Talking Real Money - Investing Talk
1,893 episodes — Page 7 of 38
Why Try?
In today's episode:0:33 Investing Truths Uncovered1:38 The Fallacy of Active Management2:55 Diversification and Market Cycles5:23 Autopilot Investment Strategies6:58 Trusting Long-Term Data9:19 Historical Returns Explained11:49 The Power of Index Funds13:03 Listener Questions and Insights19:03 Young Investors and Market Perceptions19:59 Understanding Fund ExpensesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Financially Illiterate?
Now, the rest of the Saturday show:0:52 The Biggest Heist in History0:54 Financial Literacy: Are We Really Educated?2:35 The Three Questions of Financial Literacy5:10 Disappointment in Financial Knowledge5:16 Finding a Financial Advisor7:06 Preparing for Your First Advisor Meeting10:02 Researching Your Potential Advisor11:41 Understanding Fees and Conflicts of Interest13:21 Selling Your Home: Capital Gains Deductions17:54 Estate Planning and Probate Concerns19:37 The Importance of Pensions33:22 Understanding Pensions and Retirement Plans34:27 The Value of Employer ContributionsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Stocks Also Fall
From Saturday's show:0:34 US Stocks Take a Tumble4:44 Market Sentiment and Performance Analysis7:41 Listener Call: Financial Concerns12:00 Navigating Taxes and Annuities14:57 Personalized Financial Planning Importance17:46 The Challenge of Finding Good Advisors19:04 Fiduciary Responsibilities and Advisor Selection24:50 Decumulation Strategies for Retirement33:01 The Value of Professional Financial GuidanceLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
How Low Can They Go?
In today's podcast:1:27 Vanguard Cuts Fees2:34 Small Savings for Investors6:54 Customer Service Concerns8:22 Index Fund Clarity13:14 Dog Food Comparisons13:43 Listener Questions BeginLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Managed Bonds Better?
In today's podcast:0:44 Active vs Passive Fund Management1:40 The Bond Fund Debate3:01 Active Bond Management Challenges4:20 Vanguard's Role in Bond Funds5:46 Comparing Bond Fund Quality6:55 The Risks of Active Management13:34 Questions and Comments21:59 Self-Directed IRA Considerations24:22 Personal vs Business InvestmentsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Super Bowl Investing?
Here's Saturday's second radio hour:1:48 Super Bowl Betting Frenzy15:55 Long-Term Care Insurance Insights17:39 Evaluating Pet Insurance Costs31:52 Understanding Charitable Distributions36:51 The Podcast Production TeamLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Price of Protection
Here's the first part of Saturday's show:0:48 Real Money Basics3:22 Hedge Funds Uncovered5:15 The Role of AI in Investing6:12 Listener Questions Begin18:26 Performance and Client Feedback19:37 Understanding Fund Comparisons31:07 Navigating Closed-End Funds33:22 Strategies for Retirement IncomeLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Q&A on a Tuesday?
