Talking Real Money - Investing Talk
Episodes
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...
Pension Envy
29 Oct 2024
Contributed by Lukas
Questions? Comments?In this episode:3:22 The Pension Predicament4:42 Retirement Funding Choices5:10 Historical Perspective on Retirement Plans7:57 Tod...
Crypto Creeps
28 Oct 2024
Contributed by Lukas
On Today's Show: 0:29 Crypto Internet Dirt Bags. 4:22 Crypto Scams and Market Warnings. 8:11 Advertising and Podcast Integrity. 10:40 Bitcoin ...
Crypto Creeps
28 Oct 2024
Contributed by Lukas
Questions? Comments?On Today's Show:0:29 Crypto Internet Dirt Bags.4:22 Crypto Scams and Market Warnings.8:11 Advertising and Podcast Integrity.1...
A Few More Questions
25 Oct 2024
Contributed by Lukas
On Today's Q&A: 1:30 Bond Investment Questions 6:00 Understanding Bond Market Fluctuations 9:30 Schwab Intelligent Income Explained 12:09 Tran...
A Few More Questions
25 Oct 2024
Contributed by Lukas
Questions? Comments?On Today's Q&A:1:30 Bond Investment Questions6:00 Understanding Bond Market Fluctuations9:30 Schwab Intelligent Income Ex...
We Want It All
24 Oct 2024
Contributed by Lukas
From Saturday's Show, Hour Two: 1:28 Market Shifts and Inflation Realities 3:23 Real Rate of Return Explained 5:10 Listener Call: Retirement Inv...
We Want It All
24 Oct 2024
Contributed by Lukas
Questions? Comments?From Saturday's Show, Hour Two:1:28 Market Shifts and Inflation Realities3:23 Real Rate of Return Explained5:10 Listener Call...
Bull's Second B'Day
23 Oct 2024
Contributed by Lukas
Here is Saturday's show, Part One: 1:22 The Bull Market Anniversary 1:50 Understanding Market Fluctuations 5:28 The Role of Diversification 12...
Bull's Second B'Day
23 Oct 2024
Contributed by Lukas
Questions? Comments?Here is Saturday's show, Part One:1:22 The Bull Market Anniversary1:50 Understanding Market Fluctuations5:28 The Role of Dive...
Your Qs and Don's As
18 Oct 2024
Contributed by Lukas
This week: 2:42 Exploring 529 Plans and Retirement Strategies 4:17 Merch and Home Investments 5:26 Clarifying Roth IRA Rules 7:38 Advanced Tax...
Your Qs and Don's As
18 Oct 2024
Contributed by Lukas
Questions? Comments?This week:2:42 Exploring 529 Plans and Retirement Strategies4:17 Merch and Home Investments5:26 Clarifying Roth IRA Rules7:38 Adva...
Death Insurance Needed?
17 Oct 2024
Contributed by Lukas
From the second half of Saturday's show: 0:28 Death Insurance: A Necessary Discussion 8:02 The Case Against Whole Life Insurance 9:53 The Ignore...
Death Insurance Needed?
17 Oct 2024
Contributed by Lukas
Questions? Comments?From the second half of Saturday's show:0:28 Death Insurance: A Necessary Discussion8:02 The Case Against Whole Life Insuranc...
Stocks or Hurricanes?
16 Oct 2024
Contributed by Lukas
From last Saturday's radio show: 5:16 Hurricanes and the Stock Market 13:03 Predicting Markets vs. Hurricanes 15:33 The Role of Luck in Investin...
Stocks or Hurricanes?
16 Oct 2024
Contributed by Lukas
Questions? Comments?From last Saturday's radio show:5:16 Hurricanes and the Stock Market13:03 Predicting Markets vs. Hurricanes15:33 The Role of ...
Extinction Event?
15 Oct 2024
Contributed by Lukas
In today's holiday shortened week episode: 0:03 The Argentinosaurus of Investing 2:04 Can AI Predict Market Movements? 7:23 Will AI Outperform I...
