Podcasts about rebalancing

In this special Investing 101 episode, the Rational Reminder hosts—Ben Felix, Dan Bortolotti, and Ben Wilson—team up to revisit the fundamental concepts that every investor should understand before diving deep into portfolio construction or market theory. Drawing from Ben's original "Investing 101" presentation and years of client experience, the trio lay out why investing matters, how inflation shapes your future, what stocks and bonds really represent, and why a disciplined, evidence-based approach beats prediction and luck every time. They unpack core ideas like financial independence, risk versus volatility, global diversification, and market efficiency, then connect them to practical tools like ETFs and Vanguard's asset allocation funds. Key Points From This Episode: (0:00:24) Why this episode revisits "Investing 101"—inspired by a listener still unsure how to begin. (0:05:03) Why investing matters: inflation erodes purchasing power, investing fights back. (0:06:33) The math of compounding: how a 7% return versus 2% changes your retirement entirely. (0:10:57) Saving early and often: habit formation beats late-life catch-up. (0:11:53) The trade-off between saving more and taking more investment risk. (0:14:04) Utility theory and the psychology of saving when young. (0:16:39) Marginal utility: when more money no longer adds happiness or purpose. (0:20:47) Stocks and bonds explained: ownership versus lending and the role of each. (0:23:11) The Japan story: a cautionary tale about chasing past winners. (0:26:49) Narrative investing: why investors love stories and get burned by them. (0:30:19) Market capitalization weighting—how global prices tell you what to own. (0:33:42) The stock market is not the economy: why news headlines mislead investors. (0:37:14) The power of diversification: why most individual stocks fail—and a few drive all returns. (0:41:56) Bonds, volatility, and inflation risk—why "safe" assets aren't risk-free. (0:44:41) Building your mix: matching volatility tolerance with long-term goals. (0:45:10) The behavioral challenge: risk is only useful if you can stay invested. (0:48:08) Active management as gambling: adding unrewarded noise to your portfolio. (0:51:43) The paradox of skill: why markets punish even brilliant active managers. (0:55:51) Efficient markets and Eugene Fama: the evidence that prices already reflect all information. (1:00:20) How small fees compound into big losses over decades. (1:03:07) The behavioral hurdle of indexing: trusting a system with "no one at the wheel." (1:04:54) The real value of financial advice: behavior, discipline, and holistic planning. (1:07:24) Implementing the plan: how asset allocation ETFs simplify everything. (1:11:41) Rebalancing and emotion: why automation protects investors from themselves. (1:14:24) Paying a bit more for simplicity: why 0.10% in fees can be worth it. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://ca.linkedin.com/in/dan-bortolotti-8a482310 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

This episode features Tali Segev, Vice President of Customer Success at MyndYou. She discusses how healthcare organizations can move beyond the “bright shiny object” phase of AI to focus on measurable ROI, effective change management, and maintaining the human connection at the heart of patient care.This episode is sponsored by MyndYou.

Viele Depots sind voller Aktien, Aktienfonds und ETFs, die nur noch wenig bringen. Hinzu kommen Nieten, an denen Anleger viel zu lange festhalten. Anleger sollten regelmäßig aufräumen: „Es ist auch ein psychologisches Phänomen, dass wir uns mit unseren Nieten nicht so gerne beschäftigen wollen. Und wir möchten sie auch nicht so gerne verkaufen, weil wir uns ja dann eingestehen würden, dass es ein Verlustgeschäft ist. Clever ist es nicht! Zudem nicht nur nach der Kursentwicklung schauen, sondern würde ich die Aktie z.B. auch zum jetzigen Zeitpunkt wieder kaufen. Wie könnte das Unternehmen in Zukunft dastehen und was traue ich der Aktie“, so Buchautorin und Finanzjournalistin Jessica Schwarzer. Alle Details - auch wie ein Rebalancing funktioniert - verrät die Expertin im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://inside-wirtschaft.de

Making Money Minute with Ron Hiebert - The Tax Benefits of Rebalancing Rebalancing is a technique where you adjust the asset weightings in a portfolio - usually on an annual basis. It is beneficial for two reasons. Rebalancing gets you to sell asset classes that have outperformed and add to those that haven't done as well - in other words sell high and buy low. It also allows you to tax harvest by selling some of the losers in the portfolio. Writing the winners off against these losers has proved beneficial from a performance perspective. Periodic tax harvesting lowers taxes, and has been shown over the long term, to add between 3/4's of a percent to a percent and a half to annual returns.

Das neue Kinderdepot von Scalable Capital ist live – und Tobias Kramer spricht mit Christian W. Röhl (Chief Economist Scalable Capital) über smarte Vermögensbildung für Kinder und natürlich auch Erwachsene: Von NV-Bescheinigung und Freibeträgen bis zu ETF-Strategien mit MSCI ACWI, MSCI World ex USA, Emerging Markets und Small Caps. Dazu: das Scalable-Feature „Taschengeld“ (ETF-Gebühren-Rückerstattung & Reinvest), Scalable Wealth fürs automatische Rebalancing und die Frage, wie man das Depot wirklich einfach, breit und kostengünstig aufsetzt, egal in welchem Alter. Anhand eines Beispielplans (Kindergeld, Startgeschenk, 8 % p. a.) diskutieren die beiden, wie schnell aus vielen kleinen Beträgen sehr viel Geld werden kann – und was rechtlich wichtig ist (das Geld gehört dem Kind). Außerdem: Update zu SoftBank und der Stop-Taktik von Tobias. Inhalte & Highlights - Kinderdepot: Einrichtung, Besonderheiten bis 18, rechtliche Punkte (Eigentum, verdeckte Schenkung vermeiden). - Steuern optimieren: NV-Bescheinigung, Sparer-Pauschbetrag, Sonderausgabenpauschale – Freibeträge richtig nutzen (auch per Rebalancing). - Kosten drücken: 200 Xtrackers & iShares ETFs ohne Gebühren + „Taschengeld“ (gebührenfrei besparen & quartalsweise Reinvest). - Portfolio-Rezepte: Basis: MSCI All Country World (ACWI) als One-Click-Lösung. 2-ETF-Mix („Zwei Nasen tanken super“): ACWI + MSCI World ex USA zur Reduktion des US-Gewichts. Feinjustierung: Emerging Markets (Asien) & MSCI World Small Cap als Satelliten. Scalable Wealth fürs Kind: automatisches Rebalancing, einfache Umsetzung, keine Zusatzkosten bis 18. - Praxis: Sparraten (z. B. Kindergeld), Rebalancing-Zeitpunkte, Entsparen & FIFO, warum einfach > kompliziert ist. - Bonus: SoftBank-Case – warum Tobias Teilgewinne systematisch sichert. © adorum publishing GmbH 2025

JOIN THE MONEY MISSION:https://moneymissionja.comGet the Money Mission Workbook: https://www.moneymissionja.com/money-mission-workbookOpen an HFM account here: https://www.hfm.com/int/en/?refid=30444303There are only two months left until 2026. What do you need to do to finish this year strong?Plus, the analysts weigh in on the latest market developments.We'll discuss why you need to be assessing your portfolio now before the new year. ******************OUR SEGMENTS: 0:00- Intro1:52- What's Hot in Business5:15- Discussion33:09- Market Recap40:25 - The Analysts- *******************SUBSCRIBE TO OUR NEWSLETTER: https://kalilahreynolds.com/newsletter JOIN THE MONEY MISSION:https://moneymissionja.com******************

The rennie podcast is about the real estate market and the people connected by it. Tune in for monthly discussions making sense of the latest market data.EPISODE #80: REBALANCING ACT: HOW CANADA'S ECONOMY, DEBT, AND HOUSING MARKET ARE FINDING THEIR FOOTING | VANCOUVER LANDSCAPE FALL 2025Join Ryan Berlin (Head Economist and VP Intelligence) and Ryan Wyse (Market Intelligence Manager & Lead Analyst) as they unpack the latest Fall 2025 rennie landscape—our semi-annual report on the factors shaping Canada's economy and housing markets. From easing interest rates and rising household debt to a softening job market and record rental construction, the Ryans explore how stability is slowly returning after years of volatility, and what it could mean for buyers, renters, and investors in the months ahead.Featured guests:Ryan Berlin, Head Economist and Vice President of IntelligenceRyan Wyse, Lead Analyst and Market Intelligence ManagerFall 2025 rennie landscapeAbout the rennie landscapeThe rennie intelligence division has just released its semi-annual publication, the rennie landscape, which provides thoughtful, contemporary analysis of the myriad factors impacting the housing markets of Metro Vancouver, Seattle, the Central Okanagan, and Greater Victoria. The commentary in the rennie landscape is lively, and the insights are objective and data-driven. Key stakeholders in the real estate industry—including developers, realtors, commercial brokers, and institutional investors—rely on the rennie landscape for its succinct review of the latest trends that matter to our market.We'd love to answer your real estate questions. Email us at intel@rennie.com or leave a voicemail, and we'll try to respond in future episodes.

