In today's show: 0:55 The American Dream of Homeownership 3:10 Real Estate vs. Renting 7:14 The Cost of Homeownership 11:13 The Reality of Real Estate Investments 12:12 Diversification and Stability 13:34 Listener Questions Begin 18:23 Strategies for Retirement Income Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode: 1:17 Just Invest in Something 5:08 Portfolio Management Strategies 7:07 Insurance and Car Accidents 11:58 Emergency Funds in Retirement 12:54 Home Equity Considerations 23:46 Managing Debt and Savings 26:11 Retirement Planning Thoughts Learn more about your ad choices. Visit megaphone.fm/adchoices
In the first hour from Saturday's show: 1:31 Is Buffett Sends a Message? 18:20 The Perils of Timing the Market 19:42 The Mystery of Warren Buffett 20:04 Analyzing Investment Strategies 20:13 Understanding Portfolio Diversification 20:15 Managing Retirement Income 20:20 The Importance of Proper Planning 20:23 The Fight Against Financial Misinformation 20:33 Navigating Social Security Concerns 37:14 Preparing for the Future at RetireMeet Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's show: 5:21 State of America's Wallet. 9:10 Credit Card Conundrum. 10:36 The Car Cost Crisis. 12:50 Housing Market Woes. 14:45 Future of Financial Advisors. 19:19 Navigating Advisor Changes. 25:28 Dividend Dilemma. 28:50 Understanding High-Dividend Stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's Q&A: 4:13 Non-Qualified Annuities Explained 9:37 Roth Contributions and Eligibility 12:01 Preparing for Retirement Gaps 16:48 Diversifying Your Investments Learn more about your ad choices. Visit megaphone.fm/adchoices
In the second past or our special edition: 0:27 Introduction to Myths and Mistakes 3:07 The Importance of Diversification 9:35 Debunking Investment Complexity 12:06 Understanding Risk in Investing 15:26 The Zero Sum Game Myth 17:42 Recap of Key Myths and Mistakes Learn more about your ad choices. Visit megaphone.fm/adchoices
In part one of our two-part special: 0:33 Introduction to Myths, Lies, and Mistakes 4:26 Myth One: I Got a Guy 5:21 Myth Two: The Future Can Be Predicted 11:00 Myth Three: Starting Too Late 14:47 Myth Four: Wealth Without Risk 19:02 Myth Five: Believing in Individual Stocks Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's episode: 0:32 American Dream of Home Ownership 3:36 Renting vs. Owning 7:40 The True Cost of Homeownership 12:22 Real Estate as an Investment 14:57 Inheriting Retirement Savings 16:20 Questions from Listeners 18:57 Building Wealth Sensibly Learn more about your ad choices. Visit megaphone.fm/adchoices
To start a new week: 0:27 Safe Investments Unveiled 1:16 Meme Stocks and Market Risks 3:18 The Fragility of Commercial Real Estate 5:27 The Illusion of AAA Ratings 7:52 Investing Beyond the Illusion of Safety 11:32 The Dangers of Chasing Yield 12:41 Financial Planning vs. Target Date Funds Learn more about your ad choices. Visit megaphone.fm/adchoices
Here are this Fridays Qs and As: 2:07 Converting Traditional IRA to Roth 7:32 Simplifying Financial Jargon 10:45 Roth 401k Allocation Advice 13:53 Evaluating the Stash App Learn more about your ad choices. Visit megaphone.fm/adchoices
In This Podcast: 0:29 Latest Phone Scam 2:24 Connections Between Money and Mental Health 6:46 Understanding Antidepressant Trends 9:23 Media's Role in Financial Anxiety 10:14 The Importance of Keeping a Journal 11:21 Long-Term Thinking for Financial Health 14:01 Homeowners Association Woes 14:36 Managing a 401k Profit Sharing Plan 18:41 Diversifying Bond Investments Learn more about your ad choices. Visit megaphone.fm/adchoices
On the second half od Saturday's radio show: 2:20 The Smarmy Side of Financial Advice 3:20 Trust Washing and Ethical Standards 4:58 Paying for Credibility 7:01 Finding the Right Financial Advisor 10:31 The Importance of Fiduciaries 11:56 Checking Disciplinary Histories 14:09 Creating Income from Investments 18:16 Bond Ladders Explained 19:54 Health Issues and Retirement Thoughts 21:05 Inheriting Stock Portfolios 32:11 Evaluating Inherited Stocks 33:39 Vanguard's Big Changes Learn more about your ad choices. Visit megaphone.fm/adchoices
In this first hour of Saturday's show: 1:23 Game Time Decisions 3:16 The Impact of Sports Betting 5:10 Gambling vs. Investing 8:47 The Appeal of Instant Gratification 10:37 The Risks of Individual Stocks 21:00 Home Bias in Investing 23:19 The Dangers of Company Loyalty 30:06 Evaluating Robo-Advisors 33:26 Charitable Giving Strategies Learn more about your ad choices. Visit megaphone.fm/adchoices
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
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
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
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
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
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
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
Rick ER
Enjoy your show. Thank you for answering my question on air about finding a Financial Planner. Still looking and your message made me look deeper in the weeds to determine if they are a true fiduciary. Anyway, my question, or clarification is not about a financial planner. On your show on 11/20/23, you talked about taxes. You mentioned that in order to take a Health related deduction, you need to have medical expenses at or above 7.5% of adjusted gross income. All true. What I did not hear, or maybe it was inferred, is that if you don't itemize, you cannot take any health deduction. Like I said, maybe that part was inferred, but probably should have stated that when talking about separately. Keep up the good work. Rick from Omaha!!
Scott McCarthy
This show has absolutely THE most annoying ads anywhere in podcasting. If ever there was a show that I hope will be cancelled, it’s this one.
Craig Schermerhorn
I used to respect Swedroe, now he's just a dottering old virtue signaling social justice Warrior
Rolf Scheuermann
Great Podcast. Financial education paired with entertainment.
Aaron Gann
No audio is playing for me. Except the sliced in ads?