Talking Real Money - Investing Talk
1,895 episodes — Page 8 of 38
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!
Care vs. Cash
In this episode of "Talking Real Money," Don and Tom delve into a topic that intertwines personal finance with broader societal issues, sparked by a tragic event—the assassination of a CEO from the health insurance sector. The show starts with a call from a listener seeking advice on legacy stock holdings. Later, they discuss active versus passive ETFs.Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Time to Sell?
In this episode from Saturday's show:2:59 Market Valuations: Time to Worry?5:07 Selling Winners: A Different Approach7:22 The Lost Decade: Lessons from History13:45 Global Risks: Beyond the U.S. Market22:05 Target Date Funds: Pros and Cons32:54 Advisor Shopping: Finding the Right Fit36:52 Retirement Planning: G Fund ConcernsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Holiday Hustlers
In today's episode:0:10 Scams During the Holiday Season2:39 Smart vs. Stupid Scammers6:32 Phone Scams: Who to Trust?7:54 Recent Scams and Ponzi Schemes10:07 Believing in Scams10:59 Trust No One15:16 Protecting Yourself Online19:56 Investment Questions from ListenersLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Fri-Day-o'-Qs
In today's Q&A:2:15 Separately Managed Accounts Discussion4:04 Exploring Real Estate Investments7:03 Dividend Income vs. Selling ETF Shares12:41 Total Return Strategy Explained17:33 Asset Allocation Insights19:42 Personal Investment Strategies RevealedLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Investing Backward
In today's show:0:25 Start at the End2:18 Understanding Your Spending7:24 Importance of Knowing Your Spend14:27 Begin Your Retirement Journey16:14 Questions from ListenersLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Investor Gratitude
In this episode:2:21 Ten Reasons to Be a Thankful Investor8:01 The State of the U.S. Economy9:12 Reflections on the Recent Election10:05 Financial System Stability13:35 The Art of Excess14:58 The Impact of AI16:21 Value in Asset Classes28:48 Speculation and Risk32:23 Managing IRA Investments36:01 Strategies for Successful InvestingLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
US High, Them Low?
In this first part of Saturday's radio show:4:52 International vs. U.S. Investments12:43 Planning for Retirement Taxes14:13 The Importance of Financial Advisors16:48 Wills and Family Dynamics19:24 Money Matters in Legacy Planning21:18 Historical Perspectives on Wealth23:30 Lessons from U.S. Presidents29:42 Insights from "All the President's Money"Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Bad Markets Are Unpredictable
In this edition: 0:39 Market Crashes and Personal Memories5:05 Technology and the New Market Paradigm 7:34 The Real Estate Bubble of 200710:38 Predictions and the 2008 Financial Crisis13:31 The Challenge of Predicting the Future21:25 Year-End Money Moves to Consider26:10 Evaluating Investments: Newsmax IPO Question32:17 Social Security Strategies for CouplesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Good Advice is Rare
On today's show:1:26 Financial Advisor Red Flags6:15 The Importance of Transparency9:05 Trust Your Financial Advisor10:48 Green Flags in Financial Advising11:54 Avoiding Common Misconceptions16:38 Bad Advice in Retirement Planning19:01 Questions About Investment Strategies25:15 Listener Questions and Answers34:56 Upcoming Events and RetireMeet 2025Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Fed's Limits
In this episode:0:29 Understanding Interest Rates3:00 The Housing Market Dilemma5:58 Investing vs. Lifestyle Decisions9:07 Emergency Fund Strategies15:22 Exploring the TSP Changes22:52 Fees and Fund Considerations27:30 Balancing TSP and IRA AccountsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Tom + Roxy + Qs
In this week's Q&A:0:26 Starting with Successful Investing3:35 Transitioning to Your Questions4:45 Exploring Inflation and Purchasing Power8:56 Navigating 401k Changes13:50 Managing High-Cost Funds17:31 Understanding ETFs vs. Mutual FundsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Even Bad Ones Worked
In this episode:1:17 Just Invest in Something5:08 Portfolio Management Strategies7:07 Insurance and Car Accidents11:58 Emergency Funds in Retirement12:54 Home Equity Considerations23:46 Managing Debt and Savings26:11 Retirement Planning ThoughtsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Oracle of Omaha Timing?
