Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1046: Right Time of Day Nov 10, 2022

Show notes

A recent study found that there may be a best time of day to invest in ETFs. We wonder if it's worth your while.
Plus, a listener asks if it makes sense to get a reverse mortgage for "fun" money?
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Ep. 1045: Saving With Suze? Nov 09, 2022

Show notes

Everyone should have an emergency fund. How big should it be and how can you get started building one. We share our thoughts and examine a ne Suze Orman backed service to help get employees set up with automated savings.
Then we hear from a listener wondering what we think of J.L. Collins investing advice.
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Ep. 1044: Foolish Portfolio Focus Nov 08, 2022

Show notes

Many of the hot funds of the past got that way by taking big risks on just a few stocks or sectors. However, the dangers of a concetrated portfolio outweigh the occasional impressive gains. Plus, Tom and Don discuss: Should you have invested in the lottery? Are ARMs better than fixed-rate morgages? Then we take listeners questions:
What is the difference between bank and brokered CDs?
Can you pick which IRAs from which to take withdrawals?
What are the call letters of our Seattle station?
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Ep. 1043: Medicare Disadvantage Plans Nov 07, 2022

Show notes

During the crazy Medicare enrollment period, insurance compnaies will say or do almost anything to get you to sign up for their Medicare Part C (Medicare Advantage) plans. This allows them to get their hands on that government money that might otherwise just go to patients.
We take some questions, too:
What's the best way to add international equities to AVGE?
Should precious metals and crypto be in your portfolio?
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Ep. 1042: How are Assets Valued? Nov 03, 2022

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How is the price of anything determined? We explore that issue after discovering a huge discrepency between the price of publicly traded real estate investment trusts (REITs) and non-traded REITs. How can one plunge in price while the other seems to be rising?
Plus, a listener wants to know about investing overseas and moving money to safer investments?
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Ep. 1041: Retiring in Recession? Nov 02, 2022

Show notes

Some "top experts" share their thoughts about retiring in times of perceived market turmoil. Tom and Don make them easier to understand.
Plus, a listener wonders if his advisor is really a fiduciary when suggesting an annuity purchase.
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Ep. 1040: The Big Annuity Lie Snares Investors Nov 01, 2022

Show notes

Just as you can't have calories without weight, you can't have wealth without risk. However, many in the insurance industry want you to believe you can get market returns without losses. Plus, Tom blames Don for the I-bond induced crash of treasurydirect.gov. Don calls Tom an elitist.
We take your questions:
Is moving from Vanguard Windsor II into their large cap index fund a good idea?
When will "real" banks raise their rates?
Why did T. Rowe Price merge funds?
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Ep. 1039: Expert Misinformation Oct 31, 2022

Show notes

We discover we have job security as investors are still missing the basics and looking for advice in all the worong places. Plus, what is investing risk. In addition, we get an update on Tom's new car purchase.
Then, we take listeners questions:
What should a recent widow do with a found 401k?
Should he do a $1 million Roth IRA conversion?
How can an investor find true fiduciary advice for a portfolio?
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Ep. 1038: Wednesday, Thursday, Qday Oct 28, 2022

Show notes

We have some really great questions this week (and hopefully some decent answers). There seems to be a tax-loss and Roth theme:
Can money from a tax loss sale in a brokerage account be investing in a Roth?
Did she screw up her tax loss sale?
How much can be investing in a Roth TSP and a Roth IRA?
Why isn't Talking Real Money on Deezer?
Is there a better time of day to buy ETFs?
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Ep. 1037: Break Up With Your Broker Oct 27, 2022

Show notes

"But, they're so nice," "She's my niece." He goes to our church, so he must be honest." We hear this stuff all the time about financial advisors. Of course they're nice. Most of them are salespeople. To sell products, you generally need to be nice. Should niceness be one of your top criteria for hiring someone to manage your future? Tom and Don discuss how you should be picking an investment advisor.
Plus, a listener wonders which is best, Vanguard, Dimensional, or Avantis?
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