Talking Real Money - Investing Talk
1,923 episodes — Page 9 of 39
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!
Lower Interest Impact
In today's show:0:01 The Federal Reserve's Role5:06 Interest Rates and Their Impact9:33 The Confusion of Rate Cuts14:16 The Risks of Market Timing15:34 The Danger of Misinformation20:53 Meme Stocks and Their Longevity25:11 Understanding Palantir27:06 Social Security Decisions33:34 The Importance of a Financial PlanLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Do We Need More ETFs?
In this episode:2:44 The Rise of Investment Funds6:17 The Dangers of Single Stock ETFs14:07 Understanding 1031 Exchanges20:39 Engaging with Our Audience22:12 The Debate on Active Bond Management27:03 The Challenges of Active Fund Management35:55 Navigating the Market LandscapeLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Typical Investing?
In this exciting edition:0:03 Introduction to Financial Normalcy3:50 The Retirement Worry6:28 The Gray Area of Investing13:23 The Importance of a Financial Plan21:03 Portfolio Questions and StrategiesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Tom and Roxy Q
In this Q&Apisode:0:04 Stock Market Insights3:05 Questions from Listeners3:31 International Investment Concerns8:45 Portfolio Housekeeping11:53 Charitable Distributions Explained14:35 401(k) Allocation StrategiesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Still Make Cents?
Today, we discuss:5:34 The Case Against the Penny7:12 Daylight Savings Time Debate8:27 Worthless Financial Instruments11:24 The Cryptocurrency Conundrum13:14 Rollover Strategies Explained23:00 The Weirdness of Today’s WorldLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Invest in Elections?
In this episode:1:54 Election Investing and Other Gambling6:40 Understanding Financial Futures14:32 Navigating Roth IRA Withdrawals20:16 The Importance of Financial Planning26:53 Pay Yourself First28:57 Target Date Funds Explained38:25 Transitioning to VanguardLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
High Yield's Price
In this episode:1:29 The High Price of High Dividends18:35 The Importance of Staying Invested21:04 Market Fluctuations and Trading29:08 Understanding Asset Allocation31:56 The Value of Asset Location35:39 Rebalancing for a Better PortfolioLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Election Effects
To start the week we tackle:0:03 Election Biases and Money2:17 Overcoming Recency Bias3:34 Strategies Against Bias6:42 Understanding Market Cycles11:22 International Investment Options13:30 Listener Questions and InsightsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
A (Very) Few Qs
In the shortest Friday Q&A show ever:2:20 Retirement Lump Sum Concerns4:28 Transitioning Investment Accounts6:58 Disclaimers and Financial AdviceLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
High Return Dangers
In this episode we discuss:3:17 The Illusion of High Returns6:23 The Importance of Second Opinions20:42 Charitable Giving Strategies24:04 Transitioning from Real Estate27:20 Tackling Hodgepodge-itis35:25 The Role of Financial PlanningLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Reached the TIPping Point
In this episode,We explore the tip request explosion in America.We discuss the stock markets' recent performance.A caller shares his thoughts on retirement.How should twenty-somethings invest for retirement?Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Your "Magic" Number?
In today's post-holiday episode:2:42 Preparing for Retirement: Key Considerations8:54 The Importance of Professional Financial Help10:58 Embracing Flexibility in Retirement Planning15:29 Debating Gold as an Investment15:45 Target Date Funds: Pros and Cons19:19 Engaging Listener Questions21:28 A Funny Encounter with AILearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
A Few Questions for Don
Topics of today's questions:2:14 Long-Term Care Insurance Insights14:51 Evaluating ETFs for Downside Protection18:25 Managing Debt with HELOC Strategies23:36 Portfolio Management for RetirementLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Buy and Sell Automatically
This edition's discussion:3:08 The Importance of Rebalancing6:40 Understanding Risk and Volatility12:13 Inherited Wealth Decisions15:29 Comparing Exchange-Traded Funds20:05 The Future of InvestmentsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Misleading Headlines
In this episode:1:36 Creative Fear-Mongering Editing11:28 Fund Recommendations and Confusion14:30 Clarifying Financial Advice20:36 Investment Education for Young People21:06 Personal Finance Adventures26:04 The Luck of Investing27:08 Understanding Hodgepodge-itis36:04 Navigating Complex InvestmentsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Your Own Worst Enemy
In this episode:0:04 Financial Exorcism5:09 Index Fund Realities15:03 Understanding Market Behavior21:22 Navigating Retirement Challenges23:30 Managing Unexpected Wealth28:20 Lazy Portfolio Strategies34:17 Healthcare Solutions for Early Retirees40:52 Behavioral Investing InsightsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Questions for Tom & Roxy
In this special Q&A episode:5:52 Listener Questions Begin7:53 Paying Off Debt vs. Investing8:43 Retirement Savings Strategies10:21 Employee Stock Purchase Plans14:37 Risk Management in Retirement16:10 Finding Purpose in Retirement16:33 Building a New Home22:22 Financing vs. IRA Withdrawals23:50 HSA vs. Roth ContributionsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Bonds No Longer Bad?
In this episode:2:35 The Bond Debate5:07 Alternatives to Bonds6:47 Evaluating Long-Term Investment Options9:56 Listener Questions Begin16:39 Financial Decisions and StrategiesLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Financial Fortification
From last Saturday's radio show:1:23 Understanding Investment Scams4:58 Protecting Your Identity7:25 The Downsides of Credit Freezing9:04 Importance of Two-Factor Authentication10:02 Roth Conversion Strategies12:36 Navigating Social Media Confusion15:11 The Model Military Aircraft Museum17:21 Analyzing ETF Recommendations22:15 Simplifying Investment Strategies27:39 The Role of a Fiduciary Advisor33:35 Tailoring Financial Advice for Pilots35:07 Security for Social Security NumbersLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Home Sales Changes
In this episode, Tom and Don discuss:5:27 Tech Wonders and Real Estate13:47 The Changing Landscape of Real Estate21:14 Navigating Financial Security21:34 Listener Questions and Insights26:55 Understanding TIPS and Bonds28:01 The Importance of Financial Clarity36:55 Economic Insights and Market Behavior37:21 Apple’s Vision Pro Experience40:14 Selling the Airstream: A New AdventureLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Q&A Delay
As Don was actually vacationing, here is last Friday's episode a few days late:4:06 SIPC Insurance Explained6:43 Fiduciary Duty and Insurance Companies8:23 IRA vs. 401k Protection10:23 Seeking Source Material14:17 Finding the Podcast16:36 Connecting with AdvisorsLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!
Tough Topic
As Don was actually vacationing, here is last Thursday's episode a few days late:1:03 The Money Talk Dilemma1:45 Power Dynamics in Financial Discussions2:01 Evolving Perspectives on Money Talks3:08 Historical Context of Money Discussions4:14 Maintaining Financial Independence5:05 Joint or Separate Bank Accounts?6:04 Initiating Money Conversations7:13 Frequency of Money Talks8:00 Long-Term Financial Planning10:07 Dealing with Fixed Incomes in Retirement11:03 Setting Financial Approval Limits11:35 Seeking Professional Financial Guidance12:49 Psychological Impact of Financial Control14:08 Pitfalls of Structured Notes17:28 Maximizing Saving Opportunities18:06 Legal Recourse for Mismanaged Investments20:25 Seeking Financial AssistanceLearn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!