Episodes (Page 6)
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AI shows promise but has inconsistencies in financial advice.
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Reverse mortgages can be a useful tool for cash-poor retirees.
26m
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Retirement relocation involves hidden costs beyond taxes.
Retirement Relocation Reality
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Annuities are often sold using fear and confusion, not sound financial planning.
Selling Fear
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Political party affiliation has little impact on long-term market performance.
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Active management consistently underperforms low-cost index funds.
Active Management Myth
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Listener questions cover retirement accounts, annuities, and investing strategies.
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Retirement quiz covers HSAs, Roth IRAs, 529 plans, and withdrawal rules.
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Gold promoters use fear-based marketing and misleading claims.
Fear Sells Gold
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Fidelity transformed investing from elite to mainstream.
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Successful careers are built on craft and real-world need, not trends.
Future Proof Jobs
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Financial advising is primarily a sales-driven business.
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Emerging markets offer diversification and faster economic growth.
Emerging Markets Matter
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Private equity offers limited transparency and high fees.
Smart Money Myths
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Sophisticated scams target consumers through fake emails and booking sites.
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Common retirement mistakes include poor planning and early Social Security claims.
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Flexible retirement withdrawals may be key to longevity.
32m
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Geopolitical events rarely have lasting stock market impacts.