Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1116: Retiremeet Part One Mar 01, 2023

Show notes

Don discusses the importance of planning from the 9th annual Retiremeet event from Bellevue, WA in February 2023. Dimensional Fund's Apollo Lupescu spends a few minutes with Don prior to his presentation. Plus, Don talks with listeners:
The first of whom believes that hew has magical market-timing capabilities
Does it makes sense to leave Vanguard Balanced Index and get into a stock and bond ETFs?
Where should a new Roth contribution be invested?
A small company controller questions the firm's 401k choices.
Finally, Paul Merriman stops by for a brief chat.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1115: Pre-Tax or Post-Tax Feb 23, 2023

Show notes

When saving for retirement, either in a employer-plan or using IRAs, how do you decide whether to take the tax-deduction and pay taxes later or get lifelong tax-free growth using the Roth option?
Then, listeners ask:
When is the right time to rebalance and how is it done?
How can you judge the performance of a young index fund?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1114: Top Five Fund Groups Feb 22, 2023

Show notes

We are thrilled that Dimensional Funds made the Barron's Top Funds list. However, this is a hollow victory, at best (and speaking of victory...). What makes a great fund group?
Then we hear from you:
Who provides the best retirement advice?
Why not give your child a 1099 for chores?
Are American Funds too expensive for a 401k?
Finally, a big fan of indexed annuities calls right at the end, so Don works overtime to discover the truth.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1113: Too Smart to Scam? Feb 21, 2023

Show notes

In this episode we explore our propensity to fall for financial lies, both big and small. Even the most sophisticated can get taken in by a slick con artist or a smooth broker. Then, we wade into a bunch of great calls:
How do school districts pick their 403b investments and how can they be changed?
Does it make sense to move a 401k into an IRA as a salepeson is advising?
Why did a fund that lost money in 2022 post a taxable capital gain?
Would Vanguard's 529 plan be better than a state fund?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1112: Jill on Real Money Feb 20, 2023

Show notes

CBS News Business Analyst, joins Tom to discuss money, investing and her latest book, The Great Money Reset.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1111: Don Answers Qs Again Feb 18, 2023

Show notes

On this Q&A episode, listeners ask:
Where is the best place to start investing at age 13?
Is it better to just have VT versus using VTI and VXUS?
Are non-deductible IRAs worthwhile?
How should I allocate assets between growth and value?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1110: Retirement Regrets Feb 16, 2023

Show notes

Tom and Don explore Retiree's biggest retirement regrets. Of course, the biggest one is not having enough money.
Then, we respond to listeners:
One shares a story of an overfunded 529 plan and a new bonus.
Another seeks advice on the best way to start spending retirement assets.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1109: 300 Years Later... Feb 15, 2023

Show notes

"Experts" have been been writing books filled with investing advice for over 300 years. After all of that information, why are we still such lousy investors? Plus, a couple of listeners join in:
What impact will rising debt have on the economy and investments?
A young investor requests our opinion of his portfolio?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1108: Forgotten Assets? Feb 14, 2023

Show notes

Do you have an old 401k or 403b languishing in some bad investments? Maybe it's time to get those rolled over into something better.
We hear from lots of listeners:
How can the cost basis of multiple funds we determined?
Can I-Bond interest be declared annually, even though it's deferred?
Where should money from an inherited 401k be parked temporarily?
Which is better: Fidelity or Vanguard?
Does it make sense to create a T-Bill ladder?
Are there long-term bonds that pay a higher rate?
Does it make sense to sell taxable assets to fund a Roth?
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

Ep. 1107: Cramer Regularly Wrong Feb 13, 2023

Show notes

Yet another study of Jim Cramer's stock shows just how bad his prediction have been. You would have been better off shorting his picks. Plus, we hear from you:
How do you move money from one "advisor" to another?
How can you determine the stock/bond ratios of various target date funds?
What do we think of a covered call writing ETF?
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