Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1386: Stocks Start Strong Apr 03, 2024

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Large-cap, U.S. stocks had a very good first quarter. However, many markets and previously hot stocks lagged far behind. What should this mean for your portfolio? We discuss the powerful research on investing psychology by Daniel Kahneman and Don's upcoming road trip. Plus, listeners join in:
What's the best way to sell one house, build another, and still have enough money left to live on?
How should a grandparent set up IRAs for working grandkids and how much might they eventually have?
Thanks for banning "Crypto Bob" from the Q&A podcasts.
How is 529 money transferred to a Roth IRA?
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Ep. 1385: Election Has You Worried? Apr 02, 2024

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Every four years investors grow concerned about the terrible impact that "other" presidential candidate might have on the stock market after the election. Yes, the evidence shows that new president's have had no discernable impact on the markets, so stop worrying. The listeners ask:
Is it time to start reducing a portfolio's aggressiveness?
Should the money from maturing bonds be reinevsted in funds all at once or over time?
What's the best way to take money out of retirement savings to buy a RV?
What can be done with old Roth contributions for someone with no taxable income?
How should money be best withdrawn from an inherited IRA?
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Ep. 1384: The Mammoth in the Room Apr 01, 2024

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You can probably stumble through most of your financial life. The one money need for which you must plan is retirement. Today, we discuss some of the most important things you must do to retire comfortably. Plus, we answer your questions:
How should money from a maturing annuity be invested?
Why should we invest in Avantis ETFs when they don't have a long track record?
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Ep. 1383: Another Q and A Day Mar 29, 2024

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Don takes on a bunch of your questions again:
What can be done about a late required minimum distribution (RMD)?
Is there a waiting period before you can withdraw money from a rollover Roth IRA?
What's the best way to start properly passively investing?
Don't fee-only investment advisors have a conflict becuase of the fee they charge?
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Ep. 1382: Diversification Defined Mar 28, 2024

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For your portfolio to be properly diversified, how many stocks should you own? Is ten enough or do you need ten thousand? We share the Motley Fool's perspective and our own. Plus, listeners ask:
What kind of credit card do we suggest for maximum reward potential?
How do older investors find the financial help needed for a fiscally disinterested spouse?
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Ep. 1381: Thematic Gambling Mar 27, 2024

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The latest hot investing craze, thematic funds, are actually a recycled old idea, sector funds. As with any other attempt to nbeat the market, we found that "thematic" fund investors actually for worse than the funds themselves. Individual investors continue to prove thatm overall, the market is typically unbeatable. Plus, we show you how to find the best 403b plans.
Listeners ask:
Is a cheaper price per share ETF better than a pricier one?
How much should be withdrawn from a retirement plan?
Does someone with no dependents need a million dollar term life policy?
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Ep. 1380: Portfolios Need Risk Mar 26, 2024

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You need to understand risk to be a successful investor. Most of us already have a very safe investment and should take risk elsewhere in our portfolio. What is risk and how can you manage it?
We hear from listeners asking:
How should an 80-year old's money be invested?
How can you find a great financial advisor?
What is the best way to invest $1.6 million?
How should a recent divorced woman invest her settlement money?
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Ep. 1379: Big Income, Little Risk Mar 25, 2024

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The financial product industry knows that you want the highest possible retunr with little (or no) risk. Given the amount of money invoiced, they are willing to try almost anything to pull off this illusion. However, no one has EVER been successful. Don and Tom discuss the latest attempt to provide investors with a near riskless income. Plus we take your questions:
Does an employer's contribution count toward 401k limits?
Is it better to pay of student loans or fund retirement?
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Ep. 1378: Still More Friday Q&A Mar 22, 2024

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Today's question and qnswer session features:
Does a CD ladder work for portfolio protection?
Is Robin Hood's Gold account worth the fee?
In moving from indicvidual stocsk to ETFs can one stock's loss offest another's gain?
Can we focus a program on the income generating phase of life?
Do these three funds make a decent retirement portfolio?
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Ep. 1377: Play it Safe? Mar 21, 2024

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After interest rates hit 5%, some investors seem content to stick with savings and CDs. Tom and Don discuss the downside oif settling for today's safe money returns. What about other investments that promise "safe", high yields? Listeners want to know about:
The wisdom of investing in a real estate trust?
The impact of interest rate changes on pension payouts?
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