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079 - 4 Steps to Implementing Change
In this episode James and Scott discuss their thoughts on how they implement change in both their personal and financial lives.
It’s well known that …
5 years, 5 months ago
078 - How Should You Diversify the Bond Part of Your Portfolio?
In this podcast episode, we have a listener question:
Since interest rates are so low and the bond market is so much bigger than the equity market, w…
5 years, 5 months ago
077 - Learn How "Asset Location" Can Lower Your Tax Bill
Episode 77
In this podcast episode, we have a listener question:
I just recently found your podcast when I was looking for some info on mega-backdoor roths. Tha…
5 years, 6 months ago
076 - Financial Planning Issues to Consider Before Year-End
In this week’s episode of Real Personal Finance, James and Scott discuss end of year tax planning. As the year comes to an end, we want to make sure …
5 years, 6 months ago
075 - What's the Best Way to Fund Large Purchases in Retirement?
In this podcast episode, we have a listener question:
Husband/wife (70/69) both retired intending to down size. Debt free. Retirement assets are 1.…
5 years, 6 months ago
074 - Should You Invest in Bitcoin?
In this episode James and Scott discuss their thoughts on Bitcoin and whether or not it belongs in your investment portfolio. They discuss:
Traditio…5 years, 6 months ago
073 - Better Investor Series: How to Tilt Your Portfolio to Increase Your Odds of Success
In the third episode of the Better Investor Series James and Scott discuss ways you invest your portfolio for better potential long-term growth. List…
5 years, 7 months ago
072 - Better Investor Series: Understanding Asset Allocation
In this episode, we dive deeper into three ways on how you should think about framing asset allocation; your ability to take risks, your willingness …
5 years, 7 months ago
071 - Better Investor Series: 10 Steps to Investment Success
In this episode, we explain the principles you need to understand and apply for your investment success. They are simple principles but not always ob…
5 years, 7 months ago
070 - How Should You Invest in an Election Year?
We are in the election year and you’re probably wondering whether you should make changes to your portfolio, right? In this episode, we talk about el…
5 years, 7 months ago