Issues With “Die With Zero” & Small-Cap Value – Karsten Jeske (Big ERN) | MHFI 280
Doug chats with Karsten Jeske (aka Big ERN) about his journey to early retirement, living frugally yet enjoying luxuries like travel, and the balance between saving & spending effectively. Karsten provides his thoughts on the book “Die With Ze
Mile High FI Podcast · Doug Cunnington & Carl Jensen
Audio is streamed directly from the publisher (episodes.castos.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Doug chats with Karsten Jeske (aka Big ERN) about his journey to early retirement, living frugally yet enjoying luxuries like travel, and the balance between saving & spending effectively. Karsten provides his thoughts on the book “Die With Zero”, analyzing its advice on spending & saving in retirement, and highlighting potential issues within its financial recommendations. He also addresses the controversial topic of investing in small-cap value stocks and analyzes historical performance. And of course, Doug & Karsten chat about a delicacy called asparagus.
Do you like the podcast and want to support the show? Follow the link to find out how: https://milehighfi.com/support/
Curious to know exactly what products Doug uses? Check out his Amazon lists below. *Affiliate links below, so if you buy something or spend money, we might earn a commission. That helps the show and doesn’t cost you anything extra. Thank you!
Want to order MHFI stickers/temporary tattoos or create your own custom stickers? Of course you do! We ALL do! Order them here using our affiliate link so that we might earn a commission: https://www.stickermule.com/dougcunnington
Links
- Connect with Karsten:
- Early Retirement Now, “How useful is the “Die With Zero” retirement approach? – SWR Series Part 60”
- Early Retirement Now, “Can we increase the Safe Withdrawal Rate with Small-Cap Value Stocks? – SWR Series Part 62”
- Early Retirement Now, “Small-Cap Value Stocks: Diversification or Di-WORSE-fication?
- Bill Perkins, “Die With Zero”
- Paul Merriman
- MHFI Facebook group
- Doug’s site
- Check out Producer Chris’s new blog: Epic Financial Journey
—
Join the Mile High FI Club – It’s the email list!
Get MHFi Merch – It helps support the show. Get t-shirts & more
**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won’t even make such a claim. You shouldn’t take the info as financial, legal, or tax advice. We aren’t certified financial planners or advisors. We’re not qualified for much. So get advice from professionals.**
Brought To You By:
The Doug Show, aka Affiliate Marketing & Side Hustles
Email the show: [email protected]
0:00 Introduction
10:34 Underspending & estate planning
16:35 Early retirement & time bucketing
22:30 Analysis of Die With Zero spending formula
30:52 Cherry-picking data
37:46 (Increased) spending in retirement
46:02 Exploring small-cap value stocks
53:04 Diversification or Di-WORSE-fication?
1:02:22 Future plans
1:07:28 Soundcheck – Parallel foods