We needed a special edition:0:23 Opening the Question Pile2:58 Historical Reflections4:59 Tangents and Technology9:31 Retirement Fund Strategies11:19 Health Savings Accounts Explained13:35 Roth Contribution Changes15:23 Understanding Fund Prices18:54 Clarifying Roth IRA Confusion23:04 The Role of Financial AdvisorsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
It's Your Q
Here is this week's Q&A:1:41 High-Yield Savings Accounts Discussion5:05 Retirement Income Strategies8:52 Transforming Your Retirement Portfolio13:35 Rollover IRA InsightLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Modern Money Media
In today's big show:0:33 Social Media and Financial Advice1:14 The Risks of Finfluencers2:20 Regulation Gaps in Financial Advice5:52 Shaquille O'Neal's Financial Evolution7:14 Finding Reliable Financial Sources8:55 The Appeal of Meet Kevin11:51 Dave Ramsey's Legal Troubles13:09 Kevin's Family Life and Career14:52 Engaging with Our Listeners21:44 Navigating Avantis FundsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Retiremeet '25 - Part Two
From our live event in Bellevue, WA:1:32 Empowering Young Investors2:52 Overcoming Financial Knowledge Gaps4:05 Navigating Financial Information5:16 Transition to Tom's Return6:16 Food and Networking at Retire Meet7:18 Weather Woes and Retirement Concerns10:02 Addressing Retirement Purpose13:03 The Importance of Social Security14:17 Tom Takes Over the Show14:50 Callers and Financial Questions24:49 The Impact of Politics on Money31:00 Building a Personal Portfolio33:59 Joe's Annuity InquiryLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Retiremeet '25 - Part One
Don and Joey Saul-Sehy recorded live at Retiremeet.0:37 Live from RetireMeet 20252:13 Impressions of RetireMeet6:05 Lifestyle in Retirement8:38 Practicing Retirement9:54 Setting Up for Retirement14:00 Transitioning to Retirement14:56 Balancing Retirement Goals19:26 Long-Term Disability Insights27:13 Navigating Social Security34:50 Comprehensive Financial Planning35:52 Control in Retirement PlanningLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Pricey Shrubs
To start another week:0:27 Introduction to Hedge Funds1:57 Hedge Fund Slogans and Fees5:04 Hedge Fund Performance vs. S&P 5008:43 The Problem with Hedge Fund Strategies11:08 The Grift of Hedge Funds12:48 Listener Questions Begin15:48 Flashbacks to 2008 Financial Crisis17:19 Investing in ETFsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Más Preguntas
In this episode, we answer listener questions. We explore essential topics, starting with Chris's inquiry about medallion signatures and the support he received from Fidelity during a transfer. We talk about Doug's frustration regarding advisor performance versus index funds, emphasizing the need for performance evaluation. Joey's question about AI in financial management leads to a discussion on its supportive role, complemented by human emotional intelligence in advising. We also address concerns about the AVGE fund's fees and clarify the complexities surrounding deferred compensation as loan collateral. Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Market or Rules?
In today's podcast episode:0:45 Introduction to the Investment Debate2:26 The Case for Total Market Index Funds5:56 Performance Comparison: ETFs vs. Index Funds7:46 Understanding Risk in Investment Choices10:29 The Importance of Diversification14:07 Global Investing: A Broader Perspective15:07 Listener Questions: Asset Location Strategies17:56 Bond Investments: Tips vs. ETFs22:39 CD Ladders vs. Bond FundsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Hard to Grow
In this episode from Saturday's radio show:1:48 The Illusion of Gold7:13 Retirement and Investment Strategies8:52 Health Savings Accounts Explored12:53 The Dangers of Meme Coins15:54 Navigating Required Minimum Distributions25:19 Bond Funds and Market Stability28:56 Capital Gains Tax Insights34:14 Understanding IRMAA and Medicare CostsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Nvidia Crash
In this episode:0:56 Surprises in the Stock Market5:05 NVIDIA Stock Shock11:50 The Importance of Diversification19:32 Cryptocurrency and Meme Coins22:19 The Rise of Dogecoin26:03 The Trump Coin Phenomenon33:19 Investing Strategies for the FutureLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Like Moths...
In today's show: 0:59 The Allure of Hot Stocks6:22 Best International Funds Unveiled14:07 Choosing Your Equity Funds14:44 Listener Questions: Bond Fund Confusion18:20 Emergency Fund StrategiesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
More Than a Few Qs
Today, a passel of Q&A:3:07 Understanding Active vs. Passive Management5:43 Exploring Callable and Non-callable CDs9:06 Investing Strategies for Young Couples13:32 Navigating Investment Options for Retirement18:06 Customizing a Target Date 529 Fund22:23 Roth Conversions and Tax ImplicationsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
A Few Good Stocks
In this episode:0:38 Stock Market Insights2:35 The Power of Stock Selection5:40 The Challenge of Picking Winners11:23 Lessons from Netflix and Streaming12:53 Tax Loss Harvesting Explained17:58 Portfolio Questions from ListenersLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
US Best, But...
