Episodes

  • Corporate Bonds, Building a Diversified Portfolio, Sequence of Returns Risk (6.27.2026)

    Corporate Bonds, Building a Diversified Portfolio, Sequence of Returns Risk (6.27.2026)
    Jun 30 2026
    This week's show gives a primer on corporate bonds, talks sequence of returns risk and diversification, and answers lots of questions as always!
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    1 hr and 18 mins
  • Social Security Alarmism, Rebalancing, Emails, International Stocks (6.20.26)

    Social Security Alarmism, Rebalancing, Emails, International Stocks (6.20.26)
    Jun 22 2026
    This week's show covers social security and fear-related filing, international stocks, emails, and more!
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    1 hr and 18 mins
  • Consolidation, Bonds as Diversifiers, Low-Volatility Stocks (6.13.26)

    Consolidation, Bonds as Diversifiers, Low-Volatility Stocks (6.13.26)
    Jun 15 2026
    This week's show covers lots of emails, account consolidation, bonds as diversifers, and more!
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    1 hr and 17 mins
  • Small Caps, RIA's Against the Rest, Stocks vs. the News (6.6.26)

    Small Caps, RIA's Against the Rest, Stocks vs. the News (6.6.26)
    Jun 8 2026
    This week's show covers lots of emails as always, hiring the right financial advisor, and why stocks are doing so well even when the news seems bad.
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    1 hr and 17 mins
  • Old Employer-Sponsored Plan Accounts, Estate Planning, and Floating Rate Treasuries (5.30.26)

    Old Employer-Sponsored Plan Accounts, Estate Planning, and Floating Rate Treasuries (5.30.26)
    Jun 1 2026
    This week's show covers what to do with your old employer-sponsored retirement plan, floating rate treasuries, estate planning considerations, and lots of listener questions!
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    1 hr and 18 mins
  • Asset Allocation in Inflation, Annuities, Low-Volatility Investing (5.23.26)

    Asset Allocation in Inflation, Annuities, Low-Volatility Investing (5.23.26)
    May 26 2026
    This week's show covers asset allocation during inflationary periods, an annuity primer, simplicity vs. complexity, low-volatility investing, and more!
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    1 hr and 18 mins
  • Delaying Social Security, Small Cap Value Stocks, Portfolio Construction Framework (5.16.26)

    Delaying Social Security, Small Cap Value Stocks, Portfolio Construction Framework (5.16.26)
    May 18 2026
    This week's show covers how to delay filing Social Security, Small Cap Value stocks, a simple portfolio construction framework, and lots of email questions!
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    1 hr and 19 mins
  • Rules-Based Investing, Preparing for Financial Incapacity, Roth or Traditional? (5.9.26)

    Rules-Based Investing, Preparing for Financial Incapacity, Roth or Traditional? (5.9.26)
    May 11 2026
    This week's show covers our rules-based investing framework, preparing for financial incapacity, short-term investment grade bonds, and the roth vs. traditional debate!
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    1 hr and 18 mins