Episodes (Page 3)
✨
Discussed vetting new "shiny object" ETFs and why "fixing" target date funds is a fool's errand.
✨
Explains the Four Quadrant model for asset correlation.
✨
Discussed a non-profit portfolio and shared "Easter egg" resources.
✨
Listeners Jose, Luc, and Sara ask about tax-loss harvesting and capital gains brackets.
✨
Email questions cover retirement blind spots and life choices after financial independence.
✨
Discussed portfolio diversification, emphasizing correlation over fund count for retirement.
✨
Avoid chasing tickers and low fees; focus on goals and asset classes.
✨
Episode: RPR Episode 436 Illustrated: The Two Halves of Your Financial Life
✨
EconoMe conference stories and Fairfax CASA's foster kid support.
✨
Discussed optimal gold holdings and the nuances of calculator disagreements.
✨
Discussed investor fallacies and why recent performance shouldn't drive allocation changes.
✨
Addressed an expat's modified Golden Ratio portfolio and backtesting results.
Optimus Bill
✨
Episode: Catching Up To FI Illinois/Wisconsin Meeting Presentation
✨
Celebrated listener generosity and discussed donor-advised funds and fund substitutions.
Optimus Bill
✨
Discussed fund selection, 'Big Law' career challenges, and alternative asset analysis.
Jillian Johnsrud
✨
Examined direct indexing trade-offs in small-cap value and the benefits of modest leverage.
✨
Expressed gratitude for Fairfax CASA support and shared a reunification story.
✨
Shared Mary's mission with Fairfax CASA and launched a fundraising campaign.
✨
Emphasized matching portfolio strategy to spending goals and timeline.
Your Spending Goals
✨
Differentiated managed futures from momentum strategies.