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The Truth About Rollovers
Episode 996
So many "financial advisors" will say almost anything to get you to rollover your 401k or 403b to them. The most egregious of those are peddling annu…
3 years, 10 months ago
Annuities: Agreeing With Dave
Episode 995
Entrepreneur magazine should be ashamed for publishing an "article" by an annuity peddler. Plus, how does this salesman's website offer a 3% guarante…
3 years, 10 months ago
Holiday Caller Day
Episode 994
Holiday weekend shows typically feature few callers. This year's 4th of July weekend was unusual.
Lots of calls:
How does one move from a 401k into sel…3 years, 10 months ago
More of Your Questions
Episode 993
This week, Don covers the following questions:
Is there something better to do with the money that should be in bonds?What's the best interval for ret…3 years, 10 months ago
Bad Six Months
Episode 992
How bad were the first six months of 2022 for investors? It really depended on how you invested. Plus, Tom and Don take a question from a listener wh…
3 years, 10 months ago
Pensions Compound Mistakes
Episode 991
A combination of bad match and magical thinking have created hugely underfunded pension plans. Rather than solve the problem rationally, plan manager…
3 years, 10 months ago
Growth to Value to ARKK
Episode 990
Several of the the past decades most popular stocks have gone from fast growing to undervalued. Yet, another case for diversification. Plus, Don shar…
3 years, 10 months ago
Creating Retirement Income
Episode 989
Tom and Don move from creating wealth to creating the income needed to retire comfortably. They discuss determing your income needs and income strate…
3 years, 10 months ago
You're Q'ing Again
Episode 988
Thanks! Don is able to tackle a slew of great questions again:
In which account should new bond investments be made?How should an investor reduce equi…3 years, 10 months ago
Bad News Letters
Episode 987
Investing newsletters are both a waste of money and massively ineffective in real life circumstances. Plus, a listener fears rebalancing in the curre…
3 years, 10 months ago