Talking Real Money - Investing Talk
Episodes
Money Talkin' Bros
21 Jan 2025
Contributed by Lukas
Questions? Comments?On this rare guest episode:2:18 Getting to Know Joe Saul-Sehy8:21 Transitioning to Teaching and Broadcasting12:30 Exploring Sta...
Day of Q (and A)
17 Jan 2025
Contributed by Lukas
It's Friday: 2:05 Pension Account Insights 8:10 Transitioning Investment Accounts 10:16 Holiday Scam Awareness 15:35 Whole Life Policy Con...
Day of Q (and A)
17 Jan 2025
Contributed by Lukas
Questions? Comments?It's Friday:2:05 Pension Account Insights8:10 Transitioning Investment Accounts10:16 Holiday Scam Awareness15:35 Whole Li...
Disagree with Dave
16 Jan 2025
Contributed by Lukas
We revisit the great retirement date debate: 3:16 Critique of Dave Ramsey's Advice 3:25 Importance of Social Security Decisions 5:34 The Impa...
Disagree with Dave
16 Jan 2025
Contributed by Lukas
Questions? Comments?We revisit the great retirement date debate:3:16 Critique of Dave Ramsey's Advice3:25 Importance of Social Security Decisio...
Reverse 60/40?
15 Jan 2025
Contributed by Lukas
Is 60/40 dead again: 0:20 Vanguard's Changing Approach 0:26 Stock and Bond Ratios Explored 1:57 The Trouble with Market Timing 2:38 Vangua...
Reverse 60/40?
15 Jan 2025
Contributed by Lukas
Questions? Comments?Is 60/40 dead again:0:20 Vanguard's Changing Approach0:26 Stock and Bond Ratios Explored1:57 The Trouble with Market Timin...
Looking Back
14 Jan 2025
Contributed by Lukas
We look for lessons from the last 100 years: 5:10 Stock Market Trends and Historical Returns 9:47 Preparing for Future Market Downturns 12:57 ...
Looking Back
14 Jan 2025
Contributed by Lukas
Questions? Comments?We look for lessons from the last 100 years:5:10 Stock Market Trends and Historical Returns9:47 Preparing for Future Market Down...
Easy Being Wrong
13 Jan 2025
Contributed by Lukas
Today, let's talk about "expert" forecasts: 0:32 Introduction to Predictions 3:30 Wall Street's Flawed Forecasts 7:13 The Problem with Market...
Easy Being Wrong
13 Jan 2025
Contributed by Lukas
Questions? Comments?Today, let's talk about "expert" forecasts:0:32 Introduction to Predictions3:30 Wall Street's Flawed Forecas...
A Whole Lot of Qs
10 Jan 2025
Contributed by Lukas
Ah. Things are back to normal: 2:52 Retirement Discrepancies Explained 5:08 Understanding Collective Investment Trusts 9:01 Holding Funds for...
A Whole Lot of Qs
10 Jan 2025
Contributed by Lukas
Questions? Comments?Ah. Things are back to normal:2:52 Retirement Discrepancies Explained5:08 Understanding Collective Investment Trusts9:01 Holdin...
Greater Financial Clarity
09 Jan 2025
Contributed by Lukas
In today's episode of TRM: 1:58 Market Trends of 2024 3:44 Federal Reserve Decisions and Predictions 6:38 Global Economic Factors 8:19 The...
Greater Financial Clarity
09 Jan 2025
Contributed by Lukas
Questions? Comments?In today's episode of TRM:1:58 Market Trends of 20243:44 Federal Reserve Decisions and Predictions6:38 Global Economic Fac...
Take a Pass on Pitches
08 Jan 2025
Contributed by Lukas
In today's show: 1:35 The Problem with Financial Pitches 3:43 The Rise of ETFs 5:55 The Bitcoin ETF Concern 11:21 Insurance Strategies and ...
Take a Pass on Pitches
08 Jan 2025
Contributed by Lukas
Questions? Comments?In today's show:1:35 The Problem with Financial Pitches3:43 The Rise of ETFs5:55 The Bitcoin ETF Concern11:21 Insurance St...
