Episodes (Page 23)
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Setting financial resolutions and concrete goals for the New Year.
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Discusses Bitcoin's rise, Larry Fink's shift, and MicroStrategy's strategy.
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New year perspectives, economic concerns, and Trump's inauguration impact.
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Explores retirement income, Social Security, and withdrawal strategies.
25m
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Examines the risks associated with CDs and annuities.
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Discusses holiday cheer versus investment fears and Wall Street's party.
28m
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Answers listener questions on bond funds versus individual bonds.
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Explores the quest for income and risks of reaching for yield.
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Explains interest rates, CDs, and bond investment strategies.
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Focuses on retirement planning with purpose and finding meaning.
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Analyzes the impact of tariffs, including Smoot-Hawley.
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Answers listener questions on I-Bonds and inflation protection.
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Reflects on the holiday season and discussing money in families.
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Discusses legacy stock holdings and advice on financial matters.
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Examines market valuations and the potential need to worry.
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Highlights scams prevalent during the holiday season.
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Discusses Separately Managed Accounts and real estate investments.
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Emphasizes starting retirement planning by understanding spending.