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In this episode, Scott Becker discusses the shifting balance between mega cap technology stocks and traditional blue chip companies, highlighting how market rotations can create opportunities across both sectors.
In this jam-packed crushed-fresh stone-solid hour-busting episode we do a trifecta response to one most excellent email from Rebecca. We discuss portfolios for FI-lanthropy, options and resources for making a transition from a 100% stock portfolio with tax and ACA subsidy issues, the drawbacks of bucketeering compared with the joys of asset swaps, and the socio-political overhang attached to gold and how that is evolving towards more rational uses of it by big time retail personal finance and others.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Fairfax CASA Donation Page: Donate - Fairfax CASA Father McKenna Center Donation Page: Donate - Father McKenna CenterWells 4 Wellness: Wells 4 Wellness - Wells 4 WellnessYield & Spread/FI-lanthropy: The FI-lanthropy Pledge | Yield & SpreadThe Portfolio Matrix Tool: Portfolio Matrix – Portfolio ChartsOutline of Financial Advisor Best Practices: Strategic Retirement Planning: A Summary of Best Practices from Tenon Financial - Google DocsHow To Do An Asset Swap Video from Risk Parity Chronicles: How to Do an Asset SwapAfford Anything Risk Parity Portfolio Blueprint: Afford Anything frank-vasquez-risk-parity-portfolio-BluePrint.pdf - Google DriveCatching Up to FI Gold Episode: I Love Goooooold?! :) | Frank Vasquez | 184Interview of Bob Elliot on the Compound Podcast re Gold (start at 1:10): The Blue Chips of Junk | TCAF 175Breathless Unedited AI-Bot Summary:You can do everything “right,” follow a simple index plan, retire early, and still wake up one day as an accidental 100% stock investor. That's what happened to Rebecca and Joe, early retirees in their mid-30s who needed fast cash for a home purchase and ended up selling bonds and leaning on a margin bridge. Now they're staring at a stock-only portfolio, big unrealized gains, and a real constraint most advice ignores: diversifying could blow up taxes and ACA health insurance subsidies.We walk through a risk parity mindset built for real life, not perfect spreadsheets. We use Portfolio Charts to compare diversified asset allocation models by safe withdrawal rate, volatility, Ulcer Index, and drawdowns, and we explain why portfolios like the Golden Ratio and Golden Butterfly can be surprisingly “philanthropy-friendly” if you want to spend and give consistently. Then we get practical: stop treating taxable and retirement accounts like separate buckets, rebalance the diversifiers inside retirement accounts first, and learn how an asset swap can fund spending while keeping your overall allocation on track.We also tackle the emotional side, especially gold. If gold feels like a doomsday signal, we unpack the uniquely American baggage behind that reaction, why ETFs changed everything, and how gold can function as plain old diversification alongside intermediate and long-term Treasury bonds and even managed futures. We close with our weekly sample portfolio reviews and June distribution updates so you can see the framework in motion.Subscribe, share the episode with a fellow DIY investor, and leave a rating or review so more early retirees can find a calmer way to diversify.Support the show
Don't forget to like, subscribe and leave us a comment! All three of us are back. Rhett's finally home after five weeks on the road with The Midnight, Addison has moved back to Kansas City (into the exact same house), and Zach is mid-kitchen renovation with no internet. It's fine. Everything's fine. Hot take this week: why is basically every guitar pick the same teardrop shape? We get into pick materials, shapes, Blue Chips, the Carol Kaye felt pick thing, and the Tom Bukovac acoustic strumming trick you probably haven't tried. Then things get serious. Fender has issued cease and desist letters to boutique S-style guitar builders across the EU, demanding they stop manufacturing, recall sold instruments, and destroy