There's a Lot of Bad Advice Out There
It's almost impossible to find an advisor who always does what's best... for you!
Another annuity pitching charlatan exposed
The feeble reality of the so-called “Super Annuity.”
Laddering Your Way to Steady Income
Can a CD ladder be a decent alternative to a bond fund?
One angry listener and a batch of Bobs.
We get called on the carpet for slagging "advisors."
Hurricanes, Stock Markets, and the Media
The emotional similarities between weather and market coverage.
Can advisors do what's best for you and them?
The illogic of dual-registered financial advisors.
The best ways to start building wealth early.
Getting started investing is easier than ever before.
If it sounds too good to be true, what is it?
It's usually too good to be true (in other words, a lie).
Finding your way to a financial future.
Multiple factors combine to threaten your retirement.
Most of us really are lousy investors.
Average investors have failed miserably over the past 30 years.
Podcast Disclaimer
Opinions and views expressed on this podcast were current on the date recorded. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. Although information and opinions given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness, or accuracy. Information presented on the podcast is not personalized investment advice from Apella Wealth. The views and strategies described may not be suitable for everyone. This podcast does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. Past performance does not guarantee future results and profitable results cannot be guaranteed.
We hope you realize that the information provided on Talking Real Money is for informational, educational, and hopefully enjoyable purposes only. The podcast is not trying to get you to buy or sell any financial products or securities. Instead, the program is provided as a public service by Apella Wealth, a fee-only registered investment advisor. Please see Apella Wealth's ADV Part 2A on our website for information regarding Apella fees and services.
Apella Capital, LLC, DBA Apella Wealth, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempt from registration requirements. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Apella does not provide tax or legal advice and nothing in either stated or implied here should be inferred as providing such advice.