In this episode we answer emails from Nick, No Name, and Nathan.  We discuss transitioning at 70% to FI, the inherent problems with a lot of psychology-based and convenience-based finance media and personal finance that fails to do the finance par...

In this episode we answer emails from Dave, Mike, and Andy.  We discuss an inherited IRA, 529s, how historical data provides more reliable investment guidance than simulated data based on crystal balls, particularly when considering economic envir...

In this episode we answer emails from Evan, James and Brandy.  We discuss the joys of more cowbell from first principles and its origin story, a recent back-and-forth between Karsten and Tyler, the inherent problems with trying to massage data wit...

In this episode we answer emails from Postmaster, John, and Patrick.  We discuss the ins and outs of managed futures, the outs of international bonds and currency funds, and Risk Parity Chronicles.  Reborn!

In this episode we answer two emails from John and one from Pete.  We revel in John's summary of the podcast from its humble beginnings to its current form, his sailboat analogy to portfolio construction and his highly humorous questions.  We...

In this episode we answer emails from Ian, Bruce and Boone.  We discuss dealing with a 401k with limited options, the limitations of the ticker symbol analyzers of Portfolio Visualizer and incorporating individual stocks into a retirement portfoli...

In this episode we break rules and have guests!  Dennis and Ben from the Father McKenna Center.  We review the fabulous results of the Top of the T-Shirt Campaign and reflect on the generosity engagement of our listeners.

In this episode we answer emails from Thirsty Horse, Graham, Chris, Oberon, Ronald and Mark.  We discuss their personal progress with finances and better relationships, books about that and thriving, treasury bond funds, choosing volunteering and ...

In this episode we celebrate some milestones and answer emails from Amy and John.  We discuss the 10-year anniversary of Portfolio Charts, our one millionth download and Mary's good news about her CASA work.  Then we talk about the parable of...

In this episode we celebrate Ozzy Osbourne and answer emails from Iron Tony, Ben and Robbin.  We discuss some of the charts at Portfolio Charts and some related research, the unexpected problems of complex trusts and the value of simplifying estat...