Podcast Episodes
Back to Search#017 - What are the alternatives to bonds and bond funds?
Discussion of the pros and cons of possible alternatives to using bonds or bond funds in your portfolio
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4 years, 5 months ago
#016 - What are bonds and bond funds?
Explanation of bonds and bond funds; how they work, what risks they have, what their purpose is, etc.
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4 years, 6 months ago
#015 - What do all of the letters mean after financial advisors' names?
Explanation of some of the various letters and professional designations often seen after financial advisors' names
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4 years, 6 months ago
#014 - How to do your own tax return or find a preparer
Summary of the ways to do and file your own tax return, or how to find a paid tax return preparer
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4 years, 6 months ago
#013 - What are all of the forms in a retiree's tax return?
Explanation of the various forms and schedules commonly used in retiree tax returns
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4 years, 6 months ago
#012 - What are mutual fund capital gain distributions?
Explanation of mutual fund capital gain distributions, and why 2021 was a unique year for large (and taxable) distributions
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4 years, 6 months ago
#011 - How do financial advisors get paid?
Explanation of how financial advisors get paid, including the differences in compensation structure between investment managers, securities salespeop…
4 years, 7 months ago
#010 - When do I have to take distributions from inherited retirement accounts?
Summary of the Required Minimum Distribution ("RMD") rules around inherited retirement accounts
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4 years, 7 months ago
#009 - What are Required Minimum Distributions, and when do I have to take them?
Summary of Required Minimum Distributions or "RMDs"
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4 years, 7 months ago
#008 - When can I take money out of my Roth IRA without tax or penalty?
Summary of the rules around taking money out of your Roth IRA without tax or penalty
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4 years, 7 months ago