Low Cost, Diversified, Tax Efficient Funds That Trade Like Stocks: Are ETFs Right For You? – 113

Daniel Prince, CFA (BlackRock) explains exchange traded funds and what the future holds as investing evolves. Will Trump’s new tax plan simplify taxes and spur economic growth as promised? If you’re one of the 10,000 boomers a day now reaching required minimum distribution age, how do you avoid screwing it up? Why consider making a Qualified Charitable Distribution? And which … Read more

Guest:  Daniel Prince daniel prince 400x400

Podcast #113 :

Your Money, Your Wealth Hr. 2

Larry Swedroe joins Bobby Gahvari, CFP® and Joe Anderson, CFP® to talk about the latest in the markets. Larry explains why oil prices have dropped and why it’s not a bad thing. He also gives advice on whether or not to time the market. Joe and Bobby finish off this hour by discussing how retirement has changed in the last … Read more

Guest:  Larry Swedroe Larry Swedroe

Hour 2

Your Money, Your Wealth Hr. 2

In this second hour, Joe and Al continue the discussion on the recent market downturn. What do you do with your investment portfolio after the market crashes? Stick to your plan, don’t let emotion cause you to make poor decisions and remember to rebalance to remain within your risk tolerance.


7:19 “Bonds should be used to help with the volatility … Read more

Hour 2

Your Money, Your Wealth Hr. 2

In this second hour of the podcast, Joe Anderson and Senior Financial Planner, David Cook discuss risk and recency bias. Find out how to properly diversify your portfolio and be aware of the ever-changing nature of the market.


4:36 “If you can’t explain the fee structure back to me, then you really shouldn’t own it”

8:34 “You want to make … Read more

Hour 2

Your Money, Your Wealth Hr. 1

Joe and Al discuss new fiduciary standards from the DoD. Paul Merriman later joins in to discuss his series of articles about investment performance, sharing his latest investment strategies based on new research covering asset classes, active vs. passive investing, rebalancing, expenses and more. Merriman will be speaking at a AAII workshop in May, see details below.

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Guest:  Paul Merriman Paul Merriman

Hour 1

Your Money, Your Wealth Hr. 2

It’s time to talk retirement on Your Money, Your WealthSMYour hosts discuss mitigating risk, asset allocation, diversification, how to generate income, Social Security, investments, fees, expenses, inflation, taxes, you name it. It’s all right here on the second hour, it’s your money and it’s your wealth.


1:56 “A dollar in 1970 is only worth 10 cents today, … Read more

Hour 2