Latest Fee-only Podcast Episodes
Your Brain on Money
Talking Real Money - Investing Talk - June 03, 2024 20:07 - 27 minutes ★★★★★ - 113 ratingsHere's what in this episode: 1:02 Understanding the Psychology of Money 2:32 Rethinking Financial Advisor Terminology 3:27 Rise of Financial Therapy Certification 4:17 Impact of Money on Mental Health 7:17 Overcoming Financial Anxiety 10:58 Addressing Financial Concerns & Ideas 14:09 Tips for Man...
New Questions Week
Talking Real Money - Investing Talk - May 31, 2024 20:42 - 25 minutes ★★★★★ - 113 ratingsIn this week's Friday Q&A: 1:52 ETF Purchasing Best Practices 2:53 Avoid Overthinking and Minutiae 5:37 Making Financial Decisions and Pension Options 7:51 Investing Strategy and Career Reset 11:24 Comfort in Financial Decisions 14:45 Long-Term Saving for Family 17:16 Importance of Financi...
Multi-Level Trading
Talking Real Money - Investing Talk - May 30, 2024 21:55 - 46 minutes ★★★★★ - 113 ratingsIn this episode we discuss a trading staregy combined with a multi-level marketing scheme MLMs in general. 5:27 Second Opinions and Financial Decisions 8:49 Learning and Correcting Mistakes 12:37 Multi-Level Marketing and Trading Strategies 21:04 Warren Buffett's Timeless Advice 25:13 Inv...
More Investing Mistakes
Talking Real Money - Investing Talk - May 29, 2024 20:39 - 44 minutes ★★★★★ - 113 ratingsIn this episode, recorded on Saturday May 22: 0:04 Pre-Memorial Day Weekend Banter 4:00 Focus on Investing Mistakes with Christine Benz 4:54 Portfolio Building and Managing Mistakes 18:30 Being Patient vs. Hands-Off Investing 34:40 Discussing American Funds and Expense Ratios Learn more abo...
Don't Trust, Verify
Talking Real Money - Investing Talk - May 28, 2024 20:59 - 29 minutes ★★★★★ - 113 ratingsIn today's episode: 0:04 The Trust Issue 2:43 Custodians and Fiduciaries 3:12 Finding True Fiduciary Help 3:53 Fee-Only vs Fee-Based 5:43 Various Compensation Models 8:02 Understanding Terminology 10:52 Brokercheck.org Exploration 12:08 Where to Find Trusted Advisors 13:56 Vetting Financ...
Memorial Day Q&A
Talking Real Money - Investing Talk - May 24, 2024 20:55 - 29 minutes ★★★★★ - 113 ratingsIn this episodes, Don answers listeners questions about: 3:15 Seeking a Fee-Only Fiduciary Advisor for Aging Parents 6:24 Uncovering Red Flags in Financial Advisor Disclosures 11:44 Evaluating the Dodge & Cox Income X Bond Fund 12:46 Importance of Reading Form ADVs for Investment Advisory Fir...
Affinity Fraud
Talking Real Money - Investing Talk - May 23, 2024 20:09 - 29 minutes ★★★★★ - 113 ratingsIn this episode: 1:16 Affinity Fraud in the Military 3:54 Unveiling Investment Fraud in the Military 11:57 Building Trust in Financial Relationships 14:00 Maintaining Boundaries in Financial Relationships 19:33 Trusting Third-Party Sources for Investment Information 23:43 Retirement and Inv...
The Value of Good Advice
Talking Real Money - Investing Talk - May 22, 2024 21:01 - 45 minutes ★★★★★ - 113 ratingsCan a fiduciary fee-only advisor make you more money, even after expenses. Vanguard says, "yes!" We talk about some of their findings and more: 3:53 Cost-Effective Implementation and Rebalancing 6:20 Financial Future and Advisor Second Opinions 7:16 Asset Location and Withdrawal Strategies ...
Roaring Kitty Returns!
Talking Real Money - Investing Talk - May 21, 2024 20:13 - 46 minutes ★★★★★ - 113 ratingsIn this episode: 0.54 America's Obsession with New Media and Gurus 1:55 The GameStop Saga Begins 2:43 Reddit's Influence on GameStop Stock 3:33 Lessons from the GameStop Rollercoaster 5:20 Seeking a Second Opinion in Investing 6:19 The Stupidity in Following Stock Recommendations 7:03 Game...
