Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1446: Gradual Change Jun 27, 2024

Show notes

In 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
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Ep. 1445: State Retirement Costs Jun 26, 2024

Show notes

In 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
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Ep. 1444: Dumb and Dumber Jun 25, 2024

Show notes

In 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 Alternative Investments
33:56 Caution on Private Credit Investments
37:08 Risks of Alternative Investments
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Ep. 1443: Dimensional's Matrix Book Jun 25, 2024

Show notes

In 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
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Ep. 1442: Q&A with Tom & Roxy Jun 21, 2024

Show notes

In 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 Retirement Planning: Managing 403b and 401k Funds
14:45 Understanding Fund Gains: Net vs. Gross
16:41 Financial Evolution: Trends in Investor Questions
18:23 Special Announcement: Retirement Reprise Event
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Ep. 1441: Emotional Manipulation Jun 20, 2024

Show notes

In 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 Investment Queries: Bond Funds and Risk Tolerance
18:49 Evaluating Investment Providers: Avoiding Gimmicks
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Ep. 1440: Parental Influences Jun 19, 2024

Show notes

In 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 Annuity Liquidation Tax Implications
32:01 Annuity Sales Pitch Awareness
35:30 Indexed Annuities Podcasts Overview
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Ep. 1439: Self-Fulfilling Profits, See? Jun 18, 2024

Show notes

In 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
31:13 The Value of Target Date Funds
33:28 The Impact of Small and Value Companies
36:55 Housing Market Trends and Real Estate
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Ep. 1438: Advisors Lie Jun 17, 2024

Show notes

In 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 Fluctuations
17:04 Understanding the Long-Term Value of Market Investing
21:27 Analyzing High Beta and Exponential Tech Investments
23:46 Evaluating the Role of Financial Advisors
25:48 Dissecting Trust Company Practices and Fees
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Ep. 1437: Don Taking Questions Jun 14, 2024

Show notes

Don 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 Perspective on Stock Market Participation
21:18 Invitation to Seek Free Financial Advice and Join the Road Trip
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