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28 episodes with Voo
37 episodes with Voo
15 episodes with Voo
4 episodes with Voo
5 episodes with Voo
4 episodes with Voo
5 episodes with Voo
4 episodes with Voo
4 episodes with Voo
Lighter NoteIts texts like the “stolen Trackman" that keep me coming back to X. The comments are just
Send us Fan MailIn this Season 7 episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested battle between VOO and SGOV, asking if it's better for the next two years to keep your portfolio in equity or bonds. ETF Battles is sponsored by DirexionDirexion Daily Leveraged & Inverse ETFs.Know the risks.Trade Boldly.Visit Direxion.com https://www.direxion.com/product/dail...Program judges Mike Akins at ETF Action, and Tony Dong, an independent ETF analyst, examine this ETF battle between VOO, (Vanguard), and SGOV (iShares). Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!#equity #bonds #ETF
Two years ago, I built my own twist on Joel Greenblatt's Magic Formula investing strategy. I called it the Dividend Magic Formula — I screened MagicFormulaInvesting.com for dividend-paying stocks, ranked them by 5-year Return on Capital Employed (ROCE), and bought the top 10. Did it beat the S&P 500 again in year two? In this video, I share the full results of my $1,000 hypothetical portfolio test, the three big downsides of running this strategy (taxes, fighting compounding, and how close year two really was), and whether I'm about to put real money into it. If you're into dividend investing, value investing, or just curious whether a simple formula can beat VOO, this one's for you. [Link to YouTube Video]Dividend Channel DRIP Returns Calculator: Dapper Dividends Recommendation Tracker SpreadsheetCheck out my current portfolio on
Paul sits down with Chris Pedersen and Daryl Bahls for the first Q&A session in months — and this one is built around the questions readers and listeners ask most often. Chris and Daryl share what they're working on next (Best-in-Class ETF updates, Target Date Fund work, telltale charts, risk-adjusted return analysis), Paul talks about a smarter way to use AI for the questions outside our wheelhouse, and the team works through six reader questions about portfolio design — from combining model portfolios to choosing between fund families.If you've ever wondered whether your portfolio is "right," this conversation will help you think about it the way Chris and Daryl do.8:30 — Should I combine the Worldwide Four Fund, U.S. Four Fund, and Worldwide All Value with a small cap value tilt?16:00 — How do I read the Sound Investing tables to compare portfolios?30:30 — Worldwide All Small Cap Value vs. the U.S. Two Fund — which is better?38:15 — My Vanguard Four Fund uses VOO, VTV, VB, and VBR — am I using the right ETFs?41:30 — How do Vanguard, Fidelity, Schwab, DFA, and Avantis compare on size and value exposure?46:30 — How do I get help with Merriman portfolios when I need it?Table B2 Table H2 Fine Tuning Tables Portfolio ConfiguratorYou'll get the full answers, the data behind them, and Chris and Daryl's reasoning by watching or listening.Watch the video here- https://youtu.be/BdTNOkALpuQ
In this episode, Simon and Dan break down 10 common mistakes Canadian investors make, from treating the TFSA like a basic savings account to overconcentrating in Canadian stocks and real estate. They discuss why home-country bias can quietly increase portfolio risk, when CDRs and Canadian-listed U.S. ETFs may or may not make sense, and how withholding taxes, currency conversion, and account type can affect returns. They also dig into the psychology of chasing yield, the danger of focusing too much on dividends instead of total returns, and why high-fee funds should be judged on performance net of fees rather than fees alone. The episode wraps with a look at analyst price targets, investor pitch decks, and why relying too heavily on management presentations can lead investors to miss major red flags. Tickers of Stocks Discussed: V, RY, AAPL, GOOGL, AMZN, SHOP, CLS, CSU, FTS, VFV, VOO, BCE, MSTR, MSTY, ZLB, XIC, GSY, LSPD, WEED, CM. Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
We discuss retirement investing, buffer ETFs, and inflation hedges. (1:00) - What Retirement Account Works Best For You? (5:40) - Should You Consider A Roth IRA Conversion? (8:50) - Do Buffer ETFs Fit Into Your Portfolio Right Now? (11:30) - Should You Be Using TIPS ETFs To Protect From Inflation? (14:40) - Is Now a good Time To Invest In Commodities? (16:30) - Should You Be Investing Into Municipal Bonds or High Yield Bond ETFs? (21:20) - Breaking Down The Current State of The AI Trade Right Now (23:20) - Episode Roundup: SPYM, VOO, IVV, VIG, DGRO, PDBC, MUB Podcast@Zacks.com
Juros, Messias, 6x1: Brasil começa a decidir hoje / Voo suspeito de deputados em avião da jogatina / Crise na Opep / Esses são assuntos em destaque na edição de hoje do Jornal do Boris
When to buy and sell is always the question. When to buy is easy for me. When I see the fundamentals, technicals and market action show me that a buy will outperform the market. That's my goal - here's a complete set of what to look for. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get my 4 hour algorithm on any annual plan - DON'T WAIT - THIS IS A GREAT SALE Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
GolfShot a 100!!MastersCameron on Church and FamilyMarketsSTAY IN the MaRKETVGT 59%, QQQ 48% and VOO 35%NetflixLet's hear from Ted on ReedOpen AI Lawsuit coming. How did they convert a non-profit to a For-Profit? Tesla EV sales in the US Qg1 2026Tesla's total across all its models (Model Y, Model 3, Cybertruck, Model X, and Model S) is 117,300 vehicles.This represents 55.43% of the overall total of 211,609 vehicles in the list.Tesla dominated this dataset, accounting for more than half of all the EVs combined.LidarElon on LidarSemiPlay at 4:28. Discussion of moving vertically as it hangs from the ceiling moving the Body of the Semi around. ‘Would love to see Peterbuilt and Freightliner execs watching this video. STd range 325Long rane 500Building supercharge network only for trucks!FSD EuropeTesla official X announcement. FSD Supervised has been approved in the Netherlands & will begin rolling out in the country shortly! SpaceX Good video here. 10,000+ satellites.9m paid Starlink subscribersStarlink was $10-12b in 2025. Revenue total $15-16b.Fraud 267m in Fraud. 5 arrested. 21 charged.
