Episodes

  • Our Three Most Commonly Seen Toxic Investments, HSA's, Brokered CD's, and Secure Act 2.0

    Our Three Most Commonly Seen Toxic Investments, HSA's, Brokered CD's, and Secure Act 2.0
    Jul 15 2024
    This week's show covers the three toxic investments we see most often, Secure Act 2.0, how HSA's can help in retirement, and lots more!
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    1 hr and 18 mins
  • Mid-Cap Stocks, Why You Own the Wrong Bonds, Donor Advised Funds (7.6.24)

    Mid-Cap Stocks, Why You Own the Wrong Bonds, Donor Advised Funds (7.6.24)
    Jul 8 2024
    This week's show covers how to know if you have enough, mid-cap stocks, the only bonds worth owning, and donor advised funds.
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    1 hr and 18 mins
  • Mid-Year Portfolio Check-Up, Investing in Gold, Wills vs. Trusts, and 401k Contributions (6.29.24)

    Mid-Year Portfolio Check-Up, Investing in Gold, Wills vs. Trusts, and 401k Contributions (6.29.24)
    Jul 1 2024
    This week's show covers our mid-year portfolio review checklist, wills vs. trusts, maxing out your 401k, investing in gold, and plenty of email questions.
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    1 hr and 18 mins
  • Seven Lessons from Jack Bogle, Election Year Markets Data, and Low-Vol Stocks (6.22.24)

    Seven Lessons from Jack Bogle, Election Year Markets Data, and Low-Vol Stocks (6.22.24)
    Jun 24 2024
    This week's show covers our favorite low-volatility equity position, seven lessons from Jack Bogle, the data on election year investing, and lots of emails.
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    1 hr and 18 mins
  • Consolidating Investment Accounts, How to Get Cash Invested, Advisor-Sold "Alternatives" (6.15.24)

    Consolidating Investment Accounts, How to Get Cash Invested, Advisor-Sold "Alternatives" (6.15.24)
    Jun 17 2024
    This week's show covers consolidating like-registration investment accounts, how to invest when you have a cash build-up, advisor-sold alternative investments, and lots of emails.
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    1 hr and 19 mins
  • Bonds When Inflation Won't Die, Health Savings Accounts, Relationship Managers as Advisors (6.8.24)

    Bonds When Inflation Won't Die, Health Savings Accounts, Relationship Managers as Advisors (6.8.24)
    Jun 10 2024
    This week's show covers what to do with bonds as inflation persists, Health Savings Accounts, Financial Advisor conflicts of interest, and why you shouldn't hire a relationship manager.
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    1 hr and 18 mins
  • Delaying Social Security, Common Portfolio Mistakes, and Donor Advised Funds (6.1.24)

    Delaying Social Security, Common Portfolio Mistakes, and Donor Advised Funds (6.1.24)
    Jun 3 2024
    This week's show covers the benefits/drawbacks of delaying social security filing, common portfolio mistakes we see, creating a paycheck from your portfolio, and donor advised funds.
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    1 hr and 19 mins
  • Our Favorite Low-Vol ETF, Retirement Plans for Small Business Owners, and Listener Emails (5.28.24)

    Our Favorite Low-Vol ETF, Retirement Plans for Small Business Owners, and Listener Emails (5.28.24)
    May 28 2024
    This week's show covers low-vol stock exposure for retirees, retirement plans for small business owners, index investing, and three places you should never invest your money.
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    1 hr and 17 mins