Portfolio Theory And Portfolio Reviews As Of September 15, 2023

235

Episode 289: More Lido Shuffling and Monte Carlo Mania, Personal Finance Guru Battles, and Bonds vs. Bond Funds

236

Episode 288: Truckin' With Kevin In The Easy Chair And Portfolio Reviews As Of September 8, 2023

237

Episode 287: The Big Mo, Emerging Market GDP Follies, And Flying On A Golden Butterfly

238

Episode 286: A 457 Plan, A Leveraged Portfolio And Lido Advisors Walked Into Our Dive Bar

239

Episode 285: Asset Glamping With Leverage and Treasury Bonds

240

Episode 284: Goring Assorted Sacred Cows And Bad Decision-Making Processes, Checking Out Value-Weighting And Portfolio Reviews As Of August 18, 2023

241

Episode 283: Personality Traits, More Managed Futures And CTA, And Bonus British Economic History

242

Episode 282: A Long Letter Of Gratitude, Principles, Assorted Asset Considerations And Portfolio Reviews As Of August 11, 2023

243

Episode 281: Fun With Simulators And Alaskan Golden Butterish Portfolios

244

Episode 280: Kitces And Bernstein (And Bears, Oh My!) And Portfolio Reviews As Of August 4, 2023

245

Episode 279: Reviewing Pete's Portfolio, Savaging Buffered Funds And Other Malfeasance

246

Episode 278: Closing Out Year Three With Our Annual Rebalancings

247

Episode 277: Musings With French Physicists About Advanced Modelling And Comparing Small Cap Funds

248

Episode 276: What "They" Don't Want You To Know About The FIRE Movement, A Case Study And Portfolio Reviews As Of July 14, 2023

249

Episode 275: A Bigger Boat For Long Term Care And Portfolio Construction Musings

250

Episode 274: The Pitfalls of Retirement Calculators and Being Unrealistically Conservative, AI Musings And Portfolio Reviews As Of July 7. 2023

251

Episode 273: Celebrating A Milestone With Some Old Friends. Revisiting The Holy Grail Principle And Using Berkshire Hathaway

252

Episode 272: More On DBMF, A Frolic And Detour Into Rowing, Asset Location Basics And Portfolio Reviews As Of June 30, 2023

253

Episode 271: Fun With Funds From ITOT To TSP-F To VCSAX

254

Episode 270: Ergodicity In Investing And Life, A Listener's Golden Ratio Portfolio, Dividend Truths And Portfolio Reviews As Of June 23, 2023

255

Episode 269: Fun With Goldmember, Portfolio Transitions And How To Value A Pension

256

Episode 268: Jennie We Got Your Number, Alternatives And Portfolio Reviews As Of June 16, 2023

257

Episode 267: A Free Steak Dinner Mini-Rant, Managed Futures Funds, Emerson And What To Do When You Are Early FI

258

Episode 266: Dude Musings, Fun With Fallacies, Variable Preferred Shares And Portfolio Reviews As Of June 9, 2023

259

Episode 265: Short-Term Asset Considerations, Expense-Tracking Methodologies And Managed Futures Funds Debates

260

Episode 264: Assorted Monte Carlo Simulations, Leveraged Portfolios, Valuation-Related Crystal Balls And Portfolio Reviews As Of June 2, 2023

261

Episode 263: A Common Modeling Mistake, Low Beta Funds, And Fun With Finland

262

Episode 262: Lessons From Last Year, Sleeping Better With Conservative Portfolios And Gambling Problems

263

Episode 261: Capital Gains Taxes, Reducing Personal Inflation With Housing, And The Inherent Mental Accounting Of Bucket Strategies

264

Episode 260: UPAR, De-dollarization Hysteria, And Using Risk Parity Portfolios For Intermediate Term Goals

265

Episode 259: FI With Friends, Bid/Ask Spreads, Margin vs. Leveraged ETFs and GDMN

266

Episode 258: Stable Value Funds, Elder-Age Considerations, Learning About Leverage, And Our Portfolio Reviews As Of April 28, 2023

267

Episode 257: This One Goes To Eleven And Then To Xibalba -- Be Forewarned!

