Best Catch Resource Management Podcasts (2025)

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Episode 435: Catching Up To Risk Parity And Fun With Forex And A Vanguard Market Neutral Fund 27:47

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3d ago27:47

27:47

In this episode we answer emails from Tracy, Mike and "Some Call Me" Tim. We discuss the speculations and gambles of Forex, portfolio transitions, the Vanguard Market Neutral Fund and moving overseas. And we have a mystery guest reader! Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Catching Up To FI Website: Financial I…

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286. Ask a Fellow - Hematologic Conditions in Pregnancy 34:27

6d ago34:27

34:27

Send us a text In this episode, our host Dr. Arjun Pandey (Internal Medicine Resident) interviews special guest Dr. Stefan Jevtic (Hematology Fellow) on hematologic conditions in pregnancy. They discuss the clinical presentation, investigations and management of thrombocytopenia, anemia, VTE and other hematologic conditions in pregnancy. Be sure to…

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Episode 434: Party Time With Retirement Clubs, Portfolio Visualizer And Portfolio Reviews As Of June 27, 2025 56:26

6d ago56:26

56:26

In this episode we answer a question from Ness. We have fun with The Untouchables, retirement clubs, Portfolio Visualizer and many other things. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio. To donate to the Top of the T-Shirt campaign and double your fun, plea…

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How to Succeed in the Microsoft Dynamics Ecosystem with James Downes 33:26

9d ago33:26

33:26

What does it take to thrive in the Microsoft Dynamics ecosystem? In this episode of The Catch Up Podcast, host Phillip Blackmore sits down with James Downes, Partner at EY, to explore a 25-year journey through tech consulting, solution architecture, and leadership in the Microsoft space. From starting out with Great Plains in the late '90s to leadi…

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Episode 433: More About Transitions, Leveraged ETFs And Other Gambling Problems And Wisdom From The Great Jim Rohn 42:16

9d ago42:16

42:16

In this episode we answer questions from Mason, Brian, and Anonymous. We discuss portfolio transitions from a highly overlapped portfolio and related consideration, treasury strips funds and leveraged ETFs (twice), and the power of advice from the great Jim Rohn. UNLIMITED POWER. Just remember that "Affirmation without discipline is the beginning o…

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Episode 432: A Transition Quandary, The 25 x 4 Portfolio, RPR On Afford Anything Podcast, Other Stuff And Portfolio Reviews As Of June 20, 2025 48:43

14d ago48:43

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In this episode we answer emails from Isaiah, Jack, Jon and Luke. We discuss preliminary transition issues and de-risking, Jack's "25 x 4" risk parity style portfolio, Invictus and similar themes, treasury bonds and gold as co-diversifiers and ESG funds. And revel on how we Tom Sawyer'ed Paula Pant into creating a nice 'Risk Parity Portfolio Bluepr…

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This 2-Hour AI Strategy Helped Me Ditch the Post-and-Pray Cycle for Good 1:20:29

16d ago1:20:29

1:20:29

Ep. #139: This 2-Hour AI Strategy Helped Me Ditch the Post-and-Pray Cycle for Good What if you could grow your business without posting every day and praying something (anything) lands? This special episode of Tech Savvy 101: AI & Automation Made Simple is the audio replay of my live training: The 2-Hour/Week AI Strategy to Escape the Social Media …

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The AI reality: Navigating strategic shifts in SEO 37:12

23d ago37:12

37:12

Join Barry Schwartz, President at RustyBrick, Thomas Phillips, Co-Founder of DTC SEO Agency, and Janna Pugh, SEO Specialist at Five9, as they discuss how AI-driven search is rewriting the SEO rulebook. Discover where generative tools like ChatGPT and Gemini genuinely speed up competitor research, interlinking, and product categorization—and where u…

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Episode 431: Websites And Roundtables And A Couple New Funds And Gold vs. Bonds 35:29

24d ago35:29

35:29

In this episode we answer emails from Luc, Craig, Luke and Lucky. We discuss updating the website, my recent roundtable on the Stacking Benjamins podcast, Achilles heels, and the inherent problems with not using proper forecasting techniques applied to CAPE ratios and other things, new funds like AVUQ and FFUT, and gold versus bonds in a portfolio.…

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285. When the Stomach Turns- Gastric Cancer 11:54

27d ago11:54

11:54

Send us a text Learn all about an approach to gastric cancer for the internist! Episode written by Dr. Gurjit Mander (Internal Medicine) Reviewed by by Dr. Arjun Kundra (Gastroenterology) and Dr. Genevieve Chick (General Internal Medicine) Infographic by Dr. Gurjit Mander Support the showBy Medicine Pods: The Intern at Work