In this fascinating episode, Michele Hughes sits down with Brian Burzynski, an innovator at the intersection of science, frequency, and physical health. As the creator of Synergy Release Method® (SRM) and the Tension Release Technology™ behind Intelligent Threads, Brian has developed an entirely new approach to structural alignment and wellness —one that allows the body to self-correct through energy-based communication.Brian shares his personal journey from high school athlete to QuantumEngineering and Mechanics student, where his curiosity about body performance led him to discover how frequency and structure interact. What began as a quest to heal his own injuries evolved into the creation of Intelligent Threads, a line of wearable textiles embedded with microscopic particles that signal muscles to release tension —helping the body return to its natural, balanced state.Key Topics Discussed●Brian's discovery that chronic tension and misalignment stem from compensating muscles—and how releasing them can instantly restore balance.●The science behind Tension Release Technology™, which uses frequency-encoded particles to communicate with the body's electrical grid.●How the body's energetic field(or aura) interacts with environment, emotion, and posture.●Real-life success stories —including athletes and everyday people who experienced immediate improvements in pain, posture, and range of motion.●How Intelligent Threads evolved from Synergy Release Method®to a scalable, wearable solutionhelping thousands improve sleep, reduce inflammation, and enhance recovery.●The importance of love, forgiveness, and emotional healthin physical healing.⚡About Intelligent ThreadsBorn out of the Synergy Release Method®, Intelligent Threadsis the world's first Tension Release Technology™ textile. Using a proprietary process called molecular fixation, each garment embeds frequency-based particles that communicate directly with the muscular and skeletal systems.Results are often immediate —users report better posture, pain relief, and enhanced recovery within minutes of contact.Learn more at: IntelligentThreads.comProducts: motherearthlabs.comStuart Hover pH balance is what he uses everydayWizardsciences.com by Ian Mitchell particularly the Neuro RX and Olympic RXActivationproducts.comby Ian ClarkWhat he does is: synergyreleasemethod.comDocerelifecenter.comDr Kison FrankDiscount code can be Ageless for a 10% discount to your customers.Medical Disclaimer –Ageless and Timeless PodcastAgeless and Timeless (the “Show”), along with its host and guests, shares insights and discussions on health, wellness, and longevity for informational and educational purposes only. The Show does not provide medical advice, diagnoses, treatments, cures, or preventative recommendations for any disease or health condition. The content shared should not be used as a substitute for professional medical advice, diagnosis, or treatment.While we strive to featurereputable sources and knowledgeable guests, neither Ageless and Timeless nor its host or affiliates assume responsibility for errors, omissions, or misinterpretations in the information provided. Listeners are encouraged to use their own discretion and consult with a licensed medical professional before making any health-related decisions. By listening to this podcast, you acknowledge that any actions you take based on the information presented are at your own risk, and Ageless and Timeless, its host, guests, and affiliates are not liable for any direct, indirect, incidental, or consequential damages resulting from the use of this content.

This week on "Investing Simplified," Matt Sudol and Matt Mai examined the recent market rebound following earlier volatility, drawing parallels to previous downturns and emphasizing how quickly markets can recover. They discussed the importance of keeping your financial “buckets”—growth, emergency, and protection—balanced, and explained how every investor's situation is unique, whether accumulating wealth, approaching retirement, or actively drawing income. The duo highlighted the need for ongoing portfolio review and rebalancing to manage risk, especially given high market valuations, and encouraged listeners to schedule complimentary consultations to discuss their individual financial roadmap.Additionally, the show covered significant updates from the newly signed tax bill, effective for 2025, which brings changes such as expanded deductions for seniors, an increased SALT cap, and boosts to child tax credits. Matt and Matt stressed the importance of proactive tax planning in light of these changes and reminded listeners about the value of thorough estate planning—including trusts and privacy provisions—to protect family assets.Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That's why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you're a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation

Six weeks in… it's time to adapt or get left behind. Welcome back to the All Gas Trade Show (AGTS) with Gabe (@iGabe_FF) and Ty (@TyDeclare44) — where dynasty value never sleeps. In this episode, we take a step back to recalibrate: assessing QB, WR, and TE market shifts across the league and how to respond before values move again. Topics include: When to sell on name value before it fades Midseason buy windows opening at key positions Rebalancing your roster construction to fit new information Evaluating trade direction — contender vs. builder pivots All trades sourced directly from the DDFFB Community Thank you for checking out the Podcast, be sure to follow and comment if you have any questions, we are always happy to answer any. For Access to our Premium Tools (Trinity, WAR & More) & Discord Community https://ddfantasyfootball.com/subscriptions/ Subscribe to the Youtube Channel DDFFB https://www.youtube.com/@DDFFB Subscribe to Ray's Channel: https://www.youtube.com/@RayGQue Check out All of Ray's Articles at Yahoo!: https://sports.yahoo.com/author/ray-garvin/ Follow Ray on Bleacher Report: https://br.app.link/7ExIDsWfHVb Follow us on Twitter: https://x.com/destinationdevy Become a Member on Youtube for access to the Dynasty Deal Show Live, Destination Chill and other member benefits, like priority reply to comments and unique badges and emojis: https://www.youtube.com/channel/UCV84gHvtBMXxzN9ZPI9XHfg/join Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Dr. Nina Patrick breaks down the science of “cheap” vs “expensive” dopamine, and why the way you start your morning literally rewires your brain.If you wake up scrolling, snoozing, or stressing, you're training your brain to crave instant rewards all day.But if you start your morning with sunlight, movement, and stillness, you're building resilience, focus, and long-term motivation.Learn how to: ✨ Stop flooding your brain with cheap dopamine

Meditation coach and “Organically, Jamie” founder Jamie Graber gets real about matrescence, the myth of balance, and how to keep your relationship a team sport after kids.  We unpack mom-guilt, invisible labor, nervous-system regulation, and why presence—not perfection—is the point.  If you're a busy, health-curious mom (or partner) ready to drop mom-guilt, share the mental load, and replace “balance” with seasons—using breathwork and better timing, this episode is for you. WE TALK ABOUT:  05:55 - How motherhood redefines your presence, purpose, and joy 11:20 - Why you should stop chasing balance and practice presence where you are 19:00 - Creating meditations and why focused work blocks matter for moms 16:30 - Why your happiness teaches your child 21:05 - How you and your partner have different mental loads 25:10 - Growing together after the baby 26:50 - Using breath to expand time and compassion in conflict 29:30 - How to check if you trying to be right or have a better moment 38:20 - Teamwork mindset beats tit-for-tat accounting 43:50 - Letting small stuff go + the “dishes” story and what it really means SPONSORS: CaloCurb (get 10% OFF) is my go-to, 100% plant-based alternative to Ozempic—helping you feel full sooner, snack less, and finally trust your body again without needles, drugs, or yo-yo diets. Join me in Costa Rica for Optimize Her, a 5-night luxury women's retreat in Costa Rica with yoga, healing rituals, and biohacking workshops—only 12 spots available. RESOURCES: Trying to conceive? Join my Baby Steps Course to optimize your fertility with biohacking. Free gift: Download my hormone-balancing, fertility-boosting chocolate recipe. Explore my luxury retreats and wellness events for women. Shop my faves: Check out my Amazon storefront for wellness essentials. Jamie Graber's website and Instagram LET'S CONNECT: Instagram, TikTok, Facebook Shop my favorite health products Listen on Spotify, Apple Podcasts, YouTube Music

Sometimes, your investment portfolio needs a course correction to stay safe and on track with your personal allocation strategy. We tackle the essential, yet often ignored, financial tune-up known as rebalancing. Learn exactly what rebalancing is, why this simple process is about managing risk (not chasing returns), and the practical steps to implement it, including smart tax strategies for your 401(k) and brokerage accounts. Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/131-what-is-rebalancing-and-should-i-be-doing-it/