New Opportunities
07 Jan 2025
Contributed by Lukas
In this episode: 2:40 New Year, New Financial Resolutions 5:16 Setting Concrete Financial Goals 8:41 Strategies for Financial Success 14:11...
New Opportunities
07 Jan 2025
Contributed by Lukas
Questions? Comments?In this episode:2:40 New Year, New Financial Resolutions5:16 Setting Concrete Financial Goals8:41 Strategies for Financial Succ...
Big BetCoin
06 Jan 2025
Contributed by Lukas
In today's episode: 0:34 Irrational Exuberance Redux 1:52 The Rise of Bitcoin 3:05 Larry Fink's Shift 5:09 MicroStrategy's Bitcoin Strateg...
Big BetCoin
06 Jan 2025
Contributed by Lukas
Questions? Comments?In today's episode:0:34 Irrational Exuberance Redux1:52 The Rise of Bitcoin3:05 Larry Fink's Shift5:09 MicroStrategy...
Old is New
03 Jan 2025
Contributed by Lukas
In this new year episode: 0:51 New Year, New Perspectives 3:09 Economic Concerns and President Trump's Inauguration 6:46 Investment Strategie...
Old is New
03 Jan 2025
Contributed by Lukas
Questions? Comments?In this new year episode:0:51 New Year, New Perspectives3:09 Economic Concerns and President Trump's Inauguration6:46 Inve...
Paying for Retirement
02 Jan 2025
Contributed by Lukas
In our first episode of the new year: 0:33 Retirement Income Strategies 2:53 Navigating Social Security Decisions 5:43 Understanding Withdraw...
Paying for Retirement
02 Jan 2025
Contributed by Lukas
Questions? Comments?In our first episode of the new year:0:33 Retirement Income Strategies2:53 Navigating Social Security Decisions5:43 Understandi...
Gen anXious
30 Dec 2024
Contributed by Lukas
In the final episode of 2024: 0:31 Gen X Retirement Worries 2:02 Baby Boomers and Retirement Realities 5:21 Starting Late but Not Too Late ...
Gen anXious
30 Dec 2024
Contributed by Lukas
Questions? Comments?In the final episode of 2024:0:31 Gen X Retirement Worries2:02 Baby Boomers and Retirement Realities5:21 Starting Late but Not ...
Not So Safe
27 Dec 2024
Contributed by Lukas
Welcome to today's podcast about risk and return: 14:12 The Risks of CDs and Annuities 19:31 Gambling vs. Investing 31:16 Retirement Planning...
Not So Safe
27 Dec 2024
Contributed by Lukas
Questions? Comments?Welcome to today's podcast about risk and return:14:12 The Risks of CDs and Annuities19:31 Gambling vs. Investing31:16 Ret...
Skip This Party
26 Dec 2024
Contributed by Lukas
In this episode: 0:57 Holiday Cheer and Investment Fears 4:02 Wall Street's Private Party Invitation 5:09 The Costly Alternative Investments 5...
Skip This Party
26 Dec 2024
Contributed by Lukas
Questions? Comments?In this episode:0:57 Holiday Cheer and Investment Fears4:02 Wall Street's Private Party Invitation5:09 The Costly Alternative...
Ripping You Off
23 Dec 2024
Contributed by Lukas
In this episode: 0:35 Intro to Scams 2:52 Recognizing the Scam 6:41 Private Credit Investments 8:19 Risks of Private Debt 14:23 The Com...
Ripping You Off
23 Dec 2024
Contributed by Lukas
Questions? Comments?In this episode:0:35 Intro to Scams2:52 Recognizing the Scam6:41 Private Credit Investments8:19 Risks of Private Debt14:23 Th...
Pre-Holiday Q and A
20 Dec 2024
Contributed by Lukas
Don takes your questions: 2:59 Bond Funds vs. Individual Bonds 6:02 Starting a Custodial Roth IRA 7:55 Building a Taxable Bond Hedge 10:57 R...
