Episodes (Page 49)
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Addresses tax-loss sales and Roth IRA contribution limits.
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Critiques basing advisor choice on 'niceness' versus expertise.
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Questions the link between higher fees and higher returns.
Higher Fees
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Explores why many Americans avoid stocks in portfolios.
Many Go Stock Free
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Highlights increased money market fund fees and their impact.
Money Market Fund Fees
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Discusses Vanguard vs. Fidelity S&P 500 funds and dividend declaration.
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Meme stock traders return with new targets and less knowledge.
Financial Know Nothings
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Explores investor fear of market volatility and expert understanding.
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Highlights the risks for real estate flippers as prices peak.
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Defines 'rich' and explores simple strategies to achieve wealth.
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Addresses whether a home should be part of a portfolio mix.
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Warns about the resurgence of Collateralized Mortgage Obligations (CMOs).
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Highlights rampant Medicare fraud by Advantage plan providers.
More Insurance Misdeeds
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Reviews portfolio performance and strategies for any market.
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Evaluates Personal Capital, AVUV, and ETF costs/fees.
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Criticizes Congress for not banning stock trading by lawmakers.
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Provides an update on Hurricane Ian and cash investment opportunities.
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Prioritizes HSA vs. 401k and taxation of 'at maturity' CDs.
Back Answering Your Questions
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Discusses falling real estate prices, particularly in Seattle.
Sinking Home Values
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Analyzes the impact of two 20%+ stock declines in 2022.