This is one of my most complete and best episodes. Celebrating the 100% gain in Alpha Picks over 1 year from today. Plus what stocks I'm buying - the complete list of former Alpha Pick stocks and what sectors are the hot ones now. Taco Trade is still in effect
⚡ Chegou no nível 5 e a magia começou a ficar séria no D&D 5.5e (2024)? Do clássico "Voo" à icônica "Velocidade", as magias de 3º e 4º círculo mudam completamente o rumo de qualquer combate. Com a chegada do sistema 5.5e, os usos táticos dessas magias ficaram ainda mais dinâmicos e o grupo todo sente a diferença quando o conjurador sabe o que faz! Qual dessas magias da lista não pode faltar de jeito nenhum no seu grimório? Comente no post
What if you could collect covered call option premium hundreds of times a year instead of once a month — without giving up the upside on your core equity holdings?
The era of “set it and forget it” ETF investing is being challenged - are passive ETFs no longer enough? Michelle Martin dives into the shifting ETF landscape with Aman Pujara, Director of Quantitative Research and Portfolio Construction at Syfe, as investors rethink the classic “VOO and chill” strategy. Hosted by Michelle Martin, this episode explores why active ETFs are rapidly gaining ground, now accounting for over 80% of new launches in 2026. We examine how market volatility has exposed the limitations of passive index tracking. Aman explains why active strategies are attracting a growing share of inflows and offering investors more flexibility. The conversation also tackles the hidden opportunity costs of staying fully passive during turbulent markets and the fees involved in active ETF investing. How investors can distinguish true active skill from trend-following products?See omnystudio.com/listener for privacy information.
Huge week for $NVDA and $MU.2 new Trendspider scanners and why I'm bullish on $MU heading in to earnings. What's my plan? Get up to 52 ZOOM one on one training sessions with a Trendspider Product Expert when you sign up for an annual plan. LIMITED TIME OFFER. BONUS OFFER - FREE MONTH OF SIDEKICK BASIC Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm plus HUGE POT OF GOLD SAVINGS this weekend ONLY. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
In this episode of Money & Meaning, Jeff Bernier reflects on a recent client conversation sparked by a Wall Street Journal article about an AI “tsunami.” Jeff examines the tension between AI as transformative breakthrough and potential disruption, and what that means for investors. Using recent market performance data, he explains how expectations, valuations, and diversification shape disciplined decision-making during periods of technological change and uncertainty. Topics covered: A client conversation about AI and uncertainty Media narratives: AI as breakthrough vs. disruption Market expectations versus emotional headlines Recent performance: IGV vs. VOO and market rotation How valuations influence future expected returns The risks of concentration in high-growth sectors Diversification and systematic rebalancing Building resilience instead of predicting the future Maintaining discipline during technological change Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
I like to think the 401k retirement savings method of just automatically adding every 2 weeks is a good way to think of any portfolio you're managing while you're in the accumulation phase. That's how to avoid panic selling. The 40-40-20 portfolio that I manage for myself has allowed me to stay invested while still feeling like I have control over things. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY⚠️ Volatility & Levels: Why a VIX spike into the 30s has me building a buy-list instead of panicking, key S&P 500 levels I'm watching, and how I prep 4–5 “auto-buy” names for big dips.
We're already seeing the dip being bought. Plus I bring up a couple of GREAT buys this weekend that I found. The episode is CHOCK full of watch list worthy stocks and potential flyers that I'm looking at. PS: I know I'm going to get canceled for that thumbnail. My apologies to anyone who's offended. No need to roast me. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
John Q. Taxpayer is in the home stretch of his career, looking for the best way to catch-up and build his tax-free bucket. Meanwhile, a pair of young financial nerds in Omaha are already strong savers, but they're wondering whether a simple "VOO for life" strategy is enough to help them reach multimillionaire status in retirement. Also, Janine retired unexpectedly. Can her remaining savings support a European retirement lifestyle? From Jonas Grumby's "glitch in the matrix" tax strategy to the potential tax nightmare of Dolly's literal sack of inherited gold coins, today on Your Money, Your Wealth® podcast 568, Joe Anderson, CFP® and Big Al Clopine, CPA. spitball on how folks from different generations with different situations can reach the same ultimate goal: positioning assets today to ensure the most tax-free wealth tomorrow. Plus, the fellas spitball on the "double taxation" trap of retirement plan loans for Pete in North Carolina, and the affordability of 50-year mortgages for Semper Fi in Michigan. Free Financial Resources in This Episode: https://bit.ly/ymyw-568 (full show notes & episode transcript) Why Asset Location Matters - free guide All About Asset Location - more free resources 15 Maneuvers to Duck an Unplanned Early Retirement Knockout - YMYW TV Financial Blueprint (self-guided) Financial Assessment (Meet with an experienced professional) REQUEST your Retirement Spitball Analysis DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Connect With Us: YouTube: Subscribe and join the conversation in the comments Podcast apps: subscribe or follow YMYW in your favorite Apple Podcasts: leave your honest reviews and ratings Chapters: 00:00 - Intro: This Week on the YMYW Podcast 01:05 - After-Tax 401(k) Catch-Ups vs Taxable Investing (John Q Taxpayer) 06:16 - Forced Early Retirement: Social Security and Roth Conversion Timing? (Janine, Bothell, WA) 11:30 - Are 50-Year Mortgages Actually Affordable? (Semper Fi, Stevensville, MI) 17:59 - 401(k) Loan vs Mortgage Payoff (Pete, NC) 21:27 - Can You Manufacture a Step-Up in Basis? (Jonas Grumby, The Colony, TX) 25:03 - Inherited Gold Coins and Capital Gains Taxes (Dolly, 63, TN) 29:35 - Spitball for Young Investors Who Don't Have Millions (Young Financial Nerds, Omaha, NE) 42:13 - Outro: Next Week on the YMYW Podcast
If you're concerned about your portfolio - here's what I'm doing and why. The tools are there to help me make unemotional decisions because panic selling is not a strategy. SPONSORED BY SEEKING ALPHA Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER SALE - get any annual plan and I'll send you my 4 hour algorithm. Seeking Alpha's "VALENTINES DAY SALE"SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $75 Seeking Alpha Premium - FREE 7 DAY TRIAL and 15% OFFSEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
