Talking Real Money - Investing Talk

Time to Retire?

20 Sep 2022

Contributed by Lukas

Don and Tom consider the question that plagues many during times after markets have lost money: Is it a bad idea to retire from work in a bear market?...

Time to Retire?

20 Sep 2022

Contributed by Lukas

Questions? Comments?Don and Tom consider the question that plagues many during times after markets have lost money: Is it a bad idea to retire from wo...

The Power of Luck

19 Sep 2022

Contributed by Lukas

Don returns to the mic and explains his recent surgical absence (and catches some flack for his disdain for emergency room procedures). Then, we discu...

The Power of Luck

19 Sep 2022

Contributed by Lukas

Questions? Comments?Don returns to the mic and explains his recent surgical absence (and catches some flack for his disdain for emergency room procedu...

Add Bonds, Too.

18 Sep 2022

Contributed by Lukas

Program note: We apologize for the delay in getting this episode posted. Don had a major medical emergency on September 9th that both kept him from do...

Add Bonds, Too.

18 Sep 2022

Contributed by Lukas

Questions? Comments?Program note: We apologize for the delay in getting this episode posted. Don had a major medical emergency on September 9th that b...

Lessons from a Queen

16 Sep 2022

Contributed by Lukas

Program note: We apologize for the delay in getting this episode posted. Don had a major medical emergency on Friday that both kept him from doing the...

Lessons from a Queen

16 Sep 2022

Contributed by Lukas

Questions? Comments?Program note: We apologize for the delay in getting this episode posted. Don had a major medical emergency on Friday that both kep...

Getting Back to Work

08 Sep 2022

Contributed by Lukas

Don and Tom and John Rekenthaler share some lessons learned about the latest hot boutique funds. Then we take some questions: Which mutual funds shou...

Getting Back to Work

08 Sep 2022

Contributed by Lukas

Questions? Comments?Don and Tom and John Rekenthaler share some lessons learned about the latest hot boutique funds. Then we take some questions:Which...

Always Right

07 Sep 2022

Contributed by Lukas

Sure, you might correctly guess the future direction of the stock market once, but can you do it every time? Then, we hear from a bunch of listeners: ...

Always Right

07 Sep 2022

Contributed by Lukas

Questions? Comments?Sure, you might correctly guess the future direction of the stock market once, but can you do it every time?Then, we hear from a b...

Retiring in a Bad Market

06 Sep 2022

Contributed by Lukas

We start with off-topic discusssions about holidays and changes in office work. Then we discuss a concern that many share: Can I afford to retire? Plu...

Retiring in a Bad Market

06 Sep 2022

Contributed by Lukas

Questions? Comments?We start with off-topic discusssions about holidays and changes in office work. Then we discuss a concern that many share: Can I a...

Worthless Writings

01 Sep 2022

Contributed by Lukas

Don discover a number of articles in Entreprenuer magazine that seem to be created from the same formula by a stock "research" firm in Kalkota. Plus, ...

Worthless Writings

01 Sep 2022

Contributed by Lukas

Questions? Comments?Don discover a number of articles in Entreprenuer magazine that seem to be created from the same formula by a stock "research...

More Pointless Products

31 Aug 2022

Contributed by Lukas

Tom and Don take a look at a couple of popular investnents that no one needs; buffer funds, private real estate. Then a listener wonders how to get in...

More Pointless Products

31 Aug 2022

Contributed by Lukas

Questions? Comments?Tom and Don take a look at a couple of popular investnents that no one needs; buffer funds, private real estate.Then a listener wo...

401 Fiduciary Failure?

30 Aug 2022

Contributed by Lukas

United Healthcare has been using expensive funds in their 401k plan. Should they have looked for cheaper products? Looks like a court will decide. The...

401 Fiduciary Failure?

30 Aug 2022

Contributed by Lukas

Questions? Comments?United Healthcare has been using expensive funds in their 401k plan. Should they have looked for cheaper products? Looks like a co...

1,000 and 10,000

29 Aug 2022

Contributed by Lukas

As the market collapsed again, how bad has the market actuall been for real investors? Then, what should you do with your student loan forgiveness? Ho...

1,000 and 10,000

29 Aug 2022

Contributed by Lukas

Questions? Comments?As the market collapsed again, how bad has the market actuall been for real investors? Then, what should you do with your student ...

