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Ep. 2005: The Habanero Portfolio
Episode 2005
0:43 Don and Tom turn up the heat on factor investing: why small, value, and profitable companies have historically earned higher returns, why tracki…
2 weeks ago
Ep. 2004: The Annuity Rules Keep Changing
Episode 2004
Indexed annuities promise market-like gains without market losses—but Don and Tom explain how commissions, surrender charges, spreads, participation …
2 weeks, 1 day ago
Ep. 2003: Seven Styles, One Portfolio
Episode 2003
Don and Tom dismantle the idea that investors need to choose one narrow “style.” Growth, value, small companies, momentum, and passive investing are …
2 weeks, 2 days ago
Ep. 2002: The Buggy Whip Theory
Episode 2002
The “Buggy Whip Theory” is a reminder that even when investors correctly see the future coming, they rarely know which company—or which part of a new…
2 weeks, 3 days ago
Ep. 2001: A New Millennium of Money Questions
Episode 2001
Episode 2001 begins a new millennium of money questions—with Don sorting out the numbering before tackling inherited IRAs, CD ladders, Roth conversio…
2 weeks, 6 days ago
Ep. 2000: Bonds Are Doing Their Job
Episode 2000
Bond prices are falling as yields rise—and that does not mean diversification has failed. Don and Tom explain why high-quality bonds can decline when…
3 weeks ago
Ep. 1999: IRA Mistakes You Can’t Undo
Episode 1999
Some IRA mistakes cannot simply be reversed. Don and Tom explain the traps around non-spouse beneficiary transfers, the one-rollover-per-year rule, 7…
3 weeks, 1 day ago
Ep. 1998: The S&P 500 or the Whole World?
Episode 1998
Don and Tom compare the S&P 500 with total-market and globally diversified investing, explain the danger of home bias, and show why owning more of th…
3 weeks, 2 days ago
Ep. 1997: The Lemmings Didn’t Jump
Episode 1997
Don and Tom use Disney’s infamous lemming myth to explain investor herd behavior, recency bias, and the danger of chasing whatever has recently been …
3 weeks, 3 days ago
Ep. 1996: Growth, Value, and When to Retire
Episode 1996
Don tackles listener questions about growth versus value stocks, choosing the right time to retire, Medicaid and estate-planning concerns, the proble…
3 weeks, 6 days ago