Extinction Event?
15 Oct 2024
Contributed by Lukas
Questions? Comments?In today's holiday shortened week episode:0:03 The Argentinosaurus of Investing2:04 Can AI Predict Market Movements?7:23 Will...
Four Qs for You
11 Oct 2024
Contributed by Lukas
In today's Q&A: 3:54 Question on 529 Plans 5:15 401k Considerations 6:57 Retirement Saving Strategies 9:46 ETFs and Fair Valuation Learn mor...
Four Qs for You
11 Oct 2024
Contributed by Lukas
Questions? Comments?In today's Q&A:3:54 Question on 529 Plans5:15 401k Considerations6:57 Retirement Saving Strategies9:46 ETFs and Fair Valu...
Investing Innovations?
10 Oct 2024
Contributed by Lukas
In today's show: 2:07 The Rise of Exchange-Traded Funds 4:20 Active Management vs. Passive Strategies 6:40 Choosing the Right Funds 9:06 The P...
Investing Innovations?
10 Oct 2024
Contributed by Lukas
Questions? Comments?In today's show:2:07 The Rise of Exchange-Traded Funds4:20 Active Management vs. Passive Strategies6:40 Choosing the Right Fu...
Strange Return Boosters
09 Oct 2024
Contributed by Lukas
In today's podcast (from Saurday's show): 5:54 Second Opinions Matter 7:07 401k Myths and Realities 9:54 Diversifying Investments 15:10 Safe I...
Strange Return Boosters
09 Oct 2024
Contributed by Lukas
Questions? Comments?In today's podcast (from Saurday's show):5:54 Second Opinions Matter7:07 401k Myths and Realities9:54 Diversifying Inves...
Index Imperfections
08 Oct 2024
Contributed by Lukas
From the Live Saturday Show: 0:03 Asheville Flooding Update 2:52 Introduction to Investing 6:29 The Pitfalls of Sector Investing 10:25 Importa...
Index Imperfections
08 Oct 2024
Contributed by Lukas
Questions? Comments?From the Live Saturday Show:0:03 Asheville Flooding Update2:52 Introduction to Investing6:29 The Pitfalls of Sector Investing10:25...
Bet on the Best?
07 Oct 2024
Contributed by Lukas
We start the week with: 0:04 Stock Picking Realities 7:33 Retirement Accounts and Health Savings Accounts 8:56 Living Abroad in Retirement 11:...
Bet on the Best?
07 Oct 2024
Contributed by Lukas
Questions? Comments?We start the week with:0:04 Stock Picking Realities7:33 Retirement Accounts and Health Savings Accounts8:56 Living Abroad in Retir...
Another Week of Qs
04 Oct 2024
Contributed by Lukas
Questions answered about: 3:58 Retirement Contributions and Strategies 6:18 Selling the Airstream: A Personal Update 7:53 Roth IRA Questions Ans...
Another Week of Qs
04 Oct 2024
Contributed by Lukas
Questions? Comments?Questions answered about:3:58 Retirement Contributions and Strategies6:18 Selling the Airstream: A Personal Update7:53 Roth IRA Qu...
Social Security Strategies
03 Oct 2024
Contributed by Lukas
On today's show: 0:04 Social Security Decisions 8:49 Investment Strategies for Retirement 9:07 Roth IRA Conversion Insights 14:30 Exchange-Tra...
Social Security Strategies
03 Oct 2024
Contributed by Lukas
Questions? Comments?On today's show:0:04 Social Security Decisions8:49 Investment Strategies for Retirement9:07 Roth IRA Conversion Insights14:30...
Neglecting Your Cash?
02 Oct 2024
Contributed by Lukas
In today's edition of TRM: 1:21 Interest Rate Changes and You 20:42 Inheriting and Managing Stocks 23:47 Advice Sources in the Digital Age 28:...
Neglecting Your Cash?