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Episode 430: Celebrating Your Generosity, Accumulation Management, A Transition Question And Portfolio Reviews As Of June 6, 2025 38:45

28d ago38:45

38:45

In this episode we answer emails from I Have No Name, Deep and Joel. We discuss the extraordinary generosity of our listeners and how it uplifts the workers in the FMC trenches, rebalancing in accumulation, tax considerations for an intermediate term portfolio, saving for college, and what to do with new money just a few years from retirement. And …

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5 Signs You're Stuck in the 'Post and Pray' Content Trap (And Why It's Killing Your Growth) 17:01

30d ago17:01

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Episode #138: 5 Signs You're Stuck in the 'Post and Pray' Content Trap (And Why It's Killing Your Growth) Ever feel like you're pouring time into your content and hearing nothing but crickets? If you're constantly posting and praying something sticks… you're not alone (but you're also not growing). In this episode, we’re breaking down the 5 signs t…

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Episode 429: Endless Listener Generosity, Portfolio Considerations In Retirement, A Direct Indexing Experiment And Butchering Tools 33:28

1M ago33:28

33:28

In this episode we answer emails from Brent, Peter and Cy. We discuss our Father McKenna Center Top-of-the-T-Shirt Matching Campaign (again), Peter's risk-parity style portfolio in retirement and what to do with new cash coming in, and Cy's small cap value direct indexing experiment. If you'd like to support the Father McKenna Center and get your q…

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284. Looking Beneath the Surface - An Approach to BPSD 14:35

1M ago14:35

14:35

Send us a text This week we take you through a common and challenging symptomatology experienced by patients who have dementia - behavioural and psychosocial symptoms in dementia, or BPSD. Written by: Dr. Rafique Van Umm (Internal Medicine Resident) Reviewed by: Dr. Tricia Woo (Geriatrician) & Dr. Marianne Talman (General Internist) Support the sho…

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Episode 428: A Cornucopia Of Listener Generosity, Intermediate Term Portfolios, Resources And Portfolio Reviews As Of May 30, 2025 44:00

1M ago44:00

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In this episode we answer emails from Anonymous, Tim, Mark and Luc. We celebrate the overwhelming generosity of our listeners and discuss using risk parity style portfolios for intermediate savings, heavy metal, tax efficient portfolio management, and some investing and retirement resources. And THEN we our go through our weekly and monthly portfol…

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Top 3 AI Note Takers and Why You Need to be Using One 30:03

1M ago30:03

30:03

Episode #137: Top 3 AI Note Takers and Why You Need to Be Using One Let’s be real... trying to take detailed notes during meetings and stay present is nearly impossible. That’s where AI comes in. In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m diving into the top 3 AI-powered note-taking tools that are saving entrepreneurs hours…

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From Invoice Clerk to Program Director: Kerry Hughes Wright on Climbing the D365 Career Ladder 43:01

1M ago43:01

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What does it take to lead a global Microsoft Dynamics 365 project across dozens of countries and legacy systems? In this episode of The Catch Up Podcast, host Phillip Blackmore is joined by Kerry Hughes Wright, a seasoned delivery leader with decades of experience in ERP transformations. Together, they unpack the complexities of global rollouts, th…

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Episode 427: Our Generous Listeners, BOXX, Direct Indexing And A Tribute To Sister Francine 30:32

1M ago30:32

30:32

In this episode we answer emails from Katie, Sean, Glen, Anonymous and Kelly. We discuss our matching campaign for the Father McKenna Center (rolled out in Episode 426), the BOXX ETF and the Rorschach test it presents, direct indexing, Risk Parity Chronicles, and the real purpose of Financial Independence and how to win at retirement and life. Link…

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Building a Sustainable SEO Strategy for Local Businesses 30:02

1M ago30:02

30:02

In this episode, John Reinesch, Founder of Asset Growth, shares key insights into building and sustaining effective local SEO strategies. Learn about long-term versus short-term tactics, foundational SEO elements, adapting to algorithm changes, and the importance of leveraging content. John also covers community-focused backlink building, mobile op…

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Episode 426: Impressing Your Significant Other With Portfolios, Factor And Demon Fun, And Portfolio Reviews As Of May 23, 2025 35:52