Taken from Saturday's radio show:4:59 The Power of Diversification6:50 Understanding Cash Management9:19 The Role of ETFs10:34 Interest Rates Explained13:06 The Impact of Risk14:06 Evaluating Financial Advisors15:34 Exploring Employer Plans17:45 Options for HSA Rollovers19:24 The Future of Your Investments25:04 Navigating Advisor Relationships27:27 Dividends and ETFs32:03 Managing Health Savings AccountsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Keep It Steady
Here is the first hour of Saturday's radio show:1:43 The Importance of Portfolio Rebalancing5:15 Understanding Stock to Bond Ratios6:25 Risks of Overexposure to Stocks9:08 The Need for a Financial Plan12:02 Insights on LLC and Estate Planning14:01 The Value of Professional Financial Advice15:01 Clarifying Investment Fees16:49 Balancing Debt and Investments19:23 The Role of International Investments21:43 The Psychology of Investing28:37 Early Retirement Planning34:52 Finding Purpose in RetirementLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Markets Also Fall
In today's exciting episode:0:26 What Goes Up Can Come Down0:47 The Stock Market Surge4:57 Preparing for Market Corrections7:33 Investor Strategies During Corrections15:01 Listener Questions Begin16:39 Investment Strategies for Retirement19:16 Financing Home ImprovementsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Tom & Roxy Day
We are swamped with typed Qs:0:27 The Bank's Profit Motive7:28 Social Security Strategies11:01 Traditional vs. Roth IRA Decisions13:50 ETF Trading Restrictions14:32 Understanding Social Security Projections18:37 Canadian Investment Insights27:13 Preparing for Retirement EducationLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Take it Seriously
In this episode:1:19 The Game of Investing4:02 The Roller Coaster of ARK Innovation5:21 Thematic Funds Explained8:11 International Perspective on Financial Leadership11:32 The Importance of Financial Backgrounds19:33 Listener Call: Investing Strategies22:15 Understanding Roth IRA Conversions24:59 Starting Over with Investments34:07 The Complexity of Financial PlanningLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Short Sweeps
In today's episode: 1:10 A 401(k) RMD Correction3:42 Brokers Paying Too Little?11:47 Vanguard Must Pay back $100 Million20:14 52-Week Money Challenge25:37 Callable CDs and Bonds34:08 Navigating Financial Advisors35:56 Retirement Planning InsightsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Money Talkin' Bros
On this rare guest episode:2:18 Getting to Know Joe Saul-Sehy8:21 Transitioning to Teaching and Broadcasting12:30 Exploring Stacking Benjamins Topics18:50 Understanding Speculation vs. Investment23:57 Upcoming Talk at RetireMeetLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Day of Q (and A)
It's Friday:2:05 Pension Account Insights8:10 Transitioning Investment Accounts10:16 Holiday Scam Awareness15:35 Whole Life Policy Concerns19:09 Cryptocurrency and CrimeLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Disagree with Dave
We revisit the great retirement date debate:3:16 Critique of Dave Ramsey's Advice3:25 Importance of Social Security Decisions5:34 The Impact of Life Expectancy7:17 Understanding Social Security Payments10:12 Common Reasons for Early Withdrawal12:48 Strategies for Maximizing Benefits13:37 Transition to Listener Questions18:54 Question on Roth IRA Eligibility21:48 Medallion Signature IssuesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Reverse 60/40?
