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Stock Picking Fails
Another episode on the road:
0:03 Bad Year for Stock Pickers 3:24 Property Value and Lease Analysis 4:35 Triple Net Lease Concerns 5:19 Seeking a Second Opinion 5:31 Fiduciary Advisors at Apella…Published on 1 year, 5 months ago
Better Berries, Bad Banks
As Don continues his travels, we discuss:
0:03 On the Road Again 5:41 Berry Talk 8:11 Financial Philosophy 12:39 Protecting Your Investments 20:56 Family Inheritance Dilemma 24:48 Setting Expec…Published on 1 year, 5 months ago
Tom & Roxy Q&A
In this Q&A episode:
1:49 The Dangers of Following Market Trends 4:27 Making Decisions Based on Future Feelings 4:58 Investing for Yourself, Not the World 5:19 Welcoming Roxy Butner to the Studio…Published on 1 year, 5 months ago
Investing Should Be Dull
Another exciting episode from the mountains of North Carolina:
0:03 Introduction to the Journey 2:40 Looking for exciting investments? 7:45 Importance of Seeking Second Opinions 9:23 Retirement P…Published on 1 year, 5 months ago
Five Feels Fine
Here's the first true "On the Road" edition:
0:04 On the Road Woes 4:09 Temptation of the S&P 500 13:25 Technical Challenges Resolved 14:24 The Dumb Duo of Investing 14:56 Investment Horrors Unv…Published on 1 year, 5 months ago
While the Tom's Away...
Join Don and Joe Saul-Sehy from Stacking Benjamins as they discuss:
0:04 The Secret Coup 1:27 Stacking Benjamins 3:07 The FIRE Movement 9:18 Work and More 12:22 Retirement Realities 14:56 Retir…Published on 1 year, 5 months ago
Friday Q's on Saturday
Don is on the road, so Friday's Q&A is a bit late:
1:28 Maximizing Financial Aid Strategy 4:06 Investing in Individual Stocks 7:49 Converting 401k to IRA 11:37 Creating a Glide Path
Learn more a…
Published on 1 year, 6 months ago
Gradual Change
In this episode:
0:03 Slow Roll into Retirement 2:38 Working Beyond Retirement Age 4:38 Managing Retirement Portfolio Successfully 7:48 Housing Dilemma 9:18 Mutual Funds vs. ETFs 14:34 Owning M…Published on 1 year, 6 months ago
State Retirement Costs
In this edition:
13:09 Exploring Retirement Costs Across the Country 20:44 Importance of Second Opinions in Investing 29:31 Exploring Anti-ESG Funds 35:02 Disputing Charges on Credit Cards
Learn…
Published on 1 year, 6 months ago
Dumb and Dumber
In this episode:
1:34 Don's Dumb Duo 5:23 Get a Second Opinion 8:40 The Value of Gold 11:43 Financial Planning Challenges 14:55 Roth Conversions Advice 16:57 Schwab and Fidelity Comparison 19:…Published on 1 year, 6 months ago