268

Episode 256: Exploring The Transcendentalists, Basic Portfolio Comparisons, Bill Bernstein's Bond Ladder And Portfolio Reviews As Of April 21, 2023

269

Episode 255: Some 401k/IRA Basics, Reading Articles With Critical Thinking, And More On Leveraged Funds

270

Episode 254: A Volatility ETF, Treasury Bonds and Brazil! And Portfolio Reviews As Of April 14, 2023

271

Episode 253: A Taxonomy of Withdrawal Strategies And Analyses Of Their Components

272

Episode 252: Factor Funds, Portfolio Construction Principles, Rebalancing Research And Portfolio Reviews As Of April 7, 2023

273

Episode 251: Separating Withdrawal Strategy Dogs & Tails, Yet More Leveraged Fund Fun And Poking At Some Portfolio Pessimists

274

Episode 250: Gold Standards, Leveraged Funds, Short Sellers, Plutonian Nyborg And Portfolio Reviews As Of March 31, 2023

275

Episode 249: Municipal Bonds, Preferred Shares, Planning Calculators and Newman!

276

Episode 248: Crazy Rising Rate Funds, Levered Constructions, Correlation Data Anomalies And Portfolio Reviews As Of March 24, 2023

277

Episode 247: Back In The Saddle With Some Wide-Ranging Emails, Chihuahuas And My Wild Years

278

Episode 246: Risk Parity ETFs, Leverage, Alternatives, Podcasts and Ohio!

279

Episode 245: Gold And Bonds And Sonia, Oh My! And Portfolio Reviews As Of March 3, 2023

280

Episode 244: Fun With New Managed Futures Funds, TIPS Misconceptions And Portfolio Reviews As Of February 24, 2023

281

Episode 243: Dirty Harry's Managed Futures Portfolios, An Asset Replacement Experiment And Portfolio Reviews As Of February 17, 2023

282

Episode 242: Lemmy Joins Some Of The Regulars For Q&A And Portfolio Reviews As Of February 10, 2023

283

Episode 241: Entertaining The Masses With Asset Selection Tricks And Techniques

284

Episode 240: Dirty Harry Kicks Over A Dignity Bucket And Portfolio Reviews As Of February 3, 2023

285

Episode 239: A Potpourri Of Esoteric Eccentricities On Groundhog Day!

286

Episode 238: CAPE Crusading, NEWMAN! And Portfolio Reviews As Of January 27, 2023

287

Episode 237: Dropping A Bomb On You With A Ten-Question Analysis Of Inflation-Hedger RRH

288

Episode 236: All About Assets In Inflationary Environments (And Other Tales) And Portfolio Reviews As Of January 20, 2023

289

Episode 235: Our Listeners Have All Kinds of Gambling Problems

290

Episode 234: Rollin' With Momentum, Mid-Caps, BDCs And Portfolio Reviews As Of January 13, 2022

291

Episode 233: It's Gold Jerry! And Other Excessive Hijinks . . .

292

Episode 232: Bond Fund Considerations, Transitions To Retirement, A New Tool And Portfolio Reviews As Of January 6, 2023

293

Episode 231: Value, Growth And Momentum Factors And What To Do About The Children

294

Episode 230: Annual Portfolio Reviews For The Most Hideous Year Of 2022

295

Episode 229: Family Frolics, The Infernal JEPI And Legacy Investing

296

Episode 228: Talladega Nights Christmas Dinner, Composite Fund Considerations, Intermediate Treasury Bonds, And Portfolio Reviews As Of December 23, 2022

297

Episode 227: Traditional vs. Roth, Fundamental Risk Parity Principles and Correlations, and Talkin' About that Cowbell!

298

Episode 226: Tilting At The Dude's Dragons, Market/Limit Orders, DIY Investing Since 2011 And Portfolio Reviews As Of December 16, 2022

299

Episode 225: Rebalancing Basics, Cowbell in the U.K. And Poking At The New Deathstar

300

Episode 224: Correlation and Monetary Musings, The Physical Metals Racket and Portfolio Reviews As Of December 9, 2022

301

Episode 223: A Celebrity Deathmatch About CAPE Ratios And Related Topics

302

Episode 222: Holy Volatility Allocations, Charitable Event Promotion And Portfolio Reviews As Of December 2, 2022

303

Episode 221: All Roads Lead To More Cowbell -- Shplendid!