02 Oct 2024
Contributed by Lukas
Questions? Comments?In today's edition of TRM:1:21 Interest Rate Changes and You20:42 Inheriting and Managing Stocks23:47 Advice Sources in the D...
Predictive Powers?
01 Oct 2024
Contributed by Lukas
In today's show: 6:18 The Crystal Ball Challenge 10:03 Predictions and Market Efficiency 14:11 Reflections on Market Predictions 18:20 The Nat...
Predictive Powers?
01 Oct 2024
Contributed by Lukas
Questions? Comments?In today's show:6:18 The Crystal Ball Challenge10:03 Predictions and Market Efficiency14:11 Reflections on Market Predictions...
Special Investments?
30 Sep 2024
Contributed by Lukas
In today's edition: 0:04 Introduction to Financial Types 2:43 Hedge Funds and Their Performance 5:22 The Illusion of Special Investments 5:51 ...
Special Investments?
30 Sep 2024
Contributed by Lukas
Questions? Comments?In today's edition:0:04 Introduction to Financial Types2:43 Hedge Funds and Their Performance5:22 The Illusion of Special Inv...
Friday in Florida
27 Sep 2024
Contributed by Lukas
It's Q&A Day: 4:20 401k and Retirement Guidance 6:56 Investment Decisions with Real Estate 9:16 Risk Management in Business Ventures 11:59 Sma...
Friday in Florida
27 Sep 2024
Contributed by Lukas
Questions? Comments?It's Q&A Day:4:20 401k and Retirement Guidance6:56 Investment Decisions with Real Estate9:16 Risk Management in Business ...
Sizzle to Fizzle
26 Sep 2024
Contributed by Lukas
In this podcast: 0:04 Remembering Bob Brinker 2:17 Hot Investments Today 7:32 Thematic Investing Challenges 8:22 Timing the Market Dilemma 1...
Sizzle to Fizzle
26 Sep 2024
Contributed by Lukas
Questions? Comments?In this podcast:0:04 Remembering Bob Brinker2:17 Hot Investments Today7:32 Thematic Investing Challenges8:22 Timing the Market Dil...
Really Need Insurance?
25 Sep 2024
Contributed by Lukas
In today's edition: 1:05 Misleading Money Media 2:47 Who Needs Life Insurance? 9:40 Annuity Sales Grew 11:03 Move to a TAP Annuity? 19:31 H...
Really Need Insurance?
25 Sep 2024
Contributed by Lukas
Questions? Comments?In today's edition:1:05 Misleading Money Media2:47Who Needs Life Insurance?9:40Annuity Sales Grew11:03Move to a TAP Annuity?1...
Lower Interest Impact
24 Sep 2024
Contributed by Lukas
In today's show: 0:01 The Federal Reserve's Role 5:06 Interest Rates and Their Impact 9:33 The Confusion of Rate Cuts 14:16 The Risks of Marke...
Lower Interest Impact
24 Sep 2024
Contributed by Lukas
Questions? Comments?In today's show:0:01 The Federal Reserve's Role5:06 Interest Rates and Their Impact9:33 The Confusion of Rate Cuts14:16 ...
Do We Need More ETFs?
23 Sep 2024
Contributed by Lukas
In this episode: 2:44 The Rise of Investment Funds 6:17 The Dangers of Single Stock ETFs 14:07 Understanding 1031 Exchanges 20:39 Engaging wit...
Do We Need More ETFs?
23 Sep 2024
Contributed by Lukas
Questions? Comments?In this episode:2:44 The Rise of Investment Funds6:17 The Dangers of Single Stock ETFs14:07 Understanding 1031 Exchanges20:39 Enga...
Typical Investing?
17 Sep 2024
Contributed by Lukas
In this exciting edition: 0:03 Introduction to Financial Normalcy 3:50 The Retirement Worry 6:28 The Gray Area of Investing 13:23 The Importan...
Typical Investing?
