Episode 504: Fun With Bond Funds, Why Unnecessary Income Sucks, Social Security And Four Quadrant Musings, A CAGE Match, And Portfolio Reviews As Of April 24, 2026

In this episode we answer emails from Jose, Optimus Bill, and Steve. We discuss bonds, retirement taxes, valuing Social Security and when to take it, how some use the four quadrant model for market timing, and the latest wave of complex ETFs. Along the way, we make the case that liquidity is the real goal of retirement planning, not income that may raise your tax bills. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | R...