Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1216: Tom and the Consumerman Jul 25, 2023

Show notes

With Don on vacation, Tom spends some time covering the basics of investing. Later he is joined by Consumerman, Herb Weisbaum discussing the latest scams. They also discuss the pros and cons of electric vehicles. Callers ask about:
What are the reals costs of mutual funds and ETFs?
How to start working toward a financially secure retirement?
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Ep. 1215: Don's Away Q&A (and C) Jul 21, 2023

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Even when on vacation, Don tackles an array of questions and comments from listeners, including:
How should an inheritance be invested for a vacation fund?
Is this portfolio allocation too aggressive?
A listener lays out his case for crypto currencies, and Don responds.
What traits should an investor look for in a financial advisor?
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Ep. 1214: Larry Swedroe Part 2 Jul 20, 2023

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In this episode, author Larry Swedroe shares his opinion on various alternative asset classes for investment. We also look at the confusing state of ESG investing and the differences between the returns of "green" and "brown" stocks.
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Ep. 1213: Larry Swedroe Part 1 Jul 19, 2023

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In this episode, Tom and Dan talk with prolific author and director of research at the BAM Alliance about the differences between passive and active investing. We also discuss the tax differences between mutual funds and exchange-traded funds and the benefits of diversification across various asset classes.
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Ep. 1212: Prioritize Retirement Jul 18, 2023

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Don't spend too much of your savings on a child's college education. People often retire because they can no longer earn a living, so you must ensure your retirement is your financial priority.
Then callers ask:
What should be done with a hodgepodge portfolio?
What can be done with a currently non-deductible disaster loss?
What should be done with the stocks in a company purchase plan?
Still trying to discover the value of some of Warner Bros. stock.
How should a bunch of individual inherited stocks be sold?
Should money be placed in a tax-deferred or taxable account?
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Ep. 1211: Beware of Old Rules Jul 17, 2023

Show notes

Nothing from the past can give you a reliable way of predicting the future. Does an inverted yield curve guarantee recession? Does the stock market predict a booming economy? Lots of things work until they don't. Will ETFs kill mutual funds? Then we hear from lots of you:
What do we think of a Fidelity fund, and where should future investments go?
What should be done with a long-term taxable account?
What's the best way to fund the gap between early retirement and age 59?
What do we think of his financial advisor's advice?
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Ep. 1210: Another Great Day of Q&A Jul 14, 2023

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In today's pre-vacation question and answer session Don addresses:
Concerns about the young age of funds like AVGE.
Are Fidelity Enhanced funds like Dimensional and Avantis funds?
With the yield below 4%, should I-Bonds be cashed in and moved to saving accounts?
Which money market yield quote is the right one?
Does it make sense to fo with three funds instead of ten to simplify rebalancing?
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Ep. 1209: Robo Reality Jul 13, 2023

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Today, after a robot briefly seizes the podcast, we talk about the power of advice and when hiring a robot to help you invest makes sense. We also compare a few of the biggest robo-advisory firms.
Then we hear from listeners:
Praising our help.
Where is a great source for information on taking pensions and annuitization options?
What should be done with a grandchild's investment vehicles and portfolio?
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Ep. 1208: Cancellation Frustration Jul 12, 2023

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We start with proof that "Luke from WI" is real. Then, we dive into the topic du jour; those annoying never-ending subscription charges. How can we better manage and eventually cancel them?
Then, we take your questions:
Isn't rebalancing a form of market timing?
Is a cash-hoarding financial advisor incompetent?
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Ep. 1207: Not What You Thought Jul 11, 2023

Show notes

It can be difficult to get precision investment allocation with "pure" index funds. What are index funds, anyway?
Callers ask us:
Do stock investments make sense at age 70?
How good are the investments in a broker-designed portfolio?
What do we think of a dividend-centric portfolio? Then, we discuss the pitfalls of a high-income portfolio.
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