1M ago35:52

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In this episode we answer emails from Pete, Kevin and Dale. We discuss Pete's "Berry Pie" portfolio experiments on the testfolio site, the ongoing debate about the size and value factors and why it doesn't matter that much for constructing diversified portfolios due to Shannon's Demon, and some basics on the process for constructing portfolios movi…

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283. Putting out the Fire: A clinical approach to Adult Onset Still’s Disease 14:27

1M ago14:27

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Send us a text In this episode, we discuss the pathophysiology, clinical features and diagnostic approach to Adult Onset Still's Disease. Our medicine minute discusses the Yamaguchi Criteria for diagnosis of Adult Onset Still's Disease. Written by: Dr. Samira Adus (Internal Medicine Resident) Reviewed by: Dr. Kimberly Legault (Rheumatology) and Dr.…

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How to Seamlessly Integrate Asana with AI Tools for Your Business 41:51

1M ago41:51

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Episode #136: How to Seamlessly Integrate Asana with AI Tools for Your Business If you're dreaming of saving 10+ hours a week (without hiring a full team), this one’s for you. In this final episode of the Automated Systems That Scale mini-series, we’re taking your Asana setup to the next level by integrating it with smart AI tools like ChatGPT, Cla…

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Episode 425: More Margin, SCHD, Safe Withdrawal Rate Realities And International Fund Considerations 37:24

1M ago37:24

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In this episode we answer emails from Andy, El Yama and Paulo. We discuss a follow up to the question on margin accounts at Interactive Brokers in Episode 424, the use of SCHD fund as a large cap value fund in a risk parity style portfolio, the meaning of "safe" in "safe withdrawal rates" and the current popular obsession with international funds, …

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Episode 424: Interactive Brokers Margin Accounts, Gold ETFs On 1099s, BTAL And Portfolio Reviews As Of May 16, 2025 37:10

2M ago37:10

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In this episode we answer emails from Yangon, The Value Stock Geek, and Graham. We discuss the ins and outs of margin accounts at Interactive Brokers, some annoyances with gold ETFs and 1099s, and BTAL vs. treasury bonds. And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | …

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How to Turn Your Asana Project Management System onto Autopilot 17:30

2M ago17:30

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Episode #135: How to Turn Your Asana Project Management System onto Autopilot You’ve got your Asana projects set up. Tasks are organized. Deadlines are in place. But now it’s time for the fun part — making it run itself. This is Part 3 of our Automated Systems That Scale mini-series, where I walk you through the real tools and workflows I recommend…

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Episode 423: ALLW (It's New!), Social Security Claiming Considerations And Dividend Delusions 36:35

2M ago36:35

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In this episode we answer emails from Dave, Jeff and Peter. We discuss a new risk parity ETF, ALLW, a social security claiming question and considerations, and how a listener has been misled regarding so-called dividend investing by misinterpreting a misleading source. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center ALLW …

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Episode 422: The BCI Fund, More Cowbell, Fidelity's Share Lending Program And Portfolio Reviews As Of May 9, 2025 28:51

2M ago28:51

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In this episode we answer emails from Ed, Joe and Jack. We discuss a commodities fund, BCI, some more cowbell, and Fidelity's share lending program. And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio. Additional Links: Father McKenna Center Donation Page:…

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282. The Internist's Guide to Pacemakers 28:00

2M ago28:00

28:00

Send us a text In this episode, Dr. Matthew Fuda (Internal Medicine Resident) discusses the 2018 ACC/AHA/HRS Guideline on the Evaluation and Management of Patients With Bradycardia and Cardiac Conduction Delay: Executive Summary with Dr. Karen Konieczny (Cardiologist, Electrophysiologist). Host: Dr. Matthew Fuda Special Guest: Dr. Karen Konieczny (…

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281. I@W x RoundsTable - Brensocatib for Bronchiectasis and Alteplase for Posterior Circulation Ischemic Stroke 26:08

2M ago26:08

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Send us a text Dr. Laiya Carayannopoulos & Dr. Mike Fralick connect to bring you another crossover episode, this time covering new studies on therapies for bronchiectasis and posterior circulation stroke. Take a listen and let us know what you think! Support the showBy Medicine Pods: The Intern at Work

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Episode 421: NItty Gritty Portfolio Considerations And Variations, What We Actually Hold, And The Basics Of Rebalancing 41:40

2M ago41:40

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In this episode we answer emails from Luc, Ellen and Andrew. We discuss Luc's target portfolio, the process for evaluating and choosing new assets for a portfolio -- comparing why managed futures pass the test, while covered call fund and TIPs funds don't --, what's actually in our personal variation of the Golden Ratio portfolio, finding old podca…

