In this episode we answer emails from Michael, Matt, and Ron.  We discuss books for a 30-something family man and practical advicbe for approaching non-fiction more efficiently in the age of AI ChatBots, the world's most famous Easy Chair, an...

In this episode we answer emails from Mike, Jack, and Andrew.  We discuss how to do forecasting using the risk of a personal injury lawsuit as an example, why historians are generally bad a forecasting and a better approach than assuming causation...

In this episode we answer an email from Cameron.  First, we consider the long history of consumer marketing and how the retail financial services industry fits into it, including reviewing developments in financial services business models over th...

In this episode we answer emails from Jon, David, and Trevor.  We discuss teaching teens personal finance without boring them and learning by doing, an early retirement checkup for a high-saving household confirming a $3.6M portfolio can support r...

In this episode we answer two emails from Stephen and one from Melanie.  We walk through the eight sample portfolios and talk about what each one represents, discuss how different portfolios are appropriate for different goals and the relevant com...

In this episode we answer emails from David, Olavo, and Nick.  We discuss evaluating a sample portfolio and transitioning, helping parents and other relatives with their situations and milk-shake drinkers, being careful with leverage, large cap gr...

In this episode we answer emails from Optimus Bill, Sin Nombre, Darren, and George.  We discuss sizing small bitcoin ETF allocations, identify resources to learn more about managed futures, and talk about how underspending or hoarding strategies a...

In this episode we answer emails from Geraldo, Mark, and Zack.  We revel again in their generosity, talk through reinvesting a big cash balance, setting up liquidity backstops with brokerage collateral, and using variable retirement withdrawal rul...

In this episode we answer emails from Pete, Mark, and Jack.  We thank our generous donors and share the preliminary results of the Top of the T-Shirt campaign for the Father McKenna Center, discuss recent machinations of the US Treasury Department...

In this episode we answer emails from Kelly and Jose (Joe).  We discuss simple spreadsheet applications for organizing portfolios, review a planned risk-parity style portfolio, discuss issues with transitioning and international fund choices and p...