Risk Parity Radio

Episode 249: Municipal Bonds, Preferred Shares, Planning Calculators and Newman!

Mar 30, 2023

30:07

AI Chapters

Episode notes

Introduction

2min

The Importance of Municipal Bonds in Retirement Accounts

2min

How to Diversify Your Portfolio With Short Term Bonds

3min

How to Plan Roth Conversions

2min

The Dangers of Using Retirement Planning Tools

3min

The Importance of Liquid Assets in Financial Planning

3min

The Benefits of Having a Simple Financial Calculator

2min

The Nonsensical Ravings of a Lunatic Mind

2min

How to Hit Your Preferential Asset Allocation When the Funds Available Are Limited

4min

10.

The Benefits of Preferred Shares in a Risk Parity Portfolio

3min

11.

How to Choose the Right Investments for Your Portfolio

2min

12.

The Newman Clips From Seinfeld

3min

In this episode we answer emails from Wesley, Mark and a different Mark. And an errant comment from his Dude-ness, Alexi. We discuss how municipal bond funds might be used in risk-parity style portfolios and how not, a couple of interesting newer financial planning calculators and the planning process I actually use instead to account for liquidity issues, asset allocations in accumulation when options are limited and the ins and outs of preferred shares funds like PFF. And then we goof off. Again.

Links:

Correlation Matrix with Municipal Bond Fund: Asset Correlations (portfoliovisualizer.com)

ETF Research Center Financial Tool: ETF Research Center (etfrc.com)

Projection Labs Financial Tool: ProjectionLab - Simulate your financial future and plan for financial independence.

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