Best Reit Alternatives Podcasts (2025)

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Episode 418: Different Drummers, Even More GDE, Nice Blogging When You Can Get It, And Portfolio Reviews As Of April 25, 2025 42:33

23h ago42:33

42:33

In this episode we answer emails from Jeff, Jenzo and Sam. We discuss spending money on relationships, a 72(t) situation, what to do with an unused Coverdell, GDE (again), a nice risk parity write-up and some random musings about the history of free speech and communications technologies. And THEN we our go through our weekly portfolio reviews of t…

1
Episode 417: International Growth Funds, DSTs, Portfolio Transitions And Other Questions And Quandaries 32:52

4d ago32:52

32:52

In this episode we answer emails from Marco Esquandolas and Multi-Family Investor. We discuss a long-term diversified Roth portfolio for a 13-year old, modelling Delaware Statutory Trusts in a portfolio, transitioning out of an all S&P 500 allocation in a taxable account, PFIX, Sabine Royalty Trust and individual stocks in retirement portfolios, an…

1
Episode 152: Saving (and Investing) Rate for Retirement 18:44

5d ago18:44

18:44

You may have heard recommendations that range anywhere between 10% and 50% when it comes to how much of your income to save for retirement. I often recommend saving a min of 20% of gross income to physicians who plan to invest primarily in stock and bond index funds. How do you know what saving rate you need in your situation? What it comes down to…

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Episode 416: The Tau Of El Yama, Accumulation Versus Decumulation Portfolios, Cracked CAPE Crystal Balls And Portfolio Reviews As Of April 18, 2025 43:01

8d ago43:01

43:01

In this episode we answer emails from El Yama, Graham, and James. We discuss using risk parity-style portfolios for intermediate term needs, the short-term bond allocation in the Golden Butterfly, accounting for child credit, rising equity glidepaths, the fundamental differences between 100% stock portfolios and diversified portfolios and why you w…

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Storage By The Numbers-The Data Show 37:07

11d ago37:07

37:07

Magen and Rick are back, and this time they’re getting straight to it—no fluff, just facts. This episode is all about the numbers driving the self-storage industry right now. You’ll learn where people are moving, how much you can raise rates without losing tenants, and what metrics actually matter when you’re making decisions. This is a numbers sho…

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Episode 415: A Smorgasbord Of Annuities, TIP Ladders, Currency Speculations And Other Gambling Problems 27:53

12d ago27:53

27:53

In this episode we answer emails from Corn Pop, Dustin and Jim. We discuss annuities for elderly parents, TIPS ladders in retirement, REITs in small cap value funds, currency speculation, the GDE fund (again) and an aggressive portfolio construction. Link: Interview of Michael Kitces Re Problems With TIPS Ladders: Michael Kitces: How Higher Yields …

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Episode 151: The How of Happiness Practicing Acts of Kindness 8:18

12d ago8:18

8:18

In the book, The How of Happiness, Dr. Sonja Lynbomirsky outlines 12 activities to increase overall happiness by shifting one's baseline. For 2025, each month will have an episode that talks about activities that can help increase happiness by adjusting that baseline upwards. This month’s episode is about Practicing Acts of Kindness. Tune in to lea…

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Episode 414: Another RPR Variation, More Cowbell, Accounting For Social Security And Portfolio Reviews As Of April 11, 2025 28:32

15d ago28:32

28:32

In this episode we answer emails from Jeremy, Brad, and James. We discuss a more aggressive risk-parity portfolio similar to the Weird Portfolio, the problems with data analysis and recency bias and considerations in accounting for Social Security or pensions in retirement portfolio planning. And THEN we our go through our weekly portfolio reviews …

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Episode 413: Overcoming Financial Setbacks, Finance Board Follies, Inflation And Large Cap Growth Funds In Merriman Portfolios 33:57

19d ago33:57

33:57

In this episode we answer emails from Harry, Sally, Jack and Javon. We discuss recovering from financial set-backs, my life on the Choose FI board, assets that do well in inflationary environments and large cap growth funds like MGK in Merriman-type portfolios. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Mindset by Ca…

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Episode 150: Staying Invested Even When the Market is Falling 14:10

19d ago14:10

14:10

When you hear about a big drop in the stock market, do you feel uneasy? Do you consider selling your stocks or not investing any more money right now. That you’ll wait until the market starts to recover? If that sounds like you, you need to listen to this podcast episode. I want to encourage you to stay invested. When you deviate from your investme…

