Episodios

  • 548 Private Credit - Picking Mutual Funds - DAF Donor Advised Funds

    548 Private Credit - Picking Mutual Funds - DAF Donor Advised Funds
    Apr 8 2026

    • Discussion of Private Credit and how it works
    • Picking Mutual Funds and why it does not work
    • DAF Donor Advised Funds
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    1 h y 7 m
  • 547 AI Stock picking - Oil - Annuity example - Cruise

    547 AI Stock picking - Oil - Annuity example - Cruise
    Mar 24 2026
    Big show today!
    • AI stock picking and back tested data
    • An annuity example
    • War, Iran, Oil, gasoline oh my....
    • Super Shitty investment idea
    • A cruise in the western carabbean
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    1 h y 26 m
  • 546 AI problems - Viaticals - Where to invest $1k - Iran War

    546 AI problems - Viaticals - Where to invest $1k - Iran War
    Mar 8 2026
    • how to invest with just $1k
    • US Market concentration
    • Rant on scams, emails, texts etc
    • Viaticals
    • War with Iran & oil prices
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    1 h y 25 m
  • 545 Ryan Cragun - Do Atheist give more or less money

    545 Ryan Cragun - Do Atheist give more or less money
    Feb 24 2026
    Interview with Ryan Cragun. We discuss his new research. Do Atheists give more or less than other religious groups?

    Also, A listener email.... Should I buy an Annuity.
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    1 h y 7 m
  • 544.5 Asset allocation clarification

    544.5 Asset allocation clarification
    Feb 13 2026
    A few listeners have emailed to let me know that I was NOT clear on the changes to the asset allocations presented in episode 544. This is a special restatment. I hope this is more clear.
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    7 m
  • 544 Erin Louis - 4 book list - 2026 Market Adjustment

    544 Erin Louis - 4 book list - 2026 Market Adjustment
    Feb 12 2026
    Interview with Author Erin Louis. Her new book is "There's No Grave Like Home".

    You can order her new book now!
    https://a.co/d/0cIHhuva


    Link to Erin's website. Get information about all of her books here....
    https://www.erinlouis.com/

    Also in this episode
    • 2026 Market adjustment discussion - listen to hear what is changing.
    • The 4 books you should read about investing
    • Ideas on allocating assets in different account types
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    1 h y 22 m
  • 543 How to rebalance - how to check performance - Synthony - Satisfaction

    543 How to rebalance - how to check performance - Synthony - Satisfaction
    Jan 28 2026
    • A walk through on how to rebalance your portfolio
    • How to check on fund performance - Price change vs. returns
    • Review of a concert from Synthony
    • Home Remodel - where should you get the money?
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    1 h y 22 m
  • 542 ROTH Conversion - Vanguard tool - re-balance - LT Gains - Home costs

    542 ROTH Conversion - Vanguard tool - re-balance - LT Gains - Home costs
    Jan 15 2026
    Discussion on the Pros and cons of ROTH Conversions
    Vanguard has a new tool that may help but, it has llimitations.

    It is a good time to think about re-balancing your portfolio.

    Why you might want to pay some extra taxes on realized LT Gains

    Why are houses so expensive and why it might get worse.
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    1 h y 14 m