Podcast Episodes
Back to Search12-9-2022 – Your Year-End Financial To-Do List
Examples of important tasks include refilling cash, rebalancing, tax planning, and charitable giving.
Today's Stocks & Topics: Inflation News, Costco…
3 years, 5 months ago
12-8-2022 – Lessons of the 'Nifty Fifty' Phenomena
The 'Nifty Fifty' refers to the fifty most popular large-cap stocks in the 1960s and 70s.
Today's Stocks & Topics: YouTube Business, FSLR - First Sol…
3 years, 5 months ago
12-7-2022 – Is It Time for You to Consider Small Cap Stocks?
While many investors are wondering whether it’s safe to start buying those mega-size companies that led the last bull market, it’s actually small-cap…
3 years, 5 months ago
12-6-2022 – IRS Warns: New Rules for Side Income Could Increase Audit Risk
People who earn money through "side hustles" and get paid via apps including Venmo, PayPal, and Cash App should file tax form 1099-K.
Today's Stocks &…
3 years, 5 months ago
12-5-2022 – What Are the Odds the FED Is Doing 'Too Little too Late'?
Some economists say the latest jobs report is evidence that the Fed’s policies haven’t done enough to balance the labor market as intended—which mean…
3 years, 5 months ago
12-2-2022 – Start Your Estate Plan with 8 Key Steps
It’s helpful to think of estate planning as a process, rather than something that’s one and done and begins and ends in an attorney’s office.
Today's…
3 years, 5 months ago
12-1-2022 – Be Sure to Avoid Mistakes with Required Minimum Distributions from Retirement Accounts
You’ve got until year's end to make sure you get it right when it comes to mandatory withdrawals from retirement accounts.
Today's Stocks & Topics: C…
3 years, 5 months ago
11-30-2022 – 4 Practical Steps to Control Your Overspending Habit
For some, money represents freedom, opportunity, security, or peace of mind-- but financial success requires that you tame an 'urge to splurge.'
Toda…
3 years, 5 months ago
11-29-2022 – SEC Strikes Again on 12b-1 Fees, Fining Another RIA
An SEC complaint highlights what can happen if an advisor breaches their duty to seek 'best execution' for transactions of its advisory clients.
Toda…
3 years, 6 months ago
11-28-2022 – Why You Should Be Cautious as China Concerns Affect the Market Rally
The stock market rally had solid gains in the holiday-shortened Thanksgiving week, but the S&P 500 index is coming up to its 200-day moving average, …
3 years, 6 months ago