Talking Real Money - Investing Talk

In today's podcast: 0:44 Active vs Passive Fund Management 1:40 The Bond Fund Debate 3:01 Active Bond Management Challenges 4:20 Vanguard's Role in Bond Funds 5:46 Comparing Bond Fund Quality 6:55 The Risks of Active Management 13:34 Questions and Comments 21:59 Self-Directed IRA Considerations 24:22 Personal vs Business Investments Learn more about your ad choices. Visit megaphone.fm/adchoices

Here's Saturday's second radio hour: 1:48 Super Bowl Betting Frenzy 15:55 Long-Term Care Insurance Insights 17:39 Evaluating Pet Insurance Costs 31:52 Understanding Charitable Distributions 36:51 The Podcast Production Team Learn more about your ad choices. Visit megaphone.fm/adchoices

Here's the first part of Saturday's show: 0:48 Real Money Basics 3:22 Hedge Funds Uncovered 5:15 The Role of AI in Investing 6:12 Listener Questions Begin 18:26 Performance and Client Feedback 19:37 Understanding Fund Comparisons 31:07 Navigating Closed-End Funds 33:22 Strategies for Retirement Income Learn more about your ad choices. Visit megaphone.fm/adchoices

We needed a special edition: 0:23 Opening the Question Pile 2:58 Historical Reflections 4:59 Tangents and Technology 9:31 Retirement Fund Strategies 11:19 Health Savings Accounts Explained 13:35 Roth Contribution Changes 15:23 Understanding Fund Prices 18:54 Clarifying Roth IRA Confusion 23:04 The Role of Financial Advisors Learn more about your ad choices. Visit megaphone.fm/adchoices

Here is this week's Q&A: 1:41 High-Yield Savings Accounts Discussion 5:05 Retirement Income Strategies 8:52 Transforming Your Retirement Portfolio 13:35 Rollover IRA Insight Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's big show: 0:33 Social Media and Financial Advice 1:14 The Risks of Finfluencers 2:20 Regulation Gaps in Financial Advice 5:52 Shaquille O'Neal's Financial Evolution 7:14 Finding Reliable Financial Sources 8:55 The Appeal of Meet Kevin 11:51 Dave Ramsey's Legal Troubles 13:09 Kevin's Family Life and Career 14:52 Engaging with Our Listeners 21:44 Navigating Avantis Funds Learn more about your ad choices. Visit megaphone.fm/adchoices

From our live event in Bellevue, WA: 1:32 Empowering Young Investors 2:52 Overcoming Financial Knowledge Gaps 4:05 Navigating Financial Information 5:16 Transition to Tom's Return 6:16 Food and Networking at Retire Meet 7:18 Weather Woes and Retirement Concerns 10:02 Addressing Retirement Purpose 13:03 The Importance of Social Security 14:17 Tom Takes Over the Show 14:50 Callers and Financial Questions 24:49 The Impact of Politics on Money 31:00 Building a Personal Portfolio 33:59 Joe's Annuity Inquiry Learn more about your ad choices. Visit megaphone.fm/adchoices

Don and Joey Saul-Sehy recorded live at Retiremeet. 0:37 Live from RetireMeet 2025 2:13 Impressions of RetireMeet 6:05 Lifestyle in Retirement 8:38 Practicing Retirement 9:54 Setting Up for Retirement 14:00 Transitioning to Retirement 14:56 Balancing Retirement Goals 19:26 Long-Term Disability Insights 27:13 Navigating Social Security 34:50 Comprehensive Financial Planning 35:52 Control in Retirement Planning Learn more about your ad choices. Visit megaphone.fm/adchoices