Money for Millennials
Talking Real Money - Investing Talk - May 20, 2024 19:23 - 30 minutes ★★★★★ - 113 ratingsWe don't often have guests, but we do, from time to time, invite some of the best minds in money management to join us. Author and financial educator, Dan Solin spends time with us this week to share some wisdom from his latest book, Wealthier: The Investing Field Guide for Millennials. We discus...
Tom and Roxy Qs
Talking Real Money - Investing Talk - May 17, 2024 20:44 - 22 minutes ★★★★★ - 113 ratingsOn the week's question and answer session, Tom and Roxy take written questions from listeners about: Social Security spousal benefits. Moving Emergency Cash Short-Term Cash Options Portfolio Diversification AVGE vs. BND Allocation Real Estate Sales and Tax Planning Learn more about your ad...
Retirement Income Evolution
Talking Real Money - Investing Talk - May 16, 2024 20:26 - 45 minutes ★★★★★ - 113 ratingsWas retirement really better in thge past? Have 401k plans been a retirement income benefit or detriment? Might there be a better way to insure a secure retirement income? We also explore the difference in long-term returns between large-cap and small-cap value stocks. Plus, we hear from listener...
They Need Complexity
Talking Real Money - Investing Talk - May 15, 2024 21:56 - 46 minutes ★★★★★ - 113 ratingsBeware of complex investments or those promising to provide higher returns using some financial sleight-of-hand. Higher returns always require some sort of tradeoff. There are no special systems to game the markets, long-term. Then, we hear from listeners: He stayed in bonds and lost money, shou...
Social Security Sick?
Talking Real Money - Investing Talk - May 14, 2024 21:23 - 28 minutes ★★★★★ - 113 ratingsMillions of people rely on Social Security for a large portion of their income, yet the system is running low on money and won't be able to meet future obligations without major changes. So, which is better, reducing benefits or raising taxes? Plus, we take listeners questions: What's the best w...
Accentuate the Positive
Talking Real Money - Investing Talk - May 13, 2024 21:52 - 28 minutes ★★★★★ - 113 ratingsIn the episode, instead of discussing all of the bad financial decisions we make, let's take time to acknowledge all of the good things we do with money. Plus, we take questions on: The possible negative impact that passive investing might have on the stock markets. The potential tax ramificati...
Cue the Qs
Talking Real Money - Investing Talk - May 10, 2024 21:35 - 26 minutes ★★★★★ - 113 ratingsThe questions have started pouring in again. Thanks! Today... Using High-yielding CLOs Instead of Bonds. Adjusting Portfolio for Growth Maryland 529 Plan vs. Other Options Maximizing Growth for Grandchildren Understanding Rebalancing in a 401k Implementing a Three-Bucket Account Strategy L...
Will They Do What's Best?
Talking Real Money - Investing Talk - May 09, 2024 19:36 - 28 minutes ★★★★★ - 113 ratingsThe U.S. Labor Department is going to try again to hold some of those who provide advice on retirement assets to actually act in their clients' best interests. Will this new rule actually go into effect this time and who might it protect. Then we take your questions: What to we think of Keith Fi...
Your Wealth Grew?
Talking Real Money - Investing Talk - May 08, 2024 20:41 - 46 minutes ★★★★★ - 113 ratingsAfter years of diligently saving and investing a your retirement plans, what should you be doing when your accounts have grown to sizable amounts? Plus, we share the reasons for a small cap and value portfolio tilt. Plus, we hear from several listeners who ask: Why don't we talk more about 529 A...
Magic Money Machine
Talking Real Money - Investing Talk - May 07, 2024 21:14 - 48 minutes ★★★★★ - 113 ratingsIs it a mutual fund? Is it an annuity? Can one investment met everyone's retirement needs? That's seems to be the claim of the complex BlackRock LifePath Paycheck funds. Plus, we talk about Warren Buffett's take on corporate taxes and how individuals could all end up paying no income taxes. We al...