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Episode 412: Market Turmoil, Guardrails Withdrawals, Useful UK Sites, Bonds, Small Caps And Portfolio Reviews As Of April 4, 2025 43:32

22d ago43:32

43:32

In this episode we answer emails from Ron, Iain, an Anonymous Visitor and Mr. Data. We discuss Ron's generosity and his variable or guardrails withdrawal strategy, some helpful British website references, what we use bonds for in these portfolio and how the TSP G fund fits into that, and small cap growth vs. small cap value stocks. And some notes o…

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Episode 411: Portfolios For Accumulators, Assorted Fund Considerations, And That Infernal Cederburg Thing That Won't Go Away 46:05

26d ago46:05

46:05

In this episode we answer emails from Michael, Brian and Ed. We discuss Michael's situation and options as a 34-year old with growing portfolios and a growing family, Brian's questions about the infernal Cederburg paper that won't go away and Ed's questions about accumulation portfolios. Links: Father McKenna Center Donation Page: Donate - Father M…

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Episode 149: The 401(a): A Lesser Known Employer Sponsored Retirement Account 16:12

26d ago16:12

16:12

401(a) plans were established with the original tax code in 1954 and have actually been around longer than 401(k) or 403(b) plans. 401(a) plans are generally offered by government agencies, educational institutions and non-profit organizations. Employers can form multiple 401a plans that each have their own distinct eligibility criteria, contributi…

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Episode 410: PHYS For Gold, AVGE For Stocks, Tail Risk Hedging And Portfolio Reviews As Of March 28, 2025 33:29

29d ago33:29

33:29

In this episode we answer emails from Deeps, David, James, Steven and Jordan. We discuss the PHYS vs other gold ETFs, the podcast feed link, using AVGE in a risk parity style portfolio, why we do this and tail risk hedging. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parit…

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Episode 409: The PFFA Fund, TSP Allocation Considerations And Those New-Fangled Return Stacked Funds 34:05

1M ago34:05

34:05

In this episode we reflect on our recent meet-up and answer emails from Chris, Gigi and Mark. We discuss preferred shares funds and PFFA in particular, considerations about allocations in a TSP based on goals and current progress in your financial life, and them thar new-fangled return stacked funds. Links: PFFA Summary: PFFA – Virtus InfraCap US P…

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Episode 148: The Alternative Min Tax 13:54

1M ago13:54

13:54

The alternative minimum tax, or AMT, was implemented in 1969 to ensure that all Americans pay their fair share of taxes, and particularly targeted high-income individuals who had a lot of tax deductions. It was originally design to catch those high-income individuals who paid little to no tax but unfortunately, it was not indexed for inflation unti…

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S1E5 - Chandler Lilly and Matt Iak Talk Energy in the Alternative Investment Space 29:27

1M ago29:27

29:27

The oil and gas industry is possibly one of the most recognized sectors of the alternative investments space, but also potentially misunderstood. Listen in as Chandler Lilly, a junior at Florida A&M University, interviews Matt Iak, executive vice president at U.S. Energy Development Corporation. Together, they discuss Iak’s career path to the energ…

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Episode 408: Rebalancing Frequency, Share Lending, Style Boxes, Strips, And The Golden Ratio Portfolio 20:05

1M ago20:05

20:05

In this episode we answer emails from Randy, Richard and Jamie. We discuss rebalancing frequency, share-lending at Fidelity, moves in Morningstar's style boxes and strips treasury funds vs. long term treasury bond funds. And we announce the new listing of the Golden Ratio portfolio at Portfolio Charts and thank Tyler and Van for that. Links: Father…

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Episode 147: Creating Stories to Raise Money-Smart Kids with Dr. Michele Cho-Dorado 25:47

1M ago25:47

25:47

Dr. Michele Cho-Dorado is a Pediatric Gastroenterologist, Medical Director, children’s book author, speaker and founder of Bright Futures EDG. She has developed a children’s book series with a mission to introduce financial literacy to young kids. Her first two books are called “Reach For The Stars” and “Mimi’s Magical Money-Earning Adventure” with…

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Episode 407: Multi-Asset Funds Like GDE, "Life Cycle" Econ-Models, Historical Interest Rate Musings And Portfolio Reviews As Of March 14, 2025 40:36