A Better Way to Q&A

26 Aug 2022

Contributed by Lukas

Don spends another day answering listeners questions: What to we think about market timing? How can he add small and emerging markets with a mediocr...

A Better Way to Q&A

26 Aug 2022

Contributed by Lukas

Questions? Comments?Don spends another day answering listeners questions:What to we think about market timing?How can he add small and emerging market...

Are There No Fiduciaries?

25 Aug 2022

Contributed by Lukas

We explore one of those lists of the "best" financial "advisors." What makes this list of commissioned brokers the "best" wealth managers? We ask and ...

Are There No Fiduciaries?

25 Aug 2022

Contributed by Lukas

Questions? Comments?We explore one of those lists of the "best" financial "advisors." What makes this list of commissioned brokers...

Are There No Rules?

24 Aug 2022

Contributed by Lukas

Tom is back. First, we discover that active mutual funds can pick their own securities benchmarks against which they are compared. Now, it appeard tha...

Are There No Rules?

24 Aug 2022

Contributed by Lukas

Questions? Comments?Tom is back. First, we discover that active mutual funds can pick their own securities benchmarks against which they are compared....

Just Change the Rules

23 Aug 2022

Contributed by Lukas

Don't like the way your active mutual fund compares to the competition? No problem. Just pick a better benchmark. It's perfectly legal and very effect...

Just Change the Rules

23 Aug 2022

Contributed by Lukas

Questions? Comments?Don't like the way your active mutual fund compares to the competition? No problem. Just pick a better benchmark. It's p...

The Great Ed and Med Ruse

22 Aug 2022

Contributed by Lukas

Don dives into one of his biggest issues with the financial services industry. Many insurance companies are lying their way into the retirement plans ...

The Great Ed and Med Ruse

22 Aug 2022

Contributed by Lukas

Questions? Comments?Don dives into one of his biggest issues with the financial services industry. Many insurance companies are lying their way into t...

Chock Full O' Qs

19 Aug 2022

Contributed by Lukas

Thanks for all the great questions. Here's what Don answers in this episode: How should bonds be added to a portfolio? Is it time to abandon the sin...

Chock Full O' Qs

19 Aug 2022

Contributed by Lukas

Questions? Comments?Thanks for all the great questions. Here's what Don answers in this episode:How should bonds be added to a portfolio?Is it ti...

Paying Too Much

18 Aug 2022

Contributed by Lukas

Today Don dives into Morgan Stanley's form ADV and a sample crokerage statement to try and help you understand how much you might be paying for invest...

Paying Too Much

18 Aug 2022

Contributed by Lukas

Questions? Comments?Today Don dives into Morgan Stanley's form ADV and a sample crokerage statement to try and help you understand how much you m...

Who Shot Crypto?

17 Aug 2022

Contributed by Lukas

Who was responsible for Crypto's recent collapse? Learn more about your ad choices. Visit megaphone.fm/adchoices

Famously Bad Advice

16 Aug 2022

Contributed by Lukas

Famous people are notoriously bad investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Reacting to News

15 Aug 2022

Contributed by Lukas

Don't react to the markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bad Brokers Sell Insurance

10 Aug 2022

Contributed by Lukas

Where do problem brokers go? Learn more about your ad choices. Visit megaphone.fm/adchoices

Essentials Ignorance

08 Aug 2022

Contributed by Lukas

Too many don't know the basics. Learn more about your ad choices. Visit megaphone.fm/adchoices

Friday Means Questions

05 Aug 2022

Contributed by Lukas

It's Don's favorite day: Q&A Friday! Learn more about your ad choices. Visit megaphone.fm/adchoices

Too Little to Retire?

04 Aug 2022

Contributed by Lukas

What should you do if you didn't save enough? Learn more about your ad choices. Visit megaphone.fm/adchoices

Returns Can Deceive

03 Aug 2022

Contributed by Lukas

Even a great long-term track record means little. Learn more about your ad choices. Visit megaphone.fm/adchoices

"Baloney Storm"

02 Aug 2022

Contributed by Lukas

Wanna know what's next for the market? Learn more about your ad choices. Visit megaphone.fm/adchoices

Gambling and Social Security

01 Aug 2022

Contributed by Lukas

Billion dollar lotto winnings and an expert on Social Security Learn more about your ad choices. Visit megaphone.fm/adchoices

Yes, Q&A Day is back

29 Jul 2022

Contributed by Lukas

Don's back and taking more questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wanna Retire Early?

