Episodes (Page 33)
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Retirees share common regrets to help others avoid them.
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Exposing risky 'outrageous returns' from a financial firm's covered call strategy.
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Examining if Certified Financial Planners always act in clients' best interests.
CFP Equals Best Interests
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Can custodians move UGMA accounts to 529 plans?
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Navigating the overwhelming number of investment choices available today.
Too Many Choices
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Exploring the rise of ETFs and their potential to replace mutual funds.
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Debating the value of chasing high dividends in today's market.
Harvesting Equity Wealth
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Questioning if traditional retirement plans are always the best long-term choices.
Better Than 403b Plans
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Portfolio adjustments to avoid IRMAA and bond investment strategies.
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Debunking common retirement myths often spread by product promoters.
Retirement Myths Busted
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Jason Zweig's advice on ignoring stock market fluctuations.
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Critique of Bitcoin ETFs and Wall Street's sudden interest.
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Academics argue consistently beating the market is impossible.
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Listener corrects a statement about Bitcoin ETFs.
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Reflecting on the progress of retirement planning over the last century.
We're Retiring Better
41m
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Evaluating high-yield CDs and their future in a falling rate environment.
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Real estate sales facing disruption from technology and regulation.
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Comparing annuities to leaf blowers and advising a friend near bankruptcy.
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Determining the optimal number of securities for a diversified portfolio.