Podcast Episodes

How are Assets Valued?

How is the price of anything determined? We explore that issue after discovering a huge discrepency between the price of publicly traded real estate investment trusts (REITs) and non-traded REITs. Ho…

Published on 3 years, 1 month ago

Retiring in Recession?

Some "top experts" share their thoughts about retiring in times of perceived market turmoil. Tom and Don make them easier to understand.

Plus, a listener wonders if his advisor is really a fiduciary w…

Published on 3 years, 1 month ago

The Annuity Lie Returns

Just as you can't have calories without weight, you can't have wealth without risk. However, many in the insurance industry want you to believe you can get market returns without losses. Plus, Tom bl…

Published on 3 years, 1 month ago

Expert Misinformation

We discover we have job security as investors are still missing the basics and looking for advice in all the worong places. Plus, what is investing risk. In addition, we get an update on Tom's new ca…

Published on 3 years, 1 month ago

It's Q-Day Again

We have some really great questions this week (and hopefully some decent answers). There seems to be a tax-loss and Roth theme:

Can money from a tax loss sale in a brokerage account be investing in a …

Published on 3 years, 2 months ago

Break Up With Your Broker

"But, they're so nice," "She's my niece." He goes to our church, so he must be honest." We hear this stuff all the time about financial advisors. Of course they're nice. Most of them are salespeople.…

Published on 3 years, 2 months ago

Higher Fees, Higher Returns?

A number of fiduciary advisors are being sued for not putting their clients in more expensive mutual funds. Somehow, they equate higher expenses with long-term higher returns.

A listener wonders wheth…

Published on 3 years, 2 months ago

Many Go Stock Free

Despite being a proven, long-term wealth building strategy, many Americans still have no stocks on the their portfolios. We explore why. We also spend some time talking with Paul Merriman about the c…

Published on 3 years, 2 months ago

Money Market Fund Fees

Money market mutual funds used to be a good place to park money. That has changed as many funds have raised their expenses – some to 1% per year. These high expenses eat up what tiny yield you might …

Published on 3 years, 2 months ago

How Do Dividends Work

It's Friday (for Don anyway) and he takes a bunch of your questions:

Can you sell an S&P 500 fund at Vanguard and simultaneously buy a a different S&P 500 fund at Fidelity?

Who decides when dividends a…

Published on 3 years, 2 months ago