In this episode, we share big news from our Fairfax CASA work and what your generosity has made possible.  Then we pivot to an email from Todd and go on a deep dive on motivational speakers and what actually helps people change.  In a van.  Down b...

This is the follow-up episode to the "Jumping the Shark" segment in Episode 532 that we promised to create (but wish we didn't have to).  It discusses the fallacies and misrepresentations in the Early Retirement Now blog and its rec...

In this episode we address a cornucopia of topics in emails from Alex, Superb Diamond Range, and Mark.  We discuss the Risk Parity Radio Reddit forum started by listener Adrian, an OPTRA-inspired portfolio with lower leverage and real-world tax lo...

In this episode we answer emails from Multi-family Investor, Nathan, and John.  We discuss dual momentum strategies, equity glide paths and the Bengen, Pfau, and Kitces research, letting equity drift higher to reduce rebalancing and transactions, ...

In this episode we answer emails from Dave, Bob, and Waldo.  We discuss how Monte Carlo simulations differ depending on their basis and how they differ from historical back-tests, the problem of trusting retirement calculators without understandin...

In this episode we answer emails from Geraldo, Robin, Roy, and Daniel.  We catch up on where we've been and our Camino and the Walk For McKenna, and then shift into discussions of donor-advised funds for charitable giving, a new-fangled auto-...

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...