Trendspider weekend sale - GO AND USE SIDEKICK this weekend. $7 for a 2 week trial. A great episode with why I'm selling $MSFT and where I'm putting that 6 figure investment. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER WEEKEND SALE - JUST THIS WEEKEND. $7 for TRENDSPIDER and get any annual plan and I'll send you my 4 hour algorithm. SEEKING ALPHA BUNDLE - Save over $100 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
In this listener-driven episode, Don, Tom, and advisor Roxy Butner tackle a wide range of investing questions, starting with the explosive growth of ETFs and why many new funds—especially active, leveraged, and thematic products—may be risky for long-term investors. They discuss whether and how to exit expensive inherited mutual funds, how to use low-income years for tax planning, and why capital gains can still trigger taxes even in sabbatical years. The team reviews a complex multi-fund portfolio, explains the pros and cons of adding growth tilts, and dives into behavioral finance—offering practical ways to resist over-tinkering. They close with guidance for investing inherited money later in life, emphasizing purpose, risk tolerance, and family planning, and preview the upcoming RetireMeet event. 0:04 Intro, listener questions, and why “ETF” is not “EFT” 0:27 ETF growth in 2025 and the rise of active and leveraged funds 1:31 Why most new ETFs worry Tom (active, leverage, speculation) 2:04 Choosing the right ETF: costs, indexing, and long-term focus 3:16 Roxy joins and the listener Q&A begins 3:54 Inherited AIVSX: taxes, donating shares, and switching to ETFs 7:04 Why traditional mutual funds are tax-inefficient 8:14 Sabbatical year strategy and capital gains misconceptions 10:39 When to involve a tax professional 11:31 Portfolio mix: VOO, Avantis, international, and value tilts 12:17 Why adding VUG may increase risk 14:57 Asset location challenges and rebalancing problems 15:22 Behavioral finance: resisting the urge to tinker 19:21 How often to check your portfolio 20:10 Discipline, rules, and systematic investing 21:11 Inherited $300K at age 79: purpose and next-generation planning 23:40 Building a taxable portfolio for heirs 24:40 RetireMeet preview and featured speakers Learn more about your ad choices. Visit megaphone.fm/adchoices
Questions? Comments?In this listener-driven episode, Don, Tom, and advisor Roxy Butner tackle a wide range of investing questions, starting with the explosive growth of ETFs and why many new funds—especially active, leveraged, and thematic products—may be risky for long-term investors. They discuss whether and how to exit expensive inherited mutual funds, how to use low-income years for tax planning, and why capital gains can still trigger taxes even in sabbatical years. The team reviews a complex multi-fund portfolio, explains the pros and cons of adding growth tilts, and dives into behavioral finance—offering practical ways to resist over-tinkering. They close with guidance for investing inherited money later in life, emphasizing purpose, risk tolerance, and family planning, and preview the upcoming RetireMeet event.0:04 Intro, listener questions, and why “ETF” is not “EFT”0:27 ETF growth in 2025 and the rise of active and leveraged funds1:31 Why most new ETFs worry Tom (active, leverage, speculation)2:04 Choosing the right ETF: costs, indexing, and long-term focus3:16 Roxy joins and the listener Q&A begins3:54 Inherited AIVSX: taxes, donating shares, and switching to ETFs7:04 Why traditional mutual funds are tax-inefficient8:14 Sabbatical year strategy and capital gains misconceptions10:39 When to involve a tax professional11:31 Portfolio mix: VOO, Avantis, international, and value tilts12:17 Why adding VUG may increase risk14:57 Asset location challenges and rebalancing problems15:22 Behavioral finance: resisting the urge to tinker19:21 How often to check your portfolio20:10 Discipline, rules, and systematic investing21:11 Inherited $300K at age 79: purpose and next-generation planning23:40 Building a taxable portfolio for heirs24:40 RetireMeet preview and featured speakersLearn more about your ad choices. Visit megaphone.fm/adchoices
➡️ Register for my free investing training hereEver feel unsure if you're investing the “right” way or if you just copied what someone on IG said?In this episode, I'm breaking down a pattern I've seen with clients following generic investment advice without understanding the why behind it. I explain what VOO actually is, when it does make sense to invest in it, and why context, not just content, is the key to becoming a confident first gen investor.In this episode, you'll learn:✅ What VOO actually is — and what people get wrong about it✅ How to choose the right version of an index fund based on your broker✅ Why learning the context behind your investments makes you a stronger investor (and keeps your nervous system calm)
Does traditional meditation feel impossible when you're anxious? If you've ever sat down to meditate while panicked, only to find your heart racing and thoughts spinning, you aren't doing it wrong. You are simply trying to solve a body problem with your mind.In this special episode of Calming Anxiety, Martin guides you through a "Bottom-Up" Somatic Reset. Instead of thinking your way to calm, we use biological mechanics to signal safety directly to your nervous system. This is the perfect toolkit for the "Freeze" response, high-functioning anxiety, and neurodivergent listeners who struggle with stillness.In this 10-minute guided session, you will learn:The Adrenaline Shake: How to physically discharge trapped stress and cortisol from your muscles.Vagus Nerve Stimulation: Using the "Voo" sound (vocal vibration) to apply the parasympathetic brake.Orienting: A visual technique to break the tunnel vision of anxiety and signal safety to the primal brain.The Physiological Sigh: The fastest breathing pattern to reduce stress in real-time.Why this works: When you are in "fight or flight," your body is flooded with chemicals. You cannot think them away; you have to move them away. Join Martin for this short, powerful session to shake off the worry and feel the shift from frozen to flowing.Feeling the shift? If this somatic reset helped you drop your shoulders and unclench your jaw today, please Subscribe and hit the Notification Bell so you never miss a daily dose of calm.Help us help others: Do you know someone who "freezes" when they are stressed? Share this episode with them right now via text or social media. You might just give them the tool they need to get through their day.
