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Nobody’s Perfect
Nobody’s Perfect

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In this episode, Don and Tom saddle up for a tour through Schwab’s “Good, Bad, and Ugly.” They applaud CEO Rick Wurster’s warning…

3 months, 4 weeks ago

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Always Question Season
Always Question Season

This Friday Q&A episode tackles a wide range of listener questions: whether someone with full pension income still needs bonds, how to fix a cluttere…

4 months ago

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Always Question Season
Always Question Season

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This Friday Q&A episode tackles a wide range of listener questions: whether someone with full pension income still needs bonds, h…

4 months ago

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Year-End Tax Shock
Year-End Tax Shock

This episode digs into the unwelcome December surprise of capital-gains distributions, especially from actively managed mutual funds. Don and Tom bre…

4 months ago

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Year-End Tax Shock
Year-End Tax Shock

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This episode digs into the unwelcome December surprise of capital-gains distributions, especially from actively managed mutual fu…

4 months ago

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Hard to Pick
Hard to Pick

A fast, funny Thanksgiving-weekend show where you and Tom unpack why a tiny handful of stocks drive the S&P’s returns, revisit forgotten winners like…

4 months ago

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Hard to Pick
Hard to Pick

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A fast, funny Thanksgiving-weekend show where you and Tom unpack why a tiny handful of stocks drive the S&P’s returns, revisit fo…

4 months ago

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Cold Calls & Commissions
Cold Calls & Commissions

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Tom and Don spend this post-Thanksgiving episode dismantling the illusion that big insurance companies—Northwestern Mutual in par…

4 months ago

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Cold Calls & Commissions
Cold Calls & Commissions

Tom and Don spend this post-Thanksgiving episode dismantling the illusion that big insurance companies—Northwestern Mutual in particular—are “financi…

4 months ago

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Black Friday Q&A
Black Friday Q&A

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A light Black Friday edition tackles four listener questions covering Vanguard’s Digital Advisor, the timing of Social Security v…

4 months, 1 week ago

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