In today's show:

• 2:07 Understanding Interest Rates and CDs
• 5:11 Bond Investment Strategies
• 19:29 Myths About Bonds
• 20:41 Misconceptions About Bond Funds
• 24:04 Understanding Risk and Return
• 30:09 Metals and Investing

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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 Navigating Retirement Accounts
• 14:09 Deciding on Roth Conversions
• 18:30 Market Timing and Investment Strategy
• 24:32 Understanding Fund Diversification
• 30:46 Adjusting Portfolio Allocations
• 34:55 Smart Roth IRA Contributions
• 37:32 Managing Risk in Retirement Planning
• 41:38 Choosing the Right Financial Advisor

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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 Horstmeyer
• 12:19 The Cost of Timing the Market
• 13:23 The Importance of Diversification
• 16:38 Annuities and Retirement Plans
• 18:11 Tax Implications of 403B Plans
• 19:29 Overthinking Finances

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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 Strategies
• 13:39 Vanguard Fee Changes
• 17:15 Mortgage Recasting Dilemma

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'Tis the Talkin' Season:

• 0:27 Holiday Season Reflections
• 1:42 Discussing Money in Families
• 3:24 Navigating Conversations with Kids
• 4:47 The Complexity of Financial Discussions
• 9:43 Strategies for Talking About Money
• 11:42 Creating a Safe Space for Discussions
• 14:51 Timing is Everything
• 15:39 Unique Experiences and Conversations
• 20:55 Understanding Investment Tools
• 24:34 Audience Questions and Engagement
• 26:43 The Cost of Technology

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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 tragic event—the assassination of a CEO from the health insurance sector. The show starts with a call from a listener seeking advice on legacy stock holdings. Later, they discuss active versus passive ETFs.

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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: Lessons from History
• 13:45 Global Risks: Beyond the U.S. Market
• 22:05 Target Date Funds: Pros and Cons
• 32:54 Advisor Shopping: Finding the Right Fit
• 36:52 Retirement Planning: G Fund Concerns

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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 Ponzi Schemes
• 10:07 Believing in Scams
• 10:59 Trust No One
• 15:16 Protecting Yourself Online
• 19:56 Investment Questions from Listeners

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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
• 12:41 Total Return Strategy Explained
• 17:33 Asset Allocation Insights
• 19:42 Personal Investment Strategies Revealed

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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 Journey
• 16:14 Questions from Listeners

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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 Financial System Stability
• 13:35 The Art of Excess
• 14:58 The Impact of AI
• 16:21 Value in Asset Classes
• 28:48 Speculation and Risk
• 32:23 Managing IRA Investments
• 36:01 Strategies for Successful Investing

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