Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1186: Invest Everywhere Jun 08, 2023

Show notes

Most Americans invest primarily in US stocks. The same holds true for other countries. How has that worked out for, say, the Japanese. With the help of a recent Morningstar study, we make the case for global portfolios.
Listeners want to know:
If it makes sense for a child to skip collge and go directly to a trade?
Is it okay to invest in Avantis ETFs like AVGE?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1185: Rolling the AI Dice Jun 07, 2023

Show notes

"Investors" – and we use that term a loosely as possible – are pouring money into anything that seems even remotely connect to AI (artificial intelligence). The end result is not likely to be pretty.
Listeners want to know:
What do we think of the Oxford Club's 200+% return bond trading strategy?
Why own international stocks when the US has done so well?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1184: They Raised the Roof Jun 05, 2023

Show notes

Another fearful event passes and will soon be forgotten. The debt deiling "crisis" is over. What's next? We discuss why we panic financially and how we can make market movement less painful by controlling emotions. What is happening in the Asian markets and should you be concerned? How much had non-fiduciary advice costing investors?
Listeners ask:
What do we think of a Vanguard advisor's portfolio recommendations?
What should be done with some excess cash? Bonds or annuities?
Should a hodgepodge be reallocated to just two ETFs?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1183: Four Question Friday Jun 02, 2023

Show notes

It's Friday! That means Don is answering a few more of your questions:
What should be done with some old, expensive funds in a Roth?
Does a pre-tax retirement contribution reduce Social Security earnings penalties?
Does it make sense to use RMDs to make charitable contributions?
Is an expensive, actively managed small-cap value fund better, and do target-date funds have hidden fees?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1182: Discussing Real Money Jun 01, 2023

Show notes

In the past, talking about money has been considered taboo. It's time to start talking with your family about this critical topic that effects both your future and theirs.
Then, listeners want to know:
Do we agree with Paul Merriman's equally divided 10-fund portfolio?
How should an HSA be invested and in how many funds?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1181: Avoid Their Mistakes May 31, 2023

Show notes

We hate listening to our elders, but often their experiences can make your life better. We share some of those retirement investing mistakes.
An almost record number of listeners ask:
How is my Vanguard international fund up almost 100%?
Does Fidelity or Schwab offer a globally-diversified total market index fund?
Will old baby boomers selling stock in retirement destroy the stock market?
Is there a place to find forgotten company retirement plans?
What do we think of the Washington state capital gains tax?
Why do we discourage investors from trying to "buy the dip?"
What should be done with a rental property in retirement?
What's the best way to move out of real estate and into a more diversified portfolio?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1180: You Really Don't Know May 30, 2023

Show notes

Many people believe that higher interest on safe bank instruments makes this a good time to get out of the stock market for a while. The market habitually makes fools of those who think they are smarter than the market. We also discuss the foolishness of paying high commissions to that friend in the business. Don rips into a "radio host" who claims to be honest and sell indexed annuities. Then, we discuss the annoying proliferation of tipping screens at businesses. We hear from listeners:
How to move from Edward Jones to Vanguard?
Are 10-year CDs better than the Vanguard Total Bond Index ETF?
Then, we get our holiday weekend drunk caller.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1179: Pre-Holiday Q&A May 26, 2023

Show notes

In this episode:
What is a P/E ratio, and why are some so much lower than "the market's?"
Which is better for future taxation, pre-tax accounts or Roths?
With some parental seed money, how much could be in a retirement account in 40 years?
Does it make sense to borrow for a big purchase or pay cash?
What can be done with mediocre, high-commission investments in a non-profit's endowment?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1178: Debt Ceiling Danger? May 25, 2023

Show notes

As the United States approaches its credit limit what might that do to the investnent markets? We pose that question to Wes Crill, Senior Investment Director and Vice-President at Dimensional Funds. We also discuss active versus passive investing, the value of scademic evidence, the effectiveneed of market times, and the advantages of funds or ETFs.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1177: Real Estate Riches? May 24, 2023

Show notes

Real estate speculators discover that leverage can cut both ways. Plus, we discuss the real estate gurus and the more likely source of their wealth.
Listeners wonder:
What do we think of artificial intelligence?
How much small cap is appropriate for a portfolio?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Our TOPPODCAST Picks

Follow Us

Stay Connected

Talking Real Money – Investing Talk

Related Podcasts

Links

Stay Connected