
In this jam-packed crushed-fresh stone-solid hour-busting episode we do a trifecta response to one most excellent email from Rebecca. We discuss portfolios for FI-lanthropy, options and resources for making a transition from a 100% stock portfolio with tax and ACA subsidy issues, the drawbacks of bucketeering compared with the joys of asset swaps, and the socio-political overhang attached to gold and how that is evolving towards more rational uses of it by big time retail personal finan...
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Episode 515: Practical Continuity Considerations For Your Family And Why Popular Fear-Based Hoarding Plans Are Highly Undesirable

Episode 513: The Perils Of All-Bond Portfolios And Over-Simplification, Choose FI, Muddled Thinking About Index Funds, And Why You Don't Need To Overplan Decades In Advance

Episode 512: Avoiding Level Two-Thinking Foibles And CAPE'd Crystal Balls, Basic Accumulation, Talking To Optimus Bill, And Portfolio Reviews As Of May 22, 2026

Episode 511: Missives From Canada, Superman, Parsing Small Cap Funds, And More Fun With AI Creations
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