Is 60/40 dead again:0:20 Vanguard's Changing Approach0:26 Stock and Bond Ratios Explored1:57 The Trouble with Market Timing2:38 Vanguard's Advice: A Shift in Strategy3:40 The 60-40 Portfolio Debate4:34 Caller Insights: 401k Strategies5:17 Building a Portfolio for the Future7:27 Target Date Funds vs. Index Funds14:13 Streaming Financial Education14:45 Accessing Financial Conferences15:51 The Importance of In-Person Events18:30 Evaluating Mortgage Payoff Decisions19:41 Navigating Social Security Benefits32:49 Simplifying Investment Strategies for New InvestorsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Looking Back
We look for lessons from the last 100 years:5:10 Stock Market Trends and Historical Returns9:47 Preparing for Future Market Downturns12:57 Navigating Social Security Benefits19:31 Buying a New Car: Cash vs. Financing19:46 The Confusion of Financial Information23:12 Social Security Planning and Inflation24:27 Understanding Required Minimum Distributions29:13 Strategies for Risk Management in Retirement32:09 Roth Conversions and Tax PlanningLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Easy Being Wrong
Today, let's talk about "expert" forecasts:0:32 Introduction to Predictions3:30 Wall Street's Flawed Forecasts7:13 The Problem with Market Timing11:56 Long-Term Investment Strategies14:52 Understanding Economic Indicators17:38 Market Trends and Personal Finances20:18 Universal Savings Accounts Explained23:33 Retirement and Saving Challenges23:48 Upcoming Events and Announcements27:58 Personal Anecdotes and Company InsightsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
A Whole Lot of Qs
Ah. Things are back to normal:2:52 Retirement Discrepancies Explained5:08 Understanding Collective Investment Trusts9:01 Holding Funds for Roth Contributions11:33 Top Five ETFs Revealed14:42 Options Beyond Roth IRAs17:38 Evaluating Active vs. Passive ManagementLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Greater Financial Clarity
In today's episode of TRM:1:58 Market Trends of 20243:44 Federal Reserve Decisions and Predictions6:38 Global Economic Factors8:19 The Rise of Cryptocurrency11:08 Corporate Dominance and AI13:22 Investment Strategies for 202515:23 Listener Questions and Financial AdviceLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Take a Pass on Pitches
In today's show:1:35 The Problem with Financial Pitches3:43 The Rise of ETFs5:55 The Bitcoin ETF Concern11:21 Insurance Strategies and Tips14:12 The Importance of Investment Vehicles16:22 Transitioning from Robo-Advisors25:00 Managing Cash Positions in PortfoliosLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
New Opportunities
In this episode:2:40 New Year, New Financial Resolutions5:16 Setting Concrete Financial Goals8:41 Strategies for Financial Success14:11 Listener Questions and Financial Advice15:26 Planning Retirement Income Streams17:32 Managing Fixed Income Investments28:49 Consolidating Retirement Accounts35:35 Vanguard Proxy Voting DiscussionLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Big BetCoin
In today's episode:0:34 Irrational Exuberance Redux1:52 The Rise of Bitcoin3:05 Larry Fink's Shift5:09 MicroStrategy's Bitcoin Strategy7:38 The Use Cases of Crypto9:52 Banking the Unbanked10:56 The Speculative Nature of Crypto13:06 401k Plans and Financial Advice16:45 Returning to Crypto19:08 The Dark Side of Crypto19:54 Closing Thoughts and QuestionsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Old is New
In this new year episode:0:51 New Year, New Perspectives3:09 Economic Concerns and President Trump's Inauguration6:46 Investment Strategies for Baby Boomers7:49 Listener Questions Begin19:10 Transition to Investment Accounts21:02 Time Shifting and Quantum Radio21:29 Diversifying Your Assets28:40 Real Estate Investment Trusts (REITs)29:10 Taxes and Moving Abroad37:57 Fiduciary Responsibilities and ConflictsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Paying for Retirement
