Episodes

  • Hearing from Haters

    Hearing from Haters
    Nov 4 2024
    In today's episode: 0:26 40 Years of Thick Skin 2:11 Worst Reviews Uncovered 5:18 Complexities of Social Security 13:01 The Close of the Reading 14:10 Economic Landscape Discussion 17:37 Look at All 401k Fees Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    24 mins
  • How Do You Pay 'Em?

    How Do You Pay 'Em?
    Oct 31 2024
    Please note that there will be no 11/1/24 Q&A episode. Don is out of commission for a few days. In Thursday's episode: 0:29 Understanding Financial Professionals 2:42 Choosing the Right Advisor 4:40 Types of Financial Compensation 6:49 Distinguishing Financial Advisor Roles 9:54 The Importance of Fiduciaries 11:48 Avoiding Common Pitfalls 15:15 Questioning Retirement Strategies 20:44 Evaluating Investment Guarantees 21:49 Comparing Investment Options Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    27 mins
  • Advisor Makes More?

    Advisor Makes More?
    Oct 30 2024
    In this episode: 0:59 A Double Dipping Advisor 3:41 The Flaws of High Fees 9:01 Understanding Investment Classes 15:12 Simplifying Investment Strategies 19:40 The Burden of Household Debt 21:49 The Psychology of Debt 24:29 The Costs of Luxury Cars 27:59 Considering Roth Conversions Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    45 mins
  • Pension Envy

    Pension Envy
    Oct 29 2024
    In this episode: 3:22 The Pension Predicament 4:42 Retirement Funding Choices 5:10 Historical Perspective on Retirement Plans 7:57 Today’s Retirement Landscape 10:07 Future of Pensions 14:03 No Guarantees in Retirement 14:34 Importance of Retirement Planning 15:54 Listener Question: 401k Strategies 19:37 Halloween Spending and Traditions 24:51 Cost of Halloween Treats 28:15 Candy Industry Insights 30:45 Fidelity ETF Discussion Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    45 mins
  • Crypto Creeps

    Crypto Creeps
    Oct 28 2024
    On Today's Show: 0:29 Crypto Internet Dirt Bags. 4:22 Crypto Scams and Market Warnings. 8:11 Advertising and Podcast Integrity. 10:40 Bitcoin Predictions and Speculations. 12:58 Social Security Strategies and Timing. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    25 mins
  • A Few More Questions

    A Few More Questions
    Oct 25 2024
    On Today's Q&A: 1:30 Bond Investment Questions 6:00 Understanding Bond Market Fluctuations 9:30 Schwab Intelligent Income Explained 12:09 Transitioning to Vanguard Roth IRA Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    20 mins
  • We Want It All

    We Want It All
    Oct 24 2024
    From Saturday's Show, Hour Two: 1:28 Market Shifts and Inflation Realities 3:23 Real Rate of Return Explained 5:10 Listener Call: Retirement Investment Strategies 8:07 Converting IRAs and Tax Planning 10:38 Social Security Decisions and Strategies 13:48 The Cost of Waiting for Social Security 15:56 Understanding Contingent Deferred Annuities 18:35 High Fees in Complex Annuities 19:58 Annuity Products and Their Risks 21:59 Listener Call: Inheriting Money and Risk 24:44 Risk Profile vs. Risk Tolerance 27:28 Evaluating Charitable Organizations 31:04 Year-End Giving Strategies 33:50 The Importance of Charity Transparency 37:07 Investment Fund Comparisons Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    46 mins
  • Bull's Second B'Day

    Bull's Second B'Day
    Oct 23 2024
    Here is Saturday's show, Part One: 1:22 The Bull Market Anniversary 1:50 Understanding Market Fluctuations 5:28 The Role of Diversification 12:37 The Truth About Financial Advice 17:20 Critique of Robert Kiyosaki 20:55 Inherited Roth 401k Options 24:55 Listener Investment Success Story 29:16 The Importance of Diversification 30:58 Exploring Market Timing and Performance Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    45 mins