infringing inventory — all by Memorial Day. We dig into what's actually happening legally, why this almost certainly won't hold up, what it says about who's really running Fender now, and why LSL has launched a GoFundMe to fight back. We also talk through the vintage guitar market losing its mind — including a 1959 ES-335 at Carter Vintage listed at $107,000 — and dip a rig from Cody in Portland, who built his own SG during COVID and put Gibson on the headstock. Thanks so much to the sponsor of today's episode, Sweetwater! Make sure to check out all the gear we use here and more: https://www.sweetwater.com/shop/dipped-in-tone/ Check out our website & merch: https://www.dippedintone.com Support us on Patreon: https://www.patreon.com/dippedintone Follow us on Instagram: https://instagram.com/dippedintone Dipped In Tone is: Rhett Shull https://www.rhettshull.com Zach Broyles / Mythos Pedals https://mythospedals.com & https://highvoltageguitars.com Produced & Edited by Addison! https://www.instagram.com/addisonsauvan 00:00:00 Intro 00:05:14 Rhett's Update 00:07:02 Addison's Update 00:0832 Zach's Update 00:10:21 Thanks Patrons! 00:10:42 Big thanks to today's sponsor - Sweetwater 00:12:04 Hot Take 00:22:15 What is Fender thinking? 00:48:39 The Vintage Market is insane 00:59:13 Rig Dip 01:06:32 Thanks again Sweetwater! 01:06:58 Join us on Patreon Some of our favorite gear (Affiliate Links): Universal Audio Enigmatic - https://sweetwater.sjv.io/o42Mve Fender Triple Caster - https://sweetwater.sjv.io/qzRMvq Suhr Classic S Antique - https://sweetwater.sjv.io/DyEomG Benson Delay - https://sweetwater.sjv.io/jeEb4b Boss Roland DM-101 - https://sweetwater.sjv.io/K0Nj5A TC 2290 - https://sweetwater.sjv.io/e1oz26 Universal Audio Volt 876 - https://sweetwater.sjv.io/jeko9M Boss Katana 50 Gen3 - https://sweetwater.sjv.io/DyEom5 Shure 545 (new production) - https://sweetwater.sjv.io/ravMyj Echo Fix EFX3 - https://sweetwater.sjv.io/APzZMK Helix Stadium - https://sweetwater.sjv.io/LKVnJa
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The Hokies just keep stacking blue-chip talent. This week, Pete and Sam break down Virginia Tech football landing its FIFTH 4-star commitment in the 2027 class and what it says about the direction of the program on the recruiting trail. The guys also dive into Sam's thoughts on Whit Babcock's tenure in Blacksburg, discuss how attractive the Virginia Tech AD job really is in today's college athletics landscape, and debate whether Virginia Tech Hokies baseball has done enough to earn an NCAA Tournament bid. Sam's article: https://sonsofsaturday.com/vt/articles/going-out-with-a-bang-whit-babcocks-complex-legacy-as-virginia-tech-athletic-director
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Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-buckeye-scoop--4429642/support.Thank you for being part of the Scoop Family!
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Welcome to episode 93 of Rapaport's Reality! Starring Kebe & Mayor Michael Rapaport. This is the reality television podcast that the whole reality world has been waiting for. The dopest, best looking, most faithful faithful podcast! The Rapaport's are here to discuss: Having a capital D in dysfunction family Being hopped up Breaking Down Beef with Lindsay Hubbard The Janet Jackson controversy Considering skipping Real Housewives of Rhode Island Staying true to Blue Chip RHOBH Nature Boy Documentary & more This episode is not to be missed! An iHeartPodcasts Show Stand Up Comedy Tickets on sale at: MichaelRapaportComedy.com Produced by DBPodcasts.comFollow @dbpodcasts, @rapaportsreality, @michaelrapaport on Instagram & X Subscribe to Rapaport's Reality Feeds: iHeartRadio: https://www.iheart.com/podcast/867-rapaports-reality-with-keb-171162927/ Apple Podcasts: https://podcasts.apple.com/us/podcast/rapaports-reality-with-kebe-michael-rapaport/id1744160673 Spotify: https://open.spotify.com/show/3a9ArixCtWRhfpfo1Tz7MR Pandora: https://www.pandora.com/podcast/rapaports-reality-with-kebe-michael-rapaport/PC:1001087456See omnystudio.com/listener for privacy information.