In the first hour from Saturday's show:1:31 Is Buffett Sends a Message?18:20 The Perils of Timing the Market19:42 The Mystery of Warren Buffett20:04 Analyzing Investment Strategies20:13 Understanding Portfolio Diversification20:15 Managing Retirement Income20:20 The Importance of Proper Planning20:23 The Fight Against Financial Misinformation20:33 Navigating Social Security Concerns37:14 Preparing for the Future at RetireMeetLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
What's in Your Wallet?
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/adchoicesQuestions? Comments? Click!
Don Answers More
In today's Q&A:4:13 Non-Qualified Annuities Explained9:37 Roth Contributions and Eligibility12:01 Preparing for Retirement Gaps16:48 Diversifying Your InvestmentsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Myth, Lies, and Mistakes Part 2
In the second past or our special edition: 0:27 Introduction to Myths and Mistakes3:07 The Importance of Diversification9:35 Debunking Investment Complexity12:06 Understanding Risk in Investing15:26 The Zero Sum Game Myth17:42 Recap of Key Myths and MistakesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Myths, Lies, and Mistakes 1-5
In part one of our two-part special:0:33 Introduction to Myths, Lies, and Mistakes4:26 Myth One: I Got a Guy5:21 Myth Two: The Future Can Be Predicted11:00 Myth Three: Starting Too Late14:47 Myth Four: Wealth Without Risk19:02 Myth Five: Believing in Individual StocksLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Real (Estate) Returns?
In today's episode: 0:32 American Dream of Home Ownership3:36 Renting vs. Owning7:40 The True Cost of Homeownership12:22 Real Estate as an Investment14:57 Inheriting Retirement Savings16:20 Questions from Listeners18:57 Building Wealth SensiblyLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Safety Specters
To start a new week:0:27 Safe Investments Unveiled1:16 Meme Stocks and Market Risks3:18 The Fragility of Commercial Real Estate5:27 The Illusion of AAA Ratings7:52 Investing Beyond the Illusion of Safety11:32 The Dangers of Chasing Yield12:41 Financial Planning vs. Target Date FundsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
More Friday Questions
Here are this Fridays Qs and As:2:07 Converting Traditional IRA to Roth7:32 Simplifying Financial Jargon10:45 Roth 401k Allocation Advice13:53 Evaluating the Stash AppLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Market Melancholy
In This Podcast:0:29 Latest Phone Scam2:24 Connections Between Money and Mental Health6:46 Understanding Antidepressant Trends9:23 Media's Role in Financial Anxiety10:14 The Importance of Keeping a Journal11:21 Long-Term Thinking for Financial Health14:01 Homeowners Association Woes14:36 Managing a 401k Profit Sharing Plan18:41 Diversifying Bond InvestmentsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Bona Fides Fibbers
On the second half od Saturday's radio show:2:20 The Smarmy Side of Financial Advice3:20 Trust Washing and Ethical Standards4:58 Paying for Credibility7:01 Finding the Right Financial Advisor10:31 The Importance of Fiduciaries11:56 Checking Disciplinary Histories14:09 Creating Income from Investments18:16 Bond Ladders Explained19:54 Health Issues and Retirement Thoughts21:05 Inheriting Stock Portfolios32:11 Evaluating Inherited Stocks33:39 Vanguard's Big ChangesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Ridiculous Risks
In this first hour of Saturday's show:1:23 Game Time Decisions3:16 The Impact of Sports Betting5:10 Gambling vs. Investing8:47 The Appeal of Instant Gratification10:37 The Risks of Individual Stocks21:00 Home Bias in Investing23:19 The Dangers of Company Loyalty30:06 Evaluating Robo-Advisors33:26 Charitable Giving StrategiesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Hearing from Haters
In today's episode:0:26 40 Years of Thick Skin2:11 Worst Reviews Uncovered5:18 Complexities of Social Security13:01 The Close of the Reading14:10 Economic Landscape Discussion17:37 Look at All 401k FeesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
How Do You Pay 'Em?
