Talking Real Money - Investing Talk
Episodes
Healthy Savings
06 Sep 2018
Contributed by Lukas
On today’s pocket-sized episode we tackle health savings accounts and consider low-cost (or no-cost) offerings from Fidelity and Vanguard. Don also ...
Designation Decipher
30 Aug 2018
Contributed by Lukas
Great calls and valuable information to help you manage money better. Don answers questions on finding a fiduciary advisor and the meanings of various...
Grown Up Bullies
29 Aug 2018
Contributed by Lukas
In this episode, Tom and Don are tackling the adult equivalent of those old bullies who stole your lunch money. We hear from one caller who does not k...
Collapsing Woodbridge
28 Aug 2018
Contributed by Lukas
An update on the now official Woodbridge Ponzi scheme. Many of this episodes calls focus on moving money from one place to another. Don and Tom help a...
Quick: Mortgage Inverted
23 Aug 2018
Contributed by Lukas
This episode is jam packed with great questions and useful investing information for all listeners. Don answers this week’s queries on reverse mortg...
Shockingly Expensive
22 Aug 2018
Contributed by Lukas
In this episode, discuss a bond fund with outrageously high fees and extraordinary risk. Listen in as they chat about easily accessible online resourc...
Money Media Mendacity
21 Aug 2018
Contributed by Lukas
Today’s topics include which investing personalities, on TV and radio, should be trusted, living your life smartly with the constant alerts to impen...
Quick: Figuring the Future
16 Aug 2018
Contributed by Lukas
In this episode of Talking Real Money Quick we explore the evils of stock picking and why investment decisions should not be made from emotional or in...
How Much Risk?
15 Aug 2018
Contributed by Lukas
This episode’s topics range from savings accounts to annuities. Don and Tom tackle your questions about IRAs, pensions and bond funds. We also pack ...
Stick to Debt Talk
14 Aug 2018
Contributed by Lukas
Dave Ramsey has helped a lot of people manage their debt and become savers. However, his investing advice leaves a whole lot to be desired because he ...
Quick: Pecuniary Puzzles
10 Aug 2018
Contributed by Lukas
Bite-sized money bits including: Things the financial industry hides from you. Who is less honest? Stock brokers or insurance agents? The common thre...
Silver's So Sad
10 Aug 2018
Contributed by Lukas
Most of those in the financial services industry are not looking out for you, they’re looking out for themselves. In this episode, Don shows you how...
What's the Catch?
09 Aug 2018
Contributed by Lukas
Tom's on vacation, so Don talks about fund fee wars. Last week, Fidelity Funds announced two new funds, Fidelity Zero Total Market and The Fidelity Ze...
Quick: Home as Investment?
02 Aug 2018
Contributed by Lukas
Are homes great investments? The reality of home price appreciation has been far different than we’ve been lead to believe. Why we often feel like w...
No Money Magic
01 Aug 2018
Contributed by Lukas
The path to a great future is paved with money. But to have money you have to manage it properly. To manage it properly you need to find somebody that...
Two Stock Melt
31 Jul 2018
Contributed by Lukas
Tom and Don discuss the plunging price of two very well-known companies, Facebook and Twitter. Their message: Avoid individual stocks! In addition we...
Quick: More Keys
27 Jul 2018
Contributed by Lukas
In this episode of Talking Real Money Quick, we bring you part two of the 10 crucial keys to successful investing. In this episode, we learn why marke...
Cost Drag
26 Jul 2018
Contributed by Lukas
In this episode, Don and Tom are talking taxes, social security, annuities and take hard look at insurance. Plus a caller shares a terrible experience...
Trading Truths
25 Jul 2018
Contributed by Lukas
Trading stocks is no different from gambling and the result usually is the same. Plus we discuss Trivent, Merrill Lynch, fees, market correlation, adv...
Quick: 5 Investing Keys
20 Jul 2018
Contributed by Lukas
Saving for yourself versus saving for your kids.Find out why risk tolerance is a misnomer.The basis of the business market hypothesis.Why we should li...
Reverse Realities
19 Jul 2018
Contributed by Lukas
A caller’s reverse mortgage problems.How to invest some extra money.Determine your risk tolerance.Only buy the best stocks.Picking stocks is not the...
Don's Truth Form
18 Jul 2018
Contributed by Lukas
Don goes solo this week as Tom is on vacation.How to get started as an investor and where to get the right advice.Don’s issues with majority of fina...
