Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1436: Rethinking Retirement? Jun 13, 2024

Show notes

In this podcast:
0:04 Retirement Reflections
21:06 Stock Inclusion Dilemma
22:27 Managing Stock Movements
25:06 Value of Free Financial Help
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Ep. 1435: Where Ramsey's Wrong Jun 12, 2024

Show notes

In 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" in Investment Portfolios
31:26 Comparison of Actively Managed and Index Funds
36:57 Caller Plays Back Seat Quarterback
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Ep. 1434: Seven Serious "Sins" Jun 11, 2024

Show notes

When 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 End
37:24 Importance of Guidance in the Decumulation Phase
38:43 Stop Dreaming, Start Doing
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Ep. 1433: Killer Premiums Jun 10, 2024

Show notes

In 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 Saving Money on Insurance Policies
13:33 Importance of Financial Planning in Retirement
19:19 A Little Chat About Scammers
22:46 Rebalancing and Risk Tolerance in Roth Accounts
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Ep. 1432: Friday is Question Day Jun 07, 2024

Show notes

This week's topics:
1:19 Company Stock Purchase Program Dilemma
4:43 Investing Strategies for a 24-Year-Old
7:06 Listener Input on IPOs and Conservative Fund Options
10:05 Retirement Planning with a Large Investment Portfolio
13:36 Investment Decision for a Late 30s Individual
16:06 Retirement Investment Planning for a 64-Year-Old
19:17 Strategy for Investing Proceeds from Property Sale
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Ep. 1431: Vast Hidden Wealth Jun 06, 2024

Show notes

In 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 Profit Sharing Terms
8:45 Evaluating Alternative Financing Routes
9:21 Leveraging Home Equity Strategically
10:26 The Dangers of Early Mortgage Payoff
10:43 Knowledge is Key: Understanding Home Equity Options
15:07 Q&A: Understanding Investment Returns
16:09 Insight into Index vs. Personal Returns
17:43 Clarifying Investment Fund Recommendations
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Ep. 1430: The Dumb Dow Endures Jun 05, 2024

Show notes

Topics 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: Hodgepodge-itis
27:35 Importance of Financial Planning
33:09 Handling Unexpected Fees
37:59 Talking Real Money Road Trip
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Ep. 1429: What's Your Happy Price? Jun 04, 2024

Show notes

Today we discuss:
1:00 Money and Happiness
5:31 Second Opinions
12:50 Microphone Woes
27:04 Hodgepodgeitis
37:04 Retirement Account Diversification
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Ep. 1428: Your Brain on Money Jun 03, 2024

Show notes

Here'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 Managing Investment Emotions
19:27 The Purpose of Life Insurance
20:59 Adjusting Investment Allocation in 401k
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Ep. 1427: New Questions Week May 31, 2024

Show notes

In 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 Financial Planning
18:53 Pension Drawing Decision
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