Episodes (Page 11)
✨
Private funds' market value is uncertain until traded.
✨
Gambling is not a rational response to economic headwinds.
✨
Streaming costs have exploded due to duplication and inertia.
22m
✨
Market drops offer opportunities for young investors, but risks for retirees.
✨
House flipping is no longer an 'easy money' illusion due to rising costs and interest rates.
Easy Money Isn't
✨
Comparing portfolios to headline numbers is often misleading; focus on diversification.
Investing Reality Check
✨
Many near-retirees haven't run the numbers and may face a retirement gap.
Retirement Reality Check
✨
Discussed Medicare vs. Medicare Advantage and IRMAA implications.
Santa's Little As
✨
A survey sorts Americans into four 'money moods' based on comfort and optimism.
Four Money Moods
✨
Vanguard's move to include annuities in target-date funds raises concerns about complexity.
✨
Dismantled silly 'rules to live by' from Investopedia readers with humor.
✨
Praised Schwab CEO's warning about gambling vs. investing overlap.
Nobody's Perfect
✨
Addressed listener questions on bonds, 403(b) management, and withdrawal rates.
Always Question Season
✨
Highlighted year-end capital-gains distributions from actively managed funds.
Year-End Tax Shock
✨
Explained why a few stocks drive S&P returns and picking winners is hard.
✨
Dismantled the illusion of insurance companies as 'financial advisors'.
✨
Discussed Vanguard's Digital Advisor and timing Social Security vs. IRA withdrawals.
Black Friday Q
✨
Reacted to 'subtle signs it might be time to retire' from WSJ.
✨
Warned younger investors against TikTok advice on Social Security claims.