Notable Guests
OB
Optimus Bill
3x
BF
Bond Funds
1x
JJ
Jillian Johnsrud
1x
QM
Queen Mary
1x
YG
Your Spending Goals
1x
Recent Episodes
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Discussed advisor business models, identifying the best one to choose.
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Adjusting portfolio allocations can help a 67-year-old investor sleep better at night.
Optimus Bill
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Fairfax CASA community win celebrated with Queen Mary.
Queen Mary
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Discussing a parent's difficult financial decisions and communication challenges.
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Discussed lessons on clarity, happiness, and preparing for the end of life.
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Discussed bonds, retirement taxes, and Social Security claiming strategies.
Bond Funds
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Listeners Andrew, Geoff, Frank share fund questions and life stories.
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Listeners Matt, Michael, Stephen, Al discuss retirement spending and the Four Quadrant Model.
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Discussed vetting new "shiny object" ETFs and why "fixing" target date funds is a fool's errand.
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Explains the Four Quadrant model for asset correlation.
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Discussed a non-profit portfolio and shared "Easter egg" resources.
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Listeners Jose, Luc, and Sara ask about tax-loss harvesting and capital gains brackets.
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Email questions cover retirement blind spots and life choices after financial independence.
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Discussed portfolio diversification, emphasizing correlation over fund count for retirement.
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Avoid chasing tickers and low fees; focus on goals and asset classes.
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Episode: RPR Episode 436 Illustrated: The Two Halves of Your Financial Life
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EconoMe conference stories and Fairfax CASA's foster kid support.
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Discussed optimal gold holdings and the nuances of calculator disagreements.
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Discussed investor fallacies and why recent performance shouldn't drive allocation changes.
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Addressed an expat's modified Golden Ratio portfolio and backtesting results.
Optimus Bill