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Better in an ETF?
The SEC finally have given in to the pressure and approved "real" Bitcoin ETFs. Does this change make cryptocurrencies and less ephemeral or improve their possibilities as an "investment?" What are t…
Published on 1 year, 11 months ago
Invest and Reduce Taxes
In the new year, you can save even more for retirement on a tax-advantaged basis. Take full advantage of your opportunities to save now and in the future. Plus, listeners want to know:
How should exc…Published on 1 year, 11 months ago
Friday Questions and More
In this Q&A episode:
Does it make sense to switch from taxable bonds to tax-free municipal bonds? Does a portfolio need more international or value exposure? What effect will new Bitcoin ETFs have on…Published on 1 year, 11 months ago
Short-Term Means Little
Beware of most (if not all) of the investing advice in the financial press. This is particularly true when the information is based on short-term data. Don't peek at your portfolio too often. Then we…
Published on 1 year, 11 months ago
The Weakest Plan?
Of all the types of employer-sponsored retirement plans, 403(b) plans are among the worst. Without a fiduciary requirement, many of the investment options are expensive, high-commission insurance pro…
Published on 1 year, 11 months ago
Biggest Retirement Blunders
Very few Americans feel confident they can financially enjoy a comfortable retirement. So, what do real retirees wish they knew before retiring? We discuss why every investor should have internationa…
Published on 1 year, 11 months ago
Know Before You Commit
Before you enter into any relationship, it's important to know how the other person perceives money. This is particularly important to know if you plan to spend your life with that person. Plus, list…
Published on 1 year, 11 months ago
New Year. New Questions.
Happy new year and we have new questions:
What do we think of XY Planning Network? Is Vanguard's new Core Actively Managed Bond Fund a good investment? What can or should be done with a gifted annuit…Published on 1 year, 11 months ago
Money Unmentionable
There may be a few things we shouldn't discuss. Money isn't one of them. We need to share nuggets of financial wisdom with our families to help them become better money managers. Beware of a clever n…
Published on 1 year, 11 months ago
Inept Investing Info
We look back at "expert" market predictions for 2023. Who got it right, and who failed to come close? Then, we share better ways to invest. Do presidential elections have any impact on stock prices? …
Published on 1 year, 11 months ago