Die Wall Street schmilzt weiter nach oben. Goldman Sachs betont, dass man sich über eine Reihe weiterer Rekorde im Oktober/November nicht wundern würde. Der Oktober gelte an der Wall Street oft als „Bären-Killer“, mit einer starken Performance, insbesondere nach Prozess des Rebalancing zum Quartalsbeginn. Man sehen zudem, dass der positive Vermögenseffekt durch steigende Aktienkurse, die Belastung durch schwächere Immobilienpreise neutralisiert. Das Konsumwachstum dürfte im laufenden Quartal allein dadurch um 30 Basispunkte angefacht werden. Was den Regierungs-Shutdown betrifft, bleibt die Wall Street entspannt. Die Rating-Agentur Fitch betont, dass die Bonität der USA dadurch zunächst nicht belastet wird. Im Fokus stehen außerdem die US-Hersteller von eAutos. Rivian konnte im dritten Quartal 13.201 Autos ausliefern. Wie dem auch sei, werden die Aussichten für das Fiskaljahr gesenkt. Der Mittelwert wird um 50.000 Fahrzeuge auf 42.500 Autos reduziert. Tesla wird heute ebenfalls Auslieferungen melden. Die Wall Street rechnet für das dritte Quartal mit etwa 440.000 Auslieferungen. Ein Podcast - featured by Handelsblatt. +++ Individuell, aktiv und ausgezeichnet: Die Vermögensverwaltung von DJE – mehr unter https://www.dje.de/vv +++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

Die Wall Street schmilzt weiter nach oben. Goldman Sachs betont, dass man sich über eine Reihe weiterer Rekorde im Oktober/November nicht wundern würde. Der Oktober gelte an der Wall Street oft als „Bären-Killer“, mit einer starken Performance, insbesondere nach Prozess des Rebalancing zum Quartalsbeginn. Man sehen zudem, dass der positive Vermögenseffekt durch steigende Aktienkurse, die Belastung durch schwächere Immobilienpreise neutralisiert. Das Konsumwachstum dürfte im laufenden Quartal allein dadurch um 30 Basispunkte angefacht werden. Was den Regierungs-Shutdown betrifft, bleibt die Wall Street entspannt. Die Rating-Agentur Fitch betont, dass die Bonität der USA dadurch zunächst nicht belastet wird. Im Fokus stehen außerdem die US-Hersteller von eAutos. Rivian konnte im dritten Quartal 13.201 Autos ausliefern. Wie dem auch sei, werden die Aussichten für das Fiskaljahr gesenkt. Der Mittelwert wird um 50.000 Fahrzeuge auf 42.500 Autos reduziert. Tesla wird heute ebenfalls Auslieferungen melden. Die Wall Street rechnet für das dritte Quartal mit etwa 440.000 Auslieferungen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Im BX Morningcall werden folgende Aktien analysiert und erklärt: Intesa Sanpaolo, Howmet Aerospace & Iberdrola inklusive Rebalancing 3 neue Aktien

Why do we invest? The answer goes far beyond just making money. Lance Roberts & Jonathan Penn, Two Dads on Money, break down the most important reasons people put their money to work in the markets. Lance and Jon also show why investing is not just for Wall Street professionals—it's for everyone. Whether you're just starting out or refining your long-term strategy, this episode will give you a clear framework for why investing is essential for financial freedom and peace of mind. 0:19 - Quarter-end Rebalancing & Potential Gove't Shutdown 6:14 - Pay Attention to the US Dollar 12:49 - Why & How We Invest: Real Estate & FOMO 18:41 - Trade Like a Pro - Not a Gambler 23:27 - Dealing w Emotions as Investors 25:28 - When Life Happens - Car Batteries & Tires 31:53 - The Major Reason We Invest: Growing Savings Faster than Inflation 37:28 - Market Compounding is a Myth 38:49 - Why Money Sitting in Cash for Opportunity 41:06 - Next Week's Show Preview

Host Bryan Barrett sits down with Edward Jones financial advisor Lee Colvin to talk about why rebalancing your portfolio matters — and how to do it effectively. They dis

Don goes solo this week and covers the wild state of “investing” in 2025 — including single-stock ETFs, leveraged funds, and zero-day options that look more like gambling than investing. He answers listener questions about Roth strategies for kids, aggressive long-term allocations, finding fiduciary advisors, dealing with inherited stock portfolios, and the ethics and fees of big Wall Street firms. Plus, he fields questions about new tax-focused ETFs and whether complicated multi-fund factor strategies are really worth the trouble. 0:04 Don jokes about ChatGPT replacing him, welcomes listeners 1:53 Today's topic: 30% of new ETFs are tied to single stocks — “this is gambling” 4:27 Zero-day options and high-frequency trading likened to sports betting 5:23 Congressman Ro Khanna's 2,800 trades this year — four per market day 6:12 Don's call to stop pretending this is investing 8:16 Caller Mike: 3 kids with $100k+ Roths each — aggressive allocation recommendations (AVUV, AVGE, DFAW, 100% equity) 12:24 International weighting debate — Don likes 60/40 global tilt 15:34 Caller Dan from Israel: How to confirm if an advisor is a fiduciary; why inheriting stocks isn't a reason to keep them 18:08 Transitioning from stocks to ETFs while minimizing capital gains 22:23 Caller Laura: Ethical concerns with J.P. Morgan, fees near 1%, annuities in portfolio — Don urges finding a true fiduciary and offers local resources 27:07 Caller Jim: New ETF (TOT) promising tax efficiency — Don warns against chasing “magic tricks” for small benefits 31:44 Question about swapping gains between mother/son's VTI shares — IRS won't allow 33:47 Kath reads listener question: Three-bucket retirement system, comparing iShares GLOF vs AVGE — Don says it's fine, but may be overcomplicating 35:34 Rebalancing frequency discussion — annual is enough for most Learn more about your ad choices. Visit megaphone.fm/adchoices

Don and Tom break down the overhyped expectations around recent market returns, referencing Jason Zweig's analysis of 230 years of stock market data. They emphasize that spending and saving habits matter more than chasing 15% returns, and explain why realistic planning using a 3–6% real return assumption over 30-year rolling periods is more prudent. They also tackle questions about RMD strategies from Vanguard IRAs and the TSP's F and G bond funds. The show ends with a tongue-in-cheek breakdown of NFL team valuations—yes, the Raiders rank surprisingly high. 0:04 Welcome, fatuousness defined, and realistic investing begins 0:52 Why you shouldn't expect 15% returns forever—even if you got them 1:52 What Jason Zweig's long-term data reveals about stock returns 2:51 Bogle warned us not to expect high returns—now what? 4:16 Spending and saving: more important than investing performance 5:08 Don's “prepaid gains” analogy for future expectations 7:00 Real market returns since 1793—spoiler: they're not 15% 8:58 Stocks might only beat inflation by 3%—and that's still a win 9:45 Start saving early: waiting until 50 is a losing game 10:18 How to plan with lower expected returns (realistic scenarios) 11:56 Use expected return to guide your savings rate (3% = save 20%) 13:45 “You weren't smart. You were lucky.” Now diversify. 15:31 Tom's wife dreads football season—Don celebrates Chiefs loss 18:42 Listener RMD question: Which ETFs get tapped at Vanguard? 19:29 Bonds are back: fixed income up ~6% this year 20:24 Rebalancing vs. just selling: how to handle RMDs smartly 21:04 Raiders rank #4 in NFL valuations… but why? 24:36 Top NFL team values: Cowboys rule, Cardinals drool 27:27 Arizona sports: low attendance, low valuations 28:59 TSP question: F fund vs. G fund—what to use, when 30:25 Don favors the G fund for simplicity and ballast 31:45 Tom and Don disagree—F fund might return more, but… 32:26 Don's vegetable-spiked coffee and Justin's final TSP allocation 34:13 Listener Barbara has multiple annuities—Don and Tom say, “Yikes” 35:47 Why you probably talked to a salesperson, not a fiduciary 37:04 The free Appella consultation is steak-free and no-pressure Learn more about your ad choices. Visit megaphone.fm/adchoices

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Richard Pindar, co-founder and CEO of Literacy Capital (BOOK). This discussion was recorded on Wednesday 27 August 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:50 - A difficult period for private equity 0:05:55 - The BOOK difference 0:10:11 - The trust's re-rating and widening discount 0:14:31 - The Velociti deal 0:19:20 - A short break 0:20:26 - Rebalancing towards existing investments 0:22:39 - Increasing the management fee 0:24:59 - Return of capital 0:27:58 - The portfolio 0:33:01 - The UK as an economy 0:37:59 - Making the case for BOOK 0:42:40 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. There is no new profile this week, but subscribers can still read last week's profile of abrdn New India (AII). Future profiles include Lindsell Train Investment Trust (LTI) and Herald Investment Trust (HRI). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 290 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk

