Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1106: Few Flying Rights Feb 11, 2023

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After a bit of a troubled trip to Hawaii, Tom turns to ConsumerMan, Herb Weisbaum to discuss your rights and protections when travelling by air.
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Ep. 1105: Q&A with a Big Finish Feb 10, 2023

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Another great Q&A episode with a surprise ending:
We start with a question on money market funds.
Where can one get more information on Medicare options?
Why do people manage active mutual funds when they must know they can't win?
A caller with a good mic has a broker who can systematically invest in ETFs.
Does it make sense to just add a new investment manager to a 403b account?
Finally, a caller shares a story about a promoter of gold IRAs who seems to have vanished with investors funds. Read the Daily Beast article.
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Ep. 1104: Volatility or Bad Market? Feb 09, 2023

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It seems that most investors are expecting continued volatility for the stock market. Yet, the stock market is always volatile. So, it it really volatility they're concerned about?
In today's question time:
Are CITs more risky than a mutual fund or ETF?
Where should money for retirement be parked?
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Ep. 1103: ESG is Hard to Do Feb 08, 2023

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Investing "responsibly" is harder to do it might appear. What makes a compmnay environmentally or socially responsible? Does everyone agree with your definition? You know they don't. These terms elude a business definition and even a sonsensus opinion.
Then we take questions:
Is there a downside with saving with Bread Financial or other high-yield savings providers?
What should be done with a "friend" who is pitching overfunded whole life as a retirement investment?
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Ep. 1102: Talking Death is Better? Feb 07, 2023

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We are more comfortable talking about death than money. Yet, financial planning is an critical part of an estate (and even, life) planning. Then, a school district employee gets us talking about using the tool at 403bWise to look up many school district 403b plan investments.
We hear from listeners:
How can school district employees get school boards to improve plan investments?
You may want to include your actual phone in you estate package.
Please explain the process of meeting with one of our advisors.
What do we think of Thrivent?
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Ep. 1101: The Rise and Fall of Trading Feb 06, 2023

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Nothing stops the excitement of trading your way to wealth in the stock than the inevitable bear market. You claim to follow our advice, but many of you seem to be hearing something else.
Callers want to know:
How to get retirement plan trustees to invest more aggressively?
What's the best way to invest for a younger beneficiary?
Does it makes sense for his wife to take Social Security at full retirement age?
Should she invest in a fixed annuity?
Can money from household chores be invested in a Roth?
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Ep. 1100: TGIFQAD Feb 03, 2023

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Another potpourri of great questions:
Should the cost basis in an IRA be documented?
Is M1 Finance a decent brokerage service?
How do we determine which funds are likely to outperform in the future?
Do mutual funds offer an advantage over ETFs for systematic investors?
What's the real deal with a Lincoln Financial 403b?
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Ep. 1099: Is it Really Passive Income? Feb 02, 2023

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The term "passive income" has been used to refer to everything from buying houses to selling stuff on Amazon. Funny how most of those ideas pitched as providing passive income are actually a lot of work. Usually, the only one making a lot with little effort are the folks teaching you how to do it.
Then, we hear from you about:
How do I pick the best funds for my risk tolerance?
Why would a fund generating capital gains be a bad thing?
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Ep. 1098: Adding Insult to Injury Feb 01, 2023

Show notes

Watch out for this year's tax mutual fund tax forms. Many actively managed mutual funds have a surprise for you. Despite losing money in 2022, you might find you owe taxes on a distributed capital gain.
Then, we take your questions:
How should money from a broker sold portfolio be invested?
Is an inherited Roth IRA subject to the 10-year withdrawal rule?
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Ep. 1097: Ramsey, Orman, Kyosaki, or... Jan 31, 2023

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From whom should you get you financial and investing advice? Robert Kyosaki, Suze Orman, Dave ramsey, economists? We look at the various mainstream financial education providers. Plus, why is Tesla rising so fast?
We hear from listeners, too (mostly about banking):
Why don't banks pay more on savings?
What is the advantage to taking lottery winnings in a lump sum?
How do high-yield savings products pay so much more?
Will a 72-year old need to take RMD in 2023?
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