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A Few Questions for Don

A Few Questions for Don



Topics of today's questions:

2:14 Long-Term Care Insurance Insights 14:51 Evaluating ETFs for Downside Protection 18:25 Managing Debt with HELOC Strategies 23:36 Portfolio Management for Retireme…


Published on 1 year, 4 months ago

Buy and Sell Automatically

Buy and Sell Automatically



This edition's discussion:

3:08 The Importance of Rebalancing 6:40 Understanding Risk and Volatility 12:13 Inherited Wealth Decisions 15:29 Comparing Exchange-Traded Funds 20:05 The Future of In…


Published on 1 year, 4 months ago

Misleading Headlines

Misleading Headlines



In this episode:

1:36 Creative Fear-Mongering Editing 11:28 Fund Recommendations and Confusion 14:30 Clarifying Financial Advice 20:36 Investment Education for Young People 21:06 Personal Financ…


Published on 1 year, 4 months ago

Your Own Worst Enemy

Your Own Worst Enemy



In this episode:

0:04 Financial Exorcism 5:09 Index Fund Realities 15:03 Understanding Market Behavior 21:22 Navigating Retirement Challenges 23:30 Managing Unexpected Wealth 28:20 Lazy Portfol…


Published on 1 year, 4 months ago

Questions for Tom & Roxy

Questions for Tom & Roxy



In this special Q&A episode:

5:52 Listener Questions Begin 7:53 Paying Off Debt vs. Investing 8:43 Retirement Savings Strategies 10:21 Employee Stock Purchase Plans 14:37 Risk Management in Reti…


Published on 1 year, 4 months ago

Bonds No Longer Bad?

Bonds No Longer Bad?



In this episode:

2:35 The Bond Debate 5:07 Alternatives to Bonds 6:47 Evaluating Long-Term Investment Options 9:56 Listener Questions Begin 16:39 Financial Decisions and Strategies

Learn more a…


Published on 1 year, 4 months ago

Financial Fortification

Financial Fortification



From last Saturday's radio show:

1:23 Understanding Investment Scams 4:58 Protecting Your Identity 7:25 The Downsides of Credit Freezing 9:04 Importance of Two-Factor Authentication 10:02 Roth C…


Published on 1 year, 4 months ago

Home Sales Changes

Home Sales Changes



In this episode, Tom and Don discuss:

5:27 Tech Wonders and Real Estate 13:47 The Changing Landscape of Real Estate 21:14 Navigating Financial Security 21:34 Listener Questions and Insights 26:5…


Published on 1 year, 4 months ago

Q&A Delay

Q&A Delay



As Don was actually vacationing, here is last Friday's episode a few days late:

4:06 SIPC Insurance Explained 6:43 Fiduciary Duty and Insurance Companies 8:23 IRA vs. 401k Protection 10:23 Seekin…


Published on 1 year, 4 months ago

Tough Topic

Tough Topic



As Don was actually vacationing, here is last Thursday's episode a few days late:

1:03 The Money Talk Dilemma 1:45 Power Dynamics in Financial Discussions 2:01 Evolving Perspectives on Money Talks…


Published on 1 year, 4 months ago





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