Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1456: Insurance+Investments=Issues Jul 17, 2024

Show notes

In 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 Overcoming Hodgepodge-itis
30:43 Prioritizing Financial Goals
35:14 Universal Life Insurance Dilemma
36:41 Summer Adventures and Updates
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Ep. 1455: Travelin' Answer Man Jul 12, 2024

Show notes

In 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
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Ep. 1454: Another Show with Joe Jul 11, 2024

Show notes

Joe 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
26:54 Stoicism and Investing Philosophy
29:06 Road Trip Update
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Ep. 1453: Stock Picking Fails Jul 10, 2024

Show notes

Another 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 Planning for Contractors
25:24 Reality Radio and Index Funds
27:03 Treating Hodgepodge-itis
28:44 Retirement Planning for Special Needs Children
37:27 Diversification with Vanguard
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Ep. 1452: Better Berries, Bad Banks Jul 09, 2024

Show notes

As 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 Deception
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Ep. 1451: Tom & Roxy Q&A Jul 05, 2024

Show notes

In 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 Annuities in Retirement Accounts
18:25 Retirement Planning with Thomas from New Jersey
25:39 Importance of Financial Planning in Retirement
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Ep. 1450: Investing Should Be Dull Jul 03, 2024

Show notes

Another 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 Investing Should Be Boring
24:32 Discussion on Avoiding Capital Gains Taxes
28:09 Seeking Treatment for Hodgepodge-itis
34:22 Push for Consumer-Centric Financial Industry
38:25 Challenging Live Show Amidst Rainstorm
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Ep. 1449: Five Feels Fine Jul 02, 2024

Show notes

Here'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 High Fee Traps
34:18 Great American Road Trip Ahead
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Ep. 1448: While the Tom's Away... Jul 01, 2024

Show notes

Join 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
25:03 Analyzing ETF BOXX
26:25 The Greatest Money Show on Earth
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Ep. 1447: Friday Q's on Saturday Jun 29, 2024

Show notes

Don 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
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