
In this episode we answer emails from Mark and Eric. We discuss managing finances through aging, dementia, and what happens when the family’s primary money manager can’t manage anymore. Then we challenge popular fear-based retirement thinking and explain why hoarding wealth can be a bad strategy for well-being and relationships. Links: Fairfax CASA Donation Page: Donate - Fairfax CASA Father McKenna Center Donation Page: Donate - Father McKenna Center Article On Fear- and...
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Episode 514: FI-lanthropy Friendly Portfolios, Solving A Transition Quandary, Golden Bow Ties, And Portfolio Reviews As Of May 29, 2026

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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