Go to Kindafunny.com/XREAL, Amazon, or Best Buy to grab yours now!Amazon: https://www.amazon.com/dp/B0FDPGHVCB?maas=maas_adg_94D809319DE2358E49DA54BC8B880A40_afap_abs&ref_=aa_maas&tag=maas Best Buy: https://www.bestbuy.com/product/xreal-one-pro-ar-glasses-w-x1-chip-171-fhd-120hz-display-w-sound-by-bose-for-iphone16-15-steam-rog-mac-pc-android-ios-57-66mm-ipd/CZTVG22GYF A Nintendo Direct is reportedly coming in September, Skate's cover art has been revealed, and Ubisoft's CEO is going to court. Thank you for the support! Run of Show - - Start - Housekeeping Today after, KFGD, you'll get: If you're a Kinda Funny Member: The Roper Report   - - A Nintendo Direct is reportedly planned for mid-September - Skate Cover Art revealed, Early Access release date is coming - Ad - Demon School Delayed to avoid Hollow Knight - Ubisoft CEO Yves Guillemot summoned to appear before French court in relation to harassment trial - REPLACED has been delayed to spring 2026 - Pokémon Go is Boosting the Level Cap and Rebalancing the Experience - Wee News! - SuperChats & You‘re Wrong Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 436 of Hidden Forces, Demetri Kofinas speaks with economist, policy adviser, and investor Sony Kapoor about why developed world demographics, debt, and political sclerosis will crush forward returns for investors who fail to rebalance their portfolios for the new investment paradigm. Kapoor and Kofinas spend the first hour of their conversation unpacking the thesis explored by Sony in two of his papers: “Winter Is Coming” and “The Case for a Great Rebalancing” in which he argues that global capital has been increasingly misallocated due to factors such as the growth of passive indexation, maladaptive benchmarking, and an excessive focus on short-term performance at the expense of long-term returns. They explore how demographic tailwinds in advanced economies have flipped into headwinds; whether AI driven productivity gains can realistically offset the drag of declining birth rates; why accommodative post GFC monetary and fiscal policies undermined political stability in developed countries; and what recent stresses—including dollar weakness, Treasury market liquidity scares, and an increased reliance on short-term debt financing—suggest about looming financial repression, fiscal dominance, and a rotation out of U.S. capital markets. The second hour is devoted to a conversation about investor incentives, market structure, investment opportunities in emerging markets, and how to construct a more diversified portfolio suitable for the world that is coming into being. Demetri and Sony discuss why political and currency risks may now be lower for a diversified emerging markets basket than for a similarly diversified portfolio of developed market assets. They discuss what a reweighting toward emerging markets could look like; why India stands out given its digital public rails and domestic-demand engine; how places like Indonesia, Brazil, and Nigeria fit into a rebalancing; and how to think about geopolitics, US policy risk, and portfolio construction in this new paradigm. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 08/18/2025

Heiko Böhmer, Kapitalmarktstratege bei Shareholder Value Management, spricht über die Strategien von Warren Buffett, der trotz seiner 95 Jahre aktiv investiert. "Die Zeit ist der Freund des guten Unternehmens und der Feind des schlechten Unternehmens", erklärt Böhmer und verweist auf Buffetts Disziplin im Langfristdenken. Unterstützt von Ted Weschler und Todd Combs bleibt Buffett nah an neuen Investments. Böhmer beleuchtet zudem die Stärken sogenannter Serial Acquirer, die durch viele kleine Zukäufe wachsen. Im Unterschied zu riskanten Großübernahmen nutzen sie weniger Fremdkapital und sichern sich stetig Marktanteile. Ein Beispiel ist Constellation Software, das durch kluge Akquisitionen erfolgreich expandiert. Mit Blick auf den Frankfurter UCITS-ETF - Modern Value zeigt Böhmer auf, wie ein konzentriertes Portfolio von 25 gleichgewichteten Aktien und vierteljährlichem Rebalancing zu 16 % Jahresrendite führte. Für Investoren bleibt Europa spannend - entscheidend sind kluge Auswahl und Geduld. Mehr dazu in diesem Podcast! ✅✅✅ Abonnieren Sie hier den Shareholder Value Newsletter: https://www.shareholdervalue.de/newsletter ▶️ Hier geht es zum aktuellen Frankfurter Investmentblog: https://www.shareholdervalue.de/frankfurter-investmentblog +++RECHTLICHE HINWEISE+++ https://www.shareholdervalue.de/rechtliche-hinweise

In this episode of Supply Chain Now, Scott Luton and Karin Bursa welcome Bobby Holland of U.S. Bank and Bob Costello of the American Trucking Associations (ATA) for a timely and data-rich discussion on the Q2 2025 U.S. Bank Freight Payment Index—and what the latest shifts in the freight economy mean for shippers, carriers, and supply chain leaders.They discuss the first quarter in over two years where all five U.S. regions saw increases in shipment volume, signaling a potential turning point after a prolonged slowdown. Bobby shares fresh Index data on spend and shipment velocity, while Bob brings broader economic context, including consumer spending patterns, inflationary pressure, and the uneven pace of recovery. From driver shortages and regional capacity gaps to policy impacts and shifting inventory strategies, the panel examines how these macroeconomic forces are playing out in freight and what they could mean for the rest of 2025, offering insights for supply chain professionals preparing for continued volatility, opportunities in cross-border trade, and early signs of renewed activity.Jump into the conversation:(00:00) Intro(00:51) Overview of the U.S. Bank Freight Payment Index(06:15) National freight trends and insights(22:26) Midwest region analysis(25:59) Rebalancing supply chains(26:57) Consumer spending trends(27:33) Goods vs. services spending(29:30) Northeast region insights(36:31) Southeast region insights(44:56) Future of freight marketsResources:Download the full Q2 2025 U.S. Bank Freight Payment Index: bit.ly/scn-us-bankRegister for the ATA Management Conference on October 2025 in San Diego: https://www.trucking.org/news-insights/registration-now-open-ata-management-conference-exhibition-0 Learn more about U.S. Bank: https://www.usbank.com Learn more about the American Trucking Associations (ATA): https://www.trucking.org Connect with Bobby Holland: https://www.linkedin.com/in/bobby-holland-4a9355/ Connect with Bob Costello: https://www.linkedin.com/in/robert-costello-444bb670/ Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit:

Real healing asks something of you. It's not a product you take. It's a path you walk. And the first step is choosing to actually begin.We have to talk about something that might sting a little.Because I can't tell you how many times I've heard, “I've tried everything.” And I get it. I've said that, too. But if we're being radically honest? Trying everything is often just trying a lot of things halfway. Jumping from one quick fix to another, hoping something sticks. Hoping something works without having to fully commit.That's not healing. That's surviving. That's symptom management. And if you're here for that, I'll tell you now - this isn't the podcast for you.But if you're here because you are done living in cycles of survival... If you're here because you're ready to break generational patterns, to claim a new way of being - for yourself, for your children - then this is the place for you.Thanks for listening! I would love to connect with you ♡ Subscribe to the Nourished Newsletter Explore the Gut Rebalance Kits Visit our FAQ's Follow along on a Instagram Take the free Gut Health Quiz Email us at customercare@onleorganics.com Sending love and wellness from my family yours,xx - Juniper BennettFounder of ōNLē ORGANICS

In this episode, Kathy Jones and Liz Ann Sonders dive into the latest economic data and its implications for the Federal Reserve's policy decisions. They analyze the recent Consumer Price Index (CPI) report and assess the risk of latent stagflation. They also examine the Fed's dilemma in considering a September interest rate cut, a possible 50-basis-point reduction, and ongoing labor market and inflation pressures. Kathy and Liz Ann stress the importance of looking beyond headline figures to understand revisions and underlying economic trends. They also address recent changes at the Bureau of Labor Statistics (BLS) and their potential impact on the reliability of economic data. Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Technical analysis is not recommended as a sole means of investment research.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.This information is not a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this information.Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.Currency trading is speculative, very volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0825-YCMU)

