Archives: Episode


  • Iron Capital Perspectives
  • March 26, 2024
  • Iron Capital Advisors

Episode 10: Indexing Is (Still) Evil

What are the downsides to indexing? Why is indexing not actually passive? Inspired by recently published articles on the topic, Chuck and Michael revisit a discussion of indexing, covered in our Q4 2010 Quarterly Report newsletter. Let’s explore.


  • Iron Capital Perspectives
  • February 27, 2024
  • Iron Capital Advisors

Episode 9: The 4% Rule – Gospel or Garbage?

How much money can you really withdraw in retirement? Let’s explore.


  • Iron Capital Perspectives
  • January 22, 2024
  • Iron Capital Advisors

Episode 8: ETFs vs. Mutual Funds

Are ETFs better for the investor, or for Wall Street?

“Wall Street is in the business of generating fees for Wall Street. Period. It’s not in the business of getting good investment results. You have to be separate from Wall Street to do that.” ~ Michael F. Price


  • Iron Capital Perspectives
  • November 17, 2023
  • Iron Capital Advisors

Episode 7: Creating Investment Plans

You ask, we answer: A YouTube viewer asked how we go about putting an investment plan together for a client. Chuck and Michael discuss the process, and the difference between an investment plan and a financial plan. Let’s explore.


  • Iron Capital Perspectives
  • October 31, 2023
  • Iron Capital Advisors

Episode 6: Can We Explain It Simply?

Einstein is credited with saying that if you truly understand something, you can explain it simply. So we’re taking on a challenge: Can Chuck explain investing to two seventh-graders? Let’s find out.