Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1036: Higher Fees, Higher Returns? Oct 26, 2022

Show notes

A number of fiduciary advisors are being sued for not putting their clients in more expensive mutual funds. Somehow, they equate higher expenses with long-term higher returns.
A listener wonders whether individual bonds are better than a mutual fund?
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Ep. 1035: Many Go Stock Free Oct 25, 2022

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Despite being a proven, long-term wealth building strategy, many Americans still have no stocks on the their portfolios. We explore why. We also spend some time talking with Paul Merriman about the current market and what the future might bring. Plus, we take a question on what should be done with an inheritance?
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Ep. 1034: Money Market Fund Fees Oct 24, 2022

Show notes

Money market mutual funds used to be a good place to park money. That has changed as many funds have raised their expenses – some to 1% per year. These high expenses eat up what tiny yield you might have received. There are better alternatives. We also dive into all mutual fund expenses and where they go. How much are you paying, to whom, and for what?
Plus, we take a question about the fee structure of funds of funds. Do you pay twice?
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Ep. 1033: Q&A Day: How Do Dividends Work Oct 21, 2022

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It's Friday (for Don anyway) and he takes a bunch of your questions:
Can you sell an S&P 500 fund at Vanguard and simultaneously buy a a different S&P 500 fund at Fidelity?
Who decides when dividends are declared and terminated?
Who should manage a real estate portfolio?
Should businesses paying her kids to do some work to fund Roth IRAs provide 1099s?
Is AVGE too conservative?
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Ep. 1032: Financial Know Nothings Oct 20, 2022

Show notes

Just when you thought the meme stock traders had learned their lesson, they return with new trading targets and even less knowledge.
Plus, we answer our most asked question.
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Ep. 1031: Inexplicably Volatile? Oct 19, 2022

Show notes

Market volatility frightens many investors. So, with so many financial experts out there, does anyone really understand investing markets wild fluctuations?
Plus, why would would ever suggest a brand new fund with little money invested and no long-term track record?
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Ep. 1030: Flipping Out Oct 18, 2022

Show notes

As real estate prices peak, some of the first feel the effects are speculators like flippers. There is no easy money. Just ask Kevin Bacon.
Then, on to the questions:
Can you tax loss harvest from a municipal bond ETF in a total market bond ETF?
What are the alternatives to to long-term care policies?
Does an immediate annuity make sense?
What is the purpose of bonds in a portfolio?
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Ep. 1029: How to Get Rich... Oct 17, 2022

Show notes

Most people want more money than they have. Many want to be rich. How do we define rich and what are some simple ways to get there? Because inflation and the market have battered portfolios, many have decided to delay retirement. Should you wait?
Then we take listeners questions:
Is the Avantis All-Equity ETF (AVGE) a good replacement for VT and how should it be added?
Do we suggest FOREX trading?
In what kinds of accounts to different investments belong?
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Ep. 1028: A Bunch of Bond Qs Oct 14, 2022

Show notes

It's Friday Q&A day with Don and in this episode, he takes six of your questions:
Should a home be part of a portfolio mix?
Explain the relationship between bond yields and bond prices.
Is there a disadvantage to waiting to take Social Security?
Is it okay to own multiple funds in similar asset classes?
Do I really need bonds in my portfolio?
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Ep. 1027: Surprise Subjects Oct 12, 2022

Show notes

Here's the reveal: Don discovers that one of the worst investment ideas of all times has risen from the dead. Yes, Collateralized Mortgage Obligations (CMOs) are being sold again. Then, Tom's topic is retirement. Do we have retirement planning backward? When should we start planning for our post work life?
Then we take listeners questions:
Is there a better investment than VT for kids long-term investments?
What is our opinion of Avantis All Equities Markets ETF (AVGE)?
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