Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1426: Multi-Level Trading May 30, 2024

Show notes

In 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 Investigating Ron Blue Investments
32:49 Researching the National Electrical Annuity Plan
36:38 The Graceland Financial Mystery
39:57 Preparing for College and Paying for It
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Ep. 1425: More Investing Mistakes May 29, 2024

Show notes

In 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
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Ep. 1424: Don't Trust, Verify May 28, 2024

Show notes

In 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 Financial Advisors
15:38 Insurance Companies and Investments 19:30 Dealing with Large Stock Gains
23:13 Dealing with Tax Implications
25:10 Upcoming RetireMeet East Event
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Ep. 1423: Memorial Day Q&A May 24, 2024

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In 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 Firms
18:17 The Aftermath of Removing Social Security
19:11 Understanding Mutual Fund Return Reports
21:24 Replacing Vanguard Bond Fund BND with Risky Alternatives
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Ep. 1422: Affinity Fraud May 23, 2024

Show notes

In 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 Investment Strategies
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Ep. 1421: The Value of Good Advice May 22, 2024

Show notes

Can 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
9:00 Hodgepodge-itis and Portfolio Simplification
11:57 The Vanguard Experience
14:30 The Importance of Seeking Advice Early
20:14 Backdoor Roth IRA Strategies
26:15 Hodgepodge-itis Treatment and Financial Future
28:57 Morningstar Ratings Debunked
31:51 Roth Conversions and Considerations
35:10 Evaluating Investment Fees at Wells Fargo
36:31 Simplifying Portfolios with TSP
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Ep. 1420: Roaring Kitty Returns! May 21, 2024

Show notes

In 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 GameStop Stock: A Question of Valuation
8:30 The Evolution of the Gaming Industry
8:54 What to Learn from the GameStop Frenzy
9:49 Investing vs. Speculation
12:05 Vanguard's Fiduciary Advisors and Financial Decisions
12:31 Importance of Getting a Second Opinion
15:03 Adjusting Investment Strategy for Retirement
15:31 Vanguard's Changes in Customer Service
16:45 Questioning Vanguard's Decision-Making
21:25 The Significance of Money in Your Life
26:34 Addressing Hodgepodgeitis in Your Investment Portfolio
27:34 Vanguard's Controversial Fee Changes
34:02 Strategies for Protecting Equities After Hours
36:46 The Remarkable Story of Dimensional Funds
38:26 Platforms for Investing: Schwab vs. TD Ameritrade
39:58 Resources and Information at TalkingRealMoney.com
40:49 Important Disclaimer and Legal Information
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Ep. 1419: Money for Millennials May 20, 2024

Show notes

We 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 discuss buying a home versus renting, saving and investing for retirement, and the future of Social Security.
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Ep. 1418: Tom and Roxy Qs May 17, 2024

Show notes

On 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
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Ep. 1417: Retirement Income Evolution May 16, 2024

Show notes

Was 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 listeners:
Why does the actual income from I-Bonds not match the stated rate?
Can income from a court settlement from a stock in an IRA be transferred into the IRA?
Is it better to take retirement income from investments annually, monthly, or as needed?
Looking for a quick portfolio review?
Is it okay to start spending extra money in retirement?
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