12/10/2025
About This Episode
Should I move mutual funds to ETFs in taxable accounts despite taxes? 11:26
With markets at highs, should I keep dollar-cost averaging or rebalance? 16:17
What portfolio fits 10 years to retire and 20–30 years of decumulation? 24:08
Will the configurator shift to only Avantis/DFA funds in 2026? 30:37
What does “inflation-adjusted fixed withdrawals” mean? 33:56
How should I invest an inheritance for kids/grandkids ages 2–45? 38:21
Ultimate Buy-and-Hold vs. two- or four-fund strategies — which is better? 49:03
Should political conditions change retirement portfolio decisions? 59:12
How do I find a fee-based/hourly advisor (Rhode Island question)? 1:05:56
Should very conservative 91-year-olds move beyond bonds and cash? 1:13:28
Part 1 of the AAII Q&A Series
Part 2 of the AAII Q&A Series
AAII trial membership offer
(the ~$2 first month deal)
Boot Camp series hub
Fine-Tuning Your Asset Allocation table / lesson
Sound Investing / portfolio decade return tables
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Fixed vs. Variable Withdrawal episode/article
H-2A table referenced in Q9
Chris Pedersen Boot Camp presentation (Two-Fund for Life)
Garrett Planning Network advisor directory
HelloNectarine hourly advisor platform
PlanVision / Mark Zoril reference