On today's FridayQ we discuss:
Robin Hood's recent offer of a 3% bonus on IRA rollovers. Avoiding a tax penalty of an inherited annuity. A listener's Talking Real Money Road Trip suggestion. The prop…Published on 1 year, 8 months ago
We are innundated with articles featuring lists of the "best" investments. Are they really that good and should you invest in them? Plus, we hear from listeners:
What's the difference between two bon…Published on 1 year, 8 months ago
Most advisors claim to be fiduciaries and even those who are always required to act in a client's best interests can have conflicts. What makes a true fiduciary financial advisor? We also discuss you…
Published on 1 year, 8 months ago
Nobel laureate, Robert Shiller, believes that the U.S. stock market may have run its course for awhile. So, what should you do is he's right? You be shocked (wink) at the answer. Then, aa whole lot o…
Published on 1 year, 8 months ago
Paying too much for your retirement plan and the investments within can damage your future. Listeners ask:
What do we think of direct indexing? Why isn't Don's book available as an audiobook?
Learn…
Published on 1 year, 8 months ago
Submit your spoken questions at talkingrealfmoney.com. This week:
What if "messing around" with a portfolio simply means using Avantis and DFA ETFs? Are Avantis ETFs reall worth the extra expenses ve…Published on 1 year, 8 months ago
What is your retirement number? Everyone should have one. Most people's number is too low, so you really need to try and calculate how much money you will need to have invested to create a decent str…
Published on 1 year, 8 months ago
Large-cap, U.S. stocks had a very good first quarter. However, many markets and previously hot stocks lagged far behind. What should this mean for your portfolio? We discuss the powerful research on …
Published on 1 year, 8 months ago
Every four years investors grow concerned about the terrible impact that "other" presidential candidate might have on the stock market after the election. Yes, the evidence shows that new president's…
Published on 1 year, 8 months ago
You can probably stumble through most of your financial life. The one money need for which you must plan is retirement. Today, we discuss some of the most important things you must do to retire comfo…
Published on 1 year, 9 months ago
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