Episode 469: Risk Parity For Charity, Managing Indvidual REITs, And Reverse Glidepaths

In this episode we answer emails from Patrick, Kyle, and Dave. We discuss the advantages of using risk parity style portfolios for higher withdrawal rates, how to manage a sleeve of individual REITs, the joys of giving in its various forms, a risk parity style portfolio in a Donor Advised Fund, and reverse glide paths. We share how planned generosity, donor-advised funds, and employer matches can make retirement more meaningful. Links: Father McKenna Center Donation Page: ...