Latest Fee-only Podcast Episodes
Leave Nothing?
Talking Real Money - Investing Talk - July 20, 2024 01:45 - 23 minutes ★★★★★ - 113 ratingsIn this Q&A session: 0:07 Die with Zero concept and spending for experiences 1:37 Audience member's humorous desire for a bounced check 9:22 Bill Perkins' extravagant birthday celebration and giving away wealth 11:19 Importance of enjoying life and family experiences 13:53 Valuable life less...
Younger Investors Smarter?
Talking Real Money - Investing Talk - July 18, 2024 23:03 - 28 minutes ★★★★★ - 113 ratingsTom is back for a new episode featuring: 0:04 Welcome Back Banter 5:01 Shifting Investment Trends 7:13 Generational Investing Shifts 12:27 The Pitfalls of Trading 15:29 VTWAX vs. VT 17:59 Asset Allocation Adjustment 19:36 Advisor Interview Form Review Learn more about your ad choices. Vis...
Why Small Cap Stocks?
Talking Real Money - Investing Talk - July 17, 2024 22:47 - 46 minutes ★★★★★ - 113 ratingsIn today's episode: 3:31 The Dow and Small Company Stocks 6:37 The Value in Small Cap Investing 13:01 Beware of Gimmickry in Investing 15:06 Understanding Risky Investment Strategies 21:09 Get a Second Opinion for Your Financial Future 27:42 Overcoming Hodgepodge-itis in Your Portfolio 36:...
Insurance+Investments=Issues
Talking Real Money - Investing Talk - July 17, 2024 22:27 - 46 minutes ★★★★★ - 113 ratingsIn what was supposed to be the Tuesday podcast: 1:46 The Truth About Annuities 5:37 A Bright Financial Future 6:25 Financial Decisions Made Easy 6:43 Slamming the Insurance Industry 7:03 Properly Placed Annuities 7:16 Beware of Variable Annuities 16:52 Basket Portfolios and ETFs 27:33 Ove...
Travelin' Answer Man
Talking Real Money - Investing Talk - July 12, 2024 20:37 - 25 minutes ★★★★★ - 113 ratingsIn this Q&Apisode: 0:04 On the Road Again 5:24 Planning for Retirement 8:58 Handling Inherited Accounts 13:08 Maximizing Retirement Savings 14:24 Balancing Investment Focus 18:48 Role of Real Estate in Portfolio Learn more about your ad choices. Visit megaphone.fm/adchoices
Another Show with Joe
Talking Real Money - Investing Talk - July 11, 2024 19:14 - 31 minutes ★★★★★ - 113 ratingsJoe Saul-Sehy from Stacking Benjamins joins Don again to discuss: 3:09 Financial Planning Teaching Methods 8:23 Taxation and Financial Planning History 12:25 Efficacy of Fee-Only Planners 16:58 Transition to Lower Commission Annuities 21:10 Portfolio Analysis and Index Fund Consideration 26...
Stock Picking Fails
Talking Real Money - Investing Talk - July 10, 2024 21:58 - 42 minutes ★★★★★ - 113 ratingsAnother episode on the road: 0:03 Bad Year for Stock Pickers 3:24 Property Value and Lease Analysis 4:35 Triple Net Lease Concerns 5:19 Seeking a Second Opinion 5:31 Fiduciary Advisors at Apella 6:18 Creating a Bright Financial Future 13:17 Starting a Retirement Plan 15:02 Retirement Plan...
Better Berries, Bad Banks
Talking Real Money - Investing Talk - July 09, 2024 20:08 - 45 minutes ★★★★★ - 113 ratingsAs Don continues his travels, we discuss: 0:03 On the Road Again 5:41 Berry Talk 8:11 Financial Philosophy 12:39 Protecting Your Investments 20:56 Family Inheritance Dilemma 24:48 Setting Expectations 27:36 Overcoming Hodgepodge-itis 33:53 Portfolio Allocation Concerns 36:58 Banking Fees...
Tom & Roxy Q&A
Talking Real Money - Investing Talk - July 06, 2024 01:42 - 30 minutes ★★★★★ - 113 ratingsIn this Q&A episode: 1:49 The Dangers of Following Market Trends 4:27 Making Decisions Based on Future Feelings 4:58 Investing for Yourself, Not the World 5:19 Welcoming Roxy Butner to the Studio 5:31 Question from Jane about Robo-Advisors 10:24 Estate Planning and Trusts 13:35 Exploring A...
Investing Should Be Dull
Talking Real Money - Investing Talk - July 03, 2024 17:51 - 44 minutes ★★★★★ - 113 ratingsAnother exciting episode from the mountains of North Carolina: 0:03 Introduction to the Journey 2:40 Looking for exciting investments? 7:45 Importance of Seeking Second Opinions 9:23 Retirement Planning and Investment Allocation 11:05 Sustainable Withdrawal Rate in Retirement 21:43 Investin...
