Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1146: Things to Do Now Apr 11, 2023

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The world has changed dramatically. So, how do you manage your money in this mad new world? Plus, we hear from listeners asking:
How do you get restarted on a retirement investment path?
Will other world currencies supplant the US Dollar?
What do we think of these two stocks?
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Ep. 1145: Despicable Investments Apr 10, 2023

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Rather than tell you which investments make the most sense, we decided to share with our list of the worst investments. These are some of the things we believe you should avoid. Some examples:
Cryptocurrencies
Variable and Indexed annuities
Options
and more.
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Ep. 1144: A Great Day of Q&A Apr 07, 2023

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Don tackles more of your questions:
What happens if an exchange-traded fund (ETF) sponsor goes bankrupt?
Can a Roth IRA conversion count as a required minimum distribution (RMD)?
Should old retirement plans be moved into the new plan?
After moving from Ed Jones to Schwab, where should some extra money be invested?
Does a precious metals fund belong in a diversified portfolio?
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Ep. 1143: Dividend Strategy Debunked Apr 06, 2023

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Many investors seem to believe owning a portfolio of dividend-paying stocks is a safe and effective way to create retirement income. Are there better ways to create investment income in retirement? We explore the evidence.
Then, we hear from two listeners:
What should be done with a windfall that will eventually go into an IRA?
A trick to avoid the "pro rata rule" for backdoor Roths.
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Ep. 1142: Your Timing Stinks Apr 05, 2023

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So, how did the investment market perform this past quester? Investors are only now starting to avoid stocks.
Plus, listeners ask:
Where should I put some new money? Is Ally safe?
Is it normal for a credit union to limit how much cash you can withdraw?
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Ep. 1141: What You Must Know - Part Two Apr 04, 2023

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Money is important. Today we present our second episode devoted to what you need to know about both building wealth and beginning to use it. For example, how much real money is available from your home? What's the best portfolio for retirement?
Plus, we hear from a slew of listeners:
What should be done with poor-performing investments?
Some fiduciaries don't always act in your best interests.
Why can't an advisor get the fund wanted, and should you even invest in a sector fund?
What could be wrong with owning a portfolio of just dividend-producing stocks?
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Ep. 1140: What You Must Know - Part One Apr 03, 2023

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Today, we present part one of a two-part series focused on what you must know about money. In this episode, we discuss spending and credit. Then, we hear from listeners asking:
For help looking up his fee structure and an ADV Part Two. You'll be shocked at what we found.
Seeking the best plan for reducing company ESOP stock holdings.
Wondering why a bank would limit the amount of cash allowed to be withdrawn.
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Ep. 1139: More of Your Questions Mar 31, 2023

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On today's episode, Don is asked:
Does this "granular" DIY portfolio make sense?
Why would he even consider suggesting a reverse mortgage?
What should be done with a portfolio that has always lost money?
Is there any trick to rescue a Backdoor Roth from ponderous taxes?
Does it make sense to build a 5-year income ladder with fixed annuities?
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Ep. 1138: Never Ending Subscriptions Mar 30, 2023

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Like financial leeches, old online subscriptions slowly suck your bank account dry. What can be done about these almost to impossible to cancel services? Then, we hear from listeners asking:
What should I expect from a wealth manager?
Which assets should be in what kind of account?
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Ep. 1137: Awful Annuity "Guarantees" Mar 29, 2023

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One of the biggest annuity collapses in history is progressing in slow motion. This has left the annuity investors stuck without access to their money for years, with no relief in sight. So, just how safe are annuities, and how can those selling them claim they are "guaranteed?" Don is given a fee disclosure document for an Invesco fund, and the costs are shocking.
Then, a listener asks: Why don't we suggest Roth IRAs for everyone?
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