Episode 364: Leverage, Gold ETFs And Early Retirement Considerations (Oh My!) And Portfolio Reviews As Of August 30, 2024

Sep 1, 2024

Delve into the intriguing world of leveraging investments as the hosts explore its potential benefits and pitfalls. Discover alternative options to popular gold ETFs and how to navigate early retirement withdrawals safely. The conversation includes detailed portfolio reviews, emphasizing practical strategies tailored for both accumulation and decumulation phases. Not to mention, their light-hearted banter promises a few laughs along the way, making personal finance feel fun and approachable!

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Intro

00:00 • 3min

Navigating Leverage in Investments

03:07 • 10min

Exploring Alternatives to Gold ETFs

12:44 • 2min

Navigating Early Retirement Withdrawals

15:02 • 12min

Portfolio Overview and Future Podcast Plans

27:01 • 4min

In this episode we answer emails from Brian, JD and Andrew. We discuss using leverage in portfolios (again!), gold ETFs and early retirement considerations and withdrawal strategies.

And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional links:

Yours Truly on the Forget About Money Podcast: 🎲 Risk Parity: The Secret to a 5% Safe Withdrawal Rate! | Frank Vasquez 🏆 (youtube.com)

Ben Felix Video On Leverage: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) (youtube.com)

Optimized Portfolios Website: Optimized Portfolio - Investing and Personal Finance

ETF Database -- Gold ETFs: Gold ETF List (etfdb.com)

PHYS Fund Article: Tax Information - Physical Gold Trust (sprott.com)

Portfolio Charts Withdrawal Rates Calculator: Withdrawal Rates – Portfolio Charts

Portfolio Charts Retirement Spending Calculator: Retirement Spending – Portfolio Charts

Morningstar Report re Variable Withdrawal Strategies: Six Retirement Withdrawal Strategies that Stretch Savings | Morningstar

Amusing Unedited AI-bot Summary:

Ready to rethink your investment strategy? Uncover the secrets of leveraging your portfolio from insights gleaned from industry titans like Ray Dalio and practical advice for everyday investors. We promise you'll walk away with a new perspective on the benefits and risks of using leverage, tips on incorporating leveraged ETFs into your own portfolio, and a treasure trove of resources including the Optimize Portfolios site and an enlightening video by Ben Felix. This episode is packed with knowledge that can transform how you approach your investments.

But that's not all—we're spicing up this financial discussion with a revisit to one of the most memorable moments in film history. Relive the iconic scene between James Bond and Goldfinger, dissecting the thrilling exchange and the unforgettable line, "No, Mr. Bond, I expect you to die." We'll break down Bond’s daring attitude against Goldfinger’s ruthless intent, highlighting why this scene is etched in cinematic lore. A blend of financial wisdom and pop culture nostalgia, this episode promises to both inform and entertain. Tune in and join the conversation!

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