Talking Real Money - Investing Talk
Episodes
Retiremeet Part Two
01 Mar 2023
Contributed by Lukas
Don continues from Retiremeet 2023 talking with tax planning expert, Diana Bacon about the importance of long-term tax planning. Then, Tom finally dro...
Retiremeet Part Two
01 Mar 2023
Contributed by Lukas
Questions? Comments?Don continues from Retiremeet 2023 talking with tax planning expert, Diana Bacon about the importance of long-term tax planning. T...
Retiremeet Part One
01 Mar 2023
Contributed by Lukas
Don discusses the importance of planning from the 9th annual Retiremeet event from Bellevue, WA in February 2023. Dimensional Fund's Apollo Lupescu sp...
Retiremeet Part One
01 Mar 2023
Contributed by Lukas
Questions? Comments?Don discusses the importance of planning from the 9th annual Retiremeet event from Bellevue, WA in February 2023. Dimensional Fund...
Pre-Tax or Post-Tax
23 Feb 2023
Contributed by Lukas
When saving for retirement, either in a employer-plan or using IRAs, how do you decide whether to take the tax-deduction and pay taxes later or get li...
Pre-Tax or Post-Tax
23 Feb 2023
Contributed by Lukas
Questions? Comments?When saving for retirement, either in a employer-plan or using IRAs, how do you decide whether to take the tax-deduction and pay t...
Top Five Fund Groups
22 Feb 2023
Contributed by Lukas
We are thrilled that Dimensional Funds made the Barron's Top Funds list. However, this is a hollow victory, at best (and speaking of victory...). What...
Top Five Fund Groups
22 Feb 2023
Contributed by Lukas
Questions? Comments?We are thrilled that Dimensional Funds made the Barron's Top Funds list. However, this is a hollow victory, at best (and spea...
Too Smart to Scam?
21 Feb 2023
Contributed by Lukas
In this episode we explore our propensity to fall for financial lies, both big and small. Even the most sophisticated can get taken in by a slick con ...
Too Smart to Scam?
21 Feb 2023
Contributed by Lukas
Questions? Comments?In this episode we explore our propensity to fall for financial lies, both big and small. Even the most sophisticated can get take...
Jill on Real Money
20 Feb 2023
Contributed by Lukas
CBS News Business Analyst, joins Tom to discuss money, investing and her latest book, The Great Money Reset. Learn more about your ad choices. Visit m...
Jill on Real Money
20 Feb 2023
Contributed by Lukas
Questions? Comments?CBS News Business Analyst, joins Tom to discuss money, investing and her latest book, The Great Money Reset.Learn more about your ...
Don Answers Qs Again
18 Feb 2023
Contributed by Lukas
On this Q&A episode, listeners ask: Where is the best place to start investing at age 13? Is it better to just have VT versus using VTI and VXUS? A...
Don Answers Qs Again
18 Feb 2023
Contributed by Lukas
Questions? Comments?On this Q&A episode, listeners ask:Where is the best place to start investing at age 13?Is it better to just have VT versus us...
Retirement Regrets
16 Feb 2023
Contributed by Lukas
Tom and Don explore Retiree's biggest retirement regrets. Of course, the biggest one is not having enough money. Then, we respond to listeners: One s...
Retirement Regrets
16 Feb 2023
Contributed by Lukas
Questions? Comments?Tom and Don explore Retiree's biggest retirement regrets. Of course, the biggest one is not having enough money.Then, we resp...
300 Years Later...
15 Feb 2023
Contributed by Lukas
"Experts" have been been writing books filled with investing advice for over 300 years. After all of that information, why are we still such lousy inv...
300 Years Later...
15 Feb 2023
Contributed by Lukas
Questions? Comments?"Experts" have been been writing books filled with investing advice for over 300 years. After all of that information, w...
Forgotten Assets?
14 Feb 2023
Contributed by Lukas
Do you have an old 401k or 403b languishing in some bad investments? Maybe it's time to get those rolled over into something better. We hear from lots...
Forgotten Assets?
14 Feb 2023
Contributed by Lukas
Questions? Comments?Do you have an old 401k or 403b languishing in some bad investments? Maybe it's time to get those rolled over into something ...
