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Most Own Equities
One hundred years ago, very few Americans owned stocks. It was only in the past decade that a majority of us were invested in equities. Yet, the vast majority of stock investors fail even to match th…
Published on 1 year, 11 months ago
Last Q&A of '23
This is the last episode of 2023 and it's only fitting that it be Don's favorite type: questions and answers. We have some great ones this week:
Is adding a DFA value fund worth the added cost? Shoul…Published on 2 years ago
Retirement Relocation
Retirement can mean gaining the freedom to live anywhere you want. Tom and Don consider the best and worst states for retirees, based on multiple criteria, from two different sources. One of the wors…
Published on 2 years ago
A Christmas Dog Story
This episode was recorded on December 23, 2023. Just before going on the air, Don's wife told him about a lost dog found 3,000 miles from his Washington state home. The outpouring of offers to help w…
Published on 2 years ago
Investing Realities
We return from our holiday hiatus with quiz: Which is an investing fact and which is a money myth? Plus, a listener want to know:
What can be done with a brokerage firm that refuses to let go of funds…
Published on 2 years ago
The Great Fund Debate
We revisit the "active vs. passive" debate. We thought this debate had been settled, yet many still invest with active money managers. Then, we hear from listeners:
Objectively, why do we hate Bitcoi…Published on 2 years ago
Fastest Home Fill-Ups
Where in the country has home equity risen most and least? What can you do to tap that hidden wealth? Does a HELOC or reverse mortgage make sense? Does owning a house even make sense in this economy?…
Published on 2 years ago
Wait… Stocks Have Risen?
Don finally peeked at his brokerage statement and was pleasantly surprised. His portfolio finally made money. Did yours? We talk about the investment markets' ups (and downs) and finding the right ba…
Published on 2 years ago
Start Investing Sooner
In this episode, we talk about some of the steps you should take well before retirement to get your financial house in order. We discuss money-saving tips and investing ideas to help those in their y…
Published on 2 years ago
Pre-Christmas Question Day
The questions may not be festive, but they're important, and Don answers them:
How should assets be allocated across different types of accounts? What happens to the money in a 529 plan if the custod…Published on 2 years ago