Podcast Episodes
Back to Search
Retiring Wrong
Choosing the right time to take Social Security can add hundreds of dollars every month. With Don away on family matters, Tom is joined by Paul Merriman to discuss money and investing.
Listeners ask:…
Published on 2 years, 3 months ago
Tax Avoidance Reality
Investors are trying to avoid paying taxes to the detriment of overall returns. Tom and Don discuss tax strategies that might make sense. Plus, it turns out those GICs or guaranteed income accounts a…
Published on 2 years, 3 months ago
Q&Again
It's everyone's favorite day: Q&A Friday with Don. This week listeners ask:
Why don't more online brokers adopt automatic rebalancing? Why should we invest overseas when international stocks have don…Published on 2 years, 3 months ago
Leverage Wins and Loses
Who wouldn't love double or triple returns on their investments? What is the downside to leverage?
Listeners ask:
What do we think of Mercer Advisors and their sub-advisors? Should money be moved from…Published on 2 years, 3 months ago
What Good is Gold?
Over centuries, gold has proven to be a lousy investment. Its big selling point has been "safety." But, is gold really safe? What good is gold? Then, listeners want to know:
Should a home equity line…Published on 2 years, 3 months ago
Who Will Protect You?
Because people have been known to rip off customers, the financial industry is heavily regulated, with a few exceptions. We explore how indexed annuity salespeople get away with misleading customers …
Published on 2 years, 3 months ago
Your Investment Priorities
Advisor Diana Bacon joins Tom and Don to discuss those future purposes for which you need to invest. Should you invest for a house, education, retirement, or beer, and how much for each? Listeners as…
Published on 2 years, 3 months ago
Saturday Eve Qs and Cs
In this Q&A (and C) episode:
What's the best way to sell gold for an estate and what are the tax ramifications? What type of 401k is better for charitable contributions? Those Vanguard transaction fe…Published on 2 years, 3 months ago
Past Isn't Prologue
For decades, bonds moved differently from stocks. Then they moved together. So, what will happen in the future? In addition, can you know things that the "market" doesn't? Why do we refuse to jump on…
Published on 2 years, 3 months ago
Keep Messing Up
In this episode, we explore a couple of the big mistakes investors make and clearly and simply explain how to avoid. But, we know most of you will ignore our advice. Thank you! Listeners ask:
Is a 4…Published on 2 years, 3 months ago