Podcast Episodes
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Typical Investing?
In this exciting edition:
0:03 Introduction to Financial Normalcy 3:50 The Retirement Worry 6:28 The Gray Area of Investing 13:23 The Importance of a Financial Plan 21:03 Portfolio Questions and…Published on 1 year, 3 months ago
Tom and Roxy Q
In this Q&Apisode:
0:04 Stock Market Insights 3:05 Questions from Listeners 3:31 International Investment Concerns 8:45 Portfolio Housekeeping 11:53 Charitable Distributions Explained 14:35 401…Published on 1 year, 3 months ago
Still Make Cents?
Today, we discuss:
5:34 The Case Against the Penny 7:12 Daylight Savings Time Debate 8:27 Worthless Financial Instruments 11:24 The Cryptocurrency Conundrum 13:14 Rollover Strategies Explained …Published on 1 year, 3 months ago
Invest in Elections?
In this episode:
1:54 Election Investing and Other Gambling 6:40 Understanding Financial Futures 14:32 Navigating Roth IRA Withdrawals 20:16 The Importance of Financial Planning 26:53 Pay Yourse…Published on 1 year, 3 months ago
High Yield's Price
In this episode:
1:29 The High Price of High Dividends 18:35 The Importance of Staying Invested 21:04 Market Fluctuations and Trading 29:08 Understanding Asset Allocation 31:56 The Value of Asse…Published on 1 year, 3 months ago
Election Effects
To start the week we tackle:
0:03 Election Biases and Money 2:17 Overcoming Recency Bias 3:34 Strategies Against Bias 6:42 Understanding Market Cycles 11:22 International Investment Options 13:…Published on 1 year, 3 months ago
A (Very) Few Qs
In the shortest Friday Q&A show ever:
2:20 Retirement Lump Sum Concerns 4:28 Transitioning Investment Accounts 6:58 Disclaimers and Financial Advice
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Published on 1 year, 3 months ago
High Return Dangers
In this episode we discuss:
3:17 The Illusion of High Returns 6:23 The Importance of Second Opinions 20:42 Charitable Giving Strategies 24:04 Transitioning from Real Estate 27:20 Tackling Hodgep…Published on 1 year, 3 months ago
Reached the TIPping Point
In this episode,
We explore the tip request explosion in America. We discuss the stock markets' recent performance. A caller shares his thoughts on retirement. How should twenty-somethings invest fo…Published on 1 year, 3 months ago
Your "Magic" Number?
In today's post-holiday episode:
2:42 Preparing for Retirement: Key Considerations 8:54 The Importance of Professional Financial Help 10:58 Embracing Flexibility in Retirement Planning 15:29 D…Published on 1 year, 3 months ago