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Talking Death is Better?

Talking Death is Better?



We are more comfortable talking about death than money. Yet, financial planning is an critical part of an estate (and even, life) planning. Then, a school district employee gets us talking about usin…


Published on 2 years, 10 months ago

The Rise and Fall of Trading

The Rise and Fall of Trading



Nothing stops the excitement of trading your way to wealth in the stock than the inevitable bear market. You claim to follow our advice, but many of you seem to be hearing something else.

Callers want…


Published on 2 years, 10 months ago

TGIFQAD

TGIFQAD



Another potpourri of great questions:

Should the cost basis in an IRA be documented?

Is M1 Finance a decent brokerage service?

How do we determine which funds are likely to outperform in the future?

Do m…


Published on 2 years, 10 months ago

Is it Really Passive Income?

Is it Really Passive Income?



The term "passive income" has been used to refer to everything from buying houses to selling stuff on Amazon. Funny how most of those ideas pitched as providing passive income are actually a lot of w…


Published on 2 years, 10 months ago

Adding Insult to Injur

Adding Insult to Injur



Watch out for this year's tax mutual fund tax forms. Many actively managed mutual funds have a surprise for you. Despite losing money in 2022, you might find you owe taxes on a distributed capital ga…


Published on 2 years, 10 months ago

Ramsey, Orman, Kyosaki, or...

Ramsey, Orman, Kyosaki, or...



From whom should you get you financial and investing advice? Robert Kyosaki, Suze Orman, Dave ramsey, economists? We look at the various mainstream financial education providers. Plus, why is Tesla r…


Published on 2 years, 10 months ago

Investing Near the Ceiling

Investing Near the Ceiling



The news can be disconcerting and push us to react emotionally. What should you do just in case the US government defaults on its debut? Why do you keep making horrible investing decisions? What is d…


Published on 2 years, 10 months ago

Weekend Special: Tom with Bill Conerly

Weekend Special: Tom with Bill Conerly



Tom loves interviews. Now that he's figured out the technical aspects of creating them, look for more weekend specials featuring prominet money guests.

This weekend, Tom spends time with Bill Conerly,…


Published on 2 years, 11 months ago

Q (and A) Day

Q (and A) Day



In today's Q&A session:

Is earned income needed to roll 529 money into a Roth IRA? Where is the best place to park emergency money? Are Wisdom Tree core portfolios sensible portfolio additions? After…


Published on 2 years, 11 months ago

Destructive Overconfidence

Destructive Overconfidence



The vast majority of people believe themselves to be above average. That is statistically impossible. One area in which you are dangerously overconfident is investing, and it shows.

Then, a listener w…


Published on 2 years, 11 months ago





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