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...

People in this episode

Host: Frank Vasquez

Topics covered

• financial advisor business models
• investment strategies
• withdrawal mechanics
• Bitcoin correlation
• Treasury STRIPS
• rebalancing

Keywords

• financial advisors
• business models
• withdrawal mechanics
• Bitcoin
• Treasury STRIPS
• rebalancing
• investment portfolios

Mentioned in this episode

Organizations: Fairfax CASA

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