Episode 366: Managed Futures, Tools For Varying Cash Flows, 529 Management And Portfolio Reviews As Of September 27, 2024

Risk Parity Radio

In this episode we answer emails from Mark, James and Anderson. We discuss differing performances in managed futures funds, a Portfolio Visualizer calculator and what to do with a TSP, and what to do about 529s when approaching the use date.
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:
Recent ChooseFI podcast with Yours Truly: 5% SWR, Revealed Preferences and the 3 stories | Frank Vasquez | Ep 508 | ChooseFI
Father McKenna Center Main Donation Page: Donate - Father McKenna Center
Portfolio Visualizer Financial Goals Tool: Financial Goals (portfoliovisualizer.com)
Amusing Unedited AI-bot Summary:
How do you ensure a worry-free retirement while navigating the complexities of market trends and withdrawal strategies? Welcome back to Risk Parity Radio! Fresh from a cross-country adventure to the picturesque Washington State, we’re back with a renewed zest to help you master the art of personal finance and investing. Our cozy, dive bar-esque podcast is not just about numbers and charts; it's about community, humor, and shared learning. In this episode, we revisit our eight sample portfolios and shed light on how to build relationships and joy within your retirement hobby. If you're new here, start your journey with episodes 1, 3, 5, 7, and 9 for a solid foundation.
Ever wondered how to choose between managed futures ETFs like KMLM and DBMF, or how to predict safe withdrawal rates for early retirement? We’ve got you covered. We explore the intricacies of KMLM's track record and DBMF's market adaptability, helping you determine the best fit for your diversified portfolio. Plus, we answer a listener's burning question about withdrawal rates, and untangle the complexities of the Thrift Savings Plan versus an IRA rollover. Dive into the world of financial planning tools, Social Security strategies, and brokerage firms like Fidelity and Schwab for low-cost investments. Join our informative yet quirky session designed for do-it-yourself investors looking to build a robust, diversified retirement plan.

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Chapters

1. Episode 366: Managed Futures, Tools For Varying Cash Flows, 529 Management And Portfolio Reviews As Of September 27, 2024 (00:00:00)

2. Portfolio Diversification Strategies (00:00:01)

3. Evaluating Retirement Withdrawal Strategies (00:11:55)

4. Retirement Planning and Financial Tools (00:20:02)