Cramer Regularly Wrong
13 Feb 2023
Contributed by Lukas
Yet another study of Jim Cramer's stock shows just how bad his prediction have been. You would have been better off shorting his picks. Plus, we hear ...
Cramer Regularly Wrong
13 Feb 2023
Contributed by Lukas
Questions? Comments?Yet another study of Jim Cramer's stock shows just how bad his prediction have been. You would have been better off shorting ...
Few Flying Rights
11 Feb 2023
Contributed by Lukas
After a bit of a troubled trip to Hawaii, Tom turns to ConsumerMan, Herb Weisbaum to discuss your rights and protections when travelling by air. Learn...
Few Flying Rights
11 Feb 2023
Contributed by Lukas
Questions? Comments?After a bit of a troubled trip to Hawaii, Tom turns to ConsumerMan, Herb Weisbaum to discuss your rights and protections when trav...
Q&A with a Big Finish
10 Feb 2023
Contributed by Lukas
Another great Q&A episode with a surprise ending: We start with a question on money market funds. Where can one get more information on Medicare opt...
Q&A with a Big Finish
10 Feb 2023
Contributed by Lukas
Questions? Comments?Another great Q&A episode with a surprise ending:We start with a question on money market funds.Where can one get more informa...
Volatility or Bad Market?
09 Feb 2023
Contributed by Lukas
It seems that most investors are expecting continued volatility for the stock market. Yet, the stock market is always volatile. So, it it really volat...
Volatility or Bad Market?
09 Feb 2023
Contributed by Lukas
Questions? Comments?It seems that most investors are expecting continued volatility for the stock market. Yet, the stock market is always volatile. So...
ESG is Hard to Do
08 Feb 2023
Contributed by Lukas
Investing "responsibly" is harder to do it might appear. What makes a compmnay environmentally or socially responsible? Does everyone agree with your ...
ESG is Hard to Do
08 Feb 2023
Contributed by Lukas
Questions? Comments?Investing "responsibly" is harder to do it might appear. What makes a compmnay environmentally or socially responsible? ...
Talking Death is Better?
07 Feb 2023
Contributed by Lukas
We are more comfortable talking about death than money. Yet, financial planning is an critical part of an estate (and even, life) planning. Then, a sc...
Talking Death is Better?
07 Feb 2023
Contributed by Lukas
Questions? Comments?We are more comfortable talking about death than money. Yet, financial planning is an critical part of an estate (and even, life) ...
The Rise and Fall of Trading
06 Feb 2023
Contributed by Lukas
Nothing stops the excitement of trading your way to wealth in the stock than the inevitable bear market. You claim to follow our advice, but many of y...
The Rise and Fall of Trading
06 Feb 2023
Contributed by Lukas
Questions? Comments?Nothing stops the excitement of trading your way to wealth in the stock than the inevitable bear market. You claim to follow our a...
TGIFQAD
03 Feb 2023
Contributed by Lukas
Another potpourri of great questions: Should the cost basis in an IRA be documented? Is M1 Finance a decent brokerage service? How do we determine whi...
TGIFQAD
03 Feb 2023
Contributed by Lukas
Questions? Comments?Another potpourri of great questions:Should the cost basis in an IRA be documented?Is M1 Finance a decent brokerage service?How do...
Is it Really Passive Income?
02 Feb 2023
Contributed by Lukas
The term "passive income" has been used to refer to everything from buying houses to selling stuff on Amazon. Funny how most of those ideas pitched as...
Is it Really Passive Income?
02 Feb 2023
Contributed by Lukas
Questions? Comments?The term "passive income" has been used to refer to everything from buying houses to selling stuff on Amazon. Funny how ...
Adding Insult to Injury
01 Feb 2023
Contributed by Lukas
Watch out for this year's tax mutual fund tax forms. Many actively managed mutual funds have a surprise for you. Despite losing money in 2022, you mig...
Adding Insult to Injury
01 Feb 2023
Contributed by Lukas
Questions? Comments?Watch out for this year's tax mutual fund tax forms. Many actively managed mutual funds have a surprise for you. Despite losi...