304

Episode 220: The Follies And Foibles Of Managed Funds And Portfolio Reviews As Of November 25, 2022

305

Episode 219: The Ins And Outs Of Buffered Funds, Gold and Bond Ladders

306

Episode 218: Risk Parity Accumulations, Hedgehogs and Foxes, The Pleasuredome And Our Portfolio Reviews As Of November 18, 2022

307

Episode 217: Tax Loss Harvesting, Golden Ratio Mania, The Asset Swapping Technique, Portfolio Finding And Todd

308

Episode 216: Tools & Talent, Fractional Shares, More Managed Futures And Portfolio Reviews As Of November 4, 2022

309

Episode 215: Heavy Metal, ESG, Growth & Value Funds And The Infernal JEPI

310

Episode 214: Tilting At Dragons, Common Mistakes And Getting Back To Theoretical Risk Parity

311

Episode 213: The Coldness Of WARM, More Annuities, Fractional Shares And Portfolio Reviews As Of October 14, 2022

312

Episode 212: Revocable Trusts, Portfolio Management And Small Cap Funds

313

Episode 211: Leverage, Real Estate, Projections And Portfolio Reviews As Of October 7, 2022

314

Episode 210: More SWRs, REITs, Factor Investing And Cruising To Winning the Game

315

Episode 209: Popular SWR Delusions And The Madness Of Gurus And Portfolio Reviews As Of September 30, 2022

316

Episode 208: Advice For New Investors -- We're Off To See The Wizard!

317

Episode 207: Freak Out With Math, Intermediate Term Portfolios, Annuities And Portfolio Reviews As Of September 23, 2022

318

Episode 206: Mauboussin, Cowbell and Bogle, Oh My!

319

Program Note (September 14)

320

Episode 205: Bonds On The Run, More Cowbell And Portfolio Reviews As Of September 9, 2022

321

Episode 204: What Should I Do If I Am Dying And Want To Try Short-Term Trading?

322

Episode 203: Stop Using Blackberries, REITs, Data Sources And Portfolio Reviews As Of September 2, 2022

323

Episode 202: Buy, Borrow, Die And Why You Should Listen To Me (i.e., Nonsensical Ravings)

324

Episode 201: The Limits On Risk/Reward Ratios, What To Tell Your Kids And Avoiding Trading Pitfalls

325

Episode 200: Putting The Opus In Your Magnum With A Milestone And Portfolio Reviews As Of August 19, 2022

326

Episode 199: Dude! Ned! Managed Futures and Leverage!

327

Episode 198: The Possibility Effect, Accumulation Portfolios, Tax Loss Harvesting And Portfolio Reviews As Of August 12, 2022

328

Episode 197: MBS, Defense Stock and Short Term Bond Funds, And Ragging On Financial TV

329

Episode 196: Extended Duration Bonds, Books About Life Transitions, China And Portfolio Reviews As Of August 5, 2022

330

Episode 195: Comparing Cars And Brokerages, Analyzing Concentrated Funds, And More Cowbell!

331

Episode 194: Dunn Capital, The "Cockroach Portfolio" And Weekly/Monthly Portfolio Reviews As Of July 29, 2022

332

Episode 193: Musings About Private Equity, The Paradox Of Skill, Volatility-Targeting Strategy, Yield Curve Inversions And Dolly Parton

333

Episode 192: Our Annual Rebalancing Episode And Portfolio Reviews As Of July 22, 2022

334

Episode 191: Teaching Fishing, Anomalous Data, Vanguard Frustrations And Investing For A Six-Year Old

335

Episode 190: Portfolio Construction 101, Golden Ratio, I-Bonds, And Portfolio Reviews As Of July 15, 2022

336

Episode 189: Existential Questions About Economy Worship, Ray Dalio and China, And Risk Parity Chronicles

337

Episode 188: All Small, All Value, All The Time And Our Boring Portfolio Reviews As Of July 8, 2022

338

Episode 187: Biased Business Models, A TSP Rollover And A Crystal Ball, Managed Futures And A Gambling Problem

339

Episode 186: Fortune Favors The Brave, Rose Gardens, Treasury Bonds And Portfolio Reviews As Of July 1, 2022

340

Episode 185: Interactive Brokers, Private Equity, Asset Gardening, Stagflation And Grumpy Old Men

341

Episode 184: Lazy Authors, Simple Annuities, And Portfolio Reviews As Of June 24, 2022

