Podcast Episodes

Robot Advisor, Human Judgment

AI can crunch a portfolio, harvest losses, and explain an investment concept in seconds. But can it stop a nervous investor from selling at exactly t…

1 month, 4 weeks ago

Kid Money, Sorted

A quarter in the piggy bank has grown into a maze of UTMAs, 529s, custodial Roth IRAs, and the new child investment accounts. Tom and Don sort the op…

1 month, 4 weeks ago

Chasing Returns, Catching Losses

Chasing performance feels like the easiest way to make money—but buying what has already gone up often means arriving late and leaving with less.

In t…

1 month, 4 weeks ago

Less Means Paying More

The episode covers market bubbles, diversification, Social Security timing, and retirMarkets aren’t mysterious—they’re driven by one of the oldest ec…

1 month, 4 weeks ago

Q&A Overload

This week Don tackles seven excellent listener questions covering everything from credit cards and emerging markets to covered-call ETFs, annuities, …

2 months ago

Overdone Models?

What exactly is a model portfolio—and should you trust one with your retirement?

Tom and Don explain why professionally designed model portfolios can …

2 months ago

Information Overload

Can keeping up with financial news actually make you a better investor—or just make you more confident about making bad decisions? Don and Tom dig in…

2 months ago

Old Dad, Young Kid?

Having a child later in life can change far more than your sleep schedule. It can completely rewrite your retirement plan.

Don and Tom explore the fin…

2 months ago

More Buyers, Prices Higher

Money Monday has arrived, and Don kicks off a new weekly series based on his book Financial Physics. The first “law” may surprise you: according to D…

2 months, 1 week ago

Question Onslaught

Tom’s on vacation, but the listener questions are not. In this packed Q&A episode, Don tackles one of the most common retirement dilemmas: if your So…

2 months, 1 week ago