Ramsey, Orman, Kyosaki, or...
31 Jan 2023
Contributed by Lukas
From whom should you get you financial and investing advice? Robert Kyosaki, Suze Orman, Dave ramsey, economists? We look at the various mainstream fi...
Ramsey, Orman, Kyosaki, or...
31 Jan 2023
Contributed by Lukas
Questions? Comments?From whom should you get you financial and investing advice? Robert Kyosaki, Suze Orman, Dave ramsey, economists? We look at the v...
Investing Near the Ceiling
30 Jan 2023
Contributed by Lukas
The news can be disconcerting and push us to react emotionally. What should you do just in case the US government defaults on its debut? Why do you ke...
Investing Near the Ceiling
30 Jan 2023
Contributed by Lukas
Questions? Comments?The news can be disconcerting and push us to react emotionally. What should you do just in case the US government defaults on its ...
Weekend Special: Tom with Bill Conerly
28 Jan 2023
Contributed by Lukas
Tom loves interviews. Now that he's figured out the technical aspects of creating them, look for more weekend specials featuring prominet money guests...
Weekend Special: Tom with Bill Conerly
28 Jan 2023
Contributed by Lukas
Questions? Comments?Tom loves interviews. Now that he's figured out the technical aspects of creating them, look for more weekend specials featur...
Q (and A) Day
27 Jan 2023
Contributed by Lukas
In today's Q&A session: Is earned income needed to roll 529 money into a Roth IRA? Where is the best place to park emergency money? Are Wisdom Tree...
Q (and A) Day
27 Jan 2023
Contributed by Lukas
Questions? Comments?In today's Q&A session:Is earned income needed to roll 529 money into a Roth IRA?Where is the best place to park emergenc...
Destructive Overconfidence
26 Jan 2023
Contributed by Lukas
The vast majority of people believe themselves to be above average. That is statistically impossible. One area in which you are dangerously overconfid...
Destructive Overconfidence
26 Jan 2023
Contributed by Lukas
Questions? Comments?The vast majority of people believe themselves to be above average. That is statistically impossible. One area in which you are da...
Few Worthwhile Innovations
25 Jan 2023
Contributed by Lukas
While Wall Street would like you to think that there are new financial products, being created, all the time, real financial innovations are few and f...
Few Worthwhile Innovations
25 Jan 2023
Contributed by Lukas
Questions? Comments?While Wall Street would like you to think that there are new financial products, being created, all the time, real financial innov...
Expensive Lessons
24 Jan 2023
Contributed by Lukas
Most of us don't know what we don't know about money and investing. That lack of knowledge can be more costly that you can imagine. Getting financiall...
Expensive Lessons
24 Jan 2023
Contributed by Lukas
Questions? Comments?Most of us don't know what we don't know about money and investing. That lack of knowledge can be more costly that you c...
How Should You Invest in a...?
23 Jan 2023
Contributed by Lukas
Everyone wants to know how how to invest for the next... whatever. Many, included one of the most famous "stopped clocks" of all time, Robert Kyosaki,...
How Should You Invest in a...?
23 Jan 2023
Contributed by Lukas
Questions? Comments?Everyone wants to know how how to invest for the next... whatever. Many, included one of the most famous "stopped clocks"...
Q&A: Broker Fees, ETFs vs MFs, CDs vs. Ts
20 Jan 2023
Contributed by Lukas
Today, Don starts the Q&A edition with a powerful follow-up from a past caller. Then, it's on determining a brokers fees, the differences between exch...
Q&A: Broker Fees, ETFs vs MFs, CDs vs. Ts
20 Jan 2023
Contributed by Lukas
Questions? Comments?Today, Don starts the Q&A edition with a powerful follow-up from a past caller. Then, it's on determining a brokers fees,...
The Best Retirement Age?
19 Jan 2023
Contributed by Lukas
The French are rioting over a proposal to raise the national retirement age from 62 to 64. The US may need to raise the full retirement age beyond 67....
The Best Retirement Age?
19 Jan 2023
Contributed by Lukas
Questions? Comments?The French are rioting over a proposal to raise the national retirement age from 62 to 64. The US may need to raise the full retir...
