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Change of Plans
Episode 970
FROM OUR AUDIO ARCHIVES (In other words: This is an OLD episode that hasn’t been heard in over five years).
Please do not call the phone number in podcast. Use 855-935-8255 instead.
Also, the ads and o…
Published on 3 years, 6 months ago
Q&A Friday is Back
Episode 969
Retiremeet (and Don's short film) are now behind us. Don takes a ton of your questions:
What's the best way for an executor to distribute IRA assets to heirs?What kind of firm is Postal Benefits Grou…Published on 3 years, 7 months ago
You Don't Know the Way
Episode 968
After markets have made big moves we think we know where they will go in the future. However, we're usually wrong. Plus, a listener questions our negative opinion of cryptocurrencies.
Published on 3 years, 7 months ago
What Makes You Rich?
Episode 967
How much money does it take to be rich? You seem to think it's a loss less than we imagined. Tom and Don talk about wealth and deriving income from it in retirement.
Then on to questions:
How to find …
Published on 3 years, 7 months ago
Bonds Near Bottom?
Episode 966
Why should you own bonds? While stocks have both risen and fallen dramatically, bonds have tended to fluctuate in a very narrow range.
Plus, Don takes listener questions:
Do we like cryptocurrencies li…Published on 3 years, 7 months ago
Almost a Bear
Episode 965
As we approach the edge of a "bear market," many investors are ready to throw in the towel. What should you do? Let the past and your situation be your guide since you CANNOT predict the future.
Then,…
Published on 3 years, 7 months ago
01.28.17 – In Your Best Interests
Episode 964
FROM OUR AUDIO ARCHIVES (In other words: This is an OLD episode that hasn’t been heard in over five years).
Please do not call the phone number in podcast. Use 855-935-8255 instead.
Also, the ads and o…
Published on 3 years, 7 months ago
Is the Ship Sinking?
Episode 963
With stocks and bonds sinking in value what should an investor do? Tom shares his advice and answers some listener questions:
My target date fund is down, what should I do now?
Should all of a bond por…
Published on 3 years, 7 months ago
The Bogle Effect
Episode 962
We have always been huge fans of the work of the later John Bogle, founder of Vanguard. We had the opportunity to spend time with him on several occasions. Bloomberg's Eric Balchunas also spent many …
Published on 3 years, 7 months ago
60/40 Will Never Die
Episode 961
Another episode from Retiremeet in Bellevue, WA.
For some strange reason, another big bank declares the 60/40 portfolio dead (again). We disagree. Plus, is the bear market over or does it continue? Ho…
Published on 3 years, 7 months ago