Pre-Holiday Q and A
20 Dec 2024
Contributed by Lukas
Questions? Comments?Don takes your questions:2:59 Bond Funds vs. Individual Bonds6:02 Starting a Custodial Roth IRA7:55 Building a Taxable Bond Hedge...
Why Own Bonds?
19 Dec 2024
Contributed by Lukas
In this episode: 0:33 The Quest for Income 2:02 The Risks of Reaching for Yield 3:35 Investing in Bond Funds 6:24 Understanding High-Yield...
Why Own Bonds?
19 Dec 2024
Contributed by Lukas
Questions? Comments?In this episode:0:33 The Quest for Income2:02 The Risks of Reaching for Yield3:35 Investing in Bond Funds6:24 Understanding Hi...
Bonds. Why, Bonds?
18 Dec 2024
Contributed by Lukas
In today's show: 2:07 Understanding Interest Rates and CDs 5:11 Bond Investment Strategies 19:29 Myths About Bonds 20:41 Misconceptions Ab...
Bonds. Why, Bonds?
18 Dec 2024
Contributed by Lukas
Questions? Comments?In today's show:2:07 Understanding Interest Rates and CDs5:11 Bond Investment Strategies19:29 Myths About Bonds20:41 Misc...
Retire With Purpose
17 Dec 2024
Contributed by Lukas
On today's podcast: 0:56 Retirement Planning and Purpose 5:15 Finding Meaning Beyond Work 6:10 The Value of Part-Time Engagement 9:54 Navi...
Retire With Purpose
17 Dec 2024
Contributed by Lukas
Questions? Comments?On today's podcast:0:56 Retirement Planning and Purpose5:15 Finding Meaning Beyond Work6:10 The Value of Part-Time Engagem...
Tariffs and Investments
16 Dec 2024
Contributed by Lukas
In today's episode: 2:18 The Impact of Tariffs 3:56 Unpacking Smoot-Hawley 5:07 Market Timing Dilemmas 8:13 Evidence from Professor Horstm...
Tariffs and Investments
16 Dec 2024
Contributed by Lukas
Questions? Comments?In today's episode:2:18 The Impact of Tariffs3:56 Unpacking Smoot-Hawley5:07 Market Timing Dilemmas8:13 Evidence from Pro...
T&D Q&A
13 Dec 2024
Contributed by Lukas
In today's Friday Q&A: 0:27 Welcome to Q&A Day 3:30 I-Bonds and Inflation Protection 6:54 403B Resources and Options 10:41 TSP Withdrawal ...
T&D Q&A
13 Dec 2024
Contributed by Lukas
Questions? Comments?In today's Friday Q&A:0:27 Welcome to Q&A Day3:30 I-Bonds and Inflation Protection6:54 403B Resources and Options1...
The Money Talk
12 Dec 2024
Contributed by Lukas
'Tis the Talkin' Season: 0:27 Holiday Season Reflections 1:42 Discussing Money in Families 3:24 Navigating Conversations with Kids 4:47 ...
The Money Talk
12 Dec 2024
Contributed by Lukas
Questions? Comments?'Tis the Talkin' Season:0:27 Holiday Season Reflections1:42 Discussing Money in Families3:24 Navigating Conversati...
Care vs. Cash
11 Dec 2024
Contributed by Lukas
In this episode of "Talking Real Money," Don and Tom delve into a topic that intertwines personal finance with broader societal issues, sparked by a t...
Care vs. Cash
11 Dec 2024
Contributed by Lukas
Questions? Comments?In this episode of "Talking Real Money," Don and Tom delve into a topic that intertwines personal finance with broader s...
Time to Sell?
10 Dec 2024
Contributed by Lukas
In this episode from Saturday's show: 2:59 Market Valuations: Time to Worry? 5:07 Selling Winners: A Different Approach 7:22 The Lost Decade: Le...
Time to Sell?
10 Dec 2024
Contributed by Lukas
Questions? Comments?In this episode from Saturday's show:2:59 Market Valuations: Time to Worry?5:07 Selling Winners: A Different Approach7:22 The...
