Is Your Financial Advisor Loyal To You?

Is Your Financial Advisor Loyal To You?

#148 Why some financial advisors must show undivided loyalty to you while others can have undisclosed conflicts of interest. How to tell the difference.

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Debt Is For Managing Wealth Not Creating It

Debt Is For Managing Wealth Not Creating It

Should you borrow money to magnify returns in your 401 (k), IRA, or other tax-deferred retirement account?We examine Basic Capital, which allows investors to leverage their retirement account investme...

17 Joulu 202526min

Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter

Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter

As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter mo...

10 Joulu 202523min

Burnout, Breaks, and the Courage to Spend with David Bach

Burnout, Breaks, and the Courage to Spend with David Bach

David converses with best-selling author David Bach about preventing burnout through sabbaticals, moving to another country, why retirees should take Social Security as early as possible, and Bach's i...

19 Marras 202542min

Sports Betting Is Not Investing

Sports Betting Is Not Investing

Can you really make money sports betting on low-risk, high-probability events?Topics covered include:The growing size and influence of the U.S. sports betting marketRecent sports betting scandalsHow s...

12 Marras 202520min

Hoarding, FOMO, and Zcash: A Private Bitcoin

Hoarding, FOMO, and Zcash: A Private Bitcoin

What’s the difference between hoarding and investing? There’s a reason markets built on productive assets—like stocks and bonds—are far larger than hoarding markets such as gold and cryptocurrency. In...

29 Loka 202521min

Don’t Take Financial Advice from AI

Don’t Take Financial Advice from AI

How AI gets simple finance wrong, and how to make it work for you, not mislead youTopics covered include:How AI ignores the time value of moneyA detailed example of ChatGPT misleading by making a simp...

22 Loka 202526min

Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally

Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally

Are gold and silver up more than 50% in 2025 because investors fear currency debasement, or is this rally just the latest meme trade? In this episode, we explore the supply and demand forces behind go...

15 Loka 202518min

Beyond Munis — New ETFs for Tax-Efficient Bond Investing

Beyond Munis — New ETFs for Tax-Efficient Bond Investing

How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable in...

8 Loka 202526min

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