Episodes (Page 38)
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Financial media often lacks truth; vet money advice sources carefully.
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Short-duration option trading is a dangerous gambling habit, not investing.
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Caller discusses downsides of non-qualified deferred compensation plans.
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Strategies for retiring comfortably with less than $1 million saved.
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The reality of chasing 'hot' meme stocks versus sound investing.
Don't Be Dumb
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Optimizing Social Security claiming age for higher monthly income.
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Investors often sacrifice returns by overly focusing on tax avoidance.
Tax Avoidance Reality
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Questioning why more online brokers don't offer automatic rebalancing.
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Exploring the significant downsides and risks associated with investment leverage.
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Gold has historically been a poor investment despite its 'safety' appeal.
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Indexed annuity salespeople use misleading tactics due to light regulation.
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Prioritizing investment goals: house, education, retirement, or leisure.
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Best practices for selling gold from an estate and tax implications.
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Examining the changing relationship between stocks and bonds.
Past Isn't Prologue
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Identifying and avoiding common, costly investor mistakes.
Keep Messing Up
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Generation X faces significant retirement funding challenges.
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Comparing tax advantages of deductible 401k versus Roth 401k.
Pre-Labor Day Q
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Ensuring small cap portfolios remain truly small despite index fund changes.
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Debunking the myth of easy, safe, high-rate bank returns.
Can You Bank
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Vanguard charges transaction fees on some mutual fund trades.
Quacks Like a Commission