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 Professionals2:42 Choosing the Right Advisor4:40 Types of Financial Compensation6:49 Distinguishing Financial Advisor Roles9:54 The Importance of Fiduciaries11:48 Avoiding Common Pitfalls15:15 Questioning Retirement Strategies20:44 Evaluating Investment Guarantees21:49 Comparing Investment OptionsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Advisor Makes More?
In this episode:0:59 A Double Dipping Advisor3:41 The Flaws of High Fees9:01 Understanding Investment Classes15:12 Simplifying Investment Strategies19:40 The Burden of Household Debt21:49 The Psychology of Debt24:29 The Costs of Luxury Cars27:59 Considering Roth ConversionsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Pension Envy
In this episode:3:22 The Pension Predicament4:42 Retirement Funding Choices5:10 Historical Perspective on Retirement Plans7:57 Today’s Retirement Landscape10:07 Future of Pensions14:03 No Guarantees in Retirement14:34 Importance of Retirement Planning15:54 Listener Question: 401k Strategies19:37 Halloween Spending and Traditions24:51 Cost of Halloween Treats28:15 Candy Industry Insights30:45 Fidelity ETF DiscussionLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Crypto Creeps
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/adchoicesQuestions? Comments? Click!
A Few More Questions
On Today's Q&A:1:30 Bond Investment Questions6:00 Understanding Bond Market Fluctuations9:30 Schwab Intelligent Income Explained12:09 Transitioning to Vanguard Roth IRALearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
We Want It All
From Saturday's Show, Hour Two:1:28 Market Shifts and Inflation Realities3:23 Real Rate of Return Explained5:10 Listener Call: Retirement Investment Strategies8:07 Converting IRAs and Tax Planning10:38 Social Security Decisions and Strategies13:48 The Cost of Waiting for Social Security15:56 Understanding Contingent Deferred Annuities18:35 High Fees in Complex Annuities19:58 Annuity Products and Their Risks21:59 Listener Call: Inheriting Money and Risk24:44 Risk Profile vs. Risk Tolerance27:28 Evaluating Charitable Organizations31:04 Year-End Giving Strategies33:50 The Importance of Charity Transparency37:07 Investment Fund ComparisonsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Bull's Second B'Day
Here is Saturday's show, Part One:1:22 The Bull Market Anniversary1:50 Understanding Market Fluctuations5:28 The Role of Diversification12:37 The Truth About Financial Advice17:20 Critique of Robert Kiyosaki20:55 Inherited Roth 401k Options24:55 Listener Investment Success Story29:16 The Importance of Diversification30:58 Exploring Market Timing and PerformanceLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Your Qs and Don's As
This week:2:42 Exploring 529 Plans and Retirement Strategies4:17 Merch and Home Investments5:26 Clarifying Roth IRA Rules7:38 Advanced Tax Planning Insights11:13 Evaluating Reverse Mortgages13:56 Assessing Financial StrategiesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Death Insurance Needed?
From the second half of Saturday's show:0:28 Death Insurance: A Necessary Discussion8:02 The Case Against Whole Life Insurance9:53 The Ignored Mid-Cap Index Funds11:45 Transitioning to Bonds: When Is Right?18:45 Evaluating Real Estate Investments22:23 Florida Condo Market Changes22:37 Understanding Investment Recommendations33:46 Retirement Funds: Where to Start?Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Stocks or Hurricanes?
From last Saturday's radio show:5:16 Hurricanes and the Stock Market13:03 Predicting Markets vs. Hurricanes15:33 The Role of Luck in Investing20:27 Understanding Bid-Ask Spreads24:43 Market Orders Explained34:03 Portfolio Management StrategiesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Extinction Event?