1M ago40:36

40:36

In this episode we answer emails from Dustin, MyContactInfo, and Mark. We discuss the ETF GDE and combo return stacked funds generally, why you probably don't want to use economists' "life cycle model" for personal finance planning due to its unrealistic underlying assumptions, and whether we could use historical high interest rates to create marke…

1
Episode 406: REITs, Vacant Land, Bitcoin Today And Eh, Steve! 28:14

2M ago28:14

28:14

In this episode, we answer emails from Spencer, Ko and Steve. We discuss REITs as a portfolio allocation, why vacant land is probably not a good investment for most people, "talking your book" with bitcoin for fun and profit and how it looks today in a portfolio, law school education and that infamous Cederburg paper (again but only briefly). Links…

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Episode 146: The How of Happiness Avoid Overthinking and Social Comparison 8:35

2M ago8:35

8:35

In the book, The How of Happiness, Dr. Sonja Lynbomirsky outlines 12 activities to increase overall happiness by shifting one's baseline. For 2025, each month will have an episode that talks about activities that can help increase happiness by adjusting that baseline upwards. This month’s episode is about avoiding overthinking and social comparison…

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S1E4 - Elias Carson and John Grady Discuss New Products in Alternative Investments 28:47

2M ago28:47

28:47

Alternative investments are growing in popularity and are well-poised to keep expanding, especially with changes in technology. In this episode, join Elias Carson, graduate student at Georgetown University, as he interviews John Grady, ADISA president and co-chair of the legislative and regulatory committee, and chief operating officer and general …

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Episode 405: Treasury Strips Funds As A Form Of Leverage, A Return Stacked Portfolio, The Golden Ratio And Portfolio Reviews As Of March 7, 2025 30:24

2M ago30:24

30:24

In this episode we answer emails from Eli, Garrison and Van. We discuss usig treasury strips ETFs like GOVZ and ZROZ and how they relate to long-term treasury bond funds like TLT and VGLT, a "returned-stacked" portfolio similar to O.P.T.R.A. for accumulation and early retirement and why the Golden Ratio portfolio performs very well on many metrics.…

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Revenue & Discounts: The Balancing Act 38:01

2M ago38:01

38:01

In this episode, we explore how even small price changes can send ripples through customer behavior and what that means for your bottom line. We break down our latest research—from customers' sensitivity to price increases and the magic behind promotional offers like “First Month Free” and “75% Off First Two Months.” Along the way, Magen and Rick s…

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Episode 404: Tax Location Considerations, Old Gold Book, Scottish ETFs, And Diversification Musings On International vs. US 35:25

2M ago35:25

35:25

In this episode we answer emails from Caleb, Visitor #4565, Paul, Michael (from Scotland) and Jamie. We discuss tax location (or asset location for tax purposes), the zeitgeist of this podcast, an old book by Don Coxe about gold and other things, a good website for finding ETFs in the UK and otherwise outside the US, and how to best incorporate and…

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Episode 145: Decoding Tax Forms: W-2, 1099s, K-1, and What They Mean for You 13:57

2M ago13:57

13:57

W-2 is a wage and tax statement and is sent by an employer to an employee to show the earned income the employer paid the employee during the prior tax year. 1099-NEC (or 1099-MISC before 2020) are issued to independent contractors. K-1’s are issued by Partnerships, S-Corps, or Estates and Trusts to partners, shareholders, and beneficiaries to repo…

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Episode 403: Navigating The New Regime, What Does A Weak Dollar Mean, Inflation In Withdrawals And Portfolio Reviews As Of February 28, 2025 36:06

2M ago36:06

36:06

In this episode we answer emails from Andy, Mark and Graham. We discuss what may do well under the current US administration and related concerns, what a weak dollar means for risk assets and allocating to volatility, and how inflation should realistically be accounted for in withdrawals. And THEN we our go through our weekly and monthly portfolio …

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Episode 144: Financial Leverage: A Double Edged Sword 13:22

2M ago13:22

13:22

One thing that attracts a lot of people to investing in real estate is how fast you can potentially grow your wealth. Yes, it takes a lot more effort and work than investing in low cost index funds. The use of financial leverage is also a key to amplify returns in real estate investing. However, using financial leverage goes both ways, it magnifies…

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S1E3 - Cori’Anna White and John Grady Discuss the Legislative and Regulatory Background of Alts 17:54

