Podcast Episodes
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Experts Need Experts
Don and Tom unpack why even smart, financially literate people sometimes need a financial advisor — prompted by Morningstar’s Christine Benz explaini…
8 months ago
Experts Need Experts
Questions? Comments?
Don and Tom unpack why even smart, financially literate people sometimes need a financial advisor — prompted by Morningstar’s Chr…8 months ago
Halloween Qs
Don answers a range of listener questions covering topics from Fidelity’s fully paid lending program to the Roth 401(k) decision and mortgage payoff …
8 months, 1 week ago
Halloween Qs
Questions? Comments?
Don answers a range of listener questions covering topics from Fidelity’s fully paid lending program to the Roth 401(k) decision …8 months, 1 week ago
Financial Deja Vu?
Don and Tom open with an honest reflection on market déjà vu—how today’s investing climate echoes the speculative excesses of 1929 and 2008. Citing A…
8 months, 1 week ago
Financial Deja Vu?
Questions? Comments?
Don and Tom open with an honest reflection on market déjà vu—how today’s investing climate echoes the speculative excesses of 192…8 months, 1 week ago
Financial Cockroaches
Don and Tom go after one of their favorite targets: bad actors in the financial industry—especially those who flee regulation by becoming insurance s…
8 months, 1 week ago
Financial Cockroaches
Questions? Comments?
Don and Tom go after one of their favorite targets: bad actors in the financial industry—especially those who flee regulation by …8 months, 1 week ago
Hard to Diversify
Don and Tom tackle the timeless topic of diversification — why it’s back in style, why it’s so hard to maintain, and why most investors (and pros) st…
8 months, 1 week ago
Hard to Diversify
Questions? Comments?
Don and Tom tackle the timeless topic of diversification — why it’s back in style, why it’s so hard to maintain, and why most inv…8 months, 1 week ago