In this episode we answer two emails from John and one from Pete.  We revel in John's summary of the podcast from its humble beginnings to its current form, his sailboat analogy to portfolio construction and his highly humorous questions.  We also discuss two common but conflicting investor biases: rejecting assets because they've performed poorly recently or because they've performed too well recently and discuss rebalancing rules for leveraged funds and the newer managed futures fund CTA.Links:Listener Blog Post Describing Risk Parity Concepts:  15 Uncorrelated Assets | SSiSJohn's Testfolio Rebalancing Analyses:  testfol.io/?s=k6HKskV4lsyTestfolio CTA Analysis:  testfol.io/analysis?s=9WzkwrOUa0hBreathless Unedited AI-Bot Summary:The evolution of Risk Parity Radio takes center stage as we dive into a fascinating listener journey through 445 episodes of financial wisdom and soundbite mayhem. From our humble COVID-project beginnings to developing signature elements like standardized soundbites, cowbell references, and charitable partnerships, this episode offers a rare look at how the podcast has grown alongside its community.A brilliant sailing analogy perfectly captures the essence of risk parity investing: just as skilled sailors can make forward progress in various wind conditions by using the right sails, diversified portfolios can navigate different economic environments by including assets that perform well under specific conditions. This metaphor elegantly explains why we emphasize creating all-weather portfolios rather than attempting to predict market movements.Gold's dramatic turnaround provides a perfect case study in investment humility. In late 2022, some listeners questioned including gold, calling it a "waste of space" that wasn't fulfilling its purpose. Fast forward to 2025, and gold delivered an impressive 28% compound annual growth rate. This example highlights a common cognitive trap: rejecting unfamiliar assets either because they've performed poorly recently ("must be done forever") or because they've performed too well ("must be too high to invest in now").We also explore technical questions about rebalancing strategies for portfolios containing leveraged ETFs and observations about managed futures funds, demonstrating how complex portfolio management requires thoughtful consideration beyond simple formulas.Whether you're a longtime listener appreciating the walk down memory lane or a newcomer curious about our approach to investing, this episode delivers valuable insights about portfolio construction while maintaining our characteristic blend of education and entertainment. Ready to dive deeper? Subscribe now and join our community of thoughtful DIY investors!Support the show

Mentor Sessions Ep. 024: Roland Bewick on Bitcoin Lightning Scalability, Nostr Protocol, & AI Bitcoin AgentsUnlock Bitcoin Lightning scalability secrets that could power hyperbitcoinization—imagine infinite transactions, self-custody wallets blending with Nostr Protocol for unbreakable privacy, and AI agents Bitcoin revolutionizing payments. In this BTC Sessions exclusive, Alby Hub's Roland Bewick dives deep into Lightning Network's infinite potential, Bolt 12 privacy upgrades, Nostr Wallet Connect for seamless self-sovereignty, and how AI agents automate your life on a Bitcoin standard. From Lightning's trade-offs to Nostr's decentralized magic, Roland reveals why Alby Hub is the ultimate self-custody wallet for scaling Bitcoin globally. Discover how these tools combat censorship, boost productivity, and pave the way for hyperbitcoinization—where everyone holds their own keys to money and speech. Hesitant on Lightning? Roland shares real-world success in El Salvador, privacy hacks, and future integrations like Ark for massive scalability. This Bitcoin-only deep dive exposes how Nostr Protocol + Lightning crushes fiat limitations, empowers AI agents Bitcoin, and accelerates self-sovereignty. Don't miss why Bolt 12 privacy and Nostr Wallet Connect are game-changers for your stack!Key Topics:Bitcoin Lightning scalability and trade-offsNostr Protocol for decentralized identity and appsAlby Hub as the ultimate self-custody walletAI agents Bitcoin integration for automationBolt 12 privacy enhancementsNostr Wallet Connect for seamless connectionsHyperbitcoinization vision and productivity gainsChapters:• 00:00:00 - Intro: Bitcoin as Internet Currency & Lightning Infinite Potential• 00:01:09 - Lightning Network Basics for Newcomers• 00:02:23 - Lightning Trade-Offs: Risks, Liquidity & Node Management• 00:08:08 - Pathfinding & Real-World Lightning Success in El Salvador• 00:13:34 - Lightning Privacy: Bolt 12 & Public vs Private Nodes• 00:15:53 - Nostr Protocol Overview: Beyond Social Media• 00:19:40 - Nostr Wallet Connect: Private, Seamless Node Connections• 00:22:28 - Alby Hub Mission: Openness, Sovereignty & Innovation• 00:28:30 - Hyperbitcoinization Vision: AI Agents Bitcoin & Productivity• 00:34:28 - AI Integration: Alby MCP Server & Agent Tools• 00:36:18 - Human Rights Tools: Bolt 12 Privacy in Authoritarian Regimes• 00:39:08 - Lightning Scalability Limits & Future Layers like Ark• 00:46:34 - Setting Up Alby Hub: Hardware, Onboarding & Self-Custody• 00:51:56 - Alby App Store Recommendations & Use Cases• 00:53:09 - Latest Updates: Bolt 12, Swaps, Rebalancing & Future PlansAbout Roland Bewick:Lightning App Developer at Alby HubX: @rolznzNOSTR: npub1zk6u7mxlflguqteghn8q7xtu47hyerruv6379c36l8lxzzr4x90q0gl6efWebsite: getalby.com ⚡ POWERED by @Sazmining — the easiest way to mine Bitcoin and take control of your financial future. ⛏️You own the rig

What if you didn't have to wait until 65 to slow down? In this episode of The Extreme Personal Finance Show, we sit down with Scott Folland, a physician assistant and FIRE movement enthusiast, to talk about the art of living intentionally before traditional retirement.Scott shares how a sabbatical and some well-timed lifestyle choices allowed him to downshift from full-time work to a 4-day workweek—without blowing up his retirement plans. We dive into concepts like Coast FI, mini-retirements, and how to optimize your life for meaning instead of just money.Whether you're dreaming of a slower pace, more time with your kids, or just want to test-drive retirement without leaving your career behind, Scott's journey is packed with wisdom and practical inspiration.Topics Covered:What is Coast FI and why it might be your best path to freedomHow Scott negotiated a 6-month sabbatical with zero policy in placeWhy downshifting doesn't mean giving up—it means realigningHow to know if you're financially independent (even if you don't feel like it)The surprising joy of slow Fridays and prioritizing presence over paychecksWhat to consider financially and emotionally before reducing your work hoursTravel hacking, biking, music, and redefining purpose beyond workWhether you're in your 40s, 50s, or just reevaluating your path—this one will hit home.Live slower. Plan smarter. Retire on your own damn terms.Contact Chris:https://heavymetal.moneyhttps://www.facebook.com/MoneyHeavyMetalhttps://x.com/MoneyHeavyMetalhttps://www.instagram.com/chrislugerhttps://www.tiktok.com/@heavymetalmoneyemail: chris at heavymetal.moneyResources and Links:Twin Cities Stacking Benjamins Meetup Grouphttps://www.facebook.com/share/g/1AziMX4ydn/CampFIhttps://campfi.org The Fioneers https://thefioneers.comWhat is Coast FICoast FI, or Coast Financial Independence, is a stage within the Financial Independence, Retire Early (FIRE) movement where you've saved and invested enough money that your future retirement is secure, even if you stop saving further. You can then "coast" to your target retirement age, relying on the growth of your existing investments to reach your financial goals. This means you can potentially reduce your work hours or even switch to a less demanding career without jeopardizing your retirement. Pierce The Veil 10X Travelhttps://10xtravel.com10X Travel Free Beginner Coursehttps://10xtravel.com/free-tools/#MiniRetirement #CoastFI #FinancialFreedom #FIREmovement #IntentionalLiving #DownshiftToFreedom #SemiRetiredLife #MoneyAndMeaning #PersonalFinancePodcast #ExtremePersonalFinance #RetireEarly #LiveYourLife

The United States and China wrapped up the third round of high-level trade negotiations earlier this week. American and Chinese negotiators met in Stockholm on July 28 and 29. US Treasury Secretary Scott Bessent described the talks as constructive and wide ranging. He acknowledged that an extension of the 90-day tariff pause was discussed but said that the final decision was up to President Trump.  As of today – August 1 – Trump has remained mum. The Chinese side's readout was devoid of details, although China's vice minister of commerce said that both countries would continue to push for an extension of the reciprocal tariffs and Chinese countermeasures.How should we assess the dynamics in the trade talks, including the balance of leverage between Washington and Beijing? And how might the trade negotiations shape the future of the US-China relationship? To discuss these questions, we are joined by Dr. Scott Kennedy. Scott is senior adviser and trustee chair in Chinese Business and Economics at the Center for Strategic and International Studies. Timestamps[00:00] Start[02:06] Lessons Learned from Trump's First Administration[05:20] Chinese Outlook on Future Economic Policy[09:28] Who's Winning the Trade War?[14:30] China's Reactions to Transshipment Provisions[18:18] Bessent's Rebalancing Plans [24:14] Challenges to Chinese Investment in the US [29:15] China's Trade Deal Goals