342

Episode 183: The Cost Matters Hypothesis, I-bonds, Emerson And Swiss Pop Music

343

Episode 182: A Portfolio Management Extravaganza And Portfolio Reviews As Of June 17, 2022

344

Episode 181: Fun With Rebalancing Schemes And More Financial Services Industry Malfeasance

345

Episode 180: Uncle Frank's Book Corner And Portfolio Reviews As Of June 10, 2022

346

Episode 179: Better Call Bridget, Why Rice Plays Texas And Other Weird Wild Stuff

347

Episode 178: AQR Articles, Wild West Gambling Problems, Japan And Portfolio Reviews As Of June 3, 2022

348

Episode 177: Passive Index Funds, Foolish Consistencies, ZROZ And A Couple Marketing Fads

349

Episode 176: How Bond Correlations Work, When To Buy, A Simple Path And Portfolio Reviews As Of May 27, 2022

350

Episode 175: Global Monetary Systems, The Dude And Other Emails

351

Episode 174: The Meta-Considerations of Country Risk, RPR "Club", And Portfolio Reviews As Of May 13, 2022

352

Episode 173: REITs, Struggling Bond Funds, More Cowbell And Portfolio Reviews As Of May 6, 2022

353

Episode 172: The Joys Of Factor Investing, Valuation Notions And More Leveraged ETFs

354

Episode 171: Email Assortment And Our Weekly Portfolio Reviews In A Time Of Cholera

355

Episode 170: Lazy Hosts, All About Commodities Funds And Other Musings

356

Episode 169: Financial Services Industry Musings, Taxes, Budgeting And Our Portfolio Reviews As Of April 22, 2022

357

Episode 168: Celebrating With Risk Parity Chronicles, More Cowbell, Dividend Handling, Two-Fund Portfolios And THE DUDE

358

Episode 167: Portfolio Analysis, New Composite Funds And Pappy O'Daniel's Conflicted Flour Hour

359

Episode 166: Tax Loss Harvesting Funds, Withdrawal Mechanics, Tools And Portfolio Reviews As Of April 8, 2022

360

Episode 165: Treasury Bonds And Tax Loss Harvesting, Infinite Banking At Interactive Brokers And Staying On Message

361

Episode 164: Transitioning Basics, TIPS, Consumption Smoothing, Plato And Our Portfolio Reviews As Of April 1, 2022

362

Episode 163: Let's Put Karen In The Easy Chair And Do A Golden Ratio Case Study!

363

Episode 162: Approaching Brazilian TIPs, Treasuries, Insurance Companies, Sector Concentrations And Portfolio Reviews As Of March 25, 2022

364

Episode 161: Gonna Fly Now With Risk Parity Chronicles And More Listener Emails

365

Episode 160: Blowing Up The Deathstar (Again!) And Our Weekly Portfolio Reviews As Of March 18, 2022

366

Episode 159: Burn Baby Burn With A New Rant Re Financial Mis-wisdom And Bonus Emails

367

Episode 158: Composer And Other Emails And Our Scary Portfolio Reviews As Of March 11, 2022

368

Episode 157: Ukraine Is Not Weak, Comparison Tools And Unwinding Annuities

369

Episode 156: International Funds And Value, The Accelerated Permanent Portfolio And More!

370

Episode 155: Problems With Pros, Anti-Beta ETFs, Golden Ratio Considerations And Portfolio Reviews As Of February 25, 2022

371

Episode 154: Leverage In Accumulation, Nice Dinners And Mary Releases The Bees

372

Episode 153: These Are The Days Of Investing Philosophies and Books, A Visit From Sweden, The Golden Ratio And Portfolio Reviews As Of February 18, 2022

373

Episode 152: An Analysis Of ProShares UltraPro S&P500 Fund (UPRO)

374

Episode 151: Portfolio Mods, More TIP Thrashing, Dividends And Gran Torinos, And Our Portfolio Reviews As Of February 11, 2022

375

Episode 150: A REIT Extravaganza, His Dudeness (Again), The New Perfect Portfolio Book And Talking PFF

376

Episode 149: His Dudeness, Young Paduwan Portfolio, Insurance Companies and Tail Risk, Data Discussions and Portfolio Reviews As Of February 4, 2022

377

Episode 148: UPRO Questions, Stand-Up Philosophizing, A UPAR Strategy And A Free New Tool!

