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Just Got Money
We address our favorite question: What should be done with a sudden financial windfall?
Then, we answer questions:
Is a 100% investment in AVGE too aggressive? Should a small cap value fund be added? …Published on 3 years ago
Senior Regrets
Tom and Don share some of older Americans biggest financial regrets. Then, we hear from a lot of you:
What kind of advisors do I need? Old stock guy is back. Should he invest in company stock options…Published on 3 years ago
Not Much New
Most of the "next new things" are neither new nor hot. Beware of trendy investments, because very few things stand the test of time. Plus, we "Meet Kevin" and his expensive exchange-traded fund (ETF)…
Published on 3 years ago
Pre-Holiday Q&A
This episodes questions:
With a new child on the way, what should be done financially? What are collective investment trusts? Daughter being sold a structured annuity, what it it? Does it make sense …Published on 3 years ago
Give Lasting Gifts
Once again, we enter the gift giving season frustrated by trying to pick the perfect present. While things are quickly forgotten a gift of a financial future can literally last a lifetime.
Plus, liste…
Published on 3 years ago
Avoid Inadvertent Gifting
Tom and Don get them, too. Those e-mails that offer you a free gift or inform you a gift that couldn't be delivered. Don't get scammed for Christmas.
Plus listeners chime in:
More agruments against act…
Published on 3 years ago
Corrupting Bonuses
If bonuses could cause a large group of Wells Fargo employees to cheat, why impact might large comissions have on financial "advice?"
Plus a couple of questions:
Can I change my Roth back to a regular …
Published on 3 years, 1 month ago
Risky Financial Education
We recently heard about a non-profit financial education organization, F3E (or Foundation for Financial Education) which claims to provide an unbiased fiscal education. After further review, we found…
Published on 3 years, 1 month ago
Gold IRA Issues
Why would a CBS News reporter tout gold IRAs? Don explains why buying gold in your retirement account is a terrible idea. Plus, he explains what is wrong with most financial advice and why it continu…
Published on 3 years, 1 month ago
Wrong Retirement Time?
As Tom gets ready to travel to Qatar, we consider the opinion of some that a fallen market makes for a dangerous retirement. Plus, we wonder why so many are scared of "the market." What is "the marke…
Published on 3 years, 1 month ago