#676: Ally:How can I optimize my asset allocation and Roth contributions now that I'm over $1 million in assets? I'm 45, single, never married, with about $1.2 million in assets. Roughly $100,000 is in stocks, which might scare some people. Here's my breakdown: Vanguard brokerage account: VTSAX $132,000, ISCV $5,000, VOO $5,000 Vanguard Rollover IRA: VTSAX $65,000, IVV $25,000, VOO $62,000 Vanguard Roth IRA: VTSAX $228,000, ISCV $6,000 Pre-tax 401(k): Active stock fund $218,000 (0.01% expense ratio), Equity dividend fund $55,000 (0.01% expense ratio) Russell 1000: $270,000 (0% expense ratio) HSA: $9,000 in the Russell 1000 and Russell 2000 ESPP: $90,000 Savings account: $12,000 I view my brokerage accounts as savings, where I can sell assets if I need cash, as well as sell my company shares. My questions: How far am I from the efficient frontier? How efficient is my asset allocation? I've mostly been a “VTSAX and chill” type. If I rebalance, what's the best way to do it without incurring taxes? Next year, I'll make more than $150,000, even after contributing $24,500 to my pre-tax 401(k) in 2026. Can I still do a backdoor Roth, given that I already have an IRA balance? I was told it could be complicated. Am I out of luck investing in a Roth next year? Also, should I roll over my 401(k) into my existing Rollover IRA to gain more investment options, even though the 401(k) fees are very low? I've reached over $1 million in assets, but I'm not confident my first million was invested efficiently. I want to correct it before reaching my next million. Emma: Can We Split a Dependent's Tax Status Midyear to Maximize Health Insurance Subsidies? We're a family of four with two adults and two children, ages 15 and 21. Our 21-year-old is a full-time university student and is expected to graduate in May 2026. The hope is that she'll secure a full-time job after graduation. Our health care broker told us that we could claim her as a dependent for half of the year and then have her claim herself for the second half. According to the broker, this would allow her to stay on our health insurance and help us qualify for a larger premium subsidy. Is it actually possible to split a dependent's tax status this way within a single year, or is this a misunderstanding? Anonymous: Is It Wise to Hold Some Investments Outside the U.S. for Geopolitical Diversification? I've always believed that “this time isn't different,” but lately I'm feeling uneasy. I'm increasingly concerned about what seems like a slow erosion of institutional trust in the U.S., especially regarding agencies and structures that support our financial system. From leadership changes at key government institutions to growing political influence over economic policy, I'm starting to wonder if it's prudent to hold a small portion of assets physically and legally outside the U.S. I'm not talking about exotic offshore schemes. I mean legitimate ways to invest in broad index funds or ETFs through a brokerage account based abroad—as a form of geopolitical diversification and personal contingency planning. I'd love to hear your perspective. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Only 1.3% of stocks drive nearly all market returns—and the odds of picking those winners are worse than 1 in 75 against you. Even professional fund managers fail to beat the index 93-95% of the time over 20 years. This video explains why market-cap-weighted index funds like VTI and VOO automatically solve this problem by owning more of the winners as they grow, while new winners replace fading ones. Learn the 5 key advantages of indexing: lower costs, owning all the winners automatically, better long-term performance, simplicity, and avoiding bad investing behavior. No fluff, just the facts from "How NOT to Invest" by Barry Ritholtz.
Bloomberg's Eric Balchunas breaks down ETFs' record-breaking 2025 and what lies ahead. (1:10) - Breaking Down The Most Recent ETF Flows (5:40) - Is The ETF Industry Beginning To Have Too Many Strategies Available? (10:30) - What Were The Best New ETFs of 2025? (14:00) - Has There Been More Foreign Investor Interest In U.S. Asset ETFs? (19:05) - How Diversified Should Investors Really Be Outside The Magnificent 7? (25:50) - Should Investors Consider Buying Private Asset ETFs? (29:45) - ETF Outlook For 2026: ETFs To Consider For Your Watchlist (36:20) - Episode Roundup: BINC, OTGL, BUFB, VOO, XOVR Podcast@Zacks.com
This episode of Talking Real Money takes aim at the latest “easy money” illusion—house flipping—explaining why rising costs, higher interest rates, softer housing demand, and plain old competition have drained much of its appeal. Tom and Don connect flipping's decline to a familiar pattern of speculative behavior, much like day trading or past real estate manias, and reinforce why there are no reliable shortcuts to wealth. Listener calls drive a wide-ranging discussion on global diversification versus U.S.-only investing, the dangers of concentration risk in the S&P 500, how recency bias distorts performance comparisons, and why owning more markets matters more than making predictions. The episode wraps with practical retirement guidance for older investors, including simplifying portfolios with low-cost target-date funds, and closes with trademark humor and perspective. 0:05 Show open, intro banter, singing callbacks, and weekend rhythm 0:28 House flipping compared to day trading and FOMO investing 1:28 Why flipping activity is down sharply: costs, rates, and competition 3:41 The myth of “passive income” in real estate 4:50 Softer housing markets and demographic headwinds 6:02 No magic systems—long-term investing still wins 8:27 Lisa (Colorado): investing nonprofit funds at Vanguard 10:30 VOO vs VTI vs VT and the case for global diversification 12:29 Volatility, standard deviation, and diversification basics 14:44 Sharpe ratios, recency bias, and misleading performance metrics 16:54 Charles (Seattle): Boeing plans, VOO, and AVGE at Schwab 18:32 S&P 500 concentration risk and the “Magnificent Seven” 21:33 Jason (Sammamish): VTI vs VT debate and long-term market data 28:41 Debbie (Camano Island): portfolio risk concerns at age 73 31:20 Risk tolerance vs risk capacity in retirement 33:16 Vanguard target-date funds as a simple retirement solution 36:01 Lighter close with creative fundraising and holiday humor Learn more about your ad choices. Visit megaphone.fm/adchoices
