Episodes (Page 13)
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Warning about the surge in risky penny-stock IPOs.
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Answering listener questions on Roth funds, bond gimmicks, and real estate returns.
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Revisiting Social Security claiming strategies, debunking 'delaying doesn't make sense' claims.
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The top-performing asset class over five years wasn't the S&P 500.
Surprising Win
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Dismantling the mythology around Bitcoin and other cryptocurrencies.
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Speculative fads like meme stocks and SPACs are critiqued.
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CD ladders vs. bond funds and global diversification for young investors.
Friday Means
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Dividend-driven retirement portfolios are discouraged in favor of total return.
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Modern net worth includes illiquid assets like home equity and retirement funds.
Many Have Millions
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Financial readiness of Friends characters for retirement is humorously projected.
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Cryptocurrency is critiqued as a hype-based asset class.
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Tactical allocation funds underperformed simple index portfolios.
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Apocalyptic 'Fourth Turning' prophecies are satirized and debunked.
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Third-quarter market returns and investor behavior are reviewed.
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Inheriting farmland, medical inflation, and tax-efficient investments discussed.
Just Questions
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Concentrated stock windfalls and early retirement asset allocation addressed.
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Retirement fears are addressed; planning over wishful thinking is stressed.
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AI's role in financial advice and Vanguard's 'nudges' are explored.
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Tribute to financial writer Jonathan Clements and his investing wisdom.
Clements' Consistent Counsel
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Comparison of global equity ETFs: VT, DFAW, AVGE.