Podcast Episodes
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Q&A and Book Day
Don opens the show with a deeply personal announcement: the release of his first novel, The Line Uncrossed, inspired by the life of his great-great-g…
1 month, 2 weeks ago
Indexes Gone Wild
Don and Tom take on the uncomfortable reality that even supposedly “rules-based” index investing is starting to look suspiciously active, as major in…
1 month, 2 weeks ago
Fear Sells
Don and Tom unload on sensationalized financial journalism, taking aim at recent articles claiming the 4% withdrawal rule and classic 60/40 portfolio…
1 month, 2 weeks ago
The Great and Powerful AI
Tom and Don explore whether artificial intelligence is truly ready to replace financial advisors, sparked by a recent Wall Street Journal experiment …
1 month, 2 weeks ago
Selling Slowly
Tom and Don tackle one of retirement planning’s most misunderstood tools: reverse mortgages. Using the analogy of “selling your house in slow motion,…
1 month, 2 weeks ago
May Questions
Don opens this Friday Q&A episode with a personal reflection on finally releasing his historical fiction novel The Line Uncrossed, inspired by his gr…
1 month, 3 weeks ago
Retirement Relocation Reality
Don and Tom explore one of retirement’s biggest emotional and financial questions: where should you actually live once work winds down? They discuss …
1 month, 3 weeks ago
Selling Fear
Don and Tom take aim at the booming annuity industry, arguing that most annuities are sold through fear, confusion, and unrealistic promises rather t…
1 month, 3 weeks ago
Red Hot or Icy Blue?
Don and Tom tackle the strange psychology of politics and investing, exploring how Republicans and Democrats consistently perceive the economy and ma…
1 month, 3 weeks ago
Active Management Myth
Tom and Don take aim at the persistent myth that active management adds meaningful long-term value, using a new study highlighted by Larry Swedroe sh…
1 month, 3 weeks ago