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Take it Seriously



In this episode:

1:19 The Game of Investing 4:02 The Roller Coaster of ARK Innovation 5:21 Thematic Funds Explained 8:11 International Perspective on Financial Leadership 11:32 The Importance of…


Published on 11 months ago

Short Sweeps

Short Sweeps



In today's episode:

1:10 A 401(k) RMD Correction 3:42 Brokers Paying Too Little? 11:47 Vanguard Must Pay back $100 Million 20:14 52-Week Money Challenge 25:37 Callable CDs and Bonds 34:08 Navi…


Published on 11 months ago

Money Talkin' Bros

Money Talkin' Bros



On this rare guest episode:

2:18 Getting to Know Joe Saul-Sehy 8:21 Transitioning to Teaching and Broadcasting 12:30 Exploring Stacking Benjamins Topics 18:50 Understanding Speculation vs. Invest…


Published on 11 months, 1 week ago

Day of Q (and A)

Day of Q (and A)



It's Friday:

2:05 Pension Account Insights 8:10 Transitioning Investment Accounts 10:16 Holiday Scam Awareness 15:35 Whole Life Policy Concerns 19:09 Cryptocurrency and Crime

Learn more about y…


Published on 11 months, 1 week ago

Disagree with Dave

Disagree with Dave



We revisit the great retirement date debate:

3:16 Critique of Dave Ramsey's Advice 3:25 Importance of Social Security Decisions 5:34 The Impact of Life Expectancy 7:17 Understanding Social Securi…


Published on 11 months, 1 week ago

Reverse 60/40?

Reverse 60/40?



Is 60/40 dead again:

0:20 Vanguard's Changing Approach 0:26 Stock and Bond Ratios Explored 1:57 The Trouble with Market Timing 2:38 Vanguard's Advice: A Shift in Strategy 3:40 The 60-40 Portfoli…


Published on 11 months, 1 week ago

Looking Back

Looking Back



We look for lessons from the last 100 years:

5:10 Stock Market Trends and Historical Returns 9:47 Preparing for Future Market Downturns 12:57 Navigating Social Security Benefits 19:31 Buying a Ne…


Published on 11 months, 2 weeks ago

Easy Being Wrong

Easy Being Wrong



Today, let's talk about "expert" forecasts:

0:32 Introduction to Predictions 3:30 Wall Street's Flawed Forecasts 7:13 The Problem with Market Timing 11:56 Long-Term Investment Strategies 14:52 U…


Published on 11 months, 2 weeks ago

A Whole Lot of Qs

A Whole Lot of Qs



Ah. Things are back to normal:

2:52 Retirement Discrepancies Explained 5:08 Understanding Collective Investment Trusts 9:01 Holding Funds for Roth Contributions 11:33 Top Five ETFs Revealed 14:4…


Published on 11 months, 2 weeks ago

Greater Financial Clarity

Greater Financial Clarity



In today's episode of TRM:

1:58 Market Trends of 2024 3:44 Federal Reserve Decisions and Predictions 6:38 Global Economic Factors 8:19 The Rise of Cryptocurrency 11:08 Corporate Dominance and AI…


Published on 11 months, 2 weeks ago





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