How to Dump Debt
18 Jan 2023
Contributed by Lukas
Is the avalanche better than the snowball? Paying off debt can be challenging. What's the best way to get out? Plus, a listener finds that giving up c...
How to Dump Debt
18 Jan 2023
Contributed by Lukas
Questions? Comments?Is the avalanche better than the snowball? Paying off debt can be challenging. What's the best way to get out? Plus, a listen...
Their Best Advice?
18 Jan 2023
Contributed by Lukas
The SEC claims that all "financial advisors" are supposed to act in your best interests and fully disclose any conflict of interest (including high fe...
Their Best Advice?
18 Jan 2023
Contributed by Lukas
Questions? Comments?The SEC claims that all "financial advisors" are supposed to act in your best interests and fully disclose any conflict ...
Dangerous Dreck
16 Jan 2023
Contributed by Lukas
Stop deluding yourself. As much as you want them, there are no higher returning, lower risk investments. Yet, far too many investors are are falling p...
Dangerous Dreck
16 Jan 2023
Contributed by Lukas
Questions? Comments?Stop deluding yourself. As much as you want them, there are no higher returning, lower risk investments. Yet, far too many investo...
Your Lucky Q&A Day
13 Jan 2023
Contributed by Lukas
This Friday the 13th is your lucky day as Don answers some important questions that could help you build wealth better: How much can an employee cont...
Your Lucky Q&A Day
13 Jan 2023
Contributed by Lukas
Questions? Comments?This Friday the 13th is your lucky day as Don answers some important questions that could help you build wealth better:How much ca...
Your Advisor Expectations
12 Jan 2023
Contributed by Lukas
Today, Tom and Don share what they believe those who provide financial and investing advice should do for you, their clients. Plus, we hear from two ...
Your Advisor Expectations
12 Jan 2023
Contributed by Lukas
Questions? Comments?Today, Tom and Don share what they believe those who provide financial and investing advice should do for you, their clients. Plu...
Magical Thinking?
11 Jan 2023
Contributed by Lukas
A few mutual funds turned a profit in 2022. Are the managers magicians? Investors need to face reality. No one has a secret (legal) way to make you lo...
Magical Thinking?
11 Jan 2023
Contributed by Lukas
Questions? Comments?A few mutual funds turned a profit in 2022. Are the managers magicians? Investors need to face reality. No one has a secret (legal...
Higher Yields Help
10 Jan 2023
Contributed by Lukas
The demise of the 60/40 portfolio appears to have been short-lived as sharply higher rates on bonds have lifted the returns for the 40% invested in fi...
Higher Yields Help
10 Jan 2023
Contributed by Lukas
Questions? Comments?The demise of the 60/40 portfolio appears to have been short-lived as sharply higher rates on bonds have lifted the returns for th...
Madoff Lessons
09 Jan 2023
Contributed by Lukas
Have we already forgotten the lessons imparted by the 40-year Madoff scheme that collapsed in 2008? We revisit the unbelieveable story of the biggest ...
Madoff Lessons
09 Jan 2023
Contributed by Lukas
Questions? Comments?Have we already forgotten the lessons imparted by the 40-year Madoff scheme that collapsed in 2008? We revisit the unbelieveable s...
Friday Questions Return
06 Jan 2023
Contributed by Lukas
After being away for two holiday Fridays, Don is catching up on your questions (and comments): Invest or pay off mortgage? Thanks for helping a frie...
Friday Questions Return
06 Jan 2023
Contributed by Lukas
Questions? Comments?After being away for two holiday Fridays, Don is catching up on your questions (and comments):Invest or pay off mortgage?Thanks fo...
Don't Get Burned
05 Jan 2023
Contributed by Lukas
What's hot eventually cools and you will never see it coming. Discover why you need to avoid hot investments and sectors. Then Tom crams in a bunch of...
Don't Get Burned
05 Jan 2023
Contributed by Lukas
Questions? Comments?What's hot eventually cools and you will never see it coming. Discover why you need to avoid hot investments and sectors.Then...