28 Jul 2022

Contributed by Lukas

We share some good and bad early retirement tips. Learn more about your ad choices. Visit megaphone.fm/adchoices

Crazy Crypto Counseling

27 Jul 2022

Contributed by Lukas

More stories of crypto insanity. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lying by Omission

27 Jul 2022

Contributed by Lukas

Perfidiously pushing products. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sell House Now or Later?

25 Jul 2022

Contributed by Lukas

HIgher interest rates have slowed home sales Learn more about your ad choices. Visit megaphone.fm/adchoices

High Returns, No Risk

22 Jul 2022

Contributed by Lukas

You just came into money. What now? Learn more about your ad choices. Visit megaphone.fm/adchoices

Fowl Prices

19 Jul 2022

Contributed by Lukas

What can you do to reduce the effects of inflation? Learn more about your ad choices. Visit megaphone.fm/adchoices

Prepare For Bear

14 Jul 2022

Contributed by Lukas

Bears happen when you least expect them. Learn more about your ad choices. Visit megaphone.fm/adchoices

Snowballing Swindles

13 Jul 2022

Contributed by Lukas

How to avoid being taken by a con artist. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Case of Recession...

12 Jul 2022

Contributed by Lukas

Emergency cash for a possible recessions Learn more about your ad choices. Visit megaphone.fm/adchoices

When to Do What?

11 Jul 2022

Contributed by Lukas

There are no telltale signs of a market changing direction. Learn more about your ad choices. Visit megaphone.fm/adchoices

Just a Few Good Qs

08 Jul 2022

Contributed by Lukas

We only have three questions today. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Truth About Rollovers

07 Jul 2022

Contributed by Lukas

Will new rules reduce bad retirement rollover pitches? Learn more about your ad choices. Visit megaphone.fm/adchoices

Annuities: Agreeing With Dave

06 Jul 2022

Contributed by Lukas

A magazine ad pretending to be an article. Learn more about your ad choices. Visit megaphone.fm/adchoices

Holiday Caller Day

05 Jul 2022

Contributed by Lukas

We expected very few calls. We were wrong. Learn more about your ad choices. Visit megaphone.fm/adchoices

More of Your Questions

01 Jul 2022

Contributed by Lukas

It's Friday, so... Learn more about your ad choices. Visit megaphone.fm/adchoices

Bad Six Months

30 Jun 2022

Contributed by Lukas

A proper portfolio didn't do too badly. Learn more about your ad choices. Visit megaphone.fm/adchoices

Pensions Compound Mistakes

29 Jun 2022

Contributed by Lukas

Underfunded pensions are getting desperate. Learn more about your ad choices. Visit megaphone.fm/adchoices

Growth to Value to ARKK

28 Jun 2022

Contributed by Lukas

Some hot stocks become undervalued. Learn more about your ad choices. Visit megaphone.fm/adchoices

Creating Retirement Income

27 Jun 2022

Contributed by Lukas

You need a retirement income plan. Learn more about your ad choices. Visit megaphone.fm/adchoices

You're Q'ing Again

24 Jun 2022

Contributed by Lukas

Your questions came pouring back in. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bad News Letters

23 Jun 2022

Contributed by Lukas

Not even newsletters know the future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bad Time to Retire?

22 Jun 2022

Contributed by Lukas

Should you be worried about retiring in a bear market? Learn more about your ad choices. Visit megaphone.fm/adchoices

Woods' Titanic Losses

21 Jun 2022

Contributed by Lukas

How quickly big gains can vanish. Learn more about your ad choices. Visit megaphone.fm/adchoices

Crypto and Gold...

20 Jun 2022

Contributed by Lukas

Two things that are not investments. Learn more about your ad choices. Visit megaphone.fm/adchoices

Doge Con?

