In this show we discuss: 1:12 Parents' Influence on Money Behavior 2:22 Impact of Childhood Money Habits 9:45 Retirement Dilemma Discussion 13:45 Tax Planning Considerations 17:00 Managing Real Estate Assets 20:49 Annuity Eva...
In this episode: 3:40 A Potential Problem with Some ETFs. 10:12 Understanding Standard Deviation in Investing 14:34 Holding a Diversified Portfolio 19:41 Comparing Avantis and Vanguard Funds 21:29 The Impact of Index Funds on...
In today's skeptical episode: 0:04 Introduction: The Importance of Trust in Finance 3:09 The Market's Trustworthiness: A Closer Look 5:29 Misconceptions About the Market: Zero-Sum Game 9:53 Addressing Market Manipulation and Trust Issues 13:42 Managing Emotional Responses to Market Fluctuations 17:…
Don takes on more of your queries: 1:45 Listener Experience with Vanguard and Robinhood 5:23 Taking Advantage of Robinhood's Promotion 6:45 Vanguard's New Fees and the $100 Exit Fee 10:08 Annoyance Fees and Pricing Structures...
In this podcast: 0:04 Retirement Reflections 21:06 Stock Inclusion Dilemma 22:27 Managing Stock Movements 25:06 Value of Free Financial Help Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? ...
In this episode: 0:04 The Problem with Dave Ramsey's mutual fund advice 5:14 Importance of Second Opinions in Investing 11:21 Retirement Income Strategy and Dividend Reinvestment 16:07 Creating Income in Retirement 21:00 Financial Advice and Misinformation 27:15 Overcoming "Hodgepodge-itis" in Inve…
When it comes to money, we make a lot of investing mistakes. Today, we talk about: 3:30 The Seven Deadly Sins of Wealth Management 14:59 Seeking a Second Opinion 21:05 Not Making Cash the King & Letting Dollars Be Lazy 22:50 ...
In this episode, we discuss the high price of home and auto insurance: 0:04 Midwest Storms and Insurance Costs 1:48 Home and Auto Insurance Rate Increases 4:03 Reinsurance Companies and Rate Hikes 5:23 Factors Impacting Insur...
This week's topics: 1:19 Company Stock Purchase Program Dilemma 4:43 Investing Strategies for a 24-Year-Old 7:06 Listener Input on IPOs and Conservative Fund Options 10:05 Retirement Planning with a Large Investment Portfolio...
In This Episode: 1:15 Inaccessible Home Equity 2:24 Tempting Yet Tricky Home Equity Options 3:31 Exploring New Financing Frontiers 4:01 The Evolution of Reverse Mortgages 5:07 Weighing the Home Equity Loan Dilemma 6:11 An Unconventional Option: Home Profit Sharing 7:11 Unpacking Home Profit Sharing…
Topics in the episode: 2:02 The Dow Jones Industrial Average 5:23 Financial Second Opinions 10:35 Roth Conversions and Financial Planning 13:45 Trusting Financial Data 16:43 Financial Phone-In Questions 19:11 Vanguard Advisor...
Today we discuss: 1:00 Money and Happiness 5:31 Second Opinions 12:50 Microphone Woes 27:04 Hodgepodgeitis 37:04 Retirement Account Diversification Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Com...
Here's what in this episode: 1:02 Understanding the Psychology of Money 2:32 Rethinking Financial Advisor Terminology 3:27 Rise of Financial Therapy Certification 4:17 Impact of Money on Mental Health 7:17 Overcoming Financia...
In this week's Friday Q&A: 1:52 ETF Purchasing Best Practices 2:53 Avoid Overthinking and Minutiae 5:37 Making Financial Decisions and Pension Options 7:51 Investing Strategy and Career Reset 11:24 Comfort in Financial Decisi...
In this episode we discuss a trading staregy combined with a multi-level marketing scheme MLMs in general. 5:27 Second Opinions and Financial Decisions 8:49 Learning and Correcting Mistakes 12:37 Multi-Level Marketing and Tr...
In this episode, recorded on Saturday May 22: 0:04 Pre-Memorial Day Weekend Banter 4:00 Focus on Investing Mistakes with Christine Benz 4:54 Portfolio Building and Managing Mistakes 18:30 Being Patient vs. Hands-Off Investing...
In today's episode: 0:04 The Trust Issue 2:43 Custodians and Fiduciaries 3:12 Finding True Fiduciary Help 3:53 Fee-Only vs Fee-Based 5:43 Various Compensation Models 8:02 Understanding Terminology 10:52 Brokercheck.org Exploration 12:08 Where to Find Trusted Advisors 13:56 Vetting Financial Advisor…
In this episodes, Don answers listeners questions about: 3:15 Seeking a Fee-Only Fiduciary Advisor for Aging Parents 6:24 Uncovering Red Flags in Financial Advisor Disclosures 11:44 Evaluating the Dodge & Cox Income X Bond Fu...
In this episode: 1:16 Affinity Fraud in the Military 3:54 Unveiling Investment Fraud in the Military 11:57 Building Trust in Financial Relationships 14:00 Maintaining Boundaries in Financial Relationships 19:33 Trusting Third...
Can a fiduciary fee-only advisor make you more money, even after expenses. Vanguard says, "yes!" We talk about some of their findings and more: 3:53 Cost-Effective Implementation and Rebalancing 6:20 Financial Future and Advisor Second Opinions 7:16 Asset Location and Withdrawal Strategies 9:00 Hod…
In this episode: 0.54 America's Obsession with New Media and Gurus 1:55 The GameStop Saga Begins 2:43 Reddit's Influence on GameStop Stock 3:33 Lessons from the GameStop Rollercoaster 5:20 Seeking a Second Opinion in Investing 6:19 The Stupidity in Following Stock Recommendations 7:03 GameStop Stoc…
We don't often have guests, but we do, from time to time, invite some of the best minds in money management to join us. Author and financial educator, Dan Solin spends time with us this week to share some wisdom from his late...
On the week's question and answer session, Tom and Roxy take written questions from listeners about: Social Security spousal benefits. Moving Emergency Cash Short-Term Cash Options Portfolio Diversification AVGE vs. BND Allocation Real Estate Sales and Tax Planning Learn more about your ad choices.…
Was retirement really better in thge past? Have 401k plans been a retirement income benefit or detriment? Might there be a better way to insure a secure retirement income? We also explore the difference in long-term returns b...
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