Emotions are good for many things, just not for investing. Tom and Don discuss the many money moods that can be financial future killers. Plus, we hear from listeners about: A 401k that only offers Principal products. What is...
The fallout from Silicon Valley Bank's failure continues to impact the investing markets. Should you be concerned? What should you do? Plus, listeners want to know the following: Who writes those almost identical stock market headlines and if pros can trade, why can't we? Why does Apella Wealth lis…
Are stocks and bonds not good enough for you? Why not take on some of those sophisticated investments used by college endowments? We'll tell you why not. Plus, another reason to avoid individual stocks; lying. Then, onto your...
Tom and Don discuss the collapse of Silicon Valley Bank and what it means for you and your portfolio. We also talk about the "run" on Social Security as retirees take early withdrawals in a panic. We then take your questions:...
Today's questions and comments include the following: Another way to fund a child's Roth IRA. Can regular in-service transfers be made from a bad SEP-IRA into a traditional IRA? Does using a margin loan to buy commercial real...
Another academic study looks at a popular, structured market timing system based on the relative valuation of stocks. Has it worked? How does Vanguard Small Cap Value ETF complare with the Vanguard Russell 2000 ETF? Why are t...
Every so often, a group of investing "experts" suggest that investing in cash is better than owning stocks. Last year, with rates near zero, that was terrible advice, but what about now? The listeners ask: How do you calculat...
You can now legally bet on the stock picks of "Mad Money" host Jim Cramer. Yes, now there are even ETFs for that. Tom and Don discuss these new products and what part they should play in your financial life. Beware of the ETF with the symbol VBAL. Finally, we discuss what most people think about fi…
Many consider the key to wealth to be highly leveraged real estate. Using borrowed money to buy properties magnifies your return. What could go wrong? Well, leverage cuts two ways. WHEN prices fall, your losses also multiply....
In today's question and answer episode, Don answers these questions: Does a non-deductible IRA make sense? How is the cost basis of restricted stock units determined? Does it make sense to have an expensive small-cal value fu...
WARNING: Some Millennials will be offended by the logical conclusions reached in this episode. With so many technological innovations, we occasionally think that very new technology must make sense. One example of this tenden...
Don continues from Retiremeet 2023 talking with tax planning expert, Diana Bacon about the importance of long-term tax planning. Then, Tom finally drops by for a few minutes to explain how you can watch. Apella Wealth's Direc...
Don discusses the importance of planning from the 9th annual Retiremeet event from Bellevue, WA in February 2023. Dimensional Fund's Apollo Lupescu spends a few minutes with Don prior to his presentation. Plus, Don talks with...
When saving for retirement, either in a employer-plan or using IRAs, how do you decide whether to take the tax-deduction and pay taxes later or get lifelong tax-free growth using the Roth option? Then, listeners ask: When is ...
We are thrilled that Dimensional Funds made the Barron's Top Funds list. However, this is a hollow victory, at best (and speaking of victory...). What makes a great fund group? Then we hear from you: Who provides the best ret...
In this episode we explore our propensity to fall for financial lies, both big and small. Even the most sophisticated can get taken in by a slick con artist or a smooth broker. Then, we wade into a bunch of great calls: How d...
CBS News Business Analyst, joins Tom to discuss money, investing and her latest book, The Great Money Reset. Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Comments? Click!
On this Q&A episode, listeners ask: Where is the best place to start investing at age 13? Is it better to just have VT versus using VTI and VXUS? Are non-deductible IRAs worthwhile? How should I allocate assets between growth and value? Learn more about your ad choices. Visit megaphone.fm/adcho…
Tom and Don explore Retiree's biggest retirement regrets. Of course, the biggest one is not having enough money. Then, we respond to listeners: One shares a story of an overfunded 529 plan and a new bonus. Another seeks advic...
"Experts" have been been writing books filled with investing advice for over 300 years. After all of that information, why are we still such lousy investors? Plus, a couple of listeners join in: What impact will rising debt have on the economy and investments? A young investor requests our opinion …
Do you have an old 401k or 403b languishing in some bad investments? Maybe it's time to get those rolled over into something better. We hear from lots of listeners: How can the cost basis of multiple funds we determined? Can I-Bond interest be declared annually, even though it's deferred? Where sho…
Yet another study of Jim Cramer's stock shows just how bad his prediction have been. You would have been better off shorting his picks. Plus, we hear from you: How do you move money from one "advisor" to another? How can you ...
After a bit of a troubled trip to Hawaii, Tom turns to ConsumerMan, Herb Weisbaum to discuss your rights and protections when travelling by air. Learn more about your ad choices. Visit megaphone.fm/adchoices Questions? Commen...
Another great Q&A episode with a surprise ending: We start with a question on money market funds. Where can one get more information on Medicare options? Why do people manage active mutual funds when they must know they can't win? A caller with a good mic has a broker who can systematically inv…
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