2M ago17:54

17:54

Alternative investments are a fascinating asset class, but how are they regulated? Join Spelman College junior honors student Cori’Anna White as she interviews John Grady, ADISA president, and chief operating officer and general counsel at ABR Dynamic Funds. Tune in as they discuss the skills needed to pursue a career in alts, how legislation aroun…

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Episode 143: REITS: The Simplest Way to Invest in Real Estate 13:54

2M ago13:54

13:54

The easiest way to invest in real estate is through publicly traded REITs, Real Estate Investment Trusts and REIT mutual funds or exchange traded funds. Congress established REITS in 1960 which must meet specific criteria. - Invest at least 75% of its total assets in real estate, cash, or US Treasurys - Derive at least 75% of its gross income from …

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Episode 402: Getting A Little More Aggressive, A QREARX Redux, And What Does "Value" Mean Anyway 24:49

2M ago24:49

24:49

In this episode we answer emails from Philip, David and Keith. We discuss an aggressive risk-parity style portfolio (without leverage), review QREARX, which we analyzed in Episode 81, and how the value factor is determined by various funds and indexes. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Portfolio Matrix Tool …

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Episode 142: The How of Happiness: Cultivating Optimism 11:36

3M ago11:36

11:36

In the book, The How of Happiness, Dr. Sonja Lynbomirsky outlines 12 activities to increase overall happiness by shifting one's baseline. For 2025, each month will have an episode that talks about activities that can help increase happiness by adjusting that baseline upwards. This month’s episode is about cultivating optimism. Tune in to learn abou…

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S1E2 - Learn About The Fundamentals Of Alts With Miles Durant And Greg Mausz 26:54

3M ago26:54

26:54

Interested in alternative investments? North Carolina A&T senior Miles Durant interviews Greg Mausz, ADISA board member and senior managing director at Skyway Capital, about the fundamentals of alts. They discuss what alternative investments are, their evolution, how to start investing and more. -----------------------------------------------------…

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Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025 1:02:52

3M ago1:02:52

1:02:52

In this episode we answer emails from Richard, Robert and Jacob. We discuss Richard's generosity and excellent example as a role model, an ill-conceived and biased critique of small cap value allocations, why you probably should not use popular personal finance gurus as retirement role models due to their workaholism and hoarding behaviors, and why…

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Episode 400: An AI Thingamabob Takes Over To Review And Reconstruct Our First Five Foundational Episodes 1:48:23

3M ago1:48:23

1:48:23

In this frolic and detour from our regularly scheduled programming, we create a "Reference Episode" by employing two AI podcasters to summarize the information contained in Episodes 1, 3, 5, 7 and 9, which are some of the foundational episodes for this podcast. BTW, choose PFFV instead of PFF if you are interested in that. But the point was to teac…

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Episode 141: Pump and Dump Schemes and Short Squeezes: The Hidden Dangers of Individual Stock Investing 15:02

3M ago15:02

15:02

Have you ever heard of a hot stock tip and debated if you should jump on it? Or been invited to join a group where they discuss promising stocks? If so, you want to avoid finding yourself in a pump an dump scheme. It can be tempting to seek out quick riches but it can leave you with sizeable losses. In this episode, I review what are pump and dump …

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Episode 399: A Good Deed Shining In A Weary World, Thoughts On Hoarding, Preferred Shares, Gold And Portfolio Reviews As Of January 31, 2025 43:29

3M ago43:29

43:29

In this episode, we celebrate Ground Hog Day and answer emails from Ron, Jay and Pete. We discuss the value of giving and the new McKenna Man portfolio that Ron is constructing, preferred shares vs. REITs, holding gold, what financial advisors really think about their hoarding clients but can't say in front of them but I will, and Pete's risk parit…

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Episode 398: Tax Location Decisions, Dealing With Limited Fund Choices And Brokerage Requirements 18:28

3M ago18:28

18:28

In this episode we answer emails from George, Kyle and Andy. We discuss whether to prioritize DBMF or VGLT (for tax location purposes) in a traditional retirement account, weighing limited choices for small cap funds in a 457, Vanguard's new short-term bond funds and dealing with brokerages' cya requirements for investing in particular funds. Links…

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Episode 140: The Costs of Buying and Owning a Home (Why You May Want to Keep Renting) 21:40

3M ago21:40

21:40

For many people, the largest amount of money spent in a single purchase is buying real estate. The average home price in the United States is around $420,000 in 2024. In high cost of living areas, the average single-family house can be over $1 million dollars. There are people who think that rent is throwing away money, and if a mortgage is less th…