17 Sep 2024
Contributed by Lukas
Questions? Comments?In this exciting edition:0:03 Introduction to Financial Normalcy3:50 The Retirement Worry6:28 The Gray Area of Investing13:23 The ...
Tom and Roxy Q
13 Sep 2024
Contributed by Lukas
In this Q&Apisode: 0:04 Stock Market Insights 3:05 Questions from Listeners 3:31 International Investment Concerns 8:45 Portfolio Housekeeping...
Tom and Roxy Q
13 Sep 2024
Contributed by Lukas
Questions? Comments?In this Q&Apisode:0:04 Stock Market Insights3:05 Questions from Listeners3:31 International Investment Concerns8:45 Portfolio ...
Still Make Cents?
12 Sep 2024
Contributed by Lukas
Today, we discuss: 5:34 The Case Against the Penny 7:12 Daylight Savings Time Debate 8:27 Worthless Financial Instruments 11:24 The Cryptocurr...
Still Make Cents?
12 Sep 2024
Contributed by Lukas
Questions? Comments?Today, we discuss:5:34 The Case Against the Penny7:12 Daylight Savings Time Debate8:27 Worthless Financial Instruments11:24 The Cr...
Invest in Elections?
11 Sep 2024
Contributed by Lukas
In this episode: 1:54 Election Investing and Other Gambling 6:40 Understanding Financial Futures 14:32 Navigating Roth IRA Withdrawals 20:16 T...
Invest in Elections?
11 Sep 2024
Contributed by Lukas
Questions? Comments?In this episode:1:54 Election Investing and Other Gambling6:40 Understanding Financial Futures14:32 Navigating Roth IRA Withdrawal...
High Yield's Price
11 Sep 2024
Contributed by Lukas
In this episode: 1:29 The High Price of High Dividends 18:35 The Importance of Staying Invested 21:04 Market Fluctuations and Trading 29:08 Un...
High Yield's Price
11 Sep 2024
Contributed by Lukas
Questions? Comments?In this episode:1:29 The High Price of High Dividends18:35 The Importance of Staying Invested21:04 Market Fluctuations and Trading...
Election Effects
10 Sep 2024
Contributed by Lukas
To start the week we tackle: 0:03 Election Biases and Money 2:17 Overcoming Recency Bias 3:34 Strategies Against Bias 6:42 Understanding Marke...
Election Effects
10 Sep 2024
Contributed by Lukas
Questions? Comments?To start the week we tackle:0:03 Election Biases and Money2:17 Overcoming Recency Bias3:34 Strategies Against Bias6:42 Understandi...
A (Very) Few Qs
06 Sep 2024
Contributed by Lukas
In the shortest Friday Q&A show ever: 2:20 Retirement Lump Sum Concerns 4:28 Transitioning Investment Accounts 6:58 Disclaimers and Financial Advic...
A (Very) Few Qs
06 Sep 2024
Contributed by Lukas
Questions? Comments?In the shortest Friday Q&A show ever:2:20 Retirement Lump Sum Concerns4:28 Transitioning Investment Accounts6:58 Disclaimers a...
High Return Dangers
05 Sep 2024
Contributed by Lukas
In this episode we discuss: 3:17 The Illusion of High Returns 6:23 The Importance of Second Opinions 20:42 Charitable Giving Strategies 24:04 ...
High Return Dangers
05 Sep 2024
Contributed by Lukas
Questions? Comments?In this episode we discuss:3:17 The Illusion of High Returns6:23 The Importance of Second Opinions20:42 Charitable Giving Strategi...
Reached the TIPping Point
05 Sep 2024
Contributed by Lukas
In this episode, We explore the tip request explosion in America. We discuss the stock markets' recent performance. A caller shares his thoughts on...
Reached the TIPping Point
05 Sep 2024
Contributed by Lukas
Questions? Comments?In this episode,We explore the tip request explosion in America.We discuss the stock markets' recent performance.A caller sha...
Your "Magic" Number?
