Episodes (Page 2)
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Episode: Catching Up To FI Illinois/Wisconsin Meeting Presentation
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Celebrated listener generosity and discussed donor-advised funds and fund substitutions.
Optimus Bill
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Discussed fund selection, 'Big Law' career challenges, and alternative asset analysis.
Jillian Johnsrud
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Examined direct indexing trade-offs in small-cap value and the benefits of modest leverage.
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Expressed gratitude for Fairfax CASA support and shared a reunification story.
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Shared Mary's mission with Fairfax CASA and launched a fundraising campaign.
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Emphasized matching portfolio strategy to spending goals and timeline.
Your Spending Goals
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Differentiated managed futures from momentum strategies.
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Discussed treasury bond roles, annuity cash flows, and rental property integration.
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Analyzed amateur gold and cash buffer ideas and modeled managed futures.
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Unpacked how metrics can hijack meaning in investing.
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Shared Dr. Bill's journey to early financial independence via risk parity.
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Debated the role of tail-hedged ETFs in retirement portfolios.