In today's show: 1:35 The Problem with Financial Pitches 3:43 The Rise of ETFs 5:55 The Bitcoin ETF Concern 11:21 Insurance Strategies and Tips 14:12 The Importance of Investment Vehicles 16:22 Transitioning from Robo-Advisor...
In this episode: 2:40 New Year, New Financial Resolutions 5:16 Setting Concrete Financial Goals 8:41 Strategies for Financial Success 14:11 Listener Questions and Financial Advice 15:26 Planning Retirement Income Streams 17:3...
In today's episode: 0:34 Irrational Exuberance Redux 1:52 The Rise of Bitcoin 3:05 Larry Fink's Shift 5:09 MicroStrategy's Bitcoin Strategy 7:38 The Use Cases of Crypto 9:52 Banking the Unbanked 10:56 The Speculative Nature of Crypto 13:06 401k Plans and Financial Advice 16:45 Returning to Crypto 1…
In this new year episode: 0:51 New Year, New Perspectives 3:09 Economic Concerns and President Trump's Inauguration 6:46 Investment Strategies for Baby Boomers 7:49 Listener Questions Begin 19:10 Transition to Investment Acco...
In our first episode of the new year: 0:33 Retirement Income Strategies 2:53 Navigating Social Security Decisions 5:43 Understanding Withdrawal Strategies 12:13 The Importance of Flexibility 14:46 Seeking Professional Guidanc...
In the final episode of 2024: 0:31 Gen X Retirement Worries 2:02 Baby Boomers and Retirement Realities 5:21 Starting Late but Not Too Late 8:52 The Social Security Dilemma 9:55 The Importance of Flexibility 11:12 Taking the F...
Welcome to today's podcast about risk and return: 14:12 The Risks of CDs and Annuities 19:31 Gambling vs. Investing 31:16 Retirement Planning Essentials Learn more about your ad choices. Visit megaphone.fm/adchoices Questions...
In this episode: 0:57 Holiday Cheer and Investment Fears 4:02 Wall Street's Private Party Invitation 5:09 The Costly Alternative Investments 5:53 Confusion in Alternative Investments 11:55 Social Security Changes Ahead 14:21 Finding the Right Financial Advisor 19:45 Understanding the ADV Form 25:10…
In this episode: 0:35 Intro to Scams 2:52 Recognizing the Scam 6:41 Private Credit Investments 8:19 Risks of Private Debt 14:23 The Complexity of Collateralized Debt 16:21 Investment Rules of Thumb 17:10 Questions on Space Ex...
Don takes your questions: 2:59 Bond Funds vs. Individual Bonds 6:02 Starting a Custodial Roth IRA 7:55 Building a Taxable Bond Hedge 10:57 Rebalancing in Retirement Learn more about your ad choices. Visit megaphone.fm/adchoic...
In this episode: 0:33 The Quest for Income 2:02 The Risks of Reaching for Yield 3:35 Investing in Bond Funds 6:24 Understanding High-Yield Bonds 8:41 The Quality of Bond Investments 11:09 Rethinking Fixed Income Strategies 13...
In today's show: 2:07 Understanding Interest Rates and CDs 5:11 Bond Investment Strategies 19:29 Myths About Bonds 20:41 Misconceptions About Bond Funds 24:04 Understanding Risk and Return 30:09 Metals and Investing Learn mor...
On today's podcast: 0:56 Retirement Planning and Purpose 5:15 Finding Meaning Beyond Work 6:10 The Value of Part-Time Engagement 9:54 Navigating Retirement Accounts 14:09 Deciding on Roth Conversions 18:30 Market Timing and I...
In today's episode: 2:18 The Impact of Tariffs 3:56 Unpacking Smoot-Hawley 5:07 Market Timing Dilemmas 8:13 Evidence from Professor Horstmeyer 12:19 The Cost of Timing the Market 13:23 The Importance of Diversification 16:38 ...
'Tis the Talkin' Season: 0:27 Holiday Season Reflections 1:42 Discussing Money in Families 3:24 Navigating Conversations with Kids 4:47 The Complexity of Financial Discussions 9:43 Strategies for Talking About Money 11:42 Cr...
In this episode of "Talking Real Money," Don and Tom delve into a topic that intertwines personal finance with broader societal issues, sparked by a tragic event—the assassination of a CEO from the health insurance sector. Th...
In this episode from Saturday's show: 2:59 Market Valuations: Time to Worry? 5:07 Selling Winners: A Different Approach 7:22 The Lost Decade: Lessons from History 13:45 Global Risks: Beyond the U.S. Market 22:05 Target Date F...
In today's episode: 0:10 Scams During the Holiday Season 2:39 Smart vs. Stupid Scammers 6:32 Phone Scams: Who to Trust? 7:54 Recent Scams and Ponzi Schemes 10:07 Believing in Scams 10:59 Trust No One 15:16 Protecting Yourself...
In today's show: 0:25 Start at the End 2:18 Understanding Your Spending 7:24 Importance of Knowing Your Spend 14:27 Begin Your Retirement Journey 16:14 Questions from Listeners Learn more about your ad choices. Visit megaphon...
In this episode: 2:21 Ten Reasons to Be a Thankful Investor 8:01 The State of the U.S. Economy 9:12 Reflections on the Recent Election 10:05 Financial System Stability 13:35 The Art of Excess 14:58 The Impact of AI 16:21 Valu...
In this first part of Saturday's radio show: 4:52 International vs. U.S. Investments 12:43 Planning for Retirement Taxes 14:13 The Importance of Financial Advisors 16:48 Wills and Family Dynamics 19:24 Money Matters in Legacy...
In this edition: 0:39 Market Crashes and Personal Memories 5:05 Technology and the New Market Paradigm 7:34 The Real Estate Bubble of 2007 10:38 Predictions and the 2008 Financial Crisis 13:31 The Challenge of Predicting the...
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