Holiday Hustlers
09 Dec 2024
Contributed by Lukas
In today's episode: 0:10 Scams During the Holiday Season 2:39 Smart vs. Stupid Scammers 6:32 Phone Scams: Who to Trust? 7:54 Recent Scams and ...
Holiday Hustlers
09 Dec 2024
Contributed by Lukas
Questions? Comments?In today's episode:0:10 Scams During the Holiday Season2:39 Smart vs. Stupid Scammers6:32 Phone Scams: Who to Trust?7:54 Rece...
Fri-Day-o'-Qs
06 Dec 2024
Contributed by Lukas
In today's Q&A: 2:15 Separately Managed Accounts Discussion 4:04 Exploring Real Estate Investments 7:03 Dividend Income vs. Selling ETF Shares ...
Fri-Day-o'-Qs
06 Dec 2024
Contributed by Lukas
Questions? Comments?In today's Q&A:2:15 Separately Managed Accounts Discussion4:04 Exploring Real Estate Investments7:03 Dividend Income vs. ...
Investing Backward
06 Dec 2024
Contributed by Lukas
In today's show: 0:25 Start at the End 2:18 Understanding Your Spending 7:24 Importance of Knowing Your Spend 14:27 Begin Your Retirement Jour...
Investing Backward
06 Dec 2024
Contributed by Lukas
Questions? Comments?In today's show:0:25 Start at the End2:18 Understanding Your Spending7:24 Importance of Knowing Your Spend14:27 Begin Your Re...
Investor Gratitude
04 Dec 2024
Contributed by Lukas
In this episode: 2:21 Ten Reasons to Be a Thankful Investor 8:01 The State of the U.S. Economy 9:12 Reflections on the Recent Election 10:05 F...
Investor Gratitude
04 Dec 2024
Contributed by Lukas
Questions? Comments?In this episode:2:21 Ten Reasons to Be a Thankful Investor8:01 The State of the U.S. Economy9:12 Reflections on the Recent Electio...
US High, Them Low?
03 Dec 2024
Contributed by Lukas
In this first part of Saturday's radio show: 4:52 International vs. U.S. Investments 12:43 Planning for Retirement Taxes 14:13 The Importance of...
US High, Them Low?
03 Dec 2024
Contributed by Lukas
Questions? Comments?In this first part of Saturday's radio show:4:52 International vs. U.S. Investments12:43 Planning for Retirement Taxes14:13 T...
Bad Markets Are Unpredictable
27 Nov 2024
Contributed by Lukas
In this edition: 0:39 Market Crashes and Personal Memories 5:05 Technology and the New Market Paradigm 7:34 The Real Estate Bubble of 2007 ...
Bad Markets Are Unpredictable
27 Nov 2024
Contributed by Lukas
Questions? Comments?In this edition:0:39 Market Crashes and Personal Memories5:05 Technology and the New Market Paradigm 7:34 The Real Estate Bubbl...
Good Advice is Rare
26 Nov 2024
Contributed by Lukas
On today's show: 1:26 Financial Advisor Red Flags 6:15 The Importance of Transparency 9:05 Trust Your Financial Advisor 10:48 Green Flags in F...
Good Advice is Rare
26 Nov 2024
Contributed by Lukas
Questions? Comments?On today's show:1:26 Financial Advisor Red Flags6:15 The Importance of Transparency9:05 Trust Your Financial Advisor10:48 Gre...
Fed's Limits
26 Nov 2024
Contributed by Lukas
In this episode: 0:29 Understanding Interest Rates 3:00 The Housing Market Dilemma 5:58 Investing vs. Lifestyle Decisions 9:07 Emergency Fund ...
Fed's Limits
26 Nov 2024
Contributed by Lukas
Questions? Comments?In this episode:0:29 Understanding Interest Rates3:00 The Housing Market Dilemma5:58 Investing vs. Lifestyle Decisions9:07 Emergen...