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Setting Up Asana for Small Business: Automation Rules That Save Time 19:48

2M ago19:48

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Episode #134: Setting Up Asana for Small Business: Automation Rules That Save Time If you’ve ever thought, “There has to be an easier way to keep track of all the things,” you’re right — and Asana is that easier way. In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m walking you through you how to set up your Asana workspace from s…

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Episode 420: Wrestling With Roths And 401ks, Assorted Shenanigans, And Portfolio Reviews As Of May 2, 2025 37:31

2M ago37:31

37:31

In this episode we answer emails from Anderson, Ian, FFS, and Michael. We discuss using Roths earlier in accumulation and tax considerations, wrestling with an expensive 401k plan with limited options, and the various and sundry deficiencies of this program and its website. Rest assured, we have "top men" working on it. Top. Men. And THEN we our go…

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280. Catching the Beat- Indications for Pacemakers 15:30

2M ago15:30

15:30

Send us a text Why do our patients need pacemakers and what should you know about them? Written by Dr. Alyssa Chow (Internal Medicine Resident) and reviewed by Dr. Steve Montague (General Internal Medicine) and Dr. Aws Almufleh (Cardiology). Infographic Alyssa Chow and Sapirya Birk (Medical Student). Support the show…

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278. Life on the Circuit - ECMO Essentials 21:18

2M ago21:18

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Send us a text Today we dive into the life-saving (and often intimidating!) technology known as ECMO. Written by: Dr. Pavan Malhi (Internal Medicine Resident) Reviewed by: Dr. Liang Chen (General Internist & Critical Care Medicine Fellow) & Dr. Jed Lipes (Intensivist, General Internist) Support the show…

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279. The Rounds Table - 2025 ACC/AHA Clinical Practice Guidelines for Acute Coronary Syndrome 20:47

2M ago20:47

20:47

Send us a text Today we're introducing a new format—the first episode in our Clinical Practice Guidelines series. This week, Drs. Mike and John Fralick discuss the 2025 ACC/AHA Clinical Practice Guidelines for Acute Coronary Syndrome. Here we go! Support the showBy Medicine Pods: The Intern at Work

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Asana Tutorial: How to Automate 24 Hours of Work Each Week 14:45

2M ago14:45

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Episode #133: Asana Tutorial: How to Automate 24 Hours of Work Each Week Let’s talk about your time... or lack thereof. If your to-do list keeps growing, but your actual progress? Not so much… you might be stuck in the automation gap — spending hours on repetitive tasks that software could handle for you. In this episode of Tech Savvy 101: AI & Aut…

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Episode 419: Transitioning To Retirement Portfolios, Fiddling With Limited 401k Funds And Applying The Socratic Method To Personal Finance 42:11

2M ago42:11

42:11

In this episode we answer emails from Chris, Will and Neelix. We discuss the basics of transitioning from accumulation to decumulation, choosing funds for accumulation from a limited selection, more transitioning questions from an alien, my lawyerly approach to personal finance and why the public personal finance landscape is often not very helpful…

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How Adam Seaton Built a 50-Person Consultancy from a One-Man Band 42:54

2M ago42:54

42:54

What does it take to grow a consultancy from scratch, sell it to a global firm, and then choose to start all over again? In this episode of The Catch Up Podcast, host Phillip Blackmore sits down with Adam Seaton to explore his remarkable journey from Microsoft Dynamics contractor to founder of Seaton Partners and now co-creator of Team Joe. Adam sh…

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Episode 418: Different Drummers, Even More GDE, Nice Blogging When You Can Get It, And Portfolio Reviews As Of April 25, 2025 42:33

2M ago42:33

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In this episode we answer emails from Jeff, Jenzo and Sam. We discuss spending money on relationships, a 72(t) situation, what to do with an unused Coverdell, GDE (again), a nice risk parity write-up and some random musings about the history of free speech and communications technologies. And THEN we our go through our weekly portfolio reviews of t…

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Episode 417: International Growth Funds, DSTs, Portfolio Transitions And Other Questions And Quandaries 32:52

2M ago32:52

32:52

In this episode we answer emails from Marco Esquandolas and Multi-Family Investor. We discuss a long-term diversified Roth portfolio for a 13-year old, modelling Delaware Statutory Trusts in a portfolio, transitioning out of an all S&P 500 allocation in a taxable account, PFIX, Sabine Royalty Trust and individual stocks in retirement portfolios, an…

