Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1136: ...Not the Market Mar 28, 2023

Show notes

Two (or more) of the biggest reasons you shouldn't rely on the S&P 500 for your stock market diversification. How should you properly diversify your equity portfolio?
Listeners want to know:
What do some of the numbers mean for ETF market quotes?
Do DFA funds charge 12b-1 fees?
How is a transfer from a regular IRA to a Roth reported?
What is the difference between investing with an insurance agent versus a fee-only advisor?
What should be done with some unexpected money?
What's the best way to talk with a friend about "real" investing?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1135: Money in Motion Mar 27, 2023

Show notes

Don's away, so Tom discusses the billions of dollars that have been moved to cash. Where is it being stashed and where should you be putting your money? How protected are various financial firms?
We hear from listeners:
With some investing advice.
How to check out a Vanguard advisor?
How to derive tax breaks from unleveraged investmet property?
Looking for our opinion of Vanguard target date funds.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1134: More Friday Queries Mar 24, 2023

Show notes

Today's questions:
Why did my ETF distribute capital gains?
Will this tax harvesting and repurchasing strategy run afoul of the "wash-sale" rule?
Is there any reason to pay off a mortgage in retirement?
Why do banks have 11-month CDs?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1133: Big Buck Orphans Mar 23, 2023

Show notes

Millions of retirement accounts have been left behind and apparently forgotten. We're talking REAL money. You need to find yours.
A listener asks:
What about buying stocks with shareholder perks?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1132: T@# Time Prep Mar 22, 2023

Show notes

What you can do now and later this year to reduce your tax bill. Plus, we talk about a non-financial talk show that spews bad words ("F" instead of "T").
Listeners ask us:
Should you short the long Cramer ETF?
Why did Don change his investing suggestions from those given in the 1990s?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1131: What Will You Do? Mar 21, 2023

Show notes

With the retirement upheaval in France, Tom and Don discuss when should we retire and what will we do then. Plus, when it comes to investing, ignorance might actually be bliss.
Callers want to know:
Our opinion of a fiduciary advisor being considered by a listener? The answer will help you choose one.
Whether or not enough money has been accumulated to retire at 62?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1130: More Banking Bedlam Mar 20, 2023

Show notes

Welcome to March Money Madness. With several banks teetering what should you do with your money. One banker tries to comfort his depositors by offering his personal cell number. Plus, we answer the buriung questions: What is 100% safe? Then we hear from callers who want to know:
Whose accounts are covered by FDIC insurance?
What is a stable value fund?
How many funds are needed to be properly diversified?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1129: Q&A: Bonds and Ladders Mar 17, 2023

Show notes

In this week's question and answer episode:
Should he sell his bond funds and create a CD ladder?
Can funds from a managed account go into an IRA?
Is Fidelity's Brokerlink option for 401k plans a good choice for participants?
Is Vanguard's Federal Money Market fund a good place for emergency funds?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1128: Moody About Money Mar 16, 2023

Show notes

Emotions are good for many things, just not for investing. Tom and Don discuss the many money moods that can be financial future killers. Plus, we hear from listeners about:
A 401k that only offers Principal products.
What is the best way to invest for a small-cap value tilt?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1127: Banking Worries Continue Mar 15, 2023

Show notes

The fallout from Silicon Valley Bank's failure continues to impact the investing markets. Should you be concerned? What should you do?
Plus, listeners want to know the following:
Who writes those almost identical stock market headlines and if pros can trade, why can't we?
Why does Apella Wealth list insurance sales in its Form ADV?
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