Bad Markets Bring Worse Investments
04 Jan 2023
Contributed by Lukas
After a year in which most securities took a beating, the "no-risk" investment touting free steak dinner offers should soon be filling mailboxes acros...
Bad Markets Bring Worse Investments
04 Jan 2023
Contributed by Lukas
Questions? Comments?After a year in which most securities took a beating, the "no-risk" investment touting free steak dinner offers should s...
Simply Unpredictable
03 Jan 2023
Contributed by Lukas
Every year about 133 million babies are born. Is there any way to predict which of them will die famous enough to make the TV retrospectives? Of cours...
Simply Unpredictable
03 Jan 2023
Contributed by Lukas
Questions? Comments?Every year about 133 million babies are born. Is there any way to predict which of them will die famous enough to make the TV retr...
How to Save in 2023
02 Jan 2023
Contributed by Lukas
Tom and Don look at your top financioal resolutions and what they believe you should do to start growing your wealth. Plus, we take a question: Why do...
How to Save in 2023
02 Jan 2023
Contributed by Lukas
Questions? Comments?Tom and Don look at your top financioal resolutions and what they believe you should do to start growing your wealth. Plus, we tak...
Financial Fee Blindness
30 Dec 2022
Contributed by Lukas
Most people have no idea how much they are paying for their investments and investing advice. In this case what you don't know can really hurt you in ...
Financial Fee Blindness
30 Dec 2022
Contributed by Lukas
Questions? Comments?Most people have no idea how much they are paying for their investments and investing advice. In this case what you don't kno...
Almost Alone on Christmas Eve
29 Dec 2022
Contributed by Lukas
With Don on vacation, Tom shares a semi-poetic ode to his absent co-host. He discusses 401k auto-enrollment. ConsumerMan, Herb Weisbaum stopes by to d...
Almost Alone on Christmas Eve
29 Dec 2022
Contributed by Lukas
Questions? Comments?With Don on vacation, Tom shares a semi-poetic ode to his absent co-host. He discusses 401k auto-enrollment. ConsumerMan, Herb Wei...
4% Rule Resurrected
22 Dec 2022
Contributed by Lukas
After recently declaring the 4% withdrawal rule dead, Morningstar has decided it's still kicking out income. A listener wonders if the Paul Merriman t...
4% Rule Resurrected
22 Dec 2022
Contributed by Lukas
Questions? Comments?After recently declaring the 4% withdrawal rule dead, Morningstar has decided it's still kicking out income.A listener wonder...
Real Estate Tapped Out?
21 Dec 2022
Contributed by Lukas
Home prices rise and they fall. Those fluctuations are not predictable. With prices down recently, should you be a buyer or a seller? Plus, house flip...
Real Estate Tapped Out?
21 Dec 2022
Contributed by Lukas
Questions? Comments?Home prices rise and they fall. Those fluctuations are not predictable. With prices down recently, should you be a buyer or a sell...
Big Bucks, No Risk, Big Lie
20 Dec 2022
Contributed by Lukas
Those who sell "the return of the market, with no risk" is a bald-faced lie. Indexed annuities by any name can't possibly deliver what they promise. T...
Big Bucks, No Risk, Big Lie
20 Dec 2022
Contributed by Lukas
Questions? Comments?Those who sell "the return of the market, with no risk" is a bald-faced lie. Indexed annuities by any name can't po...
Stop Fooling Yourself
19 Dec 2022
Contributed by Lukas
We lie to ourselves about our prognosticative abilities. We remember making market predictions that were wildly different than we actually did. Plus, ...
Stop Fooling Yourself
19 Dec 2022
Contributed by Lukas
Questions? Comments?We lie to ourselves about our prognosticative abilities. We remember making market predictions that were wildly different than we ...
Drip, Dripping Away
16 Dec 2022
Contributed by Lukas
Tom and Don discuss those perpetual online subscriptions. They are good for businesses and often terrible for you. Find out how the regain control and...
Drip, Dripping Away
16 Dec 2022
Contributed by Lukas
Questions? Comments?Tom and Don discuss those perpetual online subscriptions. They are good for businesses and often terrible for you. Find out how th...