Episode 509: Navigating Financial Advisor Business Models, Intermediate Portfolios, Monthly Withdrawal Mechanics, Bitcoin Follies, And Another Thank You From Fairfax CASA
About this episode
The episode discusses financial advisor business models, investment strategies, and the implications of Bitcoin's correlation with tech stocks.
In this episode we answer emails from Milo, Scott, and Joel. We discuss bad advisor incentives and how to classify them by their business models, identify the only business model you want to patronize, and then move on to Treasury STRIPS and rebalancing realities, practical withdrawal mechanics with a test portfolio, and why Bitcoin’s high correlation to tech stocks undermines its role as a diversifier. We also celebrate the final results of the Fairfax CASA matching campaign and...
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