Send us a textOptimizing Your Taxable Brokerage Account: Key Strategies for Financial IndependenceIn this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, delves deep into the intricacies of optimizing taxable brokerage accounts. He outlines five crucial strategies for maximizing these accounts, emphasizing the importance of aligning investments with goals and time horizons, understanding the tax implications of trades, optimizing asset locations, focusing on low-cost funds, and planning for rebalancing and tax-loss harvesting. Hunter also provides real-life examples and actionable tips for investors at various stages, from beginners to seasoned investors. Tune in to learn how to make your taxable brokerage account work for you and help achieve financial independence.00:00 Introduction to Taxable Brokerage Accounts02:06 Clarifying Goals and Time Horizons06:20 Understanding Tax Implications11:18 Optimizing Asset Location15:43 Managing Costs and Fees17:23 Rebalancing and Tax Loss Harvesting22:23 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

On this special Q&A episode—recorded July 29 2025—Paul Merriman gears up for his August 2 keynote at the Garrett Planning Network Retreat, where he will address more than 100 hourly financial advisors about the future of financial literacy. He invites listeners to email questions for the panel (paul@paulmerriman.com) and then dives into ten wide‑ranging listener questions that benefit investors of every age and stage.What you'll learnAdding QQQ to the 10‑Fund “Ultimate Buy‑and‑Hold” portfolio: upside vs. hidden downside.Toughest markets Paul has faced—from the 1966–1981 whipsaw to the 1987 crash—and the timeless lessons they teach.Global diversification in 2025: 50/50 vs. 70/30 U.S./international and why volatility, not return, drives the decision. Table B4, Table B3a and Table B3bSmall‑Cap Value vs. S&P 500 performance: 1975‑1999's 5 % premium, 2000‑2025's 2.6 % edge, and what it means going forward.Avantis + DFA split for deeper diversification (cost, holdings, tracking error).Risks of an all‑Small‑Cap‑Value portfolio and when a worldwide all‑value approach makes more sense.Using DFA International Small‑Cap Value (DFISX) inside a 403(b) for a Two‑Fund strategy.Vanguard STAR vs. Vanguard Wellington: balanced‑fund showdown and why Wellington's 60/40 mix wins in the long run.Rebalancing at age 62: tax‑smart moves, asset‑location tactics, and simplifying with target‑date or balanced funds.Anatomy of the Ultimate Buy‑and‑Hold strategy: 10 equity asset classes, why it started in 1994‑95, and how four‑ and two‑fund variations stack up. Sound Investing Portfolio Returns (1970-2024) 50/50  and  Sound Investing Portfolio Returns (1970-2024) 70/30Paul backs every takeaway with real‑world data—from DFA, Avantis, Vanguard, and Russell indexes—illustrating how disciplined asset allocation can tame the brutal drawdowns that crush performance when investors chase recent winners. You'll hear why trend‑following protected clients in 1987, how dividends rescued returns in the 1966–1981 “go‑nowhere” market, and why low‑cost indexing plus global value exposure remain his bedrock recommendations.Got a question for Paul's hourly‑advisor panel? Email it before July 31 and help shape the conversation on transparent, client‑first advice.Listen now to sharpen your strategy—whether you're building wealth, 20 years from retirement, or fine‑tuning a 50/50 portfolio in your 60s.

The markets are overheating : Records are being made on the ASX while profits are actually falling. As we inch towards the most dangerous time of the year for the share market, you should be rebalancing your investment portfolio. Adviser and family office chair, Dr Doug Turek joins Associate Editor - Wealth, James Kirby, in this episode. -----In today's show, we cover: Rebalancing time - whether you like it or not The alternatives to shares...especially gold A very obvious way to avoid the new super tax Could the AI boom throw up a new Enron? See omnystudio.com/listener for privacy information.

Don and Tom dive into the new “big, beautiful” tax bill with humor and skepticism, covering changes to Social Security taxation, tips and overtime exemptions, expanded SALT deductions, and the controversial $1,000 baby bonus. They also tackle listener questions on Roth vs. IRA asset protection, portfolio rebalancing confusion, and lazy robo-advisory allocations. Bonus: helium speculation, trade school love, and a jab at politicians who pander. 0:04 Intro: “Dearly beloved…” it's tax time 1:10 Overview of the “Big Beautiful Bill” and $4T impact 1:25 Tips and OT tax exemptions starting in 2025 2:09 Social Security tax break: $6K per person if under income limits 3:28 Standard deduction and new child tax credits 4:13 $1,000 newborn savings account—free government money 5:17 SALT deduction expanded to $40K for four years 6:44 Property and sales tax deductions clarified 7:48 Guilt over tax breaks? Try a Roth gift for the grandkids 8:27 The “kid account” vs. 529 plans vs. UGMA 10:58 Trade school > AI: real jobs that can't be outsourced 12:42 Don rants on political pandering in the bill 13:47 Listener Q1: 401(k) rollover and asset protection in Washington 16:17 IRA protections state-by-state 16:52 Listener Q2: Does rebalancing mean switching investments? 18:34 Rebalancing means returning to plan, not chasing trends 20:04 Show plug: Owen Wilson's helium speculation on “Stick” 21:28 Listener Q3: Is this Vanguard robo-portfolio too lazy? 22:47 Why it's impossible to rebalance between Roth and IRA accounts 23:58 Listener Q4: What's really inside DFAW? Core 1 vs. Core 2 27:26 Core 2 = more small/value tilt; DFAW ≈ AVGE 28:26 Expense ratio difference between DFAW and AVGE is negligible Learn more about your ad choices. Visit megaphone.fm/adchoices

In this shocking, season-ending episode we answer an email from another generous and Nameless listener regarding a levered portfolio for Nameless, Jr., their omnipotent baby in waiting.  We also have fun with Fibonacci numbers. And THEN we do our annual rebalancings of the first four sample portfolios you can find at Portfolios | Risk Parity Radio.  And we also do our weekly portfolio reviews.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna Center Bigger Pockets Money Podcast #1:  The Secret to a 5% Safe Withdrawal Rate | Frank VasquezBigger Pockets Money Podcast #2:  We Built a 5% SWR Retirement Portfolio Using Fidelity in 48 Minutes (Golden Ratio Portfolio)All Seasons Portfolio Write-Up:  All Seasons Portfolio – Portfolio ChartsGolden Butterfly Portfolio Write-Up:  Golden Butterfly Portfolio – Portfolio ChartsGolden Ratio Portfolio Write-Up:  Golden Ratio Portfolio – Portfolio ChartsBreathless Unedited AI-Bot Summary:A foolish consistency may be the hobgoblin of little minds, but financial consistency through strategic portfolio rebalancing is the cornerstone of successful long-term investing. Welcome to Episode 439 of Risk Parity Radio, where we're tackling our annual portfolio rebalancing ritual with a healthy blend of investment wisdom and pop culture quips.After sharing highlights from recent appearances on the BiggerPockets Money podcast where I guided host Mindy through constructing a risk parity portfolio using the golden ratio, we dive into an extraordinary listener story. TheNamelessOne made a mathematically beautiful donation of $5,321.10 to the Father McKenna Center—a reverse Fibonacci sequence that brilliantly connects to our golden ratio portfolio construction methods.The market snapshot reveals gold shining brightest in 2023, up over 27% year-to-date, significantly outperforming both the S&P 500 and NASDAQ 100. This performance pattern creates the perfect scenario for demonstrating the discipline of rebalancing—systematically selling high (primarily gold across all portfolios) and buying low (particularly Treasury bonds and small cap value).Each of our four sample portfolios gets the rebalancing treatment, with the Golden Butterfly standing tall at 43.16% return since inception while maintaining sleep-at-night stability. For those fascinated by the mathematical underpinnings, I explore how the Fibonacci sequence approaches the golden ratio (approximately 1.618), creating natural proportions that translate beautifully to portfolio construction.Beyond the standard portfolios, we venture into experimental leveraged territory—not recommended for beginners but fascinating for understanding how different approaches perform through market cycles. The stark contrast between our worst performer (Aggressive 50-50, down 11.37% since inception) and our best (Golden Butterfly) offers powerful lessons in risk management.Whether you're a math enthusiast, movie quote afficionado, or serious DIY investor, this episode delivers practical rebalancing strategies while maintaining that distinctive Risk Parity Radio blend of education and entertainment. Your portfolio might march to the beat of a different drummer, but that's precisely what makes risk parity so fascinating.Support the show

