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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices....
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about...
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit...
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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? Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
Published 10/15/24