Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1476: Home Sales Changes Aug 20, 2024

Show notes

In this episode, Tom and Don discuss:
5:27 Tech Wonders and Real Estate
13:47 The Changing Landscape of Real Estate
21:14 Navigating Financial Security
21:34 Listener Questions and Insights
26:55 Understanding TIPS and Bonds
28:01 The Importance of Financial Clarity
36:55 Economic Insights and Market Behavior
37:21 Apple’s Vision Pro Experience
40:14 Selling the Airstream: A New Adventure
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1475: Q&A Delay Aug 19, 2024

Show notes

As Don was actually vacationing, here is last Friday's episode a few days late:
4:06 SIPC Insurance Explained
6:43 Fiduciary Duty and Insurance Companies
8:23 IRA vs. 401k Protection
10:23 Seeking Source Material
14:17 Finding the Podcast
16:36 Connecting with Advisors
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1474: Tough Topic Aug 19, 2024

Show notes

As Don was actually vacationing, here is last Thursday's episode a few days late:
1:03 The Money Talk Dilemma
1:45 Power Dynamics in Financial Discussions
2:01 Evolving Perspectives on Money Talks
3:08 Historical Context of Money Discussions
4:14 Maintaining Financial Independence
5:05 Joint or Separate Bank Accounts?
6:04 Initiating Money Conversations
7:13 Frequency of Money Talks
8:00 Long-Term Financial Planning
10:07 Dealing with Fixed Incomes in Retirement
11:03 Setting Financial Approval Limits
11:35 Seeking Professional Financial Guidance
12:49 Psychological Impact of Financial Control
14:08 Pitfalls of Structured Notes
17:28 Maximizing Saving Opportunities
18:06 Legal Recourse for Mismanaged Investments
20:25 Seeking Financial Assistance
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1473: Index Issues Aug 14, 2024

Show notes

As Tom and Don meet up at Lake Chelan, they discuss:
2:58 Index Fund Disadvantages
13:56 Market Decline in September
21:47 Avoiding the Herd Mentality
27:40 Overcoming Hodgepodge-itis
36:26 Airstream Adventures
40:31 Meet with an Advisor
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1472: Ultimate Volatility? Aug 13, 2024

Show notes

In this episode, Tom and Don are in the same room discussing:
6:38 Securing Your Financial Future
10:27 Understanding Risk Tolerance
14:22 The Insurance Industry's Self-Interest
16:50 Bonds: From Bad to Good
20:51 The Big Moving Sale: Silver Bullet Airstream
21:38 The Legend of the Chelan Sea Monster
23:23 Retirement Portfolio Diversification
27:24 Overcoming Hodgepodge-itis in Investments
28:26 Managing Fear of Market Volatility
32:32 Importance of a Holistic Financial Plan
38:55 Tailoring Investments to Financial Needs
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1471: Answers from Chelan Aug 09, 2024

Show notes

This week Don takes questions about:
2:00 Investing for Grandson
4:14 Evaluating 401k Investments
6:50 Revising Investment Portfolio
8:10 WEP and GPO Discussion
19:34 Small Cap Value Index Funds
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1470: Fiduciary Rule Falls? Aug 08, 2024

Show notes

In another traveling episode, we discuss:
1:01 Retirement Savings Importance
2:10 Court Ruling Impact
3:59 Common Retirement Mistakes
6:25 Failing to Maximize 401k Benefits
8:19 Borrowing from 401k Risks
10:12 The Importance of Asset Allocation
11:17 Traditional vs. Roth 401k Considerations
13:44 Financial Planning Importance
14:33 Variable Annuities Dilemma
17:33 Equities in Short-Term Portfolios
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1469: Old Fund Idea Fails Aug 07, 2024

Show notes

Don joins Tom from a dairy farm in Elk, Washington to explore the history and structure of closed-end funds. They discuss a recent fund by Bill Ackman, highlighting high fees compared to ETFs. Listeners seek advice on simplifying their portfolios with recommended funds like AVUV, AVGE, and VT. Don and Tom suggest allocation strategies based on risk tolerance and financial goals, stressing the importance of comprehensive planning with varied income sources. The conversation shifts to retirement planning, emphasizing the need for long-term strategies considering life expectancy and financial dynamics for couples. Don addresses differences in retirement perceptions between genders. The episode wraps up with Tom’s corny cow-themed jokes.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1468: Stocks Stumble Aug 06, 2024

Show notes

Don and Tom from "Talking Real Money" talk about the end-of-the-week stock market decline and put equity investing in perspective. Then they discuss recent changes in retirement savings plans. They mention that catch-up contributions for those making over $145,000 a year will now have to go into Roth 401ks instead of traditional ones. They also touch on no more required minimum distributions (RMDs) from Roth 401k plans and new options for Roth contributions in SEP IRAs and simple IRAs. They note changes in penalties for missed RMDs and other updates for retirement planning in 2025. They emphasize the importance of diversification and sticking to a long-term investment strategy, despite fluctuations in the market and new regulations.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1467: Q&A Away Aug 02, 2024

Show notes

Don's taking your questions as he sits in Montana for a moment:
2:51 Simplifying Investment Management
10:49 Choosing the Right Bonds
13:14 Tax Implications of Selling Property
16:55 Establishing a Trust for Inheritance
17:52 Lump Sum vs. Monthly IRA Contributions
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Our TOPPODCAST Picks

Follow Us

Stay Connected

Talking Real Money – Investing Talk

Related Podcasts

Links

Stay Connected