Risk Parity Radio

Listeners shower the hosts with gratitude, sparking a celebration of community spirit. They explore using risk parity portfolios for smart intermediate-term savings, with humorous insights on tax efficiency. The conversation dives into navigating taxable investments, and retirement finance takes center stage as they discuss decumulation strategies. The hosts also analyze portfolio performances as of May 2025, sharing metrics from major funds and inviting audience feedback on strategies. It's a blend of finance, generosity, and camaraderie!

Listeners dive into a community-focused discussion, tackling audience emails and fundraising for the Father McKenna Center. The intriguing BOXX ETF is analyzed for its tax advantages, challenging traditional financial wisdom. The conversation shifts to the evolving landscape of hedge fund taxes and the benefits of direct indexing for high-income earners. The focus then turns to self-managed investing, urging listeners to seek purpose beyond mere wealth accumulation, all while celebrating inspiring contributions to society through personal agency and community impact.

Listeners dive into creative portfolio experiments, like the quirky 'Berry Pie' strategy, offering fresh perspectives on investment efficiency. The discussion humorously challenges traditional value and size factors, bringing in Shannon's Demon to spice things up. Charity initiatives are also highlighted, promoting support for the Father McKenna Center. Weekly and monthly portfolio reviews reveal insights on shifting to ETFs and the surprisingly strong performance of gold and other assets, all wrapped in a light, engaging tone.

Explore the nuanced world of margin accounts and the risks involved in leveraging investments. Discover insights about the SCHD fund as a staple in value investing and its implications for safe withdrawal rates. Dive into the obsession with international funds and learn about diversification strategies. With a touch of humor and engaging anecdotes, the discussion sheds light on common misconceptions and offers valuable investment wisdom for both novice and seasoned investors.

This installment dives into Interactive Brokers' margin accounts, shedding light on how to use portfolio assets as collateral and avoiding nasty margin calls. It also tackles the pesky tax implications of gold ETFs, specifically those pesky small distributions on 1099 forms. The discussion transitions into an insightful analysis of BTAL versus treasury bonds, exploring how differing asset classes interact. Listeners are treated to thoughtful weekly and monthly portfolio reviews, enhancing their personal finance journey.

Discover the ins and outs of the new ALLW ETF, a collaborative effort meant to bring stability through risk parity. Analyze its complexities and high fees against traditional portfolio strategies. Delve into the confusing landscape of Social Security claiming with practical insights on personal longevity and family histories. Uncover the truth behind dividend investing—most returns stem from reinvested dividends, not just payouts. This episode demystifies common financial misconceptions and helps refine your investment approach.

Listeners are in for a treat as the hosts delve into comparing two commodity funds, PDBC and BCI, revealing hidden differences that can impact returns. They also explore the benefits of small cap value stocks, emphasizing their role in diversifying portfolios, especially during downturns. Fidelity's new gold lending program sparks lively discussions about risks versus rewards, all while the team maintains a humorous tone. Plus, there’s a nod to charitable giving efforts, keeping the conversation engaging and socially conscious.

This discussion dives into the nuances of portfolio management, evaluating assets like managed futures while questioning the merits of covered call funds. Anecdotes from a listener in Québec add humor while illustrating investment strategies with Canadian and U.S. ETFs. Rebalancing timelines and methods are explored, emphasizing sustainability and simplicity in portfolio management. The host also offers guidance on navigating the podcast's episode archive, keeping the conversation lively and accessible.

Explore the ins and outs of Roth conversions, especially for those in low tax brackets. Discover the quirks of a pricey 401k with limited options, all while the hosts reassure listeners they're working on site improvements with 'top men.' Dive into lively portfolio performance discussions, examining investment strategies amid shifting market conditions. The atmosphere is light-hearted, filled with humor and practical advice, making personal finance feel approachable and engaging. Tune in for insights and a few laughs!

Discover the essential strategies for transitioning from accumulation to a retirement portfolio, with an emphasis on personal financial readiness. Dive into critical discussions about navigating investment choices within limited options, and the significance of timing your asset allocation. The critique of the personality-driven personal finance media challenges listeners to think critically about financial advice, while personalized planning takes center stage over popular opinion. Engage with humor and insights that make complex financial concepts accessible.