03 Sep 2024
Contributed by Lukas
In today's post-holiday episode: 2:42 Preparing for Retirement: Key Considerations 8:54 The Importance of Professional Financial Help 10:58 Em...
Your "Magic" Number?
03 Sep 2024
Contributed by Lukas
Questions? Comments?In today's post-holiday episode:2:42 Preparing for Retirement: Key Considerations8:54 The Importance of Professional Financia...
A Few Questions for Don
31 Aug 2024
Contributed by Lukas
Topics of today's questions: 2:14 Long-Term Care Insurance Insights 14:51 Evaluating ETFs for Downside Protection 18:25 Managing Debt with HELOC...
A Few Questions for Don
31 Aug 2024
Contributed by Lukas
Questions? Comments?Topics of today's questions:2:14 Long-Term Care Insurance Insights14:51 Evaluating ETFs for Downside Protection18:25 Managing...
Buy and Sell Automatically
30 Aug 2024
Contributed by Lukas
This edition's discussion: 3:08 The Importance of Rebalancing 6:40 Understanding Risk and Volatility 12:13 Inherited Wealth Decisions 15:29 Co...
Buy and Sell Automatically
30 Aug 2024
Contributed by Lukas
Questions? Comments?This edition's discussion:3:08 The Importance of Rebalancing6:40 Understanding Risk and Volatility12:13 Inherited Wealth Deci...
Misleading Headlines
28 Aug 2024
Contributed by Lukas
In this episode: 1:36 Creative Fear-Mongering Editing 11:28 Fund Recommendations and Confusion 14:30 Clarifying Financial Advice 20:36 Investm...
Misleading Headlines
28 Aug 2024
Contributed by Lukas
Questions? Comments?In this episode:1:36 Creative Fear-Mongering Editing11:28 Fund Recommendations and Confusion14:30 Clarifying Financial Advice20:36...
Your Own Worst Enemy
28 Aug 2024
Contributed by Lukas
In this episode: 0:04 Financial Exorcism 5:09 Index Fund Realities 15:03 Understanding Market Behavior 21:22 Navigating Retirement Challenges ...
Your Own Worst Enemy
28 Aug 2024
Contributed by Lukas
Questions? Comments?In this episode:0:04 Financial Exorcism5:09 Index Fund Realities15:03 Understanding Market Behavior21:22 Navigating Retirement Cha...
Questions for Tom & Roxy
23 Aug 2024
Contributed by Lukas
In this special Q&A episode: 5:52 Listener Questions Begin 7:53 Paying Off Debt vs. Investing 8:43 Retirement Savings Strategies 10:21 Employe...
Questions for Tom & Roxy
23 Aug 2024
Contributed by Lukas
Questions? Comments?In this special Q&A episode:5:52 Listener Questions Begin7:53 Paying Off Debt vs. Investing8:43 Retirement Savings Strategies1...
Bonds No Longer Bad?
22 Aug 2024
Contributed by Lukas
In this episode: 2:35 The Bond Debate 5:07 Alternatives to Bonds 6:47 Evaluating Long-Term Investment Options 9:56 Listener Questions Begin ...
Bonds No Longer Bad?
22 Aug 2024
Contributed by Lukas
Questions? Comments?In this episode:2:35 The Bond Debate5:07 Alternatives to Bonds6:47 Evaluating Long-Term Investment Options9:56 Listener Questions ...
Financial Fortification
21 Aug 2024
Contributed by Lukas
From last Saturday's radio show: 1:23 Understanding Investment Scams 4:58 Protecting Your Identity 7:25 The Downsides of Credit Freezing 9:04 ...
Financial Fortification
21 Aug 2024
Contributed by Lukas
Questions? Comments?From last Saturday's radio show:1:23 Understanding Investment Scams4:58 Protecting Your Identity7:25 The Downsides of Credit ...
Home Sales Changes
20 Aug 2024
Contributed by Lukas
In this episode, Tom and Don discuss: 5:27 Tech Wonders and Real Estate 13:47 The Changing Landscape of Real Estate 21:14 Navigating Financial S...
