Episodes (Page 46)
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Warned about unexpected capital gains taxes from mutual funds.
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Evaluated popular financial advice personalities like Ramsey and Orman.
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Advised on investing strategies during potential US government default.
Investing Near the Ceiling
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Interviewed economist Bill Conerly about the economic future.
Bill Conerly
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Clarified 529 to Roth IRA rollovers and earned income requirements.
Q (and A) Day
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Addressed the dangers of overconfidence in investing.
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Argued that true financial innovations are rare.
Few Worthwhile Innovations
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Emphasized the high cost of financial ignorance.
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Debunked predictions about investing for specific market events.
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Featured a follow-up from a previous listener's situation.
A: Broker Fees
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Discussed the implications of raising the retirement age.
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Compared debt payoff strategies: avalanche versus snowball.
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SEC's best interest rule and advisor conflicts are discussed.
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Beware of investments promising high returns with low risk.
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403b contribution limits and 529 to Roth IRA rollovers are explained.
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Expectations for financial advisors and their client duties are outlined.
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Mutual fund performance in 2022 is analyzed critically.
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Higher bond yields revive the 60/40 portfolio strategy.
Higher Yields Help
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Lessons from the Madoff scheme are revisited.
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Investing versus paying off a mortgage is debated.
Friday Questions Return