17 Jun 2022

Contributed by Lukas

With only one Q, we focus on a Musk suit. Learn more about your ad choices. Visit megaphone.fm/adchoices

Talking Real Risk

16 Jun 2022

Contributed by Lukas

How risky is your portfolio? Learn more about your ad choices. Visit megaphone.fm/adchoices

Risk-Free Stock Returns?

15 Jun 2022

Contributed by Lukas

The big lie ropes in big bucks. Learn more about your ad choices. Visit megaphone.fm/adchoices

How Bad Was It?

14 Jun 2022

Contributed by Lukas

The market feels unBEARable. Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial Fibbers

13 Jun 2022

Contributed by Lukas

Sure, they are nice, but are they honest? Learn more about your ad choices. Visit megaphone.fm/adchoices

Your Q and My A

10 Jun 2022

Contributed by Lukas

Don answers more listeners questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Estate Reality

09 Jun 2022

Contributed by Lukas

Real estate hasn't been as hot as it seemed. Learn more about your ad choices. Visit megaphone.fm/adchoices

More Fiscal Failings

08 Jun 2022

Contributed by Lukas

The 10 biggest mistakes investors make. Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial Foolishness

07 Jun 2022

Contributed by Lukas

Investors' biggest errors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Not Enough to Retire?

06 Jun 2022

Contributed by Lukas

Too many are facing a frugal future. Learn more about your ad choices. Visit megaphone.fm/adchoices

We're Q&A Caught Up

03 Jun 2022

Contributed by Lukas

Today's podcast features some great questions from you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rich Right Away

02 Jun 2022

Contributed by Lukas

Rich? Fast? Think again. Learn more about your ad choices. Visit megaphone.fm/adchoices

Delaying Retirement?

01 Jun 2022

Contributed by Lukas

Do you really need to wait to retire? Learn more about your ad choices. Visit megaphone.fm/adchoices

Change of Plans

31 May 2022

Contributed by Lukas

Technical problems force us to go with an old show. Learn more about your ad choices. Visit megaphone.fm/adchoices

Q&A Friday is Back

27 May 2022

Contributed by Lukas

Our Q&A schedule returns to normal. Learn more about your ad choices. Visit megaphone.fm/adchoices

You Don't Know the Way

26 May 2022

Contributed by Lukas

You have no clue what the market will do. Learn more about your ad choices. Visit megaphone.fm/adchoices

What Makes You Rich?

25 May 2022

Contributed by Lukas

How much do you need to be "rich?" Learn more about your ad choices. Visit megaphone.fm/adchoices

Bonds Near Bottom?

24 May 2022

Contributed by Lukas

Bonds have experienced very limited downside. Learn more about your ad choices. Visit megaphone.fm/adchoices

Almost a Bear

23 May 2022

Contributed by Lukas

Stocks have been doing that thing they do. Learn more about your ad choices. Visit megaphone.fm/adchoices

01.28.17 – In Your Best Interests

20 May 2022

Contributed by Lukas

This episode is from our vault and hasn't been heard in years. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the Ship Sinking?

19 May 2022

Contributed by Lukas

Is it time for investors to jump ship? Learn more about your ad choices. Visit megaphone.fm/adchoices

The Bogle Effect

18 May 2022

Contributed by Lukas

Tom interviews the author of "The Bogle Effect." Learn more about your ad choices. Visit megaphone.fm/adchoices

60/40 Will Never Die

17 May 2022

Contributed by Lukas

Reports of balanced funds' death are greatly exaggerated. Learn more about your ad choices. Visit megaphone.fm/adchoices

Retiremeet 2022

16 May 2022

Contributed by Lukas

Tom and Don Live at Retiremeet Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial Physics 101

13 May 2022

Contributed by Lukas

The new edition of "Financial Fysics" has arrived. Learn more about your ad choices. Visit megaphone.fm/adchoices

Do They Work For You?

12 May 2022

Contributed by Lukas

Is your financial advisor an insurance agent in disguise? Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Reduce Volatility

11 May 2022

Contributed by Lukas

How much diversification do you need? Learn more about your ad choices. Visit megaphone.fm/adchoices

Take the Cash Now?

10 May 2022

Contributed by Lukas

Is it better to take the pension or the lump sum? Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Indexing Evil?

09 May 2022

Contributed by Lukas

How could index investing be a bad thing? Learn more about your ad choices. Visit megaphone.fm/adchoices