Tom + Roxy + Qs
22 Nov 2024
Contributed by Lukas
In this week's Q&A: 0:26 Starting with Successful Investing 3:35 Transitioning to Your Questions 4:45 Exploring Inflation and Purchasing Power ...
Tom + Roxy + Qs
22 Nov 2024
Contributed by Lukas
Questions? Comments?In this week's Q&A:0:26 Starting with Successful Investing3:35 Transitioning to Your Questions4:45 Exploring Inflation an...
Even Bad Ones Worked
20 Nov 2024
Contributed by Lukas
In this episode: 1:17 Just Invest in Something 5:08 Portfolio Management Strategies 7:07 Insurance and Car Accidents 11:58 Emergency Funds in ...
Even Bad Ones Worked
20 Nov 2024
Contributed by Lukas
Questions? Comments?In this episode:1:17 Just Invest in Something5:08 Portfolio Management Strategies7:07 Insurance and Car Accidents11:58 Emergency F...
Oracle of Omaha Timing?
19 Nov 2024
Contributed by Lukas
In the first hour from Saturday's show: 1:31 Is Buffett Sends a Message? 18:20 The Perils of Timing the Market 19:42 The Mystery of Warren Buffe...
Oracle of Omaha Timing?
19 Nov 2024
Contributed by Lukas
Questions? Comments?In the first hour from Saturday's show:1:31 Is Buffett Sends a Message?18:20 The Perils of Timing the Market19:42 The Mystery...
What's in Your Wallet?
18 Nov 2024
Contributed by Lukas
On today's show: 5:21 State of America's Wallet. 9:10 Credit Card Conundrum. 10:36 The Car Cost Crisis. 12:50 Housing Market Woes. 14:45 Fut...
What's in Your Wallet?
18 Nov 2024
Contributed by Lukas
Questions? Comments?On today's show:5:21 State of America's Wallet.9:10 Credit Card Conundrum.10:36 The Car Cost Crisis.12:50 Housing Market...
Don Answers More
15 Nov 2024
Contributed by Lukas
In today's Q&A: 4:13 Non-Qualified Annuities Explained 9:37 Roth Contributions and Eligibility 12:01 Preparing for Retirement Gaps 16:48 Diver...
Don Answers More
15 Nov 2024
Contributed by Lukas
Questions? Comments?In today's Q&A:4:13 Non-Qualified Annuities Explained9:37 Roth Contributions and Eligibility12:01 Preparing for Retiremen...
Myth, Lies, and Mistakes Part 2
14 Nov 2024
Contributed by Lukas
In the second past or our special edition: 0:27 Introduction to Myths and Mistakes 3:07 The Importance of Diversification 9:35 Debunking Inve...
Myth, Lies, and Mistakes Part 2
14 Nov 2024
Contributed by Lukas
Questions? Comments?In the second past or our special edition:0:27 Introduction to Myths and Mistakes3:07 The Importance of Diversification9:35 Deb...
Myths, Lies, and Mistakes 1-5
13 Nov 2024
Contributed by Lukas
In part one of our two-part special: 0:33 Introduction to Myths, Lies, and Mistakes 4:26 Myth One: I Got a Guy 5:21 Myth Two: The Future Can Be ...
Myths, Lies, and Mistakes 1-5
13 Nov 2024
Contributed by Lukas
Questions? Comments?In part one of our two-part special:0:33 Introduction to Myths, Lies, and Mistakes4:26 Myth One: I Got a Guy5:21 Myth Two: The Fut...
Real (Estate) Returns?
12 Nov 2024
Contributed by Lukas
In today's episode: 0:32 American Dream of Home Ownership 3:36 Renting vs. Owning 7:40 The True Cost of Homeownership 12:22 Real Estate as ...
Real (Estate) Returns?
12 Nov 2024
Contributed by Lukas
Questions? Comments?In today's episode:0:32 American Dream of Home Ownership3:36 Renting vs. Owning7:40 The True Cost of Homeownership12:22 Re...