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S1E1 - Madison Oliver and Jade Miller Discuss Important Topics For Next-Gen Financial Leaders 22:01

3M ago22:01

22:01

Join Madison Oliver, a student at Florida A&M University, as she interviews Jade Miller, president of capital markets at Bourne Financial Group and 2024 ADISA board president, as they discuss her journey through the financial industry, including the importance of financial education, technology in the alternatives space, DEI initiatives and much mo…

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Episode 397: Small Cap Value Funds, How To Recognize Bad Books, CAOS And Weekly Portfolio Reviews As Of January 24, 2025 29:46

3M ago29:46

29:46

In this episode we answer emails from Bones, Paul and Justin. We discuss small cap value funds and their underlying indexes, an odd book from an unreliable source and an alternative ETF called CAOS. 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…

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Episode 396: We're Talkin' Futures, Backtesting Considerations, And That Big Mo (Again) 23:07

3M ago23:07

23:07

In this episode we answer emails from Lucas, Martijn, and Alexi (a/k/a "the Dude"). We discuss futures contracts and the efforts required to use them, being careful about backtests and interpreting them, and more musings on Big Mo momentum. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Martijn's Link: testfol.io/?s=aoTg…

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Episode 139: New IRS Updates for 2025 8:26

3M ago8:26

8:26

This episode discusses the adjustment in tax brackets and changes in contribution limits for tax advantaged accounts for 2025. Marginal Tax Rates for 2025 37% for single taxpayers with incomes over $626,350 and $751,600 for married couples filing jointly 35% for incomes over $250,525 and $501,050 for married couples filing jointly 32% for incomes o…

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Episode 395: Canadian Dilemmas, Total Market vs. Large Cap Growth, Gambling Problems And Portfolio Reviews As Of January 17, 2025 35:17

3M ago35:17

35:17

In this episode we answer emails from Paul (from Canada), Gary, Ben and Alexi (a/k/a "the Dude"). We discuss finding funds for Canadians, podcast outlet alternatives, the similarities between S&P 500, total market and large cap growth funds and how they can perform the same role in a diversified portfolio, and a gnarly Alpha Exchange podcast about …

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Episode 394: More Fun With Large Cap Growth Funds And Some Salient Portfolio Comparisons 37:18

3M ago37:18

37:18

In this episode we party with some of the regulars and answer emails from Pete, Tracey, Ralph and Alexi (a/k/a the "Dude"). We discuss domestic and international large cap growth funds, why we prefer portfolios that due comparatively better when using long series data analyses and not their associations with particular guru people, how the Golden R…

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Episode 138: The How of Happiness Expressing Gratitude 11:20

3M ago11:20

11:20

In Episode 131: Escaping the Hedonic Treadmill, we learned that hedonic adaptation is the tendency to return to a relatively stable level of happiness. People tend to have a baseline or set point level of happiness (or unhappiness) that hey return to. There are ways to adjust that baseline. In the book, The How of Happiness, Dr. Sonja Lynbomirsky o…

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Episode 393: International Questions From The Europeanish, A Pesky 401a And Portfolio Reviews As Of January 10, 2025 34:04

4M ago34:04

34:04

In this episode we answer questions from Anonymous European, Paul, and Ralph. We discuss US vs. Euro treasury bonds, international large cap growth, the overarching currency effect that determines the relative performance between US and international stocks, small cap value for UK investors and what to do with a small 401a with limited investment c…

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Episode 392: Small Cap Value Indexes, Managed Futures Butterly, And A Mini-Rant On Bucketeering 32:54

4M ago32:54

32:54

In this episode we answer emails from Kyle, Steve and James. We discuss the three most common small cap value indexes -- S&P 600, CRSP and Russell, modifications to the Golden Butterfly portfolio using managed futures, and the fantasies and follies of portfolio Bucketeering. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center…

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Episode 137: Flexible Spending and Heathcare Savings Accounts 16:27

4M ago16:27

16:27

Flexible Spending and Heathcare Savings Accounts are both ways to pay for your medical expenses with pre-tax money. Anytime you can use pretax money to pay for anything, you are getting generally getting a 22% discount or more depending on your tax bracket. Flexible Spending Accounts (FSA) are benefits that may be provided by your Employer. Not all…

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Reit Alternatives Podcasts

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