Episodes (Page 10)
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U.S. national debt fears are overstated; rising interest costs matter.
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Explosive ETF growth includes risky active, leveraged, and thematic funds.
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State-run retirement savings programs use auto-enrollment effectively.
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Market trivia matters less than discipline; analyze 2025 stats.
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Retirees spend less than they could, costing them their planned lifestyle.
Now Spend It
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Investing life insurance proceeds and understanding inherited IRA rules.
Taking Your Qs
30m
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Retirement is a personal transition, not just an age.
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Skepticism towards portfolio simplicity promises is warranted.
Easier Usually Better
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Economic forecasts and political promises often miss reality.
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Real financial advice starts with planning, not products.
31m
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The divide between investing and gambling is growing.
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Finding a true fiduciary advisor requires simple filters.
Picking a Good One
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Fixed-maturity ETFs offer certainty but have simpler alternatives.
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Listener questions cover longevity annuities and legacy insurance.
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Eliminate distractions like actively managed funds and sector ETFs.
Hot? Don't Touch
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Year-end deadlines and predictions are often psychological theater.
What's Actually New
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Indexed universal life insurance has hidden costs and disappointing returns.
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Realistic downside expectations for global portfolios.