In today's holiday shortened week episode:0:03 The Argentinosaurus of Investing2:04 Can AI Predict Market Movements?7:23 Will AI Outperform Index Funds?11:29 The Rise of AI in Finance14:40 Strategies for Your Brokerage Account20:01 Final Thoughts on AI and InvestingLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Four Qs for You
In today's Q&A:3:54 Question on 529 Plans5:15 401k Considerations6:57 Retirement Saving Strategies9:46 ETFs and Fair ValuationLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Investing Innovations?
In today's show:2:07 The Rise of Exchange-Traded Funds4:20 Active Management vs. Passive Strategies6:40 Choosing the Right Funds9:06 The Performance of Popular ETFs9:50 Trends in ETF Closures11:18 Listener Questions Begin14:56 Navigating 403B Fund Options16:59 Mortgage Refinancing ConsiderationsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Strange Return Boosters
In today's podcast (from Saurday's show):5:54 Second Opinions Matter7:07 401k Myths and Realities9:54 Diversifying Investments15:10 Safe Investment Strategies18:40 The Future of Retirement22:57 Social Media and Finance28:10 Understanding Hodgepodge-itis29:28 Rental Income Insights32:17 Roth Conversion StrategiesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Index Imperfections
From the Live Saturday Show:0:03 Asheville Flooding Update2:52 Introduction to Investing6:29 The Pitfalls of Sector Investing10:25 Importance of Diversification14:47 The Role of Market Safety17:44 Understanding M1 Finance20:31 Critique of Private Credit25:54 Risks of High-Yield Investments30:31 Academic Perspectives on AlternativesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Bet on the Best?
We start the week with:0:04 Stock Picking Realities7:33 Retirement Accounts and Health Savings Accounts8:56 Living Abroad in Retirement11:34 Experiences in Chattanooga14:20 Set It and Forget It FundsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Another Week of Qs
Questions answered about:3:58 Retirement Contributions and Strategies6:18 Selling the Airstream: A Personal Update7:53 Roth IRA Questions Answered11:12 Trusts and Estate Planning14:42 Complex vs. Simple Investment StrategiesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Social Security Strategies
On today's show:0:04 Social Security Decisions8:49 Investment Strategies for Retirement9:07 Roth IRA Conversion Insights14:30 Exchange-Traded Funds Explained17:46 Closing Remarks and ResourcesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Neglecting Your Cash?
In today's edition of TRM:1:21 Interest Rate Changes and You20:42 Inheriting and Managing Stocks23:47 Advice Sources in the Digital Age28:59 Understanding Market Reactions35:45 The Reality of Investment Promises36:44 Stock Market Speculations and RisksLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Predictive Powers?
In today's show:6:18 The Crystal Ball Challenge10:03 Predictions and Market Efficiency14:11 Reflections on Market Predictions18:20 The Nature of Financial Forecasting27:18 Role Models in Investing35:04 International Stock Fund RecommendationsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Special Investments?
In today's edition:0:04 Introduction to Financial Types2:43 Hedge Funds and Their Performance5:22 The Illusion of Special Investments5:51 Smart Investing Without Being Special11:19 Questions from Listeners14:19 The Fallacy of Predicting the FutureLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Friday in Florida
It's Q&A Day:4:20 401k and Retirement Guidance6:56 Investment Decisions with Real Estate9:16 Risk Management in Business Ventures11:59 Small Cap Value Allocation16:47 Diversification with Small Cap Growth18:26 Emerging Markets in Investment StrategyLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Sizzle to Fizzle
In this podcast:0:04 Remembering Bob Brinker2:17 Hot Investments Today7:32 Thematic Investing Challenges8:22 Timing the Market Dilemma12:18 The Dollar's Future14:40 AJ's Financial Questions20:24 Looking Ahead to RetirementLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Really Need Insurance?
In today's edition:1:05 Misleading Money Media2:47Who Needs Life Insurance?9:40Annuity Sales Grew11:03Move to a TAP Annuity?19:31How Long Will You Live?25:22 Buy Bitcoin to Afford a Home?35:17 Small Cap Annual ReturnsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!