Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

“The Risk Parity Paradox” an Exercise in Simple Complexity? | Frank Vasquez | 124

1:13:32
 
Share
 

Manage episode 469220734 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Frank Vasquez (also affectionately known as Uncle Frank) is a mostly retired lawyer and host of the 'Risk Parity Radio' podcast. In this episode, he gives us a dose of his investing wisdom complete with his unique 'SpongeBob' sense of humor. We discuss financial independence (FI) in the older years, emphasizing the importance of enjoying the fruits of your labor after decades of saving. We explore diversified portfolios, the principles of risk parity, and introduce listeners to various investment approaches such as the 'Golden Butterfly' and 'Golden Ratio' portfolios. Frank also shares his thoughts on the shortcomings of traditional personal finance gurus, who often fail to provide viable strategies for retirement spending.

🌐 Visit Catching Up to FI website

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

=== THANK YOU TO OUR SPONSORS ===

📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

✅ Track your savings

✅ Get personalized retirement advice based on your goals

✅ Explore investment options to grow your wealth

✅ And create a strategy that’s built for your unique needs

You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup

💵Student Loan Planner

Flat fee for a one-on-one consultation is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: link

For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

🌐Risk Parity Radio website

🎙️Risk Parity Radio podcast

Portfolio Charts https://portfoliocharts.com/

Charity: Father McKenna Center

Catching Up to FI podcast episodes:

SpongeBob and Drawdown Strategies | Frank Vasquez | 044

Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

  continue reading

141 episodes

Artwork
iconShare
 
Manage episode 469220734 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Frank Vasquez (also affectionately known as Uncle Frank) is a mostly retired lawyer and host of the 'Risk Parity Radio' podcast. In this episode, he gives us a dose of his investing wisdom complete with his unique 'SpongeBob' sense of humor. We discuss financial independence (FI) in the older years, emphasizing the importance of enjoying the fruits of your labor after decades of saving. We explore diversified portfolios, the principles of risk parity, and introduce listeners to various investment approaches such as the 'Golden Butterfly' and 'Golden Ratio' portfolios. Frank also shares his thoughts on the shortcomings of traditional personal finance gurus, who often fail to provide viable strategies for retirement spending.

🌐 Visit Catching Up to FI website

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

=== THANK YOU TO OUR SPONSORS ===

📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

✅ Track your savings

✅ Get personalized retirement advice based on your goals

✅ Explore investment options to grow your wealth

✅ And create a strategy that’s built for your unique needs

You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup

💵Student Loan Planner

Flat fee for a one-on-one consultation is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: link

For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

🌐Risk Parity Radio website

🎙️Risk Parity Radio podcast

Portfolio Charts https://portfoliocharts.com/

Charity: Father McKenna Center

Catching Up to FI podcast episodes:

SpongeBob and Drawdown Strategies | Frank Vasquez | 044

Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

  continue reading

141 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play