Quick: Why They Lie
13 Jul 2018
Contributed by Lukas
Why a bonus round of the “Quick” podcast this week?Why don’t consumers trust financial “professionals?”Were recent “crises” really that ...
Quick: 2 Words, 2 Letters
12 Jul 2018
Contributed by Lukas
Talking Real Money now begins in earnest. Every week we will intersperse your calls (to 855-935-TALK) with a bunch quick, informational features that ...
Crypto: Craze to Crash
05 Jul 2018
Contributed by Lukas
The cryptocurrency craze and collapse!Where to put a chunk of savings for best returns according to your risk tolerance. How to go about replacing in...
Ignore Predictions
04 Jul 2018
Contributed by Lukas
Will the future economy be better or worse?Don’s approached by the World Marketing Alliance.Why you should be investing in what is down.Bond percent...
Your Money & The Law
28 Jun 2018
Contributed by Lukas
Attorney Rick Gregorek joins Tom and here are some of the topics discussed:Investment tip 1: Ignore all the noise.Are you okay losing half of the mone...
The Obsolete Index
27 Jun 2018
Contributed by Lukas
Why the 110-year old Dow Jones Industrial Average is an anachronism.Some advice for diversifying IRA investments.The current plight of some baby boome...
Bad Investing Advice
26 Jun 2018
Contributed by Lukas
The problem with Dave Ramsey’s advice on investing.Don't expect a 12% return on your investments.Investing in stocks is far from safe.Investment adv...
Worry Free Investing
22 Jun 2018
Contributed by Lukas
Confusing predictions, investment knowledge, and pornography.Making investments that you do not have to watch every day.Knowing your risk tolerance an...
More Ways to Save
21 Jun 2018
Contributed by Lukas
Preparing for retirement on a teacher’s salary.Using a trust to secure an estate inheritance.Roth IRAs and saving agreements with children.Why indiv...
Time for a Hat
20 Jun 2018
Contributed by Lukas
Why Don has no qualms about taking down investment charlatans.The increase in index fund investment over the last two decades.Common questions that To...
Our Own Worst Enemy
15 Jun 2018
Contributed by Lukas
Surrender charges and their vague justifications.Free meals and the associated sales pitches.The different formats on which Talking Real Money is avai...
Kid's Money Lessons
14 Jun 2018
Contributed by Lukas
Who should you ask your for investment advice?Managing a tricky annuity alongside an IRA.Researching the current value of the New York 529 Plan. When...
It's Just Capitalism?
13 Jun 2018
Contributed by Lukas
Don’s beef with most of the people, not all of the people, who sell financial services is that they don’t regularly tell the truth, the whole trut...
Educational Dream
07 Jun 2018
Contributed by Lukas
Learn more about Washington State’s Dream Ahead plan.Why we’re not gigantic fans of the 529 because of asset allocation.Hear our “secret” plan...
Money Schooling
06 Jun 2018
Contributed by Lukas
The lousy pay in teaching and education.Looking at the DreamAhead College Investment Plan and its possibilities.Comparing a Global REIT fund from Vang...
The Naked Bond King
05 Jun 2018
Contributed by Lukas
Bill Gross and the so-called ‘Bond King's’ epic fail!Finding and budgeting for a true fiduciary advisor.Why a long term perspective is indispensab...
Advice Gone Bad
01 Jun 2018
Contributed by Lukas
In this episode we talk with former Money magazine reporter Jordan Goodman about recommendation of the alleged Woodbridge Wealth Ponzi scheme and his ...
Anecdote or Evidence?
31 May 2018
Contributed by Lukas
How many Warren Buffet’s are really out there?Learn more about Warren Buffets’ Berkshire Hathaway.Berkshire Hathaway VS Vanguard Total Stock Marke...
No Magic Money
30 May 2018
Contributed by Lukas
Big banks and their conscious-free approach to money.One of the biggest challenges for Bank of America managers.The substantial shift to passive inves...
Gold's Empty Promise
25 May 2018
Contributed by Lukas
In this episode of the podcast we are steering you away from the troubled waters of shady advisors and bad investments. Don and Tom take a few calls a...
It's the Tax Scam
23 May 2018
Contributed by Lukas
In this episode of Talking Real Money our hosts take a look at some particularly tricky investment questions. Tom gives some advice on how to not get ...
