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Retiring Wrong
Questions? Comments?
Choosing the right time to take Social Security can add hundreds of dollars every month. With Don away on family matters, Tom is …2 years, 6 months ago
Tax Avoidance Reality
Investors are trying to avoid paying taxes to the detriment of overall returns. Tom and Don discuss tax strategies that might make sense. Plus, it tu…
2 years, 6 months ago
Tax Avoidance Reality
Questions? Comments?
Investors are trying to avoid paying taxes to the detriment of overall returns. Tom and Don discuss tax strategies that might mak…2 years, 6 months ago
Q&Again
It's everyone's favorite day: Q&A Friday with Don. This week listeners ask:
Why don't more online brokers adopt automatic rebalancing? Why should we …2 years, 6 months ago
Q&Again
Questions? Comments?
It's everyone's favorite day: Q&A Friday with Don. This week listeners ask:Why don't more online brokers adopt automatic rebalanc…
2 years, 6 months ago
Leverage Wins and Loses
Who wouldn't love double or triple returns on their investments? What is the downside to leverage?
Listeners ask:
What do we think of Mercer Advisors …2 years, 6 months ago
Leverage Wins and Loses
Questions? Comments?
Who wouldn't love double or triple returns on their investments? What is the downside to leverage?Listeners ask:
What do we think …
2 years, 6 months ago
What Good is Gold?
Over centuries, gold has proven to be a lousy investment. Its big selling point has been "safety." But, is gold really safe? What good is gold? Then,…
2 years, 6 months ago
What Good is Gold?
Questions? Comments?
Over centuries, gold has proven to be a lousy investment. Its big selling point has been "safety." But, is gold really safe? What…2 years, 6 months ago
Who Will Protect You?
Because people have been known to rip off customers, the financial industry is heavily regulated, with a few exceptions. We explore how indexed annui…
2 years, 6 months ago