Podcast Episodes
Back to Search
Cash Comeback?
Every so often, a group of investing "experts" suggest that investing in cash is better than owning stocks. Last year, with rates near zero, that was terrible advice, but what about now?
The listeners…
Published on 2 years, 9 months ago
Long Jim or Short Jim
You can now legally bet on the stock picks of "Mad Money" host Jim Cramer. Yes, now there are even ETFs for that. Tom and Don discuss these new products and what part they should play in your financi…
Published on 2 years, 9 months ago
Real Estate Reality
Many consider the key to wealth to be highly leveraged real estate. Using borrowed money to buy properties magnifies your return. What could go wrong? Well, leverage cuts two ways. WHEN prices fall, …
Published on 2 years, 9 months ago
Q and A Day: Specific Direction
In today's question and answer episode, Don answers these questions:
Does a non-deductible IRA make sense? How is the cost basis of restricted stock units determined? Does it make sense to have an ex…Published on 2 years, 9 months ago
Crypto Is Not Investing
WARNING: Some Millennials will be offended by the logical conclusions reached in this episode.
With so many technological innovations, we occasionally think that very new technology must make sense. O…
Published on 2 years, 9 months ago
Retiremeet Part Two
Don continues from Retiremeet 2023 talking with tax planning expert, Diana Bacon about the importance of long-term tax planning. Then, Tom finally drops by for a few minutes to explain how you can wa…
Published on 2 years, 9 months ago
Retiremeet Part One
Don discusses the importance of planning from the 9th annual Retiremeet event from Bellevue, WA in February 2023. Dimensional Fund's Apollo Lupescu spends a few minutes with Don prior to his presenta…
Published on 2 years, 9 months ago
Pre-Tax or Post-Tax
When saving for retirement, either in a employer-plan or using IRAs, how do you decide whether to take the tax-deduction and pay taxes later or get lifelong tax-free growth using the Roth option?
Then…
Published on 2 years, 10 months ago
Top Five Fund Groups
We are thrilled that Dimensional Funds made the Barron's Top Funds list. However, this is a hollow victory, at best (and speaking of victory...). What makes a great fund group?
Then we hear from you:
…Published on 2 years, 10 months ago
Too Smart to Scam?
In this episode we explore our propensity to fall for financial lies, both big and small. Even the most sophisticated can get taken in by a slick con artist or a smooth broker. Then, we wade into a b…
Published on 2 years, 10 months ago