Being Actively Drained
22 May 2018
Contributed by Lukas
In this episode our hosts advise you to stay away from actively managed funds! Don and Tom look at the recent Seattle pension debacle before looking a...
Avoid Bad Advice
18 May 2018
Contributed by Lukas
In this episode, Don and Tom want to keep you from falling victim to a Ponzi scheme or greedy stock brokers. Their advice: Stick to fee-only fiduciari...
Reasonable Returns?
17 May 2018
Contributed by Lukas
In this episode, Don and Tom look at reasonable portfolio returns, the 2008 crash and, of course, cryptocurrency. The duo continue to explain the use ...
Special Investor?
16 May 2018
Contributed by Lukas
Don't learn the hard way. There are no special investment for "special" people. Today on the show, Don and Tom help you to avoid falling victim to a P...
Retiremeet Q&A
12 May 2018
Contributed by Lukas
This episode features a panel of experts from Retiremeet North, Harlan Accola from Fairway Mortgage, Rick Gregorek from Gregorek and Associates, Paul ...
Retiremeet Classes
11 May 2018
Contributed by Lukas
This episode is the second part of live recording at the Retiremeet North Conference and on today’s roster of speakers we have Harlan Accola from Fa...
Paul Merriman
11 May 2018
Contributed by Lukas
This special episode features Paul Merriman’s keynote address at Retiremeet North on May 5, 2018 in Everett, WA. Paul talks about the essential aspe...
The Best and Worst
10 May 2018
Contributed by Lukas
This is the last of Don’s holiday episodes and so we gratefully thank Paul Merriman for stepping in one last time as co-host. In this episode, we co...
Roth Power
09 May 2018
Contributed by Lukas
The focus of this episode is the Roth account, as our hosts take a few calls on the subject and unpack the benefits for our listeners. Guest host, Pa...
Cut Fund Costs
08 May 2018
Contributed by Lukas
Tom is joined by Paul Merriman again this week as Don is still traversing New Zealand in a camper-van. On today’s episode Tom and Paul look at the n...
Not a Toy
07 May 2018
Contributed by Lukas
Welcome to the Talking Real Money Podcast! We are once again joined by Paul Merriman, who will be helping us talk about all the things that matter to ...
A Dangerous Game
01 May 2018
Contributed by Lukas
Don is still away in New Zealand so today we welcome a very special guest and friend in the form of Paul Merriman. Paul will helping to field all the ...
Look Farther
18 Apr 2018
Contributed by Lukas
Tom continues talking with securities attorney, Lawrence Cock. In this episode:The problem with short term, actively managed funds.Some information on...
Protect Yourself!
18 Apr 2018
Contributed by Lukas
With Don away in New Zealand for a rare holiday Tom is joined by securities attorney, Lawrence Cock to talk about the legal side of finances and how y...
Reaching for Return
12 Apr 2018
Contributed by Lukas
The best place to keep your savings with quick and easy access.Why interest rate changes might mean for your savings.High rates at Goldman Sachs bank....
Risk or RISK?
11 Apr 2018
Contributed by Lukas
Don heads out on a three week vacation.Some more info on Don’s other podcast, "MoneyThirty".Who is the bad guy in Billions? How and where to alloca...
The End Isn't Nigh
10 Apr 2018
Contributed by Lukas
Growing conservative with age and why this is not always a good for investments.Last week’s market plunge!Different approaches to IRAs and where to ...
Prepare For Bouncing
06 Apr 2018
Contributed by Lukas
The markets at the moment and the troublesome first quarter of 2018.Building accounts that are prepared for volatility. Why you should still not bein...
Crypto Games
05 Apr 2018
Contributed by Lukas
An alternative Roth IRA for a younger person with a lower investment.Vanguard’s recent difficulties with customer service.A new cryptocurrency for v...
More Eggs, Better Baskets
04 Apr 2018
Contributed by Lukas
Why eggs are subsidized in most grocery stores.What happened to stocks and bonds in this scary first quarter.The big dip that Amazon and Facebook took...
Guaranteed? Really?
30 Mar 2018
Contributed by Lukas
In this episode we carry on with the ongoing inspection of the last week’s market downturn. Then, we remind all of our listeners, even though at thi...
The Bad Week
29 Mar 2018
Contributed by Lukas
On today’s show we will be tackling last week’s bad, bad, bad week on the market. Was it that bad? Maybe not as bad as you thought. Don and Tom br...