Episodes (Page 3)
✨
In-kind IRA transfers can avoid RMD fire sales and reset cost basis.
✨
Private equity fees, illiquidity, and tax drag may reduce returns.
✨
Teacher pension vs. $315K lump sum retirement fork analyzed.
✨
The proposed employer-funded Radish retirement plan is examined.
✨
Worst-case scenarios in investing: 1929, 2000, 2008, 2020 crashes analyzed.
Worst Case
✨
AI as a creative tool, expanding possibilities and responsible direction.
Five Questions
✨
Chargebacks: protecting consumers vs. 'friendly fraud' and buyer's remorse.
✨
Comparing VT, DFAW, AVGE for global diversification and risk.
One Risk Dial
✨
Money priorities by decade: savings, retirement, Social Security, estate planning.
✨
Human productivity and global output rise over time, not every stock.
✨
Evaluating 21 funds for diversification vs. overlap, cost, and complexity.
✨
Active managers' excuse for underperformance: indexing made their job harder.
✨
Examining seductive yields on floating-rate ETFs and associated risks.
✨
AI stock boom, stretched valuations: bubble or market story?
✨
Market fluctuations vs. permanent single-company damage.
✨
Bonds as portfolio brakes: BND, CDs, Treasury ladders, and duration.
✨
AI's role in portfolio management, loss harvesting, and concept explanation.
✨
Sorting kid money options: UTMA, 529, custodial Roth, child accounts.
Kid Money
✨
Chasing performance leads to buying high and selling low.
✨
Market bubbles, diversification, Social Security timing, and retirement planning.
Less Means Paying More