Episodes

  • Friday in Florida

    Friday in Florida
    Sep 27 2024
    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 Small Cap Value Allocation 16:47 Diversification with Small Cap Growth 18:26 Emerging Markets in Investment Strategy Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 mins
  • Sizzle to Fizzle

    Sizzle to Fizzle
    Sep 26 2024
    In this podcast: 0:04 Remembering Bob Brinker 2:17 Hot Investments Today 7:32 Thematic Investing Challenges 8:22 Timing the Market Dilemma 12:18 The Dollar's Future 14:40 AJ's Financial Questions 20:24 Looking Ahead to Retirement Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 mins
  • Really Need Insurance?

    Really Need Insurance?
    Sep 25 2024
    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 How Long Will You Live? 25:22 Buy Bitcoin to Afford a Home? 35:17 Small Cap Annual Returns Learn more about your ad choices. Visit megaphone.fm/adchoices
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    48 mins
  • Lower Interest Impact

    Lower Interest Impact
    Sep 24 2024
    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 Market Timing 15:34 The Danger of Misinformation 20:53 Meme Stocks and Their Longevity 25:11 Understanding Palantir 27:06 Social Security Decisions 33:34 The Importance of a Financial Plan Learn more about your ad choices. Visit megaphone.fm/adchoices
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    46 mins
  • Do We Need More ETFs?

    Do We Need More ETFs?
    Sep 23 2024
    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 with Our Audience 22:12 The Debate on Active Bond Management 27:03 The Challenges of Active Fund Management 35:55 Navigating the Market Landscape Learn more about your ad choices. Visit megaphone.fm/adchoices
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    45 mins
  • Typical Investing?

    Typical Investing?
    Sep 17 2024
    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 Importance of a Financial Plan 21:03 Portfolio Questions and Strategies Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 mins
  • Tom and Roxy Q

    Tom and Roxy Q
    Sep 13 2024
    In this Q&Apisode: 0:04 Stock Market Insights 3:05 Questions from Listeners 3:31 International Investment Concerns 8:45 Portfolio Housekeeping 11:53 Charitable Distributions Explained 14:35 401(k) Allocation Strategies Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 mins
  • Still Make Cents?

    Still Make Cents?
    Sep 12 2024
    Today, we discuss: 5:34 The Case Against the Penny 7:12 Daylight Savings Time Debate 8:27 Worthless Financial Instruments 11:24 The Cryptocurrency Conundrum 13:14 Rollover Strategies Explained 23:00 The Weirdness of Today’s World Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 mins