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Memorial Day Q&A
In this episodes, Don answers listeners questions about:
3:15 Seeking a Fee-Only Fiduciary Advisor for Aging Parents 6:24 Uncovering Red Flags in Financial Advisor Disclosures 11:44 Evaluating the Do…Published on 1 year, 7 months ago
Affinity Fraud
In this episode:
1:16 Affinity Fraud in the Military 3:54 Unveiling Investment Fraud in the Military 11:57 Building Trust in Financial Relationships 14:00 Maintaining Boundaries in Financial Rela…Published on 1 year, 7 months ago
The Value of Good Advice
Can a fiduciary fee-only advisor make you more money, even after expenses. Vanguard says, "yes!" We talk about some of their findings and more:
3:53 Cost-Effective Implementation and Rebalancing 6…Published on 1 year, 7 months ago
Roaring Kitty Returns!
In this episode:
0.54 America's Obsession with New Media and Gurus 1:55 The GameStop Saga Begins 2:43 Reddit's Influence on GameStop Stock 3:33 Lessons from the GameStop Rollercoaster 5:20 Seeki…Published on 1 year, 7 months ago
Money for Millennials
We don't often have guests, but we do, from time to time, invite some of the best minds in money management to join us. Author and financial educator, Dan Solin spends time with us this week to share…
Published on 1 year, 7 months ago
Tom and Roxy Qs
On the week's question and answer session, Tom and Roxy take written questions from listeners about:
Social Security spousal benefits. Moving Emergency Cash Short-Term Cash Options Portfolio Diversif…Published on 1 year, 7 months ago
Retirement Income Evolution
Was retirement really better in thge past? Have 401k plans been a retirement income benefit or detriment? Might there be a better way to insure a secure retirement income? We also explore the differe…
Published on 1 year, 7 months ago
They Need Complexity
Beware of complex investments or those promising to provide higher returns using some financial sleight-of-hand. Higher returns always require some sort of tradeoff. There are no special systems to g…
Published on 1 year, 7 months ago
Social Security Sick?
Millions of people rely on Social Security for a large portion of their income, yet the system is running low on money and won't be able to meet future obligations without major changes. So, which is…
Published on 1 year, 7 months ago
Accentuate the Positive
In the episode, instead of discussing all of the bad financial decisions we make, let's take time to acknowledge all of the good things we do with money. Plus, we take questions on:
The possible nega…Published on 1 year, 7 months ago