Questions? Comments?This episode of Talking Real Money takes aim at the latest “easy money” illusion—house flipping—explaining why rising costs, higher interest rates, softer housing demand, and plain old competition have drained much of its appeal. Tom and Don connect flipping's decline to a familiar pattern of speculative behavior, much like day trading or past real estate manias, and reinforce why there are no reliable shortcuts to wealth. Listener calls drive a wide-ranging discussion on global diversification versus U.S.-only investing, the dangers of concentration risk in the S&P 500, how recency bias distorts performance comparisons, and why owning more markets matters more than making predictions. The episode wraps with practical retirement guidance for older investors, including simplifying portfolios with low-cost target-date funds, and closes with trademark humor and perspective.0:05 Show open, intro banter, singing callbacks, and weekend rhythm0:28 House flipping compared to day trading and FOMO investing1:28 Why flipping activity is down sharply: costs, rates, and competition3:41 The myth of “passive income” in real estate4:50 Softer housing markets and demographic headwinds6:02 No magic systems—long-term investing still wins8:27 Lisa (Colorado): investing nonprofit funds at Vanguard10:30 VOO vs VTI vs VT and the case for global diversification12:29 Volatility, standard deviation, and diversification basics14:44 Sharpe ratios, recency bias, and misleading performance metrics16:54 Charles (Seattle): Boeing plans, VOO, and AVGE at Schwab18:32 S&P 500 concentration risk and the “Magnificent Seven”21:33 Jason (Sammamish): VTI vs VT debate and long-term market data28:41 Debbie (Camano Island): portfolio risk concerns at age 7331:20 Risk tolerance vs risk capacity in retirement33:16 Vanguard target-date funds as a simple retirement solution36:01 Lighter close with creative fundraising and holiday humorLearn more about your ad choices. Visit megaphone.fm/adchoices
NEW THEME SONG VERSION - Thanks ClaytonThis episode has some of the best information I've put out there and how I compare stocks - but I used several AI agents to figure out strategies too! $TSLA vs. $RIVN and what do you think of $BAC? THESE SALES END SOON: TRENDSPIDER HOLIDAY SALE - Get 52 trainings for the next year at 68% off. Become a Trendspider master! SEEKING ALPHA BUNDLE - ALPHA PICKS AND PREMIUM Save over $200Seeking Alpha Premium - FREE 7 day trial Alpha Picks - Save $100 Seeking Alpha Pro - for the Pros EPISODE SUMMARY
Are you feeling physically burnt out, with a racing heart or tight chest, even though you're trying to relax? This is not a failure of your mind; it is a biological "fight or flight" response.In this session, Clinical Hypnotherapist Martin guides you through a powerful Somatic Nervous System Reset—a physiological approach to turning off the body's alarm switch.Instead of just "watching" your thoughts, we will use active biological tools to signal safety directly to your Vagus Nerve.This session is perfect for moments of high stress, panic attacks, or when you feel "wired but tired."
A great look at how to analyze $NVDA earnings - Sidekick gave you the blueprint. TRY IT! Here are the links to all the sales: TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED
Today I'm sharing something different: a real coaching call with my client, Staci Addison. Instead of jumping straight into marketing, we start where sustainable growth actually begins—helping your nervous system feel safe after grief, burnout, and a long, hard season. Most creatives don't get stuck because they lack strategy; they get stuck because fear, people-pleasing, perfectionism, and old money stories keep their bodies from feeling safe enough to take action. When we rebuild safety and self-trust, the execution part finally clicks. On this call, I guide Staci to separate the "negative mind" from her true voice, create immediate safety in her body with simple somatic tools, and set loving boundaries (including with family) so her energy stops leaking and returns to her art and business. We also turn a nightly habit into a ritual of presence, upgrade the language she uses with herself, and practice micro-mothering—small daily acts that refill her capacity. Next week I'll share her full marketing plan, but this episode is the foundation that makes strategy work. Takeaways: It's not about fixing yourself; it's about building safety so action becomes possible. Name and externalize the "negative pattern," then let your heart answer back (two-column journaling, two minutes). Use simple somatics—Havening touch, a low "Voo" tone, orienting to the room, and a daily nature dose—to calm your system fast. Boundaries are love in action; they turn people-pleasing into choice and conserve energy for your business. Transform escapes into rituals of presence (music, candle, intention): I am coming home to myself. Upgrade your language: not "I'm not good enough," but "A negative pattern is saying ___; my truth is ___." Micro-mother yourself daily with one small act of care to rebuild self-trust. If this resonates and you want private support, I'm finalizing 2025 coaching pricing and bundles through November 30, 2025. Book a free Clarity Call via this link. There is a softer way back—and I'll meet you there.