378

Episode 147: Confronting Yellow-Eyed Bullies, A Nice Bernstein Essay And Our Weekly Portfolio Reviews As Of January 28, 2022

379

Episode 146: It's A CROC, Mate! An Analysis Of An Australian Dollar ETF For Volatility Diversification

380

Episode 145: Uncle Frank's Wild Years, An Email Extravaganza And Portfolio Reviews As Of January 21, 2022

381

Episode 144: You're A Bitcoin Wizard, Harry, Rebalancing Bands, Stable Coins, Transitions And Flexible Withdrawal Strategies

382

Episode 143: Asset Locations and 401K/IRA Considerations, Catching Falling Knives, Avoiding Poor Information Diets And Simulation Nation!

383

Episode 142: Slapping Around TIPs and RPAR, Foreign Funds, Basic Questions And Portfolio Reviews As Of January 7, 2022

384

Episode 141: Alexi Meets Uncle Frank In A Produce Shop And Samples An Easy Chair

385

Episode 140: More SWAN, The MAR Metric, Fun With Treasury Bonds And Sample Portfolio Reviews As Of December 31, 2021

386

Episode 139: Amortization Withdrawal Strategies, Levered Accumulation Portfolios, Growth Funds And MORE COWBELL!

387

Episode 138: Generous Listeners, Swedish Entanglements, Various And Sundry Constructions And Our Weekly Reviews As Of December 23, 2021

388

Episode 137: Risk Parity Ingredients, Spurious Trading Systems, Leveraged Intermediate Treasuries And Advertising

389

Episode 136: Pot Roasts, G Funds, More On Intermediate Savings Strategies AND Portfolio Reviews As Of December 17, 2021

390

Episode 135: Legends, Sentence Enhancers, PAXG, Leveraged ETFs and YouTube Tutorials!

391

Episode 134: Golden Ratio And M1, Minimum Meaningful Exposures, Safe Withdrawal Calculations, RPR NFTs And Our Portfolio Reviews As Of December 11, 2021

392

Episode 133: The LifeGoal Risk Parity Funds, Top Drawer Top Hats And Mandelbrot Sets!

393

Episode 132: Oh Mandy! Let's Talk About Taxes In Transition, Portfolio Analysis, Preferred Shares And Setting Withdrawal Rates!

394

Episode 131: Jake, YouTube Tutorials, NFT-Mania, A License To Kill Omicron And Our Weekly Portfolio Reviews As Of November 26, 2021

395

Episode 130: Superb Portfolio Construction, Rebalancing With Leverage, NFTs And Giving Tuesday

396

Episode 129: I-Bonds v. TIPS, Tumors, Advice From Uncle Frank And Our Weekly Portfolio Reviews As Of November 19, 2021

397

Episode 128: Our Monthly RANT Putting The Hammer Down On A Report From The Death Star!

398

Episode 127: More Crystal Balls, New-Fangled Hedge Funds, Portfoliovisualizer And More!

399

Episode 126: Instructing A Young Paduwan Learner, The Sloop JonB, Value Stock Geek And Our Portfolio Reviews As Of November 5, 2021

400

Episode 125: Levered Portfolios, Alternative Funds And Investments And More On The NFTs

401

Episode 124: Emails, Risk Parity Radio NFTs (!) and Portfolio Reviews As Of October 29, 2021

402

Episode 123: Let's Talk Risk-Reward Metrics, Being WRONG, SWAN and NTSX

403

Episode 122: Here We Go Once Again With The Emails!

404

Episode 121: We're BACK With Listener Emails And Weekly Portfolio Reviews As Of October 15, 2021

405

Episode 120: A Small RANT And A Cauldron Of Emails Featuring Cockroaches

406

Episode 119: Emails, The Iowa Corn Song And Our Weekly Portfolio Reviews As Of September 10, 2021

407

Episode 118: An Analysis Of SWAN, The "Black Swan" ETF

408

Episode 117: Long-Term Treasury Bond Funds, Ray Dalio vs. Bruce Lee And Our Weekly Portfolio Reviews As Of September 3, 2021

409

Episode 116: Emails, Stock-Bond Correlations, Easy Chairs And More!

