Inbox Question | Leveraged ETFs for Supercharging Retirement Savings
Big Picture Retirement®
Devin Carroll
4.7 • 545 Ratings
🗓️ 23 April 2026
⏱️ 5 minutes
🧾️ Download transcript
Summary
Kevin asks about using leveraged ETFs (2x and 3x return) for his retirement savings. LEverage
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Transcript
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| 0:00.0 | Welcome to the Big Picture Retirement Show. |
| 0:07.6 | Today, we're going to the inbox to answer questions sent in by you, our listeners. |
| 0:12.3 | Now, if you'd like to send us a question, just head over to big pictureretirement.com and click the Ask a Question tab in the top menu. |
| 0:18.9 | Oh, and just a quick reminder. |
| 0:19.9 | On this podcast, we provide |
| 0:22.0 | general information and not specific tax, legal, or financial advice. But if you're ever ready |
| 0:28.3 | to move from the broad education we provide here to personalized advice that's specific to you, |
| 0:34.7 | you can find links to our websites down in the description. Now let's jump in |
| 0:39.1 | to today's question. John, today's question comes from Kevin the Aggie. I'm going to assume |
| 0:50.1 | Kevin is from Texas. Well, he had probably at least went to Texas A&M. |
| 0:55.4 | Yes. |
| 0:56.1 | So he said that leveraged ETFs outperform their non-leveraged versions. |
| 1:02.2 | That was his opening statement. |
| 1:03.4 | Yes. |
| 1:03.8 | However, I understand that there's some sort of resetting each day. |
| 1:07.6 | Can you explain what this means and why this may or may not be appropriate |
| 1:12.4 | for retirement? I'm diligently saving for retirement in four years. Okay, that very first sentence |
| 1:19.2 | that leveraged ETFs outperform their non-leverage version. So let's back up from that. |
| 1:23.8 | Yeah, I was going to say, because there's a so long as... Yes. Yes. Right. Right. And a few things we |
| 1:30.7 | could say after that. Yes. All right. So what a leveraged ETF is, is something that will give you two times or three |
| 1:38.1 | times the return of something. And they do that through managing options, right? So, for example, if you buy a S&P 500 leveraged, |
| 1:47.7 | two times leveraged, then whatever the S&P 500 returns, you get twice that. That's right. |
... |
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