Episodes (Page 41)
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Risk is inherent, but total investment loss is avoidable by avoiding leverage.
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Comparing tax-managed funds versus ETFs for tax efficiency.
First Summer Day Q
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Examining Baby Boomers' large stock holdings for risk or savviness.
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The paradox of passive income requiring significant work or capital.
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Investing in company stock is a risky lesson many employees learn late.
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Bull markets can encourage emotional, detrimental investment decisions.
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Exploring the possibility of living tax-free off capital gains.
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Identifying top retiree concerns and how to mitigate financial anxiety.
Senior Stress Source
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Robo advisors for fixed-income portfolios: cost versus benefit.
Bond Investing Torture
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Dave Ramsey's lawsuit highlights the issue of paid financial media advice.
Money Media Mess
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The end of the longest bear market since 1948 is analyzed.
Bovine Victory
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Praise for Vanguard's customer service and critiques of life insurance advice.
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The benefits of global diversification are highlighted using a Morningstar study.
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Caution advised on speculative AI-related investments due to potential losses.
Rolling the AI Dice
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The debt ceiling 'crisis' is over; focus shifts to market panic.
They Raised the Roof
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Addressing old, expensive funds within a Roth IRA.
Four Question Friday
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The importance of discussing finances openly with family is stressed.
Discussing Real Money
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Common retirement investing mistakes made by previous generations are shared.
Avoid Their Mistakes
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Higher interest rates don't justify leaving the stock market.
You Really Don't Know
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Understanding P/E ratios and comparing pre-tax vs. Roth accounts.