410

Episode 115: Dr. Seuss, Mystery Email Reader And Our Weekly Portfolio Reviews As Of August 27, 2021

411

Episode 114: An Analysis Of Anti-Beta Fund BTAL

412

Episode 113: You Don't Want To Lose That Number Or Miss The Answers To These Emails

413

Episode 112: A Field Of Emails And Our Weekly Portfolio Reviews As Of August 13, 2021

414

Episode 111: Fill It To The Rim With Answers To The Most Excellent Emails!

415

Episode 110: Back In The Easy Chair With An Email Cornucopia

416

Episode 109: Annual Rebalancings And Once Again With The Emails

417

Episode 108: More Emails, Rebalancing, Crystal Ball Follies And Weekly Portfolio Reviews As Of July 16, 2021

418

Episode 107: Our Monthly RANT About Financial Mis-wisdom And Once Again With The Emails

419

Episode 106: Here We Go Once Again With The Emails And Portfolio Reviews As Of July 9, 2021

420

Episode 105: I Got Your Sequence Of Return Risk Right Here!

421

Episode 104: More Emails And Our Weekly and Monthly Portfolio Reviews As Of July 2, 2021

422

Episode 103: Introducing The Levered Golden Ratio Sample Portfolio!

423

Episode 102: Here We Go Once Again With The Emails And A Critique Of A Misguided Article

424

Episode 101: Celebrating Matthew G, Emails And Our Weekly Portfolio Reviews As Of June 25, 2021

425

Episode 100: It's A Crushed-Fresh Stone-Solid Wicked-Decent Email Blast!

426

Episode 99: An Analysis Of The Commodities ETF "COM"

427

Episode 98: Bow To Your Sensei With Some More Emails And The Weekly Portfolio Reviews As Of June 18, 2021

428

Episode 97: Bill Bengen, ChooseFI Portfolios And Once Again With The Emails!

429

Episode 96: Once Again With All Kinds Of Emails And Our Weekly Portfolio Reviews As Of June 11, 2021

430

Episode 95: June RANT About Financial Mis-Wisdom And Yes, More Emails!

431

Episode 94: Listener Portfolios, Leverage And Weekly Portfolio Reviews As Of June 4, 2021

432

Episode 93: I Scream For I-Bonds! And A Few, Shall We Say, Emails!

433

Episode 92: Bonus! An Announcement And Another Email Extravaganza!

434

Episode 91: Extraordinary Emails And The Madness Of Our Portfolio Reviews As Of May 28, 2021

435

Episode 90: Here We Go Once Again With The Emails! Whoa!

436

Episode 89: An Analysis of the Global X Nasdaq 100 Covered Call ETF (QYLD)

437

Episode 88: Here We Go Once Again With The Emails! And Weekly Portfolio Reviews As Of May 21, 2021

438

Episode 87: Another All-Email Extravaganza! Alles Klar Herr Kommissar!

439

Episode 86: Answers To Your Questions And Weekly Portfolio Reviews As Of May 14, 2021

440

Episode 85: Can You Handle the Truth? Emails! Answers! Mini-rant! Oh My!

441

Episode 84: Monthly RANT About Financial Mis-Wisdom And Bonus Email Extravaganza

442

Episode 83: Bonds and Gold and Taxes, Oh My! And Portfolio Reviews As Of May 7, 2021

443

Episode 82: Email Extravaganza! Transitioning To Retirement, Experimental Portfolios And More!

444

Episode 81: An Analysis Of A TIAA Real Estate Account (QREARX)

445

Episode 80: Risk Parity In The Middle Years, Advice To Kids And Inflation-Oriented Asset Classes

446

Episode 79: Gold, Highlander Crystal Balls, Alchemy And Our Weekly Portfolio Reviews As Of April 30, 2021

447

Special Announcement -- May 2, 2021 Q&A At High Noon

448

Episode 78: Mailbag and Part Two Of The Analysis Of SPLB

449

Episode 77: Ordinary Brokerage Account Tax Basics And Related Questions From Brian And Jamie

450

Episode 76: Merriman Four-Fund, Bonds, Crystal Balls And Weekly Reviews As Of April 23, 2021

451

Episode 75: An Email From Listener Mark And An Analysis Of SPLB (Part One)

452

Episode 74: Action-Packed Bonus Episode! Once Again With The Email!

