Episodes (Page 2)
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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.
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Kicked off the Top of the T-Shirt Campaign Part Deux for Father McKenna Center.
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Matched early FI goals with appropriate portfolios and reviewed diversification perceptions.
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Discussed the show's purpose, building adult friendships, and clear investing.
Optimus Bill
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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.