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  • 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 Min.
  • 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 Std. und 22 Min.
  • 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 Std. und 22 Min.
  • 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 Std. und 14 Min.
  • 541 Gold - 2025 market performance - ROTH conversions

    541 Gold - 2025 market performance - ROTH conversions
    Jan 1 2026
    Investing Skeptically:
    • Gold ETF. Should you invest in gold?
    • 2025 Market performance Data
    • Should you do a ROTH conversion?
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    56 Min.
  • 540 Jasmin Faulk - Crypto - Bitcoin - Health Insurance

    540 Jasmin Faulk - Crypto - Bitcoin - Health Insurance
    Dec 15 2025
    Conversation with Jasmin Faulk.
    Her book is "The Last Sandstorn: A Memoir". She talks about how she escaped from $audi Arabia.

    Investing Skeptically:
    • Crypto Update
    • Health Insurance Costs
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    1 Std. und 32 Min.
  • 539 Notes - Death and solar panels

    539 Notes - Death and solar panels
    Dec 1 2025
    Lots of good stuff in this episode
    • New investment opportunity if notes
    • Wills, Power of Attorney, Trusts, beneficiaries
    • How to lose $40k on solar panels
    • Show reviews on Apple Podcast
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    1 Std. und 7 Min.
  • 538 50 Year Mortgage - Health Insurance Cost - tax rates 2025 vs 2026

    538 50 Year Mortgage - Health Insurance Cost - tax rates 2025 vs 2026
    Nov 15 2025
    Trump Updates
    EV sales after the end of the $7,500 tax credit
    tax rates 2025 vs 2026
    Health Insurance costs for 2026
    Is a 50 year mortgage a good idea?
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    1 Std. und 22 Min.