Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1166: Worried About Banks? May 09, 2023

Show notes

Should you be concerned about the money you have in the bank?
Listeners wonder:
What would have happened if you invested at the highest point of stock market every year?
What is the best way to buy gold?
Should investors consider investing in high yileding structured notes?
Do Schwab intelligent portfolios make sense?
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Ep. 1165: Better Than a Coronation? May 08, 2023

Show notes

It is estimated that the UK spent about $100 million to crown King Charles III. What else could you get for that much money? We also discuss the huge amount of money taken out of the market lately and why we need to stop playing the markets.
Then our listeners ask:
How much is needed to retire comfortably?
How do we feel about "direct indexing?"
How can Roth funds be used for emergencies?
Does a Texas gold-backed debit card make sense or serve any purpose?
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Ep. 1164: Viernes Preguntas May 05, 2023

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Just another Q&A Friday, Cinco de Mayo. Today Don tackles:
Should the funds be inside both a regular and Roth IRA?
Should siblings' contributions to mother's care be tracked, and what might happen if they help mom?
Does the rate on I-Bonds remain the same for their entire term?
Is it okay to go ahead and fund a backdoor IRA early in the year?
Do the ERISA protections make keeping an old employer's 401k?
From which accounts should college money be withdrawn first?
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Ep. 1163: Hungry for Great Investing? May 04, 2023

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Do investors need a great money manager like Warren Buffett? Then, we ask: Is he really that good, and are his best days behind him?
Two listeners ask us different questions about Health Savings Accounts (HSAs).
Then, we veer way off topic as we talk about visiting Omaha, Nebraska, and its top attractions.
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Ep. 1162: They Make Stuff Up May 03, 2023

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They can't quote high returns and claim low risk if it's not true, right? It may be wrong, but purveyors of investment products have been doing it for centuries. There will always be people who promise big profits and toss out truly unbelievable risk claims, and there is only one person you can count on to protect you: YOU!
Plus, a listener asks:
What does this portfolio need for better diversification?
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Ep. 1161: Still Not Ready to Retire? May 02, 2023

Show notes

In this episode, we continue where we left off in the previous show, sharing various reasons why you might not be ready to retire. We also hear from listeners who:
Want to know what to do with undeeded IRA RMDs?
Warn about the hazards of not paying estimated taxes on a big capital gain.
Shares how he converted an Edward Jones account into a fee-only service.
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Ep. 1160: Not Ready to Retire? May 01, 2023

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Today and tomorrow, we look at several reasons you might not be ready to retire. Plus, listeners want to know:
Is there a deadline during the day for canceling a mutual fund trade?
Are we heading for economic trouble?
How much of an annuity will need to be withdrawn for RMD?
How bad is my financial situation?
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Ep. 1159: Quanan Day Apr 28, 2023

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Don is back, taking on your questions with his answers. Here's what today's episode brings:
What is Phoenix Capital, and how can they offer 9-12% yields?
How much of BND is in long-term bonds?
How should a portfolio be rebalanced to add a REIT fund?
Should a bonus go into a 401k and does it make sense to convert to a Roth?
Should old 401ks be moved into a new John Hancock managed 401k plan?
Plus, a bit of additional information about crypto creation.
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Ep. 1158: Playing the Rate Game Apr 27, 2023

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With rates all over the place, many are trying to play the fixed-income market. Tom and Don explore the purpose of fixed income in a portfolio and disciplined strategies for investors. Plus, they discuss a new, strange NFT offering.
Listers want to know:
What do we think of Paul Merriman's target date and small-cap fund strategy?
Does it make sense to test the five biggest brokers by giving each a whopping $1,000 to invest?
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Ep. 1157: On Doing Nothing Apr 26, 2023

Show notes

What if you invested in the S&P 500 decades ago and did absolutely nothing? The answer is shocking. Plus, a special segment featuring a "Last Week Tonight" piece on the forecasting abilities of Jim Cramer.
We hear from listeners:
What is our opinion of Mint and Nerdwallet and are they safe?
Is another firm with a financial podcast worth considering?
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