Bonds & Fixed Income
Everything you ever wanted to know about the boring half of your portfolio.
Bonds get ignored until they don't. This collection covers the fundamentals, the different ways to own them (funds, individual bonds, SMAs), what happened in 2022, how to think about yield, and when cash might be the better choice.
- 1Ep. 18Oct 20, 2021
What You Need to Know About Bonds
While people tend to focus more of their attention towards the stock portion of their portfolios, but understanding the underlying fundamentals of your bond portfolio is important too.
- 2Ep. 34Feb 8, 2022
What To Do About Bonds Right Now with PIMCO’s David Braun
Investors are seeing losses in their bond portfolio. Given how low interest rates are today, mistakes in your bond portfolio are more costly than ever.
- 3Ep. 44Apr 19, 2022
Is the Bond Market Predicting a Recession?
A widely watched aspect of the yield curve has been making headlines recently. I want to help you better understand what everyone is talking about and how it impacts your investments.
- 4Ep. 49May 24, 2022
“The Bond King” with Mary Childs of NPR Planet Money
Mary Child’s is the cohost and correspondent for NPR’s Planet Money, but this episode focuses on her new book covering iconic bond fund manager, Bill Gross.
- 5Ep. 85Jan 31, 2023
What’s The Right Way to Measure Yield?
Now that yields are high enough to warrant our attention, what is the right way to measure yield?
- 6Ep. 97Apr 25, 2023
Individual Bonds vs Bond Funds
Bond funds are superior to individual bonds for four distinct reasons.
- 7Ep. 99May 9, 2023
The Problem With Investing In Bond Indexes
Using index funds in your stock portfolio has historically been a wise choice, but bond indexes have some inherent disadvantages that make them a less obvious choice.
- 8Ep. 109Jul 18, 2023
Should You Hold Cash Instead Of Bonds Right Now?
The primary purpose of bonds is to reduce the overall volatility of the portfolio, but as we saw in 2022, that doesn’t mean they can’t lose money.
- 9Ep. 180Nov 27, 2024
Rethinking Bonds: How to Strengthen Your Retirement Portfolio in Today’s Market With David Braun
In this episode, PIMCO’s David Braun returns to the show to explain some important fundamental concepts that really unlock the potential of bonds, IMO.
- 10Ep. 203May 7, 2025
Income vs. Total Return: Which Strategy Builds A More Reliable Retirement?
Today we’re tackling one of investing’s biggest myths—the idea that you should only spend the dividends and interest from your portfolio and never touch the principal.
- 11Ep. 221Sep 10, 2025
Muni Bonds Explained: How To Incorporate Tax-Free Income With Investing For Retirement
Today we’re going to talk about municipal bonds—what they are, when they make sense, and how to use them in a retirement-focused portfolio.
- 12Ep. 223Sep 24, 2025
Bond Funds vs Individual Bonds: What’s Best for Your Portfolio?
When it comes to bonds, one of the most common questions I hear is: “Should I own individual bonds or bond funds?” Today, I’ll answer that—and more importantly, I’ll show you the right way to use bonds so your overall portfolio is easier to live with through market cycles.
- 13Ep. 235Dec 17, 2025
Why Your Bond Questions Are Really About Cash
Welcome back. Today’s episode was sparked by questions from people on my book updates email list for The Perfect Portfolio.
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