Podcast Episodes

And the Winners Are...

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A recent list of "the best mutual funds" is best ignored. The funds prised in this piece are not great funds, just a few that got lucky by being in the right investments at the right time. Plus, mos…

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Published on 2 years, 1 month ago

Seen the Light?

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Most know him as the "Wolf of Wall Street." After ripping on investors for millions of dollars, Jordan Belfort claims to have "seen the light" and now believes that low-cost, index-style investing is…

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Published on 2 years, 1 month ago

Dave Promises Big Bucks

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Forget the 4% rule, Dave Ramsey wants you to believe that you can take an 8% annual income from an American Funds (or other broker-sold) portfolio. We explain why that is incredibly unlikely.

Then on …

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Published on 2 years, 1 month ago

Financial Illiteracy

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A new study of Americans financial knowledge shows that a sizable portion of us are woefully uniformed about financial matters. Tom and Don share the results and ideas for improving our fiscal educat…

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Published on 2 years, 1 month ago

Work Plans Losing

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This is the last show of Thanksgiving week, as Tom and Don are taking time off. In the episode, we discuss the many problems with 401k and 403b plans that keep employees from doing as well as they mi…

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Published on 2 years, 1 month ago

So Few Houses

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Today, we talk about the biggest reason housing prices have stayed so high in a period of rising rates. We also consider the right time to sell a home and downside and the impact a changing real esta…

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Published on 2 years, 1 month ago

Want to Pay Less?

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If you want to reduce the amount you pay the IRS in 2024, there are several things you can do before the year is up to reduce your tax burden. If you wait until it's time to file next April, your ded…

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Published on 2 years, 1 month ago

Pre-Turkey Q&A

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In this episode, Don addresses the following:

Why should a portfolio be rebalanced regularly? Is a state teacher's pension pre-tax money or can it be rolled over tax-free? What is the difference betw…

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Published on 2 years, 1 month ago

Are Advisors Obsolete?

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As AI grows exponetially more knowledgable, are investors ready to move from human to many investing advice? Are there skills that people have that artificial intelligence can't mimic? Plus, listener…

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Published on 2 years, 1 month ago

Most Don't Know

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When Tom finally sits down with the finance guy to buy his car, he is pitched a bunch of extra warranties and given some terrible investing advice. So, today, we discuss all of the mistaken beliefs p…

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Published on 2 years, 1 month ago