In this episode, Tom is joined by securities attorney, Lawrence Cock (yes, they are brothers). Today we discuss the Dow’s all-time high at the end of last week, and look back at some of the times in history it plunged. We also talk about financial fraud and avoiding Ponzi schemes.

Don takes calls on small cap investing, portfolios, credit scores and more. Spliced in between these we hear why stocks are still the best place to put your money, the arguments against commodities as investment, and why money and happiness are not actually as disconnected as has often been said.  

Today on the show we are answering your money questions, about the tax implications of transferring funds from a 401(k), equities versus fixed income investments, student loan refinancing, and why it is so important to understand your risk profile before making your investment choice. We also broach the topic of fiduciaries, and what you should always ask them. So for all the strategies and tips to make your money life a lot better, don’t miss out on this great episode!

The long podcast returns, as Don and Tom answer questions on a Roth 401k, disability insurance, and inheritance investments. They also chat about deceitful annuities, the US markets this year and investing in Norway in 2009.    

In this episode, Don fields questions on the amount of cash held by index, and the best way to deal with an inherited IRA. Plus, he discusses money and happiness, surrender fees and the problems with some stock brokers and advisors. 

In this episode we discuss investing in ETFs versus mutual funds, why you should stay away from actively managed funds, and understanding that you cannot build wealth without the inherent risk. Finally, we also dig into what to look for when choosing your financial adviser and what questions to ask in making your decision.

On today’s pocket-sized episode we tackle health savings accounts and consider low-cost (or no-cost) offerings from Fidelity and Vanguard. Don also packs in a few reminders about the evils of actively managed funds and those who claim to know the future. Finally, we consider the flimsiness of bitcoin investments. 

Great calls and valuable information to help you manage money better. Don answers questions on finding a fiduciary advisor and the meanings of various professional designations. He also takes calls of 529 plan allocation and getting a late start on retirement. He also offer some thoughts on global investing, actively managed funds, and why risk so important in growing your funds. 

In this episode, Tom and Don are tackling the adult equivalent of those old bullies who stole your lunch money. We hear from one caller who does not know how much commission her advisor is taking even though she has asked him multiple times. We also talk about the myths of actively managed funds and clever ways to think about your Social Security as you reach the age of collection. 

An update on the now official Woodbridge Ponzi scheme. Many of this episodes calls focus on moving money from one place to another. Don and Tom help a few callers with different variations of this problem from avoiding taxation to finding the right place for an inheritance in the short term.

This episode is jam packed with great questions and useful investing information for all listeners. Don answers this week’s queries on reverse mortgages, early retirement and the concept of F.I.R.E. and discusses the recent, long running bull market and the real value of gold. 

In this episode, discuss a bond fund with outrageously high fees and extraordinary risk. Listen in as they chat about easily accessible online resources for money management, retirement preparation, and how to invest cleverly from a young age. They also talk about inflation and why silver has not actually increased in value in the last hundred years.