We discuss what Buffett's retirement means for Berkshire and investors. (1:00) - Warren Buffett's Retirement and Impact On Berkshire Hathaway (8:45) - Breaking Down Berkshire Hathaway's Equity Portfolio: What Investors Need To Know Right Now (16:30) - The Warren Buffett Premium: Who Will Takeover and Will They Continue The Investment Track Record (20:40) - Will The Berkshire Hathaway Meetings Still Draw The Same Attention? (24:30) - Learning To Invest Like Warren Buffett (29:00) - Episode Roundup: POOL, OXY, AAPL, BAC, IVV, VOO, SPLG, MOAT, QUS, OMAH Podcast@Zacks.com
Don and Tom tackle another full “Q Day,” answering listener questions on Roth fund selection, bond fund gimmicks, real estate returns, California's odd HSA tax treatment, switching from Vanguard to Avantis, copying politician trades, and whether Vanguard's Cash Plus account beats its money market fund. The episode mixes practical investing logic with humor, skepticism, and a bit of Don's plug for his new storytelling podcast, New Tales Told. 0:04 Q Day begins — Don riffs on “Q” words and high-quality listener audio 1:42 Betsy from Minnesota asks: best funds for a Roth IRA (AVUV, VOO, AVGE) 2:39 Don suggests simplifying to AVGE, but warns of risk and emotional resilience 4:12 Jesse from Seattle on CPAG “tax-efficient” bond ETF — Don calls it a gimmick 5:55 Don's math: CPAG only helps slightly at 35% tax bracket, not worth complexity 9:06 Listener compares 403(b) vs. home value growth — Don confirms results typical 12:45 Real estate's weak real return over time and lifestyle vs. investment value 12:45 California HSA confusion — Don explains CA taxes HSAs like normal accounts 15:22 Nathan from Georgia: Vanguard vs. Avantis funds, and “copy politician trades” 17:20 Don: Avantis adds small/value tilt, AVGE can simplify portfolio management 19:14 Don: “copy-trade” apps are expensive, delayed, and silly gimmicks 20:58 James from Virginia: Vanguard Cash Plus vs. money market funds 22:34 Don explains FDIC difference and risk-reward tradeoff, prefers money market 24:11 Closing reflections, legacy talk, and plug for New Tales Told Learn more about your ad choices. Visit megaphone.fm/adchoices
Questions? Comments?Don and Tom tackle another full “Q Day,” answering listener questions on Roth fund selection, bond fund gimmicks, real estate returns, California's odd HSA tax treatment, switching from Vanguard to Avantis, copying politician trades, and whether Vanguard's Cash Plus account beats its money market fund. The episode mixes practical investing logic with humor, skepticism, and a bit of Don's plug for his new storytelling podcast, New Tales Told.0:04 Q Day begins — Don riffs on “Q” words and high-quality listener audio1:42 Betsy from Minnesota asks: best funds for a Roth IRA (AVUV, VOO, AVGE)2:39 Don suggests simplifying to AVGE, but warns of risk and emotional resilience4:12 Jesse from Seattle on CPAG “tax-efficient” bond ETF — Don calls it a gimmick5:55 Don's math: CPAG only helps slightly at 35% tax bracket, not worth complexity9:06 Listener compares 403(b) vs. home value growth — Don confirms results typical12:45 Real estate's weak real return over time and lifestyle vs. investment value12:45 California HSA confusion — Don explains CA taxes HSAs like normal accounts15:22 Nathan from Georgia: Vanguard vs. Avantis funds, and “copy politician trades”17:20 Don: Avantis adds small/value tilt, AVGE can simplify portfolio management19:14 Don: “copy-trade” apps are expensive, delayed, and silly gimmicks20:58 James from Virginia: Vanguard Cash Plus vs. money market funds22:34 Don explains FDIC difference and risk-reward tradeoff, prefers money market24:11 Closing reflections, legacy talk, and plug for New Tales ToldLearn more about your ad choices. Visit megaphone.fm/adchoices
You don't need to be rich or a finance expert to start investing — you just need a clear, step-by-step path. In this episode, I'll walk you through exactly how to open a Webull account, choose your first ETF (VOO, SPY, SCHB, ITOT), and make your first investment — even if you're starting from scratch.You'll learn: ✅ How ETFs work (and why they're the simplest way to own hundreds of companies) ✅ The exact buttons to press inside Webull to fund and buy your first investment ✅ How to build a habit that grows wealth automatically over timeNo jargon. No over-hype. Just real-world steps anyone can follow.Start your investing journey today — use my Webull affiliate link below to get the best deal and kick-start your portfolio:
OpenKatie Porter: Governor of CA. Can we just get some smart rational leaders?! Music: Every major has a corresponding minor. Count 6. Major: WWHWWWH C:CDEFGABMinor:123456 = AmMarketsAll time highs! Market up 4x in 10 years. $100,000 10 yrs ago: VOO = $400,000VGT = $800,000Apple = $1m NFLX = $1.1mTSLA = $2.8m NVIDIA = $30m100,000 = $400,000 nowSymbol | Total Returns (Daily) | 1 Year | 3 Year | 5 Year | 7 Year | 10 YearAAPL | 16% | 86% | 129% | 382% | 930%AMZN | 23% | 94% | 39% | 135% | 718%GOOG | 51% | 150% | 241% | 330% | 675%META | 22% | 438% | 178% | 356% | 676%MSFT | 29% | 129% | 160% | 401% | 1185%NFLX | 70% | 430% | 123% | 239% | 1002%NVDA | 45% | 1434% | 1229% | 2668% | 29157%QQQ | 26% | 129% | 123% | 252% | 517%TSLA | 80% | 94% | 205% | 2380% | 2701%VGT | 31% | 146% | 147% | 306% | 696%VOO | 19% | 93% | 111% | 160% | 300%Investment over time: At age 25 max your 401k at $23,500 and save an extra $1,000/month. Increase by $1000/mo annually until age 50.You should have over $10m by age 50. (below shows $13.5m with 10% returns.NetflixWokeFlix. Everyone will hate something!! Greg Peters - Co CEO:"Go with God and try to monetize the heck outta that."Good philosophy for LIFE! Still really the only PURE streaming playTeslaElon Musk's 2018 Tesla Compensation PlanStructure: 12 tranches; each tranche vested only upon achieving both a market cap milestone and an operational goal.Milestones: 12 market cap targets starting at $100B and increasing by $50B each up to $650BDone in 2023. Stock was basically $20 and 10X!!! 20x now.Elon Musk's 2025 Proposed Tesla Compensation PlanStructure: Similar to 2018 with 12 tranches of restricted stock. Milestones: 12 market cap targets from $2T to $8.5TFSD v14. Watch the vides. Parking in Garages, fast-food drive-thru's, pulling over for ambulance, etc… Tesla is the world leader in:(1) Real-world AI (2) Robotics and (3) Manufacturing advanced integrated hardware and software at scale. This 3rd point is under-appreciated, but is key to profitability.XAIXAI/Grok, Gemini/Google, OpenAI/ChatGPT, Jensen Huang:Play video hereRecommendationsAtomic Habits and How to Win Friends and Influence People
