In this episode we answer emails from Dave, Isaiah, and Ian. We discuss back-testing tools, revisit UPRO and leverage from the last episode, the inherent biases and incentives for retail financial advisors to recommend underspending and using underspending plans larded with window dressings, and revisit a limited 401k and a retirement scenario from Episodes 420 and 444. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | R...
All content for Risk Parity Radio is the property of Frank Vasquez and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode we answer emails from Dave, Isaiah, and Ian. We discuss back-testing tools, revisit UPRO and leverage from the last episode, the inherent biases and incentives for retail financial advisors to recommend underspending and using underspending plans larded with window dressings, and revisit a limited 401k and a retirement scenario from Episodes 420 and 444. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | R...
Episode 454: A Master Plan For Mr. Bill And Portfolio Reviews As Of September 12, 2025
Risk Parity Radio
1 hour 7 minutes
1 month ago
Episode 454: A Master Plan For Mr. Bill And Portfolio Reviews As Of September 12, 2025
In this episode we answer one big long email from Mr. Bill (actually Dr. Bill). We discuss a planning process grounded in good data science, forecasting techniques and decision theory, and how we incorporate the concepts described in Bill Bengen's new book, using Dr. Bill as our guinea pig. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio. Additional Links: Father McKenna Center Donation Page: D...
Risk Parity Radio
In this episode we answer emails from Dave, Isaiah, and Ian. We discuss back-testing tools, revisit UPRO and leverage from the last episode, the inherent biases and incentives for retail financial advisors to recommend underspending and using underspending plans larded with window dressings, and revisit a limited 401k and a retirement scenario from Episodes 420 and 444. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | R...
