In this episode we talk to Simplify Asset Management’s Mike Green about how he manages his personal portfolio. We discuss Mike’s macro-based approach and how he has implemented it using…
Tag: Featured
Using Variable Withdrawal Rate Strategies in Retirement
Many investors are familiar with the 4% rule and fixed withdrawal rate retirement strategies. But in the real world, maintaining a fixed withdrawal rate is rarely the way things actually…
Show Us Your Portfolio: Jason Buck
In this episode we speak with Mutiny Funds co-founder Jason Buck about how he manages his personal portfolio. Jason couldn’t find any publicly available funds that were running the unique…
Retirement Planning with Monte Carlo: Inputs, Interpretation and Limitations
In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at…
Talking Technical Analysis with Katie Stockton
In this episode we talk technical analysis with Fairlead Strategies founder Katie Stockton. As fundamental investors, this one was a great learning experience for us as we covered a wide…
Inside the High Yield Debt Market with Rajay Bagaria
In this episode, we talk high yield debt investing with Rajay Bagaria, CIO of Wasserstein Debt Opportunities and author of “High Yield Debt: An Insider’s Guide to the Marketplace.” We…
The Importance of Asset Location
Most investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of…
Show Us Your Portfolio: Cem Karsan
In this episode we speak with Cem Karsan, the most popular guest from our first 200 episodes. But this time, we changed things up and asked him to talk about…
Four Lessons from Guy Spier
By Jack Forehand, CFA, CFP® (@practicalquant) — We were very fortunate to be able to interview Guy Spier on our Excess Returns podcast last week. If you haven’t watched the interview yet, I…
Understanding the 4% Rule and Safe Withdrawal Rates
The 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don’t know where it came from, the…