When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar's Jeff Ptak about which investor behaviors and types of funds are more associated with underperformance. Also in this episode: -The Russell 2000 finally surpassed its 2021 peak – what's behind the small-cap surge?-The Treasury Department has released preliminary guidance about “no tax on tips”-The spread in yields between investment-grade corporates and Treasuries is the smallest it's been since 1998-A lesson from the life and recent death of financial journalist Jonathan Clements: Don't delay your bucket list until retirement Investments discussed: VOO, QQQ, VTWO, IWC Host: Robert BrokampGuest: Jeff PtakEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a good episode of short and sweet Friday recap and some good messages about risk and reward. Understanding FOMO and how to manage it. Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link
If you're not winning in this market, you're not doing things right. This market is EASY! Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link
Are we back to a "bad news is good news" market? That's not a good thing. Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link
Phillip is 41 years old (a public safety worker in Utah) and a father of eight. For most of his life, he thought his pension would be enough to carry him through retirement. But when he looked closer, he realized it wouldn't buy him the kind of life he wanted.That wake up call pushed him to start investing from scratch, while still carrying $10,000 in credit card debt.In this episode, Phillip shares how he went from feeling lost and stressed to building an investing system that works:Why “playing it safe” with only a pension isn't safe at allHis early mistakes with forex, crypto, and random stock picksThe mindset shift that helped him see money as a toolHow he paid off debt and stacked nearly $10,000 in VOO within eight monthsWhy market dips don't scare him anymoreThis conversation is proof that it's never too late to start stacking assets. Phillip's story shows what happens when you stop gambling, block out the noise, and commit to a system.Listen now and let his journey remind you: the best day to start was yesterday. The second best is today.What did you think of the episode? Let us know!Support the show
Questions? Comments?Don and Tom explore why real-life investors consistently underperform the market—thanks to emotional decisions, frequent trading, and flashy sector bets. They break down Morningstar's “Mind the Gap” study and explain why your behavioral return often lags the market return. Listener questions lead into heated critiques of 403(b) plans packed with annuities, an exploration of the risks of overconcentration in the S&P 500, second-home planning in retirement, and the tax headache of unwinding inherited tech stocks. It's a fast-paced episode packed with practical advice and sharp jabs at high-fee products and financial marketing nonsense.0:04 Investor returns vs. market returns: why we underperform1:32 Morningstar's “Mind the Gap” study explained2:59 Behavioral mistakes: trading too much, chasing sectors, style drift4:48 Volatile funds lead to worse investor outcomes6:39 Frank asks: What's wrong with 403(b) plans?9:14 The real problem with 403(b)s: annuities and teacher exploitation13:12 Why annuities don't belong in tax-deferred plans14:04 How to escape a bad 403(b): 403bwise.org and “green light” plans15:45 Listener Gabriel: Is S&P 500 enough for a long-term portfolio?17:56 VOO vs. VT: Why global diversification matters19:39 Concentration risk and emotional investing22:08 Listener Garrett: Planning for a second home in retirement25:10 Real estate reality: owning two homes isn't always ideal28:45 Listener Nina: Clarifying the senior tax deduction30:07 Listener Jim: Where should I invest a $1M windfall?32:47 Long-term strategy: globally diversified stock portfolios34:27 Listener Lori: How to unwind a concentrated tech stock portfolio35:20 Altria: A century of sin stocks and their surprising holdings37:00 Program note: Tom solo next week—please call in!38:46 English is weird: talk vs. tok, though vs. thruLearn more about your ad choices. Visit megaphone.fm/adchoices
Don and Tom explore why real-life investors consistently underperform the market—thanks to emotional decisions, frequent trading, and flashy sector bets. They break down Morningstar's “Mind the Gap” study and explain why your behavioral return often lags the market return. Listener questions lead into heated critiques of 403(b) plans packed with annuities, an exploration of the risks of overconcentration in the S&P 500, second-home planning in retirement, and the tax headache of unwinding inherited tech stocks. It's a fast-paced episode packed with practical advice and sharp jabs at high-fee products and financial marketing nonsense. 0:04 Investor returns vs. market returns: why we underperform 1:32 Morningstar's “Mind the Gap” study explained 2:59 Behavioral mistakes: trading too much, chasing sectors, style drift 4:48 Volatile funds lead to worse investor outcomes 6:39 Frank asks: What's wrong with 403(b) plans? 9:14 The real problem with 403(b)s: annuities and teacher exploitation 13:12 Why annuities don't belong in tax-deferred plans 14:04 How to escape a bad 403(b): 403bwise.org and “green light” plans 15:45 Listener Gabriel: Is S&P 500 enough for a long-term portfolio? 17:56 VOO vs. VT: Why global diversification matters 19:39 Concentration risk and emotional investing 22:08 Listener Garrett: Planning for a second home in retirement 25:10 Real estate reality: owning two homes isn't always ideal 28:45 Listener Nina: Clarifying the senior tax deduction 30:07 Listener Jim: Where should I invest a $1M windfall? 32:47 Long-term strategy: globally diversified stock portfolios 34:27 Listener Lori: How to unwind a concentrated tech stock portfolio 35:20 Altria: A century of sin stocks and their surprising holdings 37:00 Program note: Tom solo next week—please call in! 38:46 English is weird: talk vs. tok, though vs. thru Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, I opened a retirement account live on camera, and by the end of this it you'll know more than 99% of your friends about investing. Ready to retire a millionaire? Let's dig in.(Please don't ignore this if you're young. I promise you'll thank us when you're nicely aged.)Shimon Willig's contact info: Shimon.Willig@mwminvest.com✬ SPONSORS OF EPISODE 97 ✬► TWILLORY – Premium men's wear that works hard and looks even better. Use promo code CHAI20 at Twillory.com/KosherMoney for 20% off your first order.► BITBEAN – Got big ideas but clunky systems holding you back? BitBean is the go-to team for custom software that actually works for your business. Whether you're in healthcare, finance, or retail, they've built powerful platforms that scale smart.