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Canva's 2025 Redesign: The Top 5 Features That Streamline Your Content Creation Process 43:37

2M ago43:37

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Episode #132: Canva’s 2025 Redesign: The Top 5 Features That Streamline Your Content Creation Process Spoiler alert: Canva didn’t just get a glow-up — it got a whole new brain. In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m giving you the full rundown of Canva’s 2025 redesign — and showing you the five smartest new features tha…

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Driving Real Revenue with SEO: Unpacking Demand Generation, Attribution & AI 28:05

2M ago28:05

28:05

In this episode, Marketing Director at edays, Lewis Rennison, dives into how AI-driven search tools are reshaping SEO—highlighting which strategies are becoming obsolete and which core practices remain essential. Discover how to leverage AI to enhance demand generation, accurately attribute revenue to SEO efforts, and build an effective multi-chan…

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Episode 416: The Tau Of El Yama, Accumulation Versus Decumulation Portfolios, Cracked CAPE Crystal Balls And Portfolio Reviews As Of April 18, 2025 43:01

3M ago43:01

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In this episode we answer emails from El Yama, Graham, and James. We discuss using risk parity-style portfolios for intermediate term needs, the short-term bond allocation in the Golden Butterfly, accounting for child credit, rising equity glidepaths, the fundamental differences between 100% stock portfolios and diversified portfolios and why you w…

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Is Jasper AI the Ultimate Solution for Marketing Content Creation? 24:29

3M ago24:29

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Episode #131: Is Jasper AI the Ultimate Solution for Marketing Content Creation? If writing content is eating up hours of your week, Jasper might just be your new favorite time-saver. In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m breaking down exactly what Jasper is, how it works, and why so many entrepreneurs are using it to …

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Episode 415: A Smorgasbord Of Annuities, TIP Ladders, Currency Speculations And Other Gambling Problems 27:53

3M ago27:53

27:53

In this episode we answer emails from Corn Pop, Dustin and Jim. We discuss annuities for elderly parents, TIPS ladders in retirement, REITs in small cap value funds, currency speculation, the GDE fund (again) and an aggressive portfolio construction. Link: Interview of Michael Kitces Re Problems With TIPS Ladders: Michael Kitces: How Higher Yields …

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Episode 414: Another RPR Variation, More Cowbell, Accounting For Social Security And Portfolio Reviews As Of April 11, 2025 28:32

3M ago28:32

28:32

In this episode we answer emails from Jeremy, Brad, and James. We discuss a more aggressive risk-parity portfolio similar to the Weird Portfolio, the problems with data analysis and recency bias and considerations in accounting for Social Security or pensions in retirement portfolio planning. And THEN we our go through our weekly portfolio reviews …

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Gemini vs ChatGPT: Which AI Is Better for Visual Content? 14:10

3M ago14:10

14:10

Episode #130: Gemini vs ChatGPT: Which AI Is Better for Visual Content? If you’ve ever wished ChatGPT could see what you’re talking about… it might be time to meet Gemini, Google’s multimodal AI assistant. In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m giving you a full walkthrough of Gemini and comparing it to ChatGPT to see w…

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Episode 413: Overcoming Financial Setbacks, Finance Board Follies, Inflation And Large Cap Growth Funds In Merriman Portfolios 33:57

3M ago33:57

33:57

In this episode we answer emails from Harry, Sally, Jack and Javon. We discuss recovering from financial set-backs, my life on the Choose FI board, assets that do well in inflationary environments and large cap growth funds like MGK in Merriman-type portfolios. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Mindset by Ca…

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Episode 412: Market Turmoil, Guardrails Withdrawals, Useful UK Sites, Bonds, Small Caps And Portfolio Reviews As Of April 4, 2025 43:32

3M ago43:32

43:32

In this episode we answer emails from Ron, Iain, an Anonymous Visitor and Mr. Data. We discuss Ron's generosity and his variable or guardrails withdrawal strategy, some helpful British website references, what we use bonds for in these portfolio and how the TSP G fund fits into that, and small cap growth vs. small cap value stocks. And some notes o…

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[AI in Action] How to Use Perplexity AI: The Complete Guide for Cutting Your Research Time in Half 26:17

3M ago26:17

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Episode #129: [AI in Action] How to Use Perplexity AI: The Complete Guide for Cutting Your Research Time in Half WATCH THIS EPISODE ON YOUTUBE Let’s be real: digging through dozens of Google tabs just to find one solid stat or update? Exhausting. And time-consuming. That’s where Perplexity AI comes in: a next-gen search and research assistant desig…