In this episode of the BiggerPockets Money podcast, hosts Mindy Jensen and Scott Trench welcome Frank Vasquez back on to challenge everything you thought you knew about safe withdrawal rates. Frank reveals how a properly constructed risk parity portfolio can support a 5% withdrawal rate—meaning you could comfortably pull $125,000 annually from a $2.5 million portfolio without the traditional fear of running out of money. This isn't theoretical; it's a practical strategy that sophisticated investors have been using for decades. Frank takes listeners step-by-step through building this portfolio on Fidelity, demonstrating real-world implementation rather than just concepts. You'll discover how mathematical principles like the Fibonacci sequence can guide your allocation decisions, why traditional diversification falls short, and how to rebalance effectively without overthinking the process. Most importantly, Frank shows how to customize this approach to your specific situation, making risk parity accessible whether you're approaching FIRE or already financially independent. This Episode Covers: Risk parity fundamentals - Understanding true diversification beyond stocks and bonds Asset class breakdown - Specific investments across equities, bonds, commodities, and alternatives Rebalancing strategies - When and how to adjust your portfolio without constant tinkering Withdrawal techniques - Practical methods for taking income from multiple asset classes And SO much more! Learn more about your ad choices. Visit megaphone.fm/adchoices

Katy Kaminski returns to examine a moment in trend following that feels familiar... but isn't. Drawing on new research, she and Niels explore how drawdowns resolve, why recovery is faster when markets break, and slower when they don't, and what that asymmetry reveals about the current cycle. They unpack copper's historic 1-day move, the role of China in CTA return dispersion, and what slower, replication-based strategies might be capturing that others aren't. This episode isn't about defending trend - it's about understanding what environments it needs, and what signals suggest we're getting closer.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Katy on LinkedIn.Episode TimeStamps:00:48 - What has been on our radar recently?07:43 - Crazy moves in US copper09:45 - Industry performance update14:31 - How should we approach the current drawdowns in managed futures?23:01 - Why trend following is struggling at the moment31:22 - Rebalancing in trend following is key33:57 - A better alternative trend following?37:32 - The different types of impact to markets and how it reflects on the CTA industry44:41 - The key variables for understanding regimes53:21 - Replication is beating the benchmarks that they are trying to replicate58:16 - Mechanical vs. regression based replication59:33 - Defining tracking errorCopyright © 2024 – CMC AG – All Rights...

In this episode of Disrupt the System, Dr. Nancy Crowell sits down with Ayurvedic practitioner, herbalist, and educator KP Khalsa—a pioneer in the field of holistic health with over 50 years of experience. KP was the personal apprentice of Yogi Bhajan for over three decades and is the first person professionally certified in both Ayurveda and Western Herbalism. Together, they unpack the hidden root causes of autoimmune conditions like Hashimoto's and how gut dysbiosis—often caused by antibiotics, stress, and modern lifestyles—plays a central role in the breakdown of immune and endocrine function.

Many of you have been submitting thoughtful questions through our AI chat, particularly on fund selection, asset allocation, and broader investment strategy. It's encouraging to see this level of engagement with the core principles that shape long-term financial success.While the AI generally provides sound and efficient guidance, there are times when its responses lack the nuance or clarity that experience can bring. To provide deeper context and help you make more informed decisions, I've selected several recent questions to address—drawing from the AI's suggestions where appropriate and adding insights based on decades of research and practice.One brief correction from a recent update: I previously mentioned a resource for ETF investors in Canada, Europe, and the U.S., but misspoke on the name. The correct website is ETFAtlas.com. Jack, the developer behind it, is creating a valuable tool for globally minded investors. Your candid feedback—what's working well and what could be improved—will be essential as he continues building out the platform. Look for additional features to roll out in the months ahead.What Sound Investing Portfolio does Paul use and why? 3:02What funds should I use to set up a Roth IRA account for a 21-year-old? 13:06Do you think Vanguard funds will get lower returns than Avantis and DFA ETFs?  21:46Is there a table that represents using the S&P 500 and Aggregate U.S. Bond Index rather than your 3-fund bond portfolio?  26:51I am 45, hoping to retire by 55-60. Is 25% in bonds too little? 31:04Does it make sense to have non-taxable bonds in an IRA? 34:34Your quilt chart (1928-2024) shows a 2-fund portfolio with 50% each small cap value and large cap value. Isn't that too much in small cap value? 35:39How often should I rebalance?  38:09In your podcasts you talk a lot more about the 4-fund portfolios (WW and U.S.) than you do the all-value portfolios. The all-values have higher returns but you recommend them less often. Why? 40:19Are there conditions where the all-value portfolios will underperform the more balanced portfolios?  40:19. (Answer is integrated with previous question)I'm 57. How much should I have in bonds?  49:30

Jaclyn Johnson is back with a brand new vision—and this time, she's rewriting the rules. In this candid and powerful conversation, Jaclyn opens up about what life really looks like after selling your company, healing from burnout, and rediscovering purpose. She and Morgan dive into the rise of angel investing, the power of warm intros, why she launched a platform that's already helped deploy $1M+ to women and BIPOC-owned businesses, and how investing is about so much more than returns. They also get real about dating as high-powered women, feminine energy, letting go of control, and building partnerships that actually work. Whether you're a founder, investor, or just someone redefining success on your own terms—this episode will leave you inspired. Timestamps: 00:00 – Intro  04:15 – Taking a step back to build 07:25 – Investing in women and BIPOC founders 21:04 – Breaking down what it means to be an accredited angel investor 27:05 – Jaclyn's approach to work-life balance after burnout 29:50 – How Jaclyn spends her exit money: real estate and travel flex 33:25 – Navigating dating post-divorce and balancing masculine/feminine energy 35:37 – The importance of unlearning control and receiving help 42:50 – Being “the cool ex-wife” and managing public perception 46:26 – Final reflections on reinvention and the journey ahead  

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The SPX experienced a rebalancing on Monday heading into third quarter, which boosted volume and offered bulls room to run. Kevin Green points out a "golden cross" involving the 50-day SMA adding to momentum. However, gaps on the SPX daily chart suggest a re-test of downside levels. Kevin also explains the role volume played in Monday's price action.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Greg Carlstrom, veteran Mideast correspondent for The Economist, on how the region will contort to rebalance after the Iran-Israel war (assuming it's over). We discussed back-channel diplomacy; Tehran's path ahead; Pres. Trump's perspective; Syria; Lebanon; Gaza, Saudi and beyond. Carlstrom's 2017 book is How Long Will Israel Survive?: The Threat From Within.

