Podcast Episodes
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Take a Pass on Pitches
In today's show:
1:35 The Problem with Financial Pitches 3:43 The Rise of ETFs 5:55 The Bitcoin ETF Concern 11:21 Insurance Strategies and Tips 14:12 The Importance of Investment Vehicles 16:22…Published on 11 months, 2 weeks ago
New Opportunities
In this episode:
2:40 New Year, New Financial Resolutions 5:16 Setting Concrete Financial Goals 8:41 Strategies for Financial Success 14:11 Listener Questions and Financial Advice 15:26 Planning…Published on 11 months, 3 weeks ago
Big BetCoin
In today's episode:
0:34 Irrational Exuberance Redux 1:52 The Rise of Bitcoin 3:05 Larry Fink's Shift 5:09 MicroStrategy's Bitcoin Strategy 7:38 The Use Cases of Crypto 9:52 Banking the Unbanke…Published on 11 months, 3 weeks ago
Old is New
In this new year episode:
0:51 New Year, New Perspectives 3:09 Economic Concerns and President Trump's Inauguration 6:46 Investment Strategies for Baby Boomers 7:49 Listener Questions Begin 19:1…Published on 11 months, 3 weeks ago
Paying for Retirement
In our first episode of the new year:
0:33 Retirement Income Strategies 2:53 Navigating Social Security Decisions 5:43 Understanding Withdrawal Strategies 12:13 The Importance of Flexibility 14:…Published on 11 months, 3 weeks ago
Gen anXious
In the final episode of 2024:
0:31 Gen X Retirement Worries 2:02 Baby Boomers and Retirement Realities 5:21 Starting Late but Not Too Late 8:52 The Social Security Dilemma 9:55 The Importance of…Published on 11 months, 4 weeks ago
Not So Safe
Welcome to today's podcast about risk and return:
14:12 The Risks of CDs and Annuities 19:31 Gambling vs. Investing 31:16 Retirement Planning Essentials
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Published on 1 year ago
Skip This Party
In this episode:
0:57 Holiday Cheer and Investment Fears 4:02 Wall Street's Private Party Invitation 5:09 The Costly Alternative Investments 5:53 Confusion in Alternative Investments 11:55 Socia…Published on 1 year ago
Ripping You Off
In this episode:
0:35 Intro to Scams 2:52 Recognizing the Scam 6:41 Private Credit Investments 8:19 Risks of Private Debt 14:23 The Complexity of Collateralized Debt 16:21 Investment Rules of T…Published on 1 year ago
Pre-Holiday Q and A
Don takes your questions:
2:59 Bond Funds vs. Individual Bonds 6:02 Starting a Custodial Roth IRA 7:55 Building a Taxable Bond Hedge 10:57 Rebalancing in Retirement
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Published on 1 year ago