Episodes
In this episode:
1:17 Just Invest in Something
5:08 Portfolio Management Strategies
7:07 Insurance and Car Accidents
11:58 Emergency Funds in Retirement
12:54 Home Equity Considerations
23:46 Managing Debt and Savings
26:11 Retirement Planning Thoughts
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Published 11/20/24
In the first hour from Saturday's show:
1:31 Is Buffett Sends a Message?
18:20 The Perils of Timing the Market
19:42 The Mystery of Warren Buffett
20:04 Analyzing Investment Strategies
20:13 Understanding Portfolio Diversification
20:15 Managing Retirement Income
20:20 The Importance of Proper Planning
20:23 The Fight Against Financial Misinformation
20:33 Navigating Social Security Concerns
37:14 Preparing for the Future at RetireMeet
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Published 11/19/24
On today's show:
5:21 State of America's Wallet.
9:10 Credit Card Conundrum.
10:36 The Car Cost Crisis.
12:50 Housing Market Woes.
14:45 Future of Financial Advisors.
19:19 Navigating Advisor Changes.
25:28 Dividend Dilemma.
28:50 Understanding High-Dividend Stocks.
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Published 11/18/24
In today's Q&A:
4:13 Non-Qualified Annuities Explained
9:37 Roth Contributions and Eligibility
12:01 Preparing for Retirement Gaps
16:48 Diversifying Your Investments
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Published 11/15/24
In the second past or our special edition:
0:27 Introduction to Myths and Mistakes
3:07 The Importance of Diversification
9:35 Debunking Investment Complexity
12:06 Understanding Risk in Investing
15:26 The Zero Sum Game Myth
17:42 Recap of Key Myths and Mistakes
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Published 11/14/24
In part one of our two-part special:
0:33 Introduction to Myths, Lies, and Mistakes
4:26 Myth One: I Got a Guy
5:21 Myth Two: The Future Can Be Predicted
11:00 Myth Three: Starting Too Late
14:47 Myth Four: Wealth Without Risk
19:02 Myth Five: Believing in Individual Stocks
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Published 11/13/24
In today's episode:
0:32 American Dream of Home Ownership
3:36 Renting vs. Owning
7:40 The True Cost of Homeownership
12:22 Real Estate as an Investment
14:57 Inheriting Retirement Savings
16:20 Questions from Listeners
18:57 Building Wealth Sensibly
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Published 11/12/24
To start a new week:
0:27 Safe Investments Unveiled
1:16 Meme Stocks and Market Risks
3:18 The Fragility of Commercial Real Estate
5:27 The Illusion of AAA Ratings
7:52 Investing Beyond the Illusion of Safety
11:32 The Dangers of Chasing Yield
12:41 Financial Planning vs. Target Date Funds
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Published 11/11/24
Here are this Fridays Qs and As:
2:07 Converting Traditional IRA to Roth
7:32 Simplifying Financial Jargon
10:45 Roth 401k Allocation Advice
13:53 Evaluating the Stash App
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Published 11/08/24
In This Podcast:
0:29 Latest Phone Scam
2:24 Connections Between Money and Mental Health
6:46 Understanding Antidepressant Trends
9:23 Media's Role in Financial Anxiety
10:14 The Importance of Keeping a Journal
11:21 Long-Term Thinking for Financial Health
14:01 Homeowners Association Woes
14:36 Managing a 401k Profit Sharing Plan
18:41 Diversifying Bond Investments
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Published 11/07/24
On the second half od Saturday's radio show:
2:20 The Smarmy Side of Financial Advice
3:20 Trust Washing and Ethical Standards
4:58 Paying for Credibility
7:01 Finding the Right Financial Advisor
10:31 The Importance of Fiduciaries
11:56 Checking Disciplinary Histories
14:09 Creating Income from Investments
18:16 Bond Ladders Explained
19:54 Health Issues and Retirement Thoughts
21:05 Inheriting Stock Portfolios
32:11 Evaluating Inherited Stocks
33:39 Vanguard's Big...
Published 11/06/24
In this first hour of Saturday's show:
1:23 Game Time Decisions
3:16 The Impact of Sports Betting
5:10 Gambling vs. Investing
8:47 The Appeal of Instant Gratification
10:37 The Risks of Individual Stocks
21:00 Home Bias in Investing
23:19 The Dangers of Company Loyalty
30:06 Evaluating Robo-Advisors
33:26 Charitable Giving Strategies
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Published 11/05/24
In today's episode:
0:26 40 Years of Thick Skin
2:11 Worst Reviews Uncovered
5:18 Complexities of Social Security
13:01 The Close of the Reading
14:10 Economic Landscape Discussion
17:37 Look at All 401k Fees
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Published 11/04/24
Please note that there will be no 11/1/24 Q&A episode. Don is out of commission for a few days.
