Podcast Episodes
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A Tom & Roxy Q&A
In this Q&A episode:
0:04 The Shiny Object Syndrome 1:10 The Top Stock Funds 3:46 Lessons from Janus Funds 5:40 Roth IRA Contributions Dilemma 8:30 Considerations for Traditional IRA 9:06 Inher…Published on 1 year, 5 months ago
Presidential Preference?
Wes Crill from Dimensional Funds joins us to discuss:
1:47 Election Anxiety 3:51 Presidential Concerns 6:03 Market Concentration 7:37 Diversification Dilemma 10:15 Small Cap Superiority 10:56 G…Published on 1 year, 5 months ago
On the Road in Wisconsin
Tom meets Don and listeners in Madison, Wisconsin:
0:35 Welcome to Talking Real Money live from Goodland Park 8:19 The insurance industry's challenge with transparency 12:34 The importance of rec…Published on 1 year, 5 months ago
More Return Adds Risk
Tom meets Don on the road trip in a park in Madison, Wisconsin:
0:04 The Corn Chronicles 1:33 Ethanol Insights 5:31 Financial Decisions 7:32 Risky Yields 10:44 Insurance Insights 13:06 Too Good…Published on 1 year, 5 months ago
Leave Nothing?
In this Q&A session:
0:07 Die with Zero concept and spending for experiences 1:37 Audience member's humorous desire for a bounced check 9:22 Bill Perkins' extravagant birthday celebration and givi…Published on 1 year, 5 months ago
Younger Investors Smarter?
Tom is back for a new episode featuring:
0:04 Welcome Back Banter 5:01 Shifting Investment Trends 7:13 Generational Investing Shifts 12:27 The Pitfalls of Trading 15:29 VTWAX vs. VT 17:59 Asset…Published on 1 year, 5 months ago
Why Small Cap Stocks?
In today's episode:
3:31 The Dow and Small Company Stocks 6:37 The Value in Small Cap Investing 13:01 Beware of Gimmickry in Investing 15:06 Understanding Risky Investment Strategies 21:09 Get a…Published on 1 year, 5 months ago
Insurance+Investments=Issues
In what was supposed to be the Tuesday podcast:
1:46 The Truth About Annuities 5:37 A Bright Financial Future 6:25 Financial Decisions Made Easy 6:43 Slamming the Insurance Industry 7:03 Properl…Published on 1 year, 5 months ago
Travelin' Answer Man
In this Q&Apisode:
0:04 On the Road Again 5:24 Planning for Retirement 8:58 Handling Inherited Accounts 13:08 Maximizing Retirement Savings 14:24 Balancing Investment Focus 18:48 Role of Real E…Published on 1 year, 5 months ago
Another Show with Joe
Joe Saul-Sehy from Stacking Benjamins joins Don again to discuss:
3:09 Financial Planning Teaching Methods 8:23 Taxation and Financial Planning History 12:25 Efficacy of Fee-Only Planners 16:58 T…Published on 1 year, 5 months ago