453

Episode 73: Mailbag Time And Weekly Portfolio Reviews As Of April 16, 2021

454

Episode 72: Mailbag And The Analysis Of IVOL (Part Two)

455

Episode 71: A Bursting Mailbag And Our Weekly Portfolio Reviews As Of April 9, 2021

456

Episode 70: Monthly Rant on Financial Mis-Wisdom (CAPEd Crystal Balls) And An Analysis of IVOL (Part One)

457

Episode 69: Mailbag With Carlos, Brad, Brandon And J.B. And Portfolio Reviews As Of April 2, 2021

458

Episode 68: Approaching Retirement Planning And Dogs And Cats Living Together With A Question From Listener Chuck

459

Episode 67: Mailbag Time And Our Weekly Portfolio Reviews As Of March 26, 2021

460

Episode 66: How Can The Road Warrior Help Us Understand Risk Vs. Uncertainty And Rules Of Thumb?

461

Episode 65: An Email From Zach And Our Weekly Portfolio Reviews As Of March 19, 2021

462

Episode 64: Mailbag With Chuck And Tim About Bonds And An Intro To Risk Versus Uncertainty

463

Episode 63: A Re-Introduction To Risk Parity Radio And Our Portfolio Reviews As Of March 12, 2021

464

Episode 62: Monthly RANT About Financial Mis-wisdom And Portfolio Reviews As Of March 5, 2021

465

Episode 61: An Analysis Of NTSX As Suggested By Listeners Brandy And Andy (Part Two)

466

Episode 60: Portfolio Reviews As Of February 26, 2021 And Distribution Information For March

467

Episode 59: An Analysis Of NTSX As Suggested By Listeners Brandy And Andy (Part One)

468

Episode 58: Portfolio Reviews As Of February 19, 2021 With A Focus On The Risk Parity Ultimate

469

Episode 57: Mailbag Follies And An Analysis Of Managed Futures Fund DBMF (Part 2)

470

Episode 56: Portfolio Reviews As Of February 12, 2021 With A Focus On The Golden Ratio Portfolio

471

Episode 55: Mailbag With Jason And Part One Of An Analysis Of Managed Futures Fund DBMF

472

Episode 54: Portfolio Reviews As Of February 5, 2021 And A Comparison Of The Golden Butterfly With A David Swensen Portfolio

473

Episode 53: The Monthly Rant About Financial Mis-wisdom And An Introduction To The Dragon Portfolio

474

Episode 52: A Listener Question About A 457 And Our Portfolio Reviews As Of January 29, 2021

475

Episode 51: Listener Questions From Luke And Matt And On Building Your Fortress Of Solitude

476

Episode 50: Portfolio Reviews As Of January 22, 2021

477

Episode 49: Listener Mailbag With Chris And Tommy And The Bias-Variance Tradeoff

478

Episode 48: Portfolio Reviews As Of January 15, 2021 And A Focus On REBALANCING The Accelerated Permanent Portfolio

479

Episode 47: Weekly Portfolio Reviews As Of January 8, 2021 And A Comparison Of The All Seasons Portfolio With A Global Market Portfolio

480

Episode 46: The Monthly Rant About Financial Mis-wisdom And Answering A Listener Question About The DRSK Fund

481

Episode 45: Portfolio Reviews As Of January 1, 2021 And January Distributions

482

Episode 44: Taking The "Warren Buffett Challenge" With Listener Mark B And Bonus Resources

483

Episode 43: Portfolio Reviews As Of December 25, 2020, With A Focus On The Aggressive Fifty-Fifty Portfolio

484

Episode 42: Comparing Merriman Portfolios With A Risk-Parity Alternative And Having A Look At Listener Brad's Portfolio

485

Episode 41: Portfolio Reviews As Of December 18, 2020, And A Closer Look At The Accelerated Permanent Portfolio

486

Episode 40: Answering A Question About Big ERN's Gold Analysis From Joseph K.

487

Episode 39: Portfolio Reviews As Of December 11, 2020, And A Comparative Analysis Of The Risk Parity Ultimate Against A Rick Ferri Core Four Portfolio

488

Episode 38: Portfolio Reviews As Of December 4, 2020, And A Comparison Between The Golden Ratio And A Rick Ferri Core Four Portfolio

489

Episode 37: A Back-to-Basics Discussion Of Our Three Principles and the Monthly RANT About Financial Mis-wisdom

490

Episode 36: Portfolio Reviews As Of November 27, 2020 And A Comparison Of The Golden Butterfly vs. a Rick Ferri Core Four Portfolio

491

Episode 35: My Peer-to-Peer Lending Odyssey

492

Episode 34: Questions From Listeners Alan And Tommy And Portfolio Reviews As Of November 20, 2020

493

Episode 33: What Can Dirty Harry Teach Us About Investing In Art?