What are your hormones trying to tell you? In This Episode: The 2 master hormones behind nearly all imbalances How blood sugar, sleep, and gut health control your hormones Medications that wreck your hormonal balance (and what to use instead) The best foods, peptides, and daily habits to restore harmony naturally ------  Want more of The Dr. Josh Axe Show? Subscribe to the YouTube channel. Follow Dr. Josh Axe Instagram Facebook TikTok ------  Links:  https://gremjournal.com/journal/0203-2022/female-infertility-as-a-result-of-stress-related-hormonal-changes/ https://pmc.ncbi.nlm.nih.gov/articles/PMC8820943/ https://pmc.ncbi.nlm.nih.gov/articles/PMC8984569/ https://www.uchicagomedicine.org/forefront/news/sleep-loss-lowers-testosterone-in-healthy-young-men https://journals.plos.org/plosmedicine/article?id=10.1371/journal.pmed.0010062 https://pmc.ncbi.nlm.nih.gov/articles/PMC4377487/ https://www.sciencedirect.com/science/article/pii/S1389945724001151 https://pmc.ncbi.nlm.nih.gov/articles/PMC2927933/ https://pubmed.ncbi.nlm.nih.gov/38640992/ https://www.endocrine.org/news-and-advocacy/news-room/2024/girls-may-start-puberty-early-due-to-chemical-exposure https://pmc.ncbi.nlm.nih.gov/articles/PMC7506791/ https://www.nature.com/articles/s41598-025-85519-9 https://www.caltech.edu/about/news/microbes-help-produce-serotonin-gut-46495 https://www.cambridge.org/core/journals/british-journal-of-nutrition/article/comparison-of-sex-hormonal-and-metabolic-profiles-between-omnivores-and-vegetarians-in-pre-and-postmenopausal-women/F7D20763C764C009BD55275293E60C38 https://pmc.ncbi.nlm.nih.gov/articles/PMC7147657/ https://pubmed.ncbi.nlm.nih.gov/38348417/ https://andersonlongevityclinic.com/cjc1295/ipamorelin-peptide https://www.re-newinstitute.com/content/cjc-1295 https://pmc.ncbi.nlm.nih.gov/articles/PMC5333585/ https://pmc.ncbi.nlm.nih.gov/articles/PMC10224484/ https://pmc.ncbi.nlm.nih.gov/articles/PMC3232613/ https://www.nhs.uk/medicines/hormone-replacement-therapy-hrt/benefits-and-risks-of-hormone-replacement-therapy-hrt/ https://my.clevelandclinic.org/health/treatments/15245-hormone-therapy-for-menopause-symptoms https://www.cdc.gov/nchs/fastats/drug-use-therapeutic.htm https://www.healthcentral.com/condition/hypertension/lisinopril-side-effects https://joe.bioscientifica.com/view/journals/joe/233/1/R43.xml https://pmc.ncbi.nlm.nih.gov/articles/PMC5789927/ https://www.reuters.com/article/business/healthcare-pharmaceuticals/common-asthma-steroids-linked-to-side-effects-in-adrenal-glands-idUSKBN0NE28R/ https://pubmed.ncbi.nlm.nih.gov/25213092/ https://www.cdc.gov/nchs/products/databriefs/db377.htm https://www.ahajournals.org/doi/10.1161/atv.0000000000000073 https://www.cdc.gov/nchs/products/databriefs/db388.htm https://pmc.ncbi.nlm.nih.gov/articles/PMC6039135/ https://pmc.ncbi.nlm.nih.gov/articles/PMC2744625/ https://health.clevelandclinic.org/ritalin-vs-adderall ------  Ads:  Click here to connect with a provider near you and order your Hormone Zoomer today! https://hello.vibrant-wellness.com/dr-axe-hormones Learn more about your ad choices. Visit megaphone.fm/adchoices

Abi's story stopped me in my tracks when she reached out and shared it with me. I had never heard someone healing quite like her son.He was covered in strange bumps, couldn't sleep, and was the pickiest eater. She spent thousands of dollars on appointments and herbs from a naturopath, hoping something would finally work. But nothing brought true healing. She eventually couldn't afford to keep working with this naturopath and that's when she found ōNLē on Instagram.She immediately said yes to the Rebalance Kit before she even finished scrolling the page, and never looked back. What happened next is something every mama deserves to witness.Her son began to eat again. Sleep through the night. The rage and overwhelm she had quietly been carrying melted away. Parasites and candida literally began exiting both of their bodies - even through his skin.Yes. That's how powerful healing can be when we let it be simple. When we stop second-guessing and start leading from trust.This weeks Follow Your Gut podcast episode is a raw, emotional look at what happens when a mama trusts her intuition and goes all in. Abi now mentors inside the Rebalancing Collective, our private support space for families walking this healing path and I couldn't imagine a more beautiful leader to guide you.You don't want to miss this beautiful conversation!Thanks for listening! I would love to connect with you ♡ Subscribe to the Nourished Newsletter Explore the Gut Rebalance Kits Visit our FAQ's Follow along on a Instagram Take the free Gut Health Quiz Email us at customercare@onleorganics.com Sending love and wellness from my family yours,xx - Juniper BennettFounder of ōNLē ORGANICS

NATO member states will gather June 24–26 in the Netherlands for the 2025 NATO Summit. This comes as NATO member states' disparate interests, competing priorities, and varying perspectives on the future of Ukraine threaten the cohesion of the alliance.For both domestic and strategic reasons, US leaders from across the political spectrum seek a rebalanced alliance in which European states would take increasing responsibility for conventional deterrence on the continent. Yet while many European leaders pay homage to this idea, steps toward this objective remain halting. European officials reportedly want a cordial meeting to avoid any perceptions of disunity, while US leaders have continued to pressure allies to boost defense spending and take more responsibility for the defense of their continent.Will the United States follow through with plans to withdraw troops from Germany and Eastern Europe? How will European members respond to the US demand that they spend 5 percent of their gross domestic product on defense?Please join us for this briefing as we examine the primary themes of the 2025 NATO Summit and options for the United States to rebalance the transatlantic relationship. Hosted on Acast. See acast.com/privacy for more information.

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---⚡️ Sign up for a 7-day FREE trial of the Rich Habits Network, click here! Don't miss out on our weekly livestreams. ---

Hey Friend! You ever hit one of those moments where you realize, “Wait… how did I get here?” This episode was recorded during one of those seasons. When life felt loud, work was rewarding, but something felt off. It's raw, it's honest, and it's a reminder that even when we're walking in purpose, we can drift from what matters most. If you've felt out of alignment lately—or like your calendar isn't matching your convictions—I think this one will speak straight to your soul. Let's reset together.

Jake Kaminski is a two-time Olympic silver medalist in archery and a longtime member of the US Archery Team. He runs a successful YouTube channel, writes training guides, and develops high-performance gear under the Kaminski Archery brand. Sign up for the Kaminski Archery Backyard Championship here.Sponsors:Helix Sleep premium mattresses: https://HelixSleep.com/Tim (27% off all mattress orders) AG1 all-in-one nutritional supplement: https://DrinkAG1.com/Tim (1-year supply of Vitamin D (and 5 free AG1 travel packs) with your first subscription purchase.)Shopify global commerce platform, providing tools to start, grow, market, and manage a retail business: https://shopify.com/tim (one-dollar-per-month trial period)*Timestamps:[00:00:00] Start.[00:06:50] A glimpse into the high-precision world of Olympic archery.[00:11:04] How Jake and I connected.[00:18:27] Jake's auspicious introduction to archery.[00:21:15] Why you (Yes! You!) should try archery.[00:22:01] The differences between bows.[00:25:19] The admirable proficiency of Shot IQ's Bodie and Joel Turner.[00:26:24] Ethical bow hunting, performing under pressure, and transitioning from rifle to bow.[00:29:22] Why I wouldn't have cut it as a competitive archer in Korea.[00:30:14] Mindful archery and training hard to make competition easy.[00:37:00] What Jake did when compound bow archery started to get boring.[00:40:00] Meeting legendary Coach Kisik Lee (KSL).[00:43:06] The upsides of having no social life as a kid.[00:45:20] The welcoming weirdness of archery communities.[00:46:33] For the sake of form, Coach Lee shakes things up.[00:51:21] “I am.” — an affirmation for apathy adjustment.[00:58:11] London, 2012 Olypmics: when it all starts coming together.[01:08:28] How does teamwork play out in archery?[01:15:40] My own experience with Coach Lee.[01:19:23] The trials of training and traveling.[01:27:33] Blank bale practice.[01:31:14] Layering, biomechanics, and other early points of focus.[01:33:03] The underrated importance of follow through.[01:36:40] Coach Lee's take on follow through vs. release.[01:37:29] Gauging tension and intention as an instructor.[01:38:52] Attention to grouping over hitting the bullseye.[01:40:57] Making adaptations for physical limitations.[01:43:30] The ups and downs of our patented “Jesus take the wheel” instinctive approach.[01:46:24] Warm-up tournaments, barebowing, black bales, and string walking.[01:50:54] Recovering from the disaster that made me rethink Lancaster.[01:55:15] Rebalancing gear: arrows and arrow rests.[02:00:50] The importance of practicing in tournament-like conditions.[02:04:03] Securing convenient fuel.[02:08:17] Lancaster preparation logistics (with special thanks to Heather Kaminski and Rick Simpson Oil).[02:13:17] The glue that holds us together: note-taking and training logs.[02:16:47] Even counterintuitive consistency is key.[02:18:45] Our experience at Lancaster.[02:28:00] “The goal is to do the least necessary, not the most possible.” — Henk Kraaijenhof[02:31:44] Learning by observation and conversation on the practice range.[02:35:35] What's the Kaminski Archery Backyard Championship, and why should you get involved?[02:40:30] How can you (and why should you) get started with archery today?[02:42:48] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.