Episodes
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
In today's Q&A:
3:54 Question on 529 Plans
5:15 401k Considerations
6:57 Retirement Saving Strategies
9:46 ETFs and Fair Valuation
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Published 10/11/24
In today's show:
2:07 The Rise of Exchange-Traded Funds
4:20 Active Management vs. Passive Strategies
6:40 Choosing the Right Funds
9:06 The Performance of Popular ETFs
9:50 Trends in ETF Closures
11:18 Listener Questions Begin
14:56 Navigating 403B Fund Options
16:59 Mortgage Refinancing Considerations
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Published 10/10/24
In today's podcast (from Saurday's show):
5:54 Second Opinions Matter
7:07 401k Myths and Realities
9:54 Diversifying Investments
15:10 Safe Investment Strategies
18:40 The Future of Retirement
22:57 Social Media and Finance
28:10 Understanding Hodgepodge-itis
29:28 Rental Income Insights
32:17 Roth Conversion Strategies
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Published 10/09/24
From the Live Saturday Show:
0:03 Asheville Flooding Update
2:52 Introduction to Investing
6:29 The Pitfalls of Sector Investing
10:25 Importance of Diversification
14:47 The Role of Market Safety
17:44 Understanding M1 Finance
20:31 Critique of Private Credit
25:54 Risks of High-Yield Investments
30:31 Academic Perspectives on Alternatives
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Published 10/08/24
We start the week with:
0:04 Stock Picking Realities
7:33 Retirement Accounts and Health Savings Accounts
8:56 Living Abroad in Retirement
11:34 Experiences in Chattanooga
14:20 Set It and Forget It Funds
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Published 10/07/24
Questions answered about:
3:58 Retirement Contributions and Strategies
6:18 Selling the Airstream: A Personal Update
7:53 Roth IRA Questions Answered
11:12 Trusts and Estate Planning
14:42 Complex vs. Simple Investment Strategies
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Published 10/04/24
On today's show:
0:04 Social Security Decisions
8:49 Investment Strategies for Retirement
9:07 Roth IRA Conversion Insights
14:30 Exchange-Traded Funds Explained
17:46 Closing Remarks and Resources
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Published 10/03/24
In today's edition of TRM:
1:21 Interest Rate Changes and You
20:42 Inheriting and Managing Stocks
23:47 Advice Sources in the Digital Age
28:59 Understanding Market Reactions
35:45 The Reality of Investment Promises
36:44 Stock Market Speculations and Risks
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Published 10/02/24
In today's show:
6:18 The Crystal Ball Challenge
10:03 Predictions and Market Efficiency
14:11 Reflections on Market Predictions
18:20 The Nature of Financial Forecasting
27:18 Role Models in Investing
35:04 International Stock Fund Recommendations
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Published 10/01/24
In today's edition:
0:04 Introduction to Financial Types
2:43 Hedge Funds and Their Performance
5:22 The Illusion of Special Investments
5:51 Smart Investing Without Being Special
11:19 Questions from Listeners
14:19 The Fallacy of Predicting the Future
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Published 09/30/24
It's Q&A Day:
4:20 401k and Retirement Guidance
6:56 Investment Decisions with Real Estate
9:16 Risk Management in Business Ventures
11:59 Small Cap Value Allocation
16:47 Diversification with Small Cap Growth
18:26 Emerging Markets in Investment Strategy
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Published 09/27/24
In this podcast:
0:04 Remembering Bob Brinker
2:17 Hot Investments Today
7:32 Thematic Investing Challenges
8:22 Timing the Market Dilemma
12:18 The Dollar's Future
14:40 AJ's Financial Questions
20:24 Looking Ahead to Retirement
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Published 09/26/24
In today's edition:
1:05 Misleading Money Media
2:47 Who Needs Life Insurance?
9:40 Annuity Sales Grew
11:03 Move to a TAP Annuity?
19:31 How Long Will You Live?
25:22 Buy Bitcoin to Afford a Home?
35:17 Small Cap Annual Returns
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Published 09/25/24
In today's show:
0:01 The Federal Reserve's Role
5:06 Interest Rates and Their Impact
9:33 The Confusion of Rate Cuts
14:16 The Risks of Market Timing
15:34 The Danger of Misinformation
20:53 Meme Stocks and Their Longevity
25:11 Understanding Palantir
27:06 Social Security Decisions
33:34 The Importance of a Financial Plan
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Published 09/24/24
In this episode:
2:44 The Rise of Investment Funds
6:17 The Dangers of Single Stock ETFs
14:07 Understanding 1031 Exchanges
20:39 Engaging with Our Audience
22:12 The Debate on Active Bond Management
27:03 The Challenges of Active Fund Management
35:55 Navigating the Market Landscape
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Published 09/23/24
In this exciting edition:
0:03 Introduction to Financial Normalcy
3:50 The Retirement Worry
6:28 The Gray Area of Investing
13:23 The Importance of a Financial Plan
21:03 Portfolio Questions and Strategies
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Published 09/17/24
In this Q&Apisode:
0:04 Stock Market Insights
3:05 Questions from Listeners
3:31 International Investment Concerns
8:45 Portfolio Housekeeping
11:53 Charitable Distributions Explained
14:35 401(k) Allocation Strategies
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Published 09/13/24
Today, we discuss:
5:34 The Case Against the Penny
7:12 Daylight Savings Time Debate
8:27 Worthless Financial Instruments
11:24 The Cryptocurrency Conundrum
13:14 Rollover Strategies Explained
23:00 The Weirdness of Today’s World
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Published 09/12/24
In this episode:
1:54 Election Investing and Other Gambling
6:40 Understanding Financial Futures
14:32 Navigating Roth IRA Withdrawals
20:16 The Importance of Financial Planning
26:53 Pay Yourself First
28:57 Target Date Funds Explained
38:25 Transitioning to Vanguard
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Published 09/11/24
In this episode:
1:29 The High Price of High Dividends
18:35 The Importance of Staying Invested
21:04 Market Fluctuations and Trading
29:08 Understanding Asset Allocation
31:56 The Value of Asset Location
35:39 Rebalancing for a Better Portfolio
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Published 09/11/24
To start the week we tackle:
0:03 Election Biases and Money
2:17 Overcoming Recency Bias
3:34 Strategies Against Bias
6:42 Understanding Market Cycles
11:22 International Investment Options
13:30 Listener Questions and Insights
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Published 09/10/24
In the shortest Friday Q&A show ever:
2:20 Retirement Lump Sum Concerns
4:28 Transitioning Investment Accounts
6:58 Disclaimers and Financial Advice
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Published 09/06/24
In this episode we discuss:
3:17 The Illusion of High Returns
6:23 The Importance of Second Opinions
20:42 Charitable Giving Strategies
24:04 Transitioning from Real Estate
27:20 Tackling Hodgepodge-itis
35:25 The Role of Financial Planning
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Published 09/05/24