Episodes (Page 15)
✨
Recency bias inflates stock allocations in retirement portfolios, even for older investors.
Looking Back
✨
Discussed liquidity risks in private investments and university endowments.
✨
Client event highlighted life priorities over money, showing value in reduced worry.
Making Life Better
✨
Revisited skepticism of Yieldstreet after CNBC investigation revealed major investor losses.
✨
Critiqued umbrella insurance as overpriced peace-of-mind products.
✨
Explored market resilience despite crises, questioning investor inexperience.
Still Rising
✨
Real investors underperform markets due to emotional decisions and trading.
Mind the Gap
✨
Dived into a Wall Street Journal quiz on investing genius and market myths.
Investing Trivia Time
✨
Debunked common justifications for claiming Social Security early.
✨
Discussed early retirement feasibility with pensions and investment returns.
More Money Answers
✨
Explored how U.S. presidents handled personal finances and lessons learned.
✨
Exposed a company promising high tax-free returns via raw land investments.
✨
Exposed an undisclosed advertorial pushing high-fee, junk-heavy bond funds.
Barron's Bond Blunder
✨
Ranted against Wall Street's complex structured equity products.
✨
Compared kids' UTMAs vs. 529 plans and Roth vs. pre-tax 403(b) contributions.
✨
Dissected Robert Kiyosaki's failed financial predictions and fear-based pitches.
✨
Discussed America's millionaire boom and the role of inflation.
✨
Discussed Goldman Sachs patterns influencing retirement accounts and market behavior.
✨
Showcased how discipline beats market timing using fictional investor scenarios.
Just Invest
✨
Debated trusting humans versus AI with financial management.