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Perspective & Questions
Episode 910
Don looks at the market decline of today versus that of two years ago. Plus her answer many of your questions about:
Taking early withdrawals from Roth IRAs.E-filing IRS form 1116, schedule B.Avoiding…Published on 3 years, 9 months ago
Retirement Superstitions
Episode 909
Tom and Don explore some common, yet mistaken beliefs about the final phase of our lives.
Plus, we take you questions:
How should money in a new Roth-IRA be invested?
Can income from an LLC be used to b…
Published on 3 years, 9 months ago
Start With a Plan
Episode 908
Most want to know what to do with their money. Instead, you need to know what you want your money to do for you.
Then, we hear from listeners:
Wanting to know the best choises for small cap and emergi…Published on 3 years, 9 months ago
Safe Income Annuity?
Episode 907
Many people purchase immediate annuities for "guaranteed" income from insurance companies. Here are some facts about income annuities that the companies prefer you not know.
Then on to the questions:
W…Published on 3 years, 9 months ago
Bogle Said "Don't Peek"
Episode 906
Watching your investments fall is bad for both your emotional and fiscal health. No one ever gets in at the low and sells at the high (and then repeats). As a matter of face, even buying at the marke…
Published on 3 years, 9 months ago
War, Investing, Questions
Episode 905
Don shares a few comments on the tough times in which we're living and what you should be doing. Then Don takes a bunch of your questions:
How to help a friend invest?More concern about IBTB.Which is …Published on 3 years, 9 months ago
Focused Investing Fails
Episode 904
In this episode we share a number of once exciting investments that have fallen fast and furiously.
Then, off to questions:
Should a younger investor be concerned about the popularity of index investi…Published on 3 years, 9 months ago
Need to Do Something?
Episode 903
Thanks to world events, markets have fallen (and risen). You feel the need to do something, but how should you be acting to both political and market events?
When is the best time to measure your risk…
Published on 3 years, 9 months ago
Too Many Active ETFs
Episode 902
There are far too many ETFs, most of which have no place in any portfolio. They are mostly overpriced gimmicks.
Then, we take your questions:
What should be done with his mother's annuity?Can a RMD be …Published on 3 years, 9 months ago
When Bad Things Happen...
Episode 901
Any war creates physical and fiscal turmoil. However, a war in Europe is frightening for a variety of reasons. Plus, the outcome can't be known. The stock market hates uncertainty. That's why stocks …
Published on 3 years, 9 months ago