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 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
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
Published 09/05/24