In our first episode of the new year:0:33 Retirement Income Strategies2:53 Navigating Social Security Decisions5:43 Understanding Withdrawal Strategies12:13 The Importance of Flexibility14:46 Seeking Professional Guidance19:36 The Power of Lump Sum Payments22:49 Control Over Your Money25:00 Evaluating Investment Options32:13 Considering Annuities37:12 Building a Sustainable PortfolioLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Gen anXious
In the final episode of 2024:0:31 Gen X Retirement Worries2:02 Baby Boomers and Retirement Realities5:21 Starting Late but Not Too Late8:52 The Social Security Dilemma9:55 The Importance of Flexibility11:12 Taking the First Step11:59 Listener Questions Begin15:28 Understanding Advisor Fee StructuresLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Not So Safe
Welcome to today's podcast about risk and return:14:12 The Risks of CDs and Annuities19:31 Gambling vs. Investing31:16 Retirement Planning EssentialsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Skip This Party
In this episode:0:57 Holiday Cheer and Investment Fears4:02 Wall Street's Private Party Invitation5:09 The Costly Alternative Investments5:53 Confusion in Alternative Investments11:55 Social Security Changes Ahead14:21 Finding the Right Financial Advisor19:45 Understanding the ADV Form25:10 Red Flags in Financial Firms33:55 Rebalancing Your Investment PortfolioLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Ripping You Off
In this episode:0:35 Intro to Scams2:52 Recognizing the Scam6:41 Private Credit Investments8:19 Risks of Private Debt14:23 The Complexity of Collateralized Debt16:21 Investment Rules of Thumb17:10 Questions on Space Exploration ETFs21:44 Caution with Primerica25:53 Year-End OpportunitiesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Pre-Holiday Q and A
Don takes your questions:2:59 Bond Funds vs. Individual Bonds6:02 Starting a Custodial Roth IRA7:55 Building a Taxable Bond Hedge10:57 Rebalancing in RetirementLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Why Own Bonds?
In this episode:0:33 The Quest for Income2:02 The Risks of Reaching for Yield3:35 Investing in Bond Funds6:24 Understanding High-Yield Bonds8:41 The Quality of Bond Investments11:09 Rethinking Fixed Income Strategies13:03 Active vs. Passive Management14:02 Retirement Planning Insights15:52 Choosing a 529 Plan19:12 Pursuing Financial CredentialsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Bonds. Why, Bonds?
In today's show:2:07 Understanding Interest Rates and CDs5:11 Bond Investment Strategies19:29 Myths About Bonds20:41 Misconceptions About Bond Funds24:04 Understanding Risk and Return30:09 Metals and InvestingLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Retire With Purpose
On today's podcast:0:56 Retirement Planning and Purpose5:15 Finding Meaning Beyond Work6:10 The Value of Part-Time Engagement9:54 Navigating Retirement Accounts14:09 Deciding on Roth Conversions18:30 Market Timing and Investment Strategy24:32 Understanding Fund Diversification30:46 Adjusting Portfolio Allocations34:55 Smart Roth IRA Contributions37:32 Managing Risk in Retirement Planning41:38 Choosing the Right Financial AdvisorLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Tariffs and Investments
In today's episode:2:18 The Impact of Tariffs3:56 Unpacking Smoot-Hawley5:07 Market Timing Dilemmas8:13 Evidence from Professor Horstmeyer12:19 The Cost of Timing the Market13:23 The Importance of Diversification16:38 Annuities and Retirement Plans18:11 Tax Implications of 403B Plans19:29 Overthinking FinancesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
T&D Q&A
In today's Friday Q&A:0:27 Welcome to Q&A Day3:30 I-Bonds and Inflation Protection6:54 403B Resources and Options10:41 TSP Withdrawal Strategies13:39 Vanguard Fee Changes17:15 Mortgage Recasting DilemmaLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
The Money Talk
'Tis the Talkin' Season: 0:27 Holiday Season Reflections1:42 Discussing Money in Families3:24 Navigating Conversations with Kids4:47 The Complexity of Financial Discussions9:43 Strategies for Talking About Money11:42 Creating a Safe Space for Discussions14:51 Timing is Everything15:39 Unique Experiences and Conversations20:55 Understanding Investment Tools24:34 Audience Questions and Engagement26:43 The Cost of TechnologyLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!