Tracey Ryniec looks at the 5-year performance of MSFT, AAPL, AMZN, GOOGL, TSLA, NVDA, and META. (2:30) - What Stocks Have Been Performing The Best On The S&P 500? (17:00) - Should You Still Be Investing Into The Magnificent 7? (36:30) - Episode Roundup: SMCI, HWM, TPR, RCL, PANW, URI, AVGO, VOO, IVV Podcast@Zacks.com
Questions? Comments?Gen Z may just be schooling the rest of us in retirement savings—sort of. Don breaks down why the kids are all right… and also why they're misled. Auto-enrollment rules, social media misinformation, and shaky FinTok advice are all under the microscope. He then tackles smart ETF choices for young investors, questions about windfall investing and burial plots, the overhyped Shell-BP merger rumor, the madness of MicroStrategy's crypto-fueled valuation, and how to responsibly (and legally) cash out decades-old gold holdings. Plus, Don dishes out practical planning wisdom and allergic sniffles from sunny Florida.0:04 Gen Z's surprising retirement savings rate—and why it's not the whole story1:06 Auto-enrollment in 401(k)s and how it changed everything2:34 Gen Z's financial education: more access, but less understanding?3:49 The rise (and danger) of FinTok as a financial advice source5:00 Over 70% of FinTok advice is misleading or incomplete6:15 Back in studio—Don on allergies, Alpha kids, and social media scams8:29 Chase “glitch” scam and other Gen Z-targeted bad advice10:11 Credit Karma: Gen Z scams and IRS audits are shockingly high11:17 Call: Should a granddaughter's IRA stay in VOO or add tech/growth?12:48 Why Don avoids sector funds like Infotech, even for young investors13:45 The trouble with chasing recent winners like VOOG14:29 Historical returns: value > growth, despite recent performance15:47 Call: $20k–25k Nordstrom stock sale—spend, save, or invest?17:59 Burial plots vs. emergency fund: Don's (very real) take20:42 CDs for older investors: short-term, safe, sensible21:48 Call: Shell buying BP? Not likely—and Don calls the hype23:35 BP's politics and price already reflect takeover speculation25:02 Inheriting BP stock: should you take the exit opportunity?26:13 UK resistance to selling BP to a Dutch firm like Shell26:56 Individual stocks = concentrated risk, even for giants like BP28:09 Reminder: Every financial move should be part of a real plan29:05 Roth conversions, tax brackets, and portfolio rebalancing31:08 MicroStrategy's insane Bitcoin play—and why it's all risk32:23 Company worth 40% more than its Bitcoin holdings—why?33:28 Don warns: short selling and options are for gamblers only34:00 Call: 59-year-old IT director wants to invest $5K/month wisely35:21 Max the 401(k), use Roth IRA next, and build long-term wealth36:47 Portfolio diversification with risk-based allocation37:27 Call: Selling gold bought in the '80s—how to handle taxes39:47 How to recreate gold purchase records if you've lost receipts40:55 Debunking the “three coins per month tax-free” mythLearn more about your ad choices. Visit megaphone.fm/adchoices
Gen Z may just be schooling the rest of us in retirement savings—sort of. Don breaks down why the kids are all right… and also why they're misled. Auto-enrollment rules, social media misinformation, and shaky FinTok advice are all under the microscope. He then tackles smart ETF choices for young investors, questions about windfall investing and burial plots, the overhyped Shell-BP merger rumor, the madness of MicroStrategy's crypto-fueled valuation, and how to responsibly (and legally) cash out decades-old gold holdings. Plus, Don dishes out practical planning wisdom and allergic sniffles from sunny Florida. 0:04 Gen Z's surprising retirement savings rate—and why it's not the whole story 1:06 Auto-enrollment in 401(k)s and how it changed everything 2:34 Gen Z's financial education: more access, but less understanding? 3:49 The rise (and danger) of FinTok as a financial advice source 5:00 Over 70% of FinTok advice is misleading or incomplete 6:15 Back in studio—Don on allergies, Alpha kids, and social media scams 8:29 Chase “glitch” scam and other Gen Z-targeted bad advice 10:11 Credit Karma: Gen Z scams and IRS audits are shockingly high 11:17 Call: Should a granddaughter's IRA stay in VOO or add tech/growth? 12:48 Why Don avoids sector funds like Infotech, even for young investors 13:45 The trouble with chasing recent winners like VOOG 14:29 Historical returns: value > growth, despite recent performance 15:47 Call: $20k–25k Nordstrom stock sale—spend, save, or invest? 17:59 Burial plots vs. emergency fund: Don's (very real) take 20:42 CDs for older investors: short-term, safe, sensible 21:48 Call: Shell buying BP? Not likely—and Don calls the hype 23:35 BP's politics and price already reflect takeover speculation 25:02 Inheriting BP stock: should you take the exit opportunity? 26:13 UK resistance to selling BP to a Dutch firm like Shell 26:56 Individual stocks = concentrated risk, even for giants like BP 28:09 Reminder: Every financial move should be part of a real plan 29:05 Roth conversions, tax brackets, and portfolio rebalancing 31:08 MicroStrategy's insane Bitcoin play—and why it's all risk 32:23 Company worth 40% more than its Bitcoin holdings—why? 33:28 Don warns: short selling and options are for gamblers only 34:00 Call: 59-year-old IT director wants to invest $5K/month wisely 35:21 Max the 401(k), use Roth IRA next, and build long-term wealth 36:47 Portfolio diversification with risk-based allocation 37:27 Call: Selling gold bought in the '80s—how to handle taxes 39:47 How to recreate gold purchase records if you've lost receipts 40:55 Debunking the “three coins per month tax-free” myth Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Market Mondays, we break down the top stock picks, market trends, and investment strategies. We build an all-star stock team, analyze whether GFL is a buy, and compare top alcohol stocks like Anheuser Busch, Constellation Brands, and Diageo. We also discuss Intel's potential split, the outlook for HOOD, HIMS, and Palantir, and whether AMD has hit a bottom.Other key topics include Warren Buffett selling all his VOO shares, the best way to invest $100K, and whether wealth is built faster through focus or diversification. We also debate T-Mobile vs. Starlink IPO, Pi Coin's public launch, and the next company to follow MicroStrategy's playbook. Plus, what's Apple's surprise announcement?Don't miss this episode packed with insights and strategies. Drop your thoughts in the comments!#MarketMondays #Investing #StockMarket #WarrenBuffett #Tesla #Intel #TSMC #VOO #PiCoin #WealthBuilding #FinanceSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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