In Thursday's episode:
0:29 Understanding Financial Professionals
2:42 Choosing the Right Advisor
4:40 Types of Financial Compensation
6:49 Distinguishing Financial Advisor Roles
9:54 The Importance of Fiduciaries
11:48 Avoiding Common Pitfalls
15:15 Questioning Retirement Strategies
20:44 Evaluating Investment Guarantees
21:49 Comparing Investment Options
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Published 10/31/24
In this episode:
0:59 A Double Dipping Advisor
3:41 The Flaws of High Fees
9:01 Understanding Investment Classes
15:12 Simplifying Investment Strategies
19:40 The Burden of Household Debt
21:49 The Psychology of Debt
24:29 The Costs of Luxury Cars
27:59 Considering Roth Conversions
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Published 10/30/24
In this episode:
3:22 The Pension Predicament
4:42 Retirement Funding Choices
5:10 Historical Perspective on Retirement Plans
7:57 Today’s Retirement Landscape
10:07 Future of Pensions
14:03 No Guarantees in Retirement
14:34 Importance of Retirement Planning
15:54 Listener Question: 401k Strategies
19:37 Halloween Spending and Traditions
24:51 Cost of Halloween Treats
28:15 Candy Industry Insights
30:45 Fidelity ETF Discussion
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Published 10/29/24
On Today's Show:
0:29 Crypto Internet Dirt Bags.
4:22 Crypto Scams and Market Warnings.
8:11 Advertising and Podcast Integrity.
10:40 Bitcoin Predictions and Speculations.
12:58 Social Security Strategies and Timing.
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Published 10/28/24
On Today's Q&A:
1:30 Bond Investment Questions
6:00 Understanding Bond Market Fluctuations
9:30 Schwab Intelligent Income Explained
12:09 Transitioning to Vanguard Roth IRA
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Published 10/25/24
From Saturday's Show, Hour Two:
1:28 Market Shifts and Inflation Realities
3:23 Real Rate of Return Explained
5:10 Listener Call: Retirement Investment Strategies
8:07 Converting IRAs and Tax Planning
10:38 Social Security Decisions and Strategies
13:48 The Cost of Waiting for Social Security
15:56 Understanding Contingent Deferred Annuities
18:35 High Fees in Complex Annuities
19:58 Annuity Products and Their Risks
21:59 Listener Call: Inheriting Money and Risk
24:44...
Published 10/24/24
Here is Saturday's show, Part One:
1:22 The Bull Market Anniversary
1:50 Understanding Market Fluctuations
5:28 The Role of Diversification
12:37 The Truth About Financial Advice
17:20 Critique of Robert Kiyosaki
20:55 Inherited Roth 401k Options
24:55 Listener Investment Success Story
29:16 The Importance of Diversification
30:58 Exploring Market Timing and Performance
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Published 10/23/24
This week:
2:42 Exploring 529 Plans and Retirement Strategies
4:17 Merch and Home Investments
5:26 Clarifying Roth IRA Rules
7:38 Advanced Tax Planning Insights
11:13 Evaluating Reverse Mortgages
13:56 Assessing Financial Strategies
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Published 10/18/24
From the second half of Saturday's show:
0:28 Death Insurance: A Necessary Discussion
8:02 The Case Against Whole Life Insurance
9:53 The Ignored Mid-Cap Index Funds
11:45 Transitioning to Bonds: When Is Right?
18:45 Evaluating Real Estate Investments
22:23 Florida Condo Market Changes
22:37 Understanding Investment Recommendations
33:46 Retirement Funds: Where to Start?
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Published 10/17/24
From last Saturday's radio show:
5:16 Hurricanes and the Stock Market
13:03 Predicting Markets vs. Hurricanes
15:33 The Role of Luck in Investing
20:27 Understanding Bid-Ask Spreads
24:43 Market Orders Explained
34:03 Portfolio Management Strategies
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Published 10/16/24
In today's holiday shortened week episode:
0:03 The Argentinosaurus of Investing
2:04 Can AI Predict Market Movements?
7:23 Will AI Outperform Index Funds?
11:29 The Rise of AI in Finance
14:40 Strategies for Your Brokerage Account
20:01 Final Thoughts on AI and Investing
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Published 10/15/24