494

Episode 32: Portfolio Reviews As Of November 13, 2020 And A Discussion About REBALANCING!

495

Episode 31: What About The New Risk-Parity ETF, RPAR? A Summary And Analysis

496

Episode 30: Portfolio Reviews As Of November 6, 2020

497

Episode 29: Holy Bitcoin, Batman! Could Bitcoin Fit In A Risk-Parity Style Portfolio?

498

Episode 28: Monthly Rant About Financial Mis-wisdom And Portfolio Reviews As Of October 30, 2020

499

Episode 27: What About Utilities As An Allocation In A Risk-Parity Style Portfolio?

500

Episode 26: Portfolio Reviews As Of October 23, 2020 And A Face-off Between The All Seasons Portfolio And Vanguard Wellesley

501

Episode 25: What About Sector Funds And How Should We Decide Whether To Consider Them?

502

Episode 24: Portfolio Reviews As Of October 16, 2020 And A Face-Off Between The Aggressive Fifty-Fifty And Two Dave Ramsey Style Portfolios

503

Episode 23: How To Analyze A Proposed Portfolio From A Macro-Perspective

504

Episode 22: Portfolio Reviews As Of October 9, 2020

505

Episode 21: What About REITs As An Investment In A Risk Parity-Style Portfolio? (Part 2 of 2)

506

Episode 20: Monthly Rant About Financial Mis-Wisdom, Portfolio Reviews As Of October 12, 2020 And A Comparison Of The Accelerated Permanent Portfolio Against Two Dave Ramsey-Style Portfolios

507

Episode 19: What About REITs As An Investment In A Risk Parity-Style Portfolio? (Part 1 of 2)

508

Episode 18: Portfolio Reviews As Of September 25, 2020 And A Comparison Of The Risk Parity Ultimate Portfolio Against The Bogleheads Three-Fund Portfolio

509

Episode 17: Portfolio Reviews As Of September 18, 2020 And A Comparison Of The Golden Ratio Portfolio Against The Bogleheads Three-Fund Portfolio

510

Episode 16: Which Bonds Are Right For Your Risk-Parity Style Portfolio? A Comprehensive Analysis (Part 2)

511

Episode 15: Portfolio Reviews As Of September 11, 2020 And A Comparison Of The Golden Butterfly Portfolio With The Boglehead's Three-Fund Portfolio

512

Episode 14: Which Bonds Are Right For Your Risk-Parity Style Portfolio? A Comprehensive Analysis (Part I)

513

Episode 13: Portfolio Reviews As Of September 4, 2020 And Further Discussion Of The All Seasons Portfolio

514

Episode 12: Monthly Rant About Financial Mis-Wisdom (A New Feature!) And An Analysis Of Gold As An Investment

515

Episode 11: Portfolio Reviews As Of August 28, 2020 And An Explication Of The Risk Parity Ultimate Portfolio

516

Episode 10: Portfolio Reviews As Of August 21, 2020 And An Explication Of The Aggressive Fifty-Fifty Portfolio

517

Episode 9: How To Choose Investments Using A Process And An Application To A Preferred Stock Fund

518

Episode 8: Portfolio Reviews As Of August 14, 2020 And An Explication Of The Accelerated Permanent Portfolio

519

Episode 7: How To Construct A Risk Parity Style Portfolio From Basic Principles

520

Episode 6: Portfolio Reviews As Of August 7, 2020 And An Explanation Of The Golden Ratio Portfolio

521

Episode 5: A Short History of Risk Parity and Asset Allocation (Part 2)

522

Episode 4: Portfolio Reviews as of July 31, 2020 with a Focus on the Golden Butterfly Portfolio

523

Episode 3: A Short History of Risk Parity and Asset Allocation (Part I)

524

Episode 2: Portfolio Reviews as of July 24, 2020 with a Focus on the All Seasons Portfolio

525

Episode 1: Introduction to Risk Parity Radio