Podcast Episodes
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Dimensional's Matrix Book
In today's show:
0:04 Slipping into the Matrix 5:01 The Fascination with Market Capitalization 9:45 The Importance of Diversification 13:14 Understanding Pension Plan Options 16:59 Annuities vs.…Published on 1 year, 6 months ago
Q&A with Tom & Roxy
In this Question and Answer Episode:
0:04 The Gold Rush: Physical vs. Financial 1:18 The Speculation of Gold 3:05 Investing Insights: Stocks vs. Gold 4:36 Q&A with Roxy Butner 5:06 Roth IRA Dile…Published on 1 year, 6 months ago
Emotional Manipulation
In this episode we discuss:
0:04 Investment "Cheesecake" 1:46 Market Predictions: To Worry or Not to Worry 1:53 Stock Market History: Looking Back and Moving Forward 6:41 The Unpredictable Future…Published on 1 year, 6 months ago
Parental Influences
In this show we discuss:
1:12 Parents' Influence on Money Behavior 2:22 Impact of Childhood Money Habits 9:45 Retirement Dilemma Discussion 13:45 Tax Planning Considerations 17:00 Managing Real …Published on 1 year, 6 months ago
Self-Fulfilling Profits, See?
In this episode:
3:40 A Potential Problem with Some ETFs. 10:12 Understanding Standard Deviation in Investing 14:34 Holding a Diversified Portfolio 19:41 Comparing Avantis and Vanguard Funds 21:…Published on 1 year, 6 months ago
Advisors Lie
In today's skeptical episode:
0:04 Introduction: The Importance of Trust in Finance 3:09 The Market's Trustworthiness: A Closer Look 5:29 Misconceptions About the Market: Zero-Sum Game 9:53 Addre…Published on 1 year, 6 months ago
Don Taking Questions
Don takes on more of your queries:
1:45 Listener Experience with Vanguard and Robinhood 5:23 Taking Advantage of Robinhood's Promotion 6:45 Vanguard's New Fees and the $100 Exit Fee 10:08 Annoyan…Published on 1 year, 6 months ago
Rethinking Retirement?
In this podcast:
0:04 Retirement Reflections 21:06 Stock Inclusion Dilemma 22:27 Managing Stock Movements 25:06 Value of Free Financial Help
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Published on 1 year, 6 months ago
Where Ramsey's Wrong
In this episode:
0:04 The Problem with Dave Ramsey's mutual fund advice 5:14 Importance of Second Opinions in Investing 11:21 Retirement Income Strategy and Dividend Reinvestment 16:07 Creating I…Published on 1 year, 6 months ago
Seven Serious "Sins"
When it comes to money, we make a lot of investing mistakes. Today, we talk about:
3:30 The Seven Deadly Sins of Wealth Management 14:59 Seeking a Second Opinion 21:05 Not Making Cash the King & L…Published on 1 year, 6 months ago