Home Sales Changes
20 Aug 2024
Contributed by Lukas
Questions? Comments?In this episode, Tom and Don discuss:5:27 Tech Wonders and Real Estate13:47 The Changing Landscape of Real Estate21:14 Navigating ...
Q&A Delay
19 Aug 2024
Contributed by Lukas
As Don was actually vacationing, here is last Friday's episode a few days late: 4:06 SIPC Insurance Explained 6:43 Fiduciary Duty and Insurance Co...
Q&A Delay
19 Aug 2024
Contributed by Lukas
Questions? Comments?As Don was actually vacationing, here is last Friday's episode a few days late:4:06 SIPC Insurance Explained6:43 Fiduciary Du...
Tough Topic
19 Aug 2024
Contributed by Lukas
As Don was actually vacationing, here is last Thursday's episode a few days late: 1:03 The Money Talk Dilemma 1:45 Power Dynamics in Financial Dis...
Tough Topic
19 Aug 2024
Contributed by Lukas
Questions? Comments?As Don was actually vacationing, here is last Thursday's episode a few days late:1:03 The Money Talk Dilemma1:45 Power Dynami...
Index Issues
14 Aug 2024
Contributed by Lukas
As Tom and Don meet up at Lake Chelan, they discuss: 2:58 Index Fund Disadvantages 13:56 Market Decline in September 21:47 Avoiding the Herd Men...
Index Issues
14 Aug 2024
Contributed by Lukas
Questions? Comments?As Tom and Don meet up at Lake Chelan, they discuss:2:58 Index Fund Disadvantages13:56 Market Decline in September21:47 Avoiding t...
Ultimate Volatility?
13 Aug 2024
Contributed by Lukas
In this episode, Tom and Don are in the same room discussing: 6:38 Securing Your Financial Future 10:27 Understanding Risk Tolerance 14:22 The I...
Ultimate Volatility?
13 Aug 2024
Contributed by Lukas
Questions? Comments?In this episode, Tom and Don are in the same room discussing:6:38 Securing Your Financial Future10:27 Understanding Risk Tolerance...
Answers from Chelan
09 Aug 2024
Contributed by Lukas
This week Don takes questions about: 2:00 Investing for Grandson 4:14 Evaluating 401k Investments 6:50 Revising Investment Portfolio 8:10 WEP ...
Answers from Chelan
09 Aug 2024
Contributed by Lukas
Questions? Comments?This week Don takes questions about:2:00 Investing for Grandson4:14 Evaluating 401k Investments6:50 Revising Investment Portfolio8...
Fiduciary Rule Falls?
08 Aug 2024
Contributed by Lukas
In another traveling episode, we discuss: 1:01 Retirement Savings Importance 2:10 Court Ruling Impact 3:59 Common Retirement Mistakes 6:25 Fai...
Fiduciary Rule Falls?
08 Aug 2024
Contributed by Lukas
Questions? Comments?In another traveling episode, we discuss:1:01 Retirement Savings Importance2:10 Court Ruling Impact3:59 Common Retirement Mistakes...
Old Fund Idea Fails
07 Aug 2024
Contributed by Lukas
Don joins Tom from a dairy farm in Elk, Washington to explore the history and structure of closed-end funds. They discuss a recent fund by Bill Ackman...
Old Fund Idea Fails
07 Aug 2024
Contributed by Lukas
Questions? Comments?Don joins Tom from a dairy farm in Elk, Washington to explore the history and structure of closed-end funds. They discuss a recent...
Stocks Stumble
06 Aug 2024
Contributed by Lukas
Don and Tom from "Talking Real Money" talk about the end-of-the-week stock market decline and put equity investing in perspective. Then they discuss r...
Stocks Stumble
06 Aug 2024
Contributed by Lukas
Questions? Comments?Don and Tom from "Talking Real Money" talk about the end-of-the-week stock market decline and put equity investing in pe...