Legal Loan Sharks

In this holiday Friday Q&A, Don opens with a festive announcement about Season’s Readings—now Apple-featured and temporarily commercial-free—before diving into listener questions on fixed annuities versus CDs, a creative (and complex) 529-to-Roth strategy tied to Georgia tax dedu ...  عرض المزيد

Market drops are a gift when you’re young and a potential gut-punch when you’re retired, and this episode walks through why that’s true—and what to do about it. Don and Tom break down sequence-of-returns risk in plain English, then explore practical defenses: cash buffers, CD lad ...  عرض المزيد

Hearing pundits talk about real estate over the last year, you’d think the sky had fallen several times over.  Don’t get me wrong. The real estate sector has seen its share of challenges over the last year. Home prices in some markets have fallen after years of skyrocketing at un ...  عرض المزيد

How risk-tolerant are you? From 401k’s to the stock market, take our handy quiz and follow your gut when it comes to investments. Your instincts can help get you where you want to be, financially, in the long run. Learn more about your ad-choices at https://www.iheartpodcastnetwo ...  عرض المزيد

The average investor doesn’t understand the fundamentals of the markets, and so they buy because the market is going up…and everyone else is doing it. Today’s guest says the average investor is blinded by market euphoria.  Bert Dohmen, the publisher of the Wellington Letter, says ...  عرض المزيد

Most people think of investing as any situation where you put down money with the expectation of getting a return on your money. Unfortunately, what many people think of as investing is actually gambling. For years, most people invested in traditional stocks and bonds. Stocks and ...  عرض المزيد