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Larry Swedroe Part 1

Larry Swedroe Part 1



In this episode, Tom and Dan talk with prolific author and director of research at the BAM Alliance about the differences between passive and active investing. We also discuss the tax differences bet…


Published on 2 years, 5 months ago

Prioritize Retirement

Prioritize Retirement



Don't spend too much of your savings on a child's college education. People often retire because they can no longer earn a living, so you must ensure your retirement is your financial priority.

Then c…


Published on 2 years, 5 months ago

Beware of Old Rules

Beware of Old Rules



Nothing from the past can give you a reliable way of predicting the future. Does an inverted yield curve guarantee recession? Does the stock market predict a booming economy? Lots of things work unti…


Published on 2 years, 5 months ago

Another Great Day of Q&A

Another Great Day of Q&A



In today's pre-vacation question and answer session Don addresses:

Concerns about the young age of funds like AVGE. Are Fidelity Enhanced funds like Dimensional and Avantis funds? With the yield belo…


Published on 2 years, 5 months ago

Robo Reality

Robo Reality



Today, after a robot briefly seizes the podcast, we talk about the power of advice and when hiring a robot to help you invest makes sense. We also compare a few of the biggest robo-advisory firms.

The…


Published on 2 years, 5 months ago

Cancellation Frustration

Cancellation Frustration



We start with proof that "Luke from WI" is real. Then, we dive into the topic du jour; those annoying never-ending subscription charges. How can we better manage and eventually cancel them?

Then, we t…


Published on 2 years, 5 months ago

Not What You Thought

Not What You Thought



It can be difficult to get precision investment allocation with "pure" index funds. What are index funds, anyway?

Callers ask us:

Do stock investments make sense at age 70? How good are the investment…


Published on 2 years, 5 months ago

Our Own Worst Enemy

Our Own Worst Enemy



"Do as I say, not as I do," Many in the financial advice business epitomize this aphorism. A few are brave enough to admit that they fail to follow their own good advice. One of those is Christine Be…


Published on 2 years, 5 months ago

Red Hot Qs

Red Hot Qs



On this week's Friday Q&A:

Vanguard has made another customer angry with their $25 fee and they want to know how to move. Do these two ETFs provide enough diversification? After one year in a Kai-Zen…


Published on 2 years, 5 months ago

Student Debt: What Now?

Student Debt: What Now?



With the US Supreme Court ruling against the student loan, elimination plan, what can students do now to help reduce the burden of their education debt? Plus, we talk about special people and their s…


Published on 2 years, 5 months ago





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