Notable Guests
OB
Optimus Bill
4x
AL
Avid Listener
1x
BF
Bond Funds
1x
JJ
Jillian Johnsrud
1x
LM
Large Cap Momentum
1x
MN
Midwest Nice
1x
QM
Queen Mary
1x
TO
The Nameless One
1x
AC
Asset Choice Constraints
1x
YG
Your Spending Goals
1x
Recent Episodes
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Discussed spreadsheet applications for organizing portfolios.
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Discussed value factor investing insights from Wes Gray.
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Discusses how skepticism in the FI blogosphere can be biased.
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Compares SBLOCs and margin accounts for retirement liquidity.
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Listeners express gratitude, highlighting community as a meaningful outcome of long-term investing.
Asset Choice Constraints
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Discussed fund variations for adding leverage and when fees become significant.
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Discussed surviving drawdowns and bad decades with listener emails.
Large Cap Momentum
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Annual portfolio rebalancing for four risk parity portfolios discussed.
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Discussed practice drawdown portfolios and a forced cash build-up pension situation.
The Nameless One
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Celebrated listener generosity and discussed a 401(k) with an unusual small cap value fund.
Midwest Nice
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Explored the philosophy of using money to maximize human well-being.
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Outlined a plan for young teachers to achieve early financial independence.
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Celebrated listener retirements driven by joy and choice, not fear.
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Summarized Jesse Cramer's interview with Frank Vasquez on the Best Interest podcast.
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Detailed a plan for a family gap year, including tax-smart funding.
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Illustrated the key themes from Episode 508 of Risk Parity Radio.
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Discussed bond allocation in intermediate accumulation Golden Butterfly portfolios.
Avid Listener
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Evaluated using a short-term SPIA as a bridge to Social Security.
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Exposed how life insurance marketing misleads with biased studies.
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Addressed early retirement considerations: family, work, community, portfolio, and taxes.