Episode 286: A 457 Plan, A Leveraged Portfolio And Lido Advisors Walked Into Our Dive Bar

In this episode we answer emails from Kyle, Blake and Matt. We discuss investing in a 457 plan with a self-directed option, Blake's gambling problem -- err, very interesting leveraged portfolio, and how to evaluate RIAs through their SEC filings as applied to Lido. Links: Analysis of Total Market vs. 60/20/20 vs. Large cap/small cap value portfolios: Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com) Michael Kitces article re Four Phases of Retirement Planning:...