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Reacting to News
Reacting to News

Episode 1016

Tom's on duty as Don takes his final vacation of the summer. In this episode, Tom discusses the silly idea of making investment decisions based on th…

3 years, 9 months ago

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Bad Brokers Sell Insurance
Bad Brokers Sell Insurance

Episode 1015

A recent study shows that brokers with a disciplinary history tend to go into the insurance industry. We explain what a "35% bonus" on a complex annu…

3 years, 9 months ago

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Essentials Ignorance
Essentials Ignorance

Episode 1014

A study shows that a large percentage of Americans don't understand stocks. Then, we hear from a bunch of listeners:

Is an advisor likely making a dec…

3 years, 9 months ago

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Friday Means Questions
Friday Means Questions

Episode 1013

Don's taking your questions again:

What does it take to sell an RTF?In which funds can money from VT be parked to avoid wash sale rule?What's the stor…

3 years, 9 months ago

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Too Little to Retire?
Too Little to Retire?

Episode 1012

Don and Tom discuss an all too common problem, reaching age 65 without enough money to live comfortably. What can you do if you find yourself in this…

3 years, 9 months ago

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Returns Can Deceive
Returns Can Deceive

Episode 1011

A listener wonders if a great 38-year track record makes a fund a buy? Tom and Don explain why looking at historic returns can be problematic.

Tom sha…

3 years, 9 months ago

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"Baloney Storm"
"Baloney Storm"

Episode 1010

You can't know the future. So, what do you do, then? Tom has some ideas.

Then, Tom takes questions:

What is the impact of a government pension on Socia…

3 years, 9 months ago

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Gambling and Social Security
Gambling and Social Security

Episode 1009

What should you do with a big jackpot? Tom is joined by Social Security expert Tom Margenau who explains how the Social Security might be saved and a…

3 years, 9 months ago

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Yes, Q&A Day is back
Yes, Q&A Day is back

Episode 1008

Happily, Don is back in the studio taking your wonderful questions:

Why are we being so hard on annuity salespeople?Will Voyager Digital customers get…

3 years, 9 months ago

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Wanna Retire Early?
Wanna Retire Early?

Episode 1007

Tom and Don discuss an article filled with tips to help you retire at a younger age. Some a great, others not so much. Should you even consider early…

3 years, 9 months ago

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