Five Feels Fine
Talking Real Money - Investing Talk - July 02, 2024 19:37 - 42 minutes ★★★★★ - 113 ratingsHere's the first true "On the Road" edition: 0:04 On the Road Woes 4:09 Temptation of the S&P 500 13:25 Technical Challenges Resolved 14:24 The Dumb Duo of Investing 14:56 Investment Horrors Unveiled 15:33 Real Estate Syndicates Warnings 25:22 Portfolio Purpose Planning 29:46 Avoiding Hig...
While the Tom's Away...
Talking Real Money - Investing Talk - July 01, 2024 22:16 - 29 minutes ★★★★★ - 113 ratingsJoin Don and Joe Saul-Sehy from Stacking Benjamins as they discuss: 0:04 The Secret Coup 1:27 Stacking Benjamins 3:07 The FIRE Movement 9:18 Work and More 12:22 Retirement Realities 14:56 Retirement Reimagined 17:39 The Power of Need 19:05 Unveiling the Box 21:53 Understanding Complexity...
Friday Q's on Saturday
Talking Real Money - Investing Talk - June 29, 2024 22:57 - 19 minutes ★★★★★ - 113 ratingsDon is on the road, so Friday's Q&A is a bit late: 1:28 Maximizing Financial Aid Strategy 4:06 Investing in Individual Stocks 7:49 Converting 401k to IRA 11:37 Creating a Glide Path Learn more about your ad choices. Visit megaphone.fm/adchoices
Gradual Change
Talking Real Money - Investing Talk - June 28, 2024 00:20 - 21 minutes ★★★★★ - 113 ratingsIn this episode: 0:03 Slow Roll into Retirement 2:38 Working Beyond Retirement Age 4:38 Managing Retirement Portfolio Successfully 7:48 Housing Dilemma 9:18 Mutual Funds vs. ETFs 14:34 Owning Multiple Houses 16:46 Long-Term Housing Plans Learn more about your ad choices. Visit megaphone.f...
State Retirement Costs
Talking Real Money - Investing Talk - June 27, 2024 00:28 - 45 minutes ★★★★★ - 113 ratingsIn this edition: 13:09 Exploring Retirement Costs Across the Country 20:44 Importance of Second Opinions in Investing 29:31 Exploring Anti-ESG Funds 35:02 Disputing Charges on Credit Cards Learn more about your ad choices. Visit megaphone.fm/adchoices
Dumb and Dumber
Talking Real Money - Investing Talk - June 25, 2024 20:37 - 46 minutes ★★★★★ - 113 ratingsIn this episode: 1:34 Don's Dumb Duo 5:23 Get a Second Opinion 8:40 The Value of Gold 11:43 Financial Planning Challenges 14:55 Roth Conversions Advice 16:57 Schwab and Fidelity Comparison 19:50 Clarification on Bond Holdings 22:06 After-Tax Contributions in 401k 29:46 Disagreement on Al...
Dimensional's Matrix Book
Talking Real Money - Investing Talk - June 25, 2024 20:33 - 24 minutes ★★★★★ - 113 ratingsIn today's show: 0:04 Slipping into the Matrix 5:01 The Fascination with Market Capitalization 9:45 The Importance of Diversification 13:14 Understanding Pension Plan Options 16:59 Annuities vs. IRAs: Which is Better? 19:16 Opportunities for Financial Guidance Learn more about your ad choi...
Q&A with Tom & Roxy
Talking Real Money - Investing Talk - June 21, 2024 20:51 - 22 minutes ★★★★★ - 113 ratingsIn this Question and Answer Episode: 0:04 The Gold Rush: Physical vs. Financial 1:18 The Speculation of Gold 3:05 Investing Insights: Stocks vs. Gold 4:36 Q&A with Roxy Butner 5:06 Roth IRA Dilemma: Lump Sum or Dollar Cost Average? 8:06 Portfolio Makeover: Fund Reallocation 11:17 Retiremen...
Emotional Manipulation
Talking Real Money - Investing Talk - June 20, 2024 20:46 - 25 minutes ★★★★★ - 113 ratingsIn this episode we discuss: 0:04 Investment "Cheesecake" 1:46 Market Predictions: To Worry or Not to Worry 1:53 Stock Market History: Looking Back and Moving Forward 6:41 The Unpredictable Future: Market Speculations 9:56 Market Timing Dilemma: Selling and Buying Strategies 16:15 Retirement...
Parental Influences
Talking Real Money - Investing Talk - June 19, 2024 18:57 - 45 minutes ★★★★★ - 113 ratingsIn this show we discuss: 1:12 Parents' Influence on Money Behavior 2:22 Impact of Childhood Money Habits 9:45 Retirement Dilemma Discussion 13:45 Tax Planning Considerations 17:00 Managing Real Estate Assets 20:49 Annuity Evaluation Guidance 24:46 Selecting Investment Funds in 401k 29:08 ...