To start another week: 0:27 Introduction to Hedge Funds 1:57 Hedge Fund Slogans and Fees 5:04 Hedge Fund Performance vs. S&P 500 8:43 The Problem with Hedge Fund Strategies 11:08 The Grift of Hedge Funds 12:48 Listener Questions Begin 15:48 Flashbacks to 2008 Financial Crisis 17:19 Investing in ETFs Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we answer listener questions. We explore essential topics, starting with Chris's inquiry about medallion signatures and the support he received from Fidelity during a transfer. We talk about Doug's frustration regarding advisor performance versus index funds, emphasizing the need for performance evaluation. Joey's question about AI in financial management leads to a discussion on its supportive role, complemented by human emotional intelligence in advising. We also address concerns about the AVGE fund's fees and clarify the complexities surrounding deferred compensation as loan collateral. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's podcast episode: 0:45 Introduction to the Investment Debate 2:26 The Case for Total Market Index Funds 5:56 Performance Comparison: ETFs vs. Index Funds 7:46 Understanding Risk in Investment Choices 10:29 The Importance of Diversification 14:07 Global Investing: A Broader Perspective 15:07 Listener Questions: Asset Location Strategies 17:56 Bond Investments: Tips vs. ETFs 22:39 CD Ladders vs. Bond Funds Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode from Saturday's radio show: 1:48 The Illusion of Gold 7:13 Retirement and Investment Strategies 8:52 Health Savings Accounts Explored 12:53 The Dangers of Meme Coins 15:54 Navigating Required Minimum Distributions 25:19 Bond Funds and Market Stability 28:56 Capital Gains Tax Insights 34:14 Understanding IRMAA and Medicare Costs Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode: 0:56 Surprises in the Stock Market 5:05 NVIDIA Stock Shock 11:50 The Importance of Diversification 19:32 Cryptocurrency and Meme Coins 22:19 The Rise of Dogecoin 26:03 The Trump Coin Phenomenon 33:19 Investing Strategies for the Future Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's show: 0:59 The Allure of Hot Stocks 6:22 Best International Funds Unveiled 14:07 Choosing Your Equity Funds 14:44 Listener Questions: Bond Fund Confusion 18:20 Emergency Fund Strategies Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, a passel of Q&A: 3:07 Understanding Active vs. Passive Management 5:43 Exploring Callable and Non-callable CDs 9:06 Investing Strategies for Young Couples 13:32 Navigating Investment Options for Retirement 18:06 Customizing a Target Date 529 Fund 22:23 Roth Conversions and Tax Implications Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode: 0:38 Stock Market Insights 2:35 The Power of Stock Selection 5:40 The Challenge of Picking Winners 11:23 Lessons from Netflix and Streaming 12:53 Tax Loss Harvesting Explained 17:58 Portfolio Questions from Listeners Learn more about your ad choices. Visit megaphone.fm/adchoices

Taken from Saturday's radio show: 4:59 The Power of Diversification 6:50 Understanding Cash Management 9:19 The Role of ETFs 10:34 Interest Rates Explained 13:06 The Impact of Risk 14:06 Evaluating Financial Advisors 15:34 Exploring Employer Plans 17:45 Options for HSA Rollovers 19:24 The Future of Your Investments 25:04 Navigating Advisor Relationships 27:27 Dividends and ETFs 32:03 Managing Health Savings Accounts Learn more about your ad choices. Visit megaphone.fm/adchoices

Here is the first hour of Saturday's radio show: 1:43 The Importance of Portfolio Rebalancing 5:15 Understanding Stock to Bond Ratios 6:25 Risks of Overexposure to Stocks 9:08 The Need for a Financial Plan 12:02 Insights on LLC and Estate Planning 14:01 The Value of Professional Financial Advice 15:01 Clarifying Investment Fees 16:49 Balancing Debt and Investments 19:23 The Role of International Investments 21:43 The Psychology of Investing 28:37 Early Retirement Planning 34:52 Finding Purpose in Retirement Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's exciting episode: 0:26 What Goes Up Can Come Down 0:47 The Stock Market Surge 4:57 Preparing for Market Corrections 7:33 Investor Strategies During Corrections 15:01 Listener Questions Begin 16:39 Investment Strategies for Retirement 19:16 Financing Home Improvements Learn more about your ad choices. Visit megaphone.fm/adchoices

We are swamped with typed Qs: 0:27 The Bank's Profit Motive 7:28 Social Security Strategies 11:01 Traditional vs. Roth IRA Decisions 13:50 ETF Trading Restrictions 14:32 Understanding Social Security Projections 18:37 Canadian Investment Insights 27:13 Preparing for Retirement Education Learn more about your ad choices. Visit megaphone.fm/adchoices