Safety Specters
11 Nov 2024
Contributed by Lukas
To start a new week: 0:27 Safe Investments Unveiled 1:16 Meme Stocks and Market Risks 3:18 The Fragility of Commercial Real Estate 5:27 The Il...
Safety Specters
11 Nov 2024
Contributed by Lukas
Questions? Comments?To start a new week:0:27 Safe Investments Unveiled1:16 Meme Stocks and Market Risks3:18 The Fragility of Commercial Real Estate5:2...
More Friday Questions
08 Nov 2024
Contributed by Lukas
Here are this Fridays Qs and As: 2:07 Converting Traditional IRA to Roth 7:32 Simplifying Financial Jargon 10:45 Roth 401k Allocation Advice 1...
More Friday Questions
08 Nov 2024
Contributed by Lukas
Questions? Comments?Here are this Fridays Qs and As:2:07 Converting Traditional IRA to Roth7:32 Simplifying Financial Jargon10:45 Roth 401k Allocation...
Market Melancholy
07 Nov 2024
Contributed by Lukas
In This Podcast: 0:29 Latest Phone Scam 2:24 Connections Between Money and Mental Health 6:46 Understanding Antidepressant Trends 9:23 Media's...
Market Melancholy
07 Nov 2024
Contributed by Lukas
Questions? Comments?In This Podcast:0:29 Latest Phone Scam2:24 Connections Between Money and Mental Health6:46 Understanding Antidepressant Trends9:23...
Bona Fides Fibbers
06 Nov 2024
Contributed by Lukas
On the second half od Saturday's radio show: 2:20 The Smarmy Side of Financial Advice 3:20 Trust Washing and Ethical Standards 4:58 Paying for C...
Bona Fides Fibbers
06 Nov 2024
Contributed by Lukas
Questions? Comments?On the second half od Saturday's radio show:2:20 The Smarmy Side of Financial Advice3:20 Trust Washing and Ethical Standards4...
Ridiculous Risks
05 Nov 2024
Contributed by Lukas
In this first hour of Saturday's show: 1:23 Game Time Decisions 3:16 The Impact of Sports Betting 5:10 Gambling vs. Investing 8:47 The Appeal ...
Ridiculous Risks
05 Nov 2024
Contributed by Lukas
Questions? Comments?In this first hour of Saturday's show:1:23 Game Time Decisions3:16 The Impact of Sports Betting5:10 Gambling vs. Investing8:4...
Hearing from Haters
04 Nov 2024
Contributed by Lukas
In today's episode: 0:26 40 Years of Thick Skin 2:11 Worst Reviews Uncovered 5:18 Complexities of Social Security 13:01 The Close of the Readi...
Hearing from Haters
04 Nov 2024
Contributed by Lukas
Questions? Comments?In today's episode:0:26 40 Years of Thick Skin2:11 Worst Reviews Uncovered5:18 Complexities of Social Security13:01 The Close...
How Do You Pay 'Em?
31 Oct 2024
Contributed by Lukas
Please note that there will be no 11/1/24 Q&A episode. Don is out of commission for a few days. In Thursday's episode: 0:29 Understanding Financial ...
How Do You Pay 'Em?
31 Oct 2024
Contributed by Lukas
Questions? Comments?Please note that there will be no 11/1/24 Q&A episode. Don is out of commission for a few days.In Thursday's episode:0:29...
Advisor Makes More?
30 Oct 2024
Contributed by Lukas
In this episode: 0:59 A Double Dipping Advisor 3:41 The Flaws of High Fees 9:01 Understanding Investment Classes 15:12 Simplifying Investment ...
Advisor Makes More?
30 Oct 2024
Contributed by Lukas
Questions? Comments?In this episode:0:59 A Double Dipping Advisor3:41 The Flaws of High Fees9:01 Understanding Investment Classes15:12 Simplifying Inv...
Pension Envy
29 Oct 2024
Contributed by Lukas
In this episode: 3:22 The Pension Predicament 4:42 Retirement Funding Choices 5:10 Historical Perspective on Retirement Plans 7:57 Today’s R...