Episodes (Page 35)
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Revisiting the active vs. passive investing debate, noting many still use active managers.
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Examining national home equity trends and strategies to access that wealth via HELOCs or reverse mortgages.
Fastest Home Fill-Ups
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Discussing recent market gains, balancing safety and return, and states with best/worst home equity appreciation.
Wait... Stocks Have Risen
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Focusing on pre-retirement steps, money-saving tips, and investing ideas for younger individuals.
Start Investing Sooner
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Answering listener questions on asset allocation across account types and 529 plan withdrawals.
Pre-Christmas Question Day
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Addressing the risk of manager mortality in actively managed mutual funds.
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Discussing a study suggesting avoiding bonds and the state of investment advice.
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Identifying common damaging financial mistakes and encouraging better money management.
Stop Hurting Yourself
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Analyzing recent surges in Bitcoin and gold prices and their investment potential.
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Answering listener questions about using 529 plans for future Roth IRAs for grandkids.
Cool Days Q
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Providing methods to avoid mediocre or unscrupulous financial advice providers.
Avoiding Bad Advice
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Explaining how to avoid unexpected year-end taxable capital gains distributions from mutual funds.
Unexpected Taxable Events
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Presenting four popular strategies for creating a retirement income stream from portfolios.
Lifelong Income Strategies
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Examining the potential resurgence of pension plans and comparing them to defined contribution plans.
Pensions Staging Comeback
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Answering questions about optimal 403b fund choices and fixed income allocation.
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Advising listeners to ignore 'best mutual fund' lists that focus on luck, not skill.
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Jordan Belfort's endorsement of low-cost, index-style investing after past controversies.
Seen the Light
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Debunking Dave Ramsey's claim of an 8% annual withdrawal rate from broker-sold funds.
Dave Promises Big Bucks
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Discussing a study revealing widespread financial illiteracy among Americans.
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Highlighting problems with 401k and 403b plans that hinder employee investment growth.
Work Plans Losing