Gold is Not Investing
Talking Real Money - Investing Talk - May 06, 2024 22:14 - 24 minutes ★★★★★ - 113 ratingsGold has gotten hot again, but just because you can get a bar at Costco is it a decent investment? We look hack at the history and returns of gold over decades and longer. Plus, we take some listener questions: Where can information be found on a school districts's 403b plan? In what account or...
Queries and Responses
Talking Real Money - Investing Talk - May 03, 2024 20:44 - 19 minutes ★★★★★ - 113 ratingsOn this week's Friday Q&A: Does more money in emerging markets make sense? What should be done with an 401k now that Vanguard has sold their servicing? Are these two funds diversified enough? Is there any way to calculate future call option premiums? Learn more about your ad choices. Visit m...
Big Investing Factors
Talking Real Money - Investing Talk - May 02, 2024 20:51 - 32 minutes ★★★★★ - 113 ratingsThere aren't many ways to improve your odds while investing in stocks. So, why have investors like Warren Buffet been so successful and why do we belive in factor investing? Plus listeners want to know: Why do we suggest more expensive products from firms like Avantis and Dimensional? What are ...
Strange Money Perspectives
Talking Real Money - Investing Talk - May 01, 2024 21:23 - 46 minutes ★★★★★ - 113 ratingsDon't be fooled by "money illusions." We are often confused about money math, particularly when it comes to the impacts of inflation. Our financial psycology can lead us to make bad decisions. The callers have questions about: Financial Planning for a Special Needs Family Member Estate Plannin...
Are Bonds Bad?
Talking Real Money - Investing Talk - April 30, 2024 19:52 - 47 minutes ★★★★★ - 113 ratingsAfter bonds suffered a really bad year in 2022, many investors still hate them. Do all bonds deserve the recent bad reputations? Time for a fixed income reality check. We also discuss the bad advice given by most radio advisors. We also hear from listeners: Why do we dislike anuuities as investm...
More Fiduciary Help?
Talking Real Money - Investing Talk - April 29, 2024 22:30 - 29 minutes ★★★★★ - 113 ratingsOnce again, the United States Depratment of Labor is trying to protect retirement investors against the lies told, and the high fees charged, by many providers of advoce for retirement pland rollovers and transfers. Will they succeed against Wall Street and Big Insurance? Plus, we take your quest...
Question (and Answer) Day
Talking Real Money - Investing Talk - April 26, 2024 20:49 - 16 minutes ★★★★★ - 113 ratingsThis Friday's Qs: How should an aggressive investor invest money that is not needed in retirement? Does a QLAC make sense as a toold to control long-term care expenses? Are there any tax ramications from moving from an expensive funds to ETFs in a qualified retirement account? Does his portfo...
Why Take Risk?
Talking Real Money - Investing Talk - April 25, 2024 20:42 - 31 minutes ★★★★★ - 113 ratingsWhat is the best investment strategy in a time of higher "safe" interest rates? For many, the tendency is to play it safer, but how might that work out in the long run? Plus, we answer questions: How much is Edward Jones charging for their investment services? How can an investor harvest tax lo...
Expensive Retirement Plans
Talking Real Money - Investing Talk - April 24, 2024 20:52 - 42 minutes ★★★★★ - 113 ratingsFar too many businesses offer their employees expensive retirement plans. You must know how much you're paying. Plus, many states are now allowing employees to set up automatic payroll deductions into their own IRAs. We hear from callers: What will interest rates do in the near future? What can...
Retirement Quiz
Talking Real Money - Investing Talk - April 23, 2024 21:18 - 47 minutes ★★★★★ - 113 ratingsThis seemingly simple retirement quiz stumped most who took it. How will you fare? Take the quiz with us. Plus, what can you do if you have a low interest rate bank savings account? Listeners want to know: How long will mom's retirement assets last? Is there any way to get money back from a fed...
Returns Matter More
Talking Real Money - Investing Talk - April 22, 2024 20:54 - 29 minutes ★★★★★ - 113 ratingsOur friend, Mark Hebner from Index Fund Advisors, joins Tom and Don to talk about the most important number to investors, total return. The rise and fall of prices shouldn't be of much concern to investors, it's how much you make on your investments. Learn more about your ad choices. Visit megaph...
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