The Easiest Way to Get a Gold ETF Through a 401K Offering?

4min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Vasquez: Best time to make transitions in your portfolio is always when your portfolio is at or near an all-time high. He says if Vanguard won't let you do this, I think it's time to probably leave Vanguard. "We really should not be putting up with these kinds of nonsensical restrictions on what we can use or invest our own money in," he says.

In this episode we follow up on Episode 209 with some recent (as in this week) Wade Pfau references that confirm what we said about overly pessimistic SWR assumptions. And then we answer emails from Justin, Drew, Jim and Chris. We discuss REITs and the Risk Parity Chronicles series about them, good sources for information about factor or "smart beta" investing, and questions about transitioning from accumulation to decumulation when you are close to "winning the game."

Links:

Retire With Style Podcast #34: Retire With Style - Episode 34: Even In Volatile Markets, Find Out Why The 4% Rule Distribution May Be Too Low (google.com)

Risk Parity Chronicles REIT Series Conclusion: Post-script to REITs series: How do individual REITs compare? (riskparitychronicles.com)

Rational Reminder Podcast #213: RR #213 - Expected Returns and Factor Investing - YouTube

Rational Reminder Podcast #129: RR #129 - Five Factor Investing with ETFs - YouTube

Resolve Asset Management YouTube Channel: ReSolve Asset Management - YouTube

Support the show