Talking Real Money - Investing Talk

Latest Episodes:

Ep. 1016: The Power of Luck Sep 19, 2022

Show notes

Don returns to the mic and explains his recent surgical absence (and catches some flack for his disdain for emergency room procedures). Then, we discuss the recent improved performance of active mutual fund managers. Could it simply be luck? Plus, Robin Hood is creating a stupid trader index.
From there we take listeners questions:
When should a 529 plan be funded?
Immediate joint annuity...?
Moving money to Fidelity. How should he switch to indexes.
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Ep. 1015: Add Bonds, Too. Sep 18, 2022

Show notes

Program note: We apologize for the delay in getting this episode posted. Don had a major medical emergency on September 9th that both kept him from doing the show and caused him to undergo some intensive surgery on Monday. Thanks so much for your understanding.
What is the diffrenece between stocks and bonds and why do you need those boring bonds? He also discusses the power of broad diversification and a long period during which owning the S&P 500 alone was disasterous.
Plus, Tom takes questions:
Another call about I-Bonds
How do we view REITs?
Thoughts on a Social Security withdrawal strategy?
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Ep. 1014: Lessons from a Queen Sep 16, 2022

Show notes

Program note: We apologize for the delay in getting this episode posted. Don had a major medical emergency on Friday that both kept him from doing the show and caused him to undergo some intensive surgery on Monday. Thanks so much for your understanding. He plans to be back for the Saturday show and subsequent episodes.
Tom uses the passing of Queen Elizabeth to make a point about investing consistency.
Do you know your retirement number?
Can you really retire in a recession?
Can iBonds be used in retirement accounts?
What should be done with low interest rate credit union money?
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Ep. 1013: Getting Back to Work Sep 08, 2022

Show notes

Don and Tom and John Rekenthaler share some lessons learned about the latest hot boutique funds. Then we take some questions:
Which mutual funds should be used in new Fidelity IRAs?
What's a good ETF in which to park tax loss assets?
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Ep. 1012: Always Right Sep 07, 2022

Show notes

Sure, you might correctly guess the future direction of the stock market once, but can you do it every time?
Then, we hear from a bunch of listeners:
One shares a great Vanguard experience.
Another with some really bad investments.
Are Vanguard and few other fund groups facing government intervention?
We hear about the elcetic concept of private foundations avoiding RMD.
Must money be in Roth for five years before withdrawals?
Finally, what do we think of the Fidelity Zero funds?
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Ep. 1011: Retiring in a Bad Market Sep 06, 2022

Show notes

We start with off-topic discusssions about holidays and changes in office work. Then we discuss a concern that many share: Can I afford to retire? Plus, we question a retirement portfolio suggestion.
We hear from listeners:
About Vanguard's declining level of customer support.
Wondering if Tom remembers him?
Bashing us for bashing crypto.
It was a holiday.
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Ep. 1010: Worthless Writings Sep 01, 2022

Show notes

Don discover a number of articles in Entreprenuer magazine that seem to be created from the same formula by a stock "research" firm in Kalkota. Plus, a comment of our tax-free investing advice.
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Ep. 1009: More Pointless Products Aug 31, 2022

Show notes

Tom and Don take a look at a couple of popular investnents that no one needs; buffer funds, private real estate.
Then a listener wonders how to get into Dimensional Funds' products?
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Ep. 1008: 401 Fiduciary Failure? Aug 30, 2022

Show notes

United Healthcare has been using expensive funds in their 401k plan. Should they have looked for cheaper products? Looks like a court will decide.
Then we take lots of listener questions:
Is Vanguard getting out of mutual fund business?
How do ETFs work and why use them?
What might happen to a company when all shares are held internally?
Will savings rates ever get reasonable again?
How do Treasury Bills work?
Must IRA accounts have beneficiaries named?
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Ep. 1007: 1,000 and 10,000 Aug 29, 2022

Show notes

As the market collapsed again, how bad has the market actuall been for real investors? Then, what should you do with your student loan forgiveness? How do you pick the right mutual funds? We share the latest chapter in the AMC meme stock stupidity.
Listeners ask:
Does it make sense to tax-loss harvest in tax-advantaged accounts?
How long does the IRS expect us to live?
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