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Windfall Planning
With baby boomers nearing the end of their time on earth, a huge wealth transfer is in the offing. What would you do with a big inheritance of guess? Plus, are CFPs always acting as fiduciaries? Then…
Published on 2 years, 7 months ago
Less Active Management
Tom and Don are joined by a rare guest, Phil McInnis, Chief Investment Strategist at Avantis Funds. This episode covers the difference between truly active fund management and rules-based stock selec…
Published on 2 years, 7 months ago
Fee Clarity is Critical
A major new study found that investors care more about fee transparency than the return from their investments. It turns out that investors want the truth from their financial advisors. Yet, the fina…
Published on 2 years, 7 months ago
Monkey Money Managers?
Yet another study shows that dart-throwing monkeys (a metaphor for randomness) picked better investments than did professional human stock pickers. Plus, humans cost more. Another study shows that on…
Published on 2 years, 7 months ago
Big Day for Q&A
This is a particularly good Friday question and answer session:
When should a portfolio be rebalanced? What is the difference between VT and VTWAX? Her CFP uses Pershing. Are they okay? Where should …Published on 2 years, 7 months ago
Nobody's That Smart
Another experts predicts the financial futute with absolute certainty, despite the FACT that the future can't be known. Plus, we agree with Bill Gross for the first time.
Then, we hear from listeners:…
Published on 2 years, 7 months ago
How Much Can You Spend?
Is it the 4% rule? Should you take less in bad times and more in good times? How do you know how much income can you take from your investments in retirement?
Listeners ask:
What kinds of investments …Published on 2 years, 7 months ago
Worried About Banks?
Should you be concerned about the money you have in the bank?
Listeners wonder:
What would have happened if you invested at the highest point of stock market every year? What is the best way to buy go…Published on 2 years, 7 months ago
Better Than a Coronation?
It is estimated that the UK spent about $100 million to crown King Charles III. What else could you get for that much money? We also discuss the huge amount of money taken out of the market lately an…
Published on 2 years, 7 months ago
Viernes Preguntas
Just another Q&A Friday, Cinco de Mayo. Today Don tackles:
Should the funds be inside both a regular and Roth IRA? Should siblings' contributions to mother's care be tracked, and what might happen if…Published on 2 years, 7 months ago