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.<br/><br/>Links:<br/><br/>Analysis of Total Market vs. 60/20/20 vs. Large cap/small cap value portfolios:  Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)<br/><br/>Michael Kitces article re Four Phases of Retirement Planning:  The Four Phases Of Saving For Retirement (kitces.com)<br/><br/>Lido Firm Brochure (Part 2A of SEC Form ADV):  crd_iapd_Brochure.aspx (sec.gov)<br/><br/>OASDX:  OASDX – Oakhurst Strategic Defined Risk Instl Fund Stock Price | Morningstar<br/><br/>Walk4McKenna:  Walk4McKenna - Father McKenna Center<br/><br/>Support the show