
In this episode we answer emails from Jon, David, and Trevor. We discuss teaching teens personal finance without boring them and learning by doing, an early retirement checkup for a high-saving household confirming a $3.6M portfolio can support retirement plans, getting granular on expenses and planning for health care costs, asset location basics, and a useful managed futures white paper. Links: If You Can Book: Microsoft Word - If You Can.doc Set For Life: Set for Life:...
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Episode 541: What Retail Financial Advisors Don't Want You To Know About Their Lineage And Fear-Based Methods; And Portfolio Reviews As Of September 18, 2026

Episode 539: Reviewing The Sample Portfolios And What Each One Is About, Performance Metrics, Risk Parity Chronicles, And Portfolio Reviews As Of September 11, 2026

Episode 538: Analyzing A Listener Portfolio, Helping Family Invest, Leverage, U.K. LCG And SCV Funds, And A Little Managed Futures

Episode 537: Bitcoin Gambling Problems, Resources For Understanding Managed Futures, Window Dressing Withdrawal Strategies, And Portfolio Reviews As Of September 4, 2026
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