Self-Fulfilling Profits, See?
Talking Real Money - Investing Talk - June 18, 2024 16:41 - 45 minutes ★★★★★ - 113 ratingsIn this episode: 3:40 A Potential Problem with Some ETFs. 10:12 Understanding Standard Deviation in Investing 14:34 Holding a Diversified Portfolio 19:41 Comparing Avantis and Vanguard Funds 21:29 The Impact of Index Funds on the Market 26:19 Importance of Diversification in Investing 31:1...
Advisors Lie
Talking Real Money - Investing Talk - June 17, 2024 18:48 - 32 minutes ★★★★★ - 113 ratingsIn today's skeptical episode: 0:04 Introduction: The Importance of Trust in Finance 3:09 The Market's Trustworthiness: A Closer Look 5:29 Misconceptions About the Market: Zero-Sum Game 9:53 Addressing Market Manipulation and Trust Issues 13:42 Managing Emotional Responses to Market Fluctuati...
Don Taking Questions
Talking Real Money - Investing Talk - June 14, 2024 21:17 - 24 minutes ★★★★★ - 113 ratingsDon takes on more of your queries: 1:45 Listener Experience with Vanguard and Robinhood 5:23 Taking Advantage of Robinhood's Promotion 6:45 Vanguard's New Fees and the $100 Exit Fee 10:08 Annoyance Fees and Pricing Structures 11:47 Exploring Fidelity's Brokerage Link Option 15:01 Historical...
Rethinking Retirement?
Talking Real Money - Investing Talk - June 13, 2024 21:46 - 30 minutes ★★★★★ - 113 ratingsIn this podcast: 0:04 Retirement Reflections 21:06 Stock Inclusion Dilemma 22:27 Managing Stock Movements 25:06 Value of Free Financial Help Learn more about your ad choices. Visit megaphone.fm/adchoices
Where Ramsey's Wrong
Talking Real Money - Investing Talk - June 12, 2024 19:53 - 46 minutes ★★★★★ - 113 ratingsIn this episode: 0:04 The Problem with Dave Ramsey's mutual fund advice 5:14 Importance of Second Opinions in Investing 11:21 Retirement Income Strategy and Dividend Reinvestment 16:07 Creating Income in Retirement 21:00 Financial Advice and Misinformation 27:15 Overcoming "Hodgepodge-itis"...
Seven Serious "Sins"
Talking Real Money - Investing Talk - June 11, 2024 21:46 - 46 minutes ★★★★★ - 113 ratingsWhen it comes to money, we make a lot of investing mistakes. Today, we talk about: 3:30 The Seven Deadly Sins of Wealth Management 14:59 Seeking a Second Opinion 21:05 Not Making Cash the King & Letting Dollars Be Lazy 22:50 The Purpose of Risk in Investing 32:42 Investing as a Means, Not an...
Killer Premiums
Talking Real Money - Investing Talk - June 10, 2024 20:55 - 31 minutes ★★★★★ - 113 ratingsIn this episode, we discuss the high price of home and auto insurance: 0:04 Midwest Storms and Insurance Costs 1:48 Home and Auto Insurance Rate Increases 4:03 Reinsurance Companies and Rate Hikes 5:23 Factors Impacting Insurance Rates 7:34 Dealing with Scammers and Identity Theft 11:35 Sav...
Vast Hidden Wealth
Talking Real Money - Investing Talk - June 06, 2024 21:12 - 26 minutes ★★★★★ - 113 ratingsIn This Episode: 1:15 Inaccessible Home Equity 2:24 Tempting Yet Tricky Home Equity Options 3:31 Exploring New Financing Frontiers 4:01 The Evolution of Reverse Mortgages 5:07 Weighing the Home Equity Loan Dilemma 6:11 An Unconventional Option: Home Profit Sharing 7:11 Unpacking Home Profi...
The Dumb Dow Endures
Talking Real Money - Investing Talk - June 05, 2024 18:45 - 46 minutes ★★★★★ - 113 ratingsTopics in the episode: 2:02 The Dow Jones Industrial Average 5:23 Financial Second Opinions 10:35 Roth Conversions and Financial Planning 13:45 Trusting Financial Data 16:43 Financial Phone-In Questions 19:11 Vanguard Advisory Service Review 21:01 Managing Inherited IRAs 26:28 Diagnosis: ...
What's Your Happy Price?
Talking Real Money - Investing Talk - June 04, 2024 19:19 - 42 minutes ★★★★★ - 113 ratingsToday we discuss: 1:00 Money and Happiness 5:31 Second Opinions 12:50 Microphone Woes 27:04 Hodgepodgeitis 37:04 Retirement Account Diversification Learn more about your ad choices. Visit megaphone.fm/adchoices
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