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Snowballing Swindles
Episode 1000
Scams of various kinds have been proliferating. We talk about some of the worst ones and how you can avoid being ripped off.
Plus, a listener wants to know if a reverse mortgage makes sense for them.
Published on 3 years, 5 months ago
In Case of Recession...
Episode 999
How much emergency cash might you need and where should you keep it?Then, we talk about all the extreme metaphors for bad events (like "Black Swans").
Then we hear from our listeners:
What's the best w…
Published on 3 years, 5 months ago
When to Do What?
Episode 998
This is a very strange episode. In addition to the personal tribulations that Don has been facing, we get more than our share of "unique" callers.
Our main topic is the market, particularly all of the…
Published on 3 years, 5 months ago
Just a Few Good Qs
Episode 997
A holiday shortened week led to fewer questions:
A woman believes she and her husband were pressured to invest in bad investment.Can an inherited IRA avoid distributions for 10 years?Does it make sens…Published on 3 years, 5 months ago
The Truth About Rollovers
Episode 996
So many "financial advisors" will say almost anything to get you to rollover your 401k or 403b to them. The most egregious of those are peddling annuities inside IRAs (a HORRIBLE idea). Will a new La…
Published on 3 years, 5 months ago
Annuities: Agreeing With Dave
Episode 995
Entrepreneur magazine should be ashamed for publishing an "article" by an annuity peddler. Plus, how does this salesman's website offer a 3% guaranteed interest rate?
Then, our holiday caller fest con…
Published on 3 years, 5 months ago
Holiday Caller Day
Episode 994
Holiday weekend shows typically feature few callers. This year's 4th of July weekend was unusual.
Lots of calls:
How does one move from a 401k into self-guided investing?What should be done with wife's…Published on 3 years, 5 months ago
More of Your Questions
Episode 993
This week, Don covers the following questions:
Is there something better to do with the money that should be in bonds?What's the best interval for retirement withdrawals?How should parents invest afte…Published on 3 years, 5 months ago
Bad Six Months
Episode 992
How bad were the first six months of 2022 for investors? It really depended on how you invested. Plus, Tom and Don take a question from a listener who has lost 35% off his investments.
Published on 3 years, 5 months ago
Pensions Compound Mistakes
Episode 991
A combination of bad match and magical thinking have created hugely underfunded pension plans. Rather than solve the problem rationally, plan managers are stretching for unlikely additional returns w…
Published on 3 years, 5 months ago