How to Cure the Investing Disease of Fear and Greed

Morgan Housel (Collaborative Fund, former Wall Street Journal and Motley Fool) offers practical ways to determine your actual risk tolerance and perhaps help avoid the investing disease of fear and greed. And, listen to find out where you fall on Morgan’s spectrum of financial dependence to financial independence. Plus, should you invest in a hybrid fixed indexed annuity? Is an … Read more

Guest:  Morgan Housel

Podcast #182

Are More Trump Tax Cuts and Big 401(k) & IRA Changes On the Way?

ANDI’S PODCAST SURVEY: On Friday, August 17th, 2018, we’re giving away a $100 Amazon gift card! To enter for your chance to win, take my 5-minute survey and let me know what you think about the Your Money, Your Wealth® podcast. (TAKE THE SURVEY HERE) What financial topics matter most to you? What are your favorite parts Read more

Guest:  Meb Faber Meb Faber

Podcast #181

Why Do You Need to Understand Financial Markets?

Marc Levinson, author of The Economist Guide to Financial Markets: Why They Exist and How They Work explains how understanding financial markets can help you make fewer investing mistakes and improve everything from your home to your job to your portfolio. Plus, what does Tax Reform 2.0 have in store for us? What to do with a few extra bucks … Read more

Guest:  Marc Levinson Marc Levinson

Podcast #180
How to prepare for the next bear market

How to Prepare for the Next Bear Market

What is a bear market? What are the causes of a bear market? Pure Financial Advisors’ Director of Research, Brian Perry, CFP® answers these questions and goes over the history of bear markets and their recovery times. Brian explains why bear market predictions are so difficult to make and offers some bear market investing strategies.

For Brian’s Comprehensive Guide to … Read more

Brian PerryBrian Perry

The Best Investors and Their Worst Investing Mistakes

Even the best investors make terrible investing mistakes. Michael Batnick talks about his new book, Big Mistakes: The Best Investors and Their Worst InvestmentsPlus, should you sign up for Medicare, and which parts? And, Big Al’s got 5 smart ways to collect more Social Security benefits, and the fellas answer the question, can you still take a lump Read more

Guest:  Michael Batnick Michael Batnick

Podcast #178
Tax Planning Guide

2018 Tax Planning Guide

The word “taxes” may not be on the top of everyone’s list of favorite things to address. But, with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide.

In this guide, you’ll learn…

  • Important Tax Deadlines
  • 2018 Tax Brackets
  • Tax Issues & Updates for 2018
  • Actions You Can Take
Read more

Can Market Predictors Make You a Better Investor?

Larry Swedroe, Director of Research at Buckingham Strategic Wealth and columnist at ETF.com, talks about how his views on active vs. passive, the value premium, market predictors and expected returns held up since he wrote his first book 20 years ago – and how he feels today about global diversification and alternative investments. Plus, Joe and Big Al Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #170

What is Asset Allocation?

Have you ever found yourself wondering, “What is asset allocation and how do I use it in my portfolio?” Well, first let’s start at the beginning. Common investing practices usually include stock picking and attempting to time the markets in order to drive returns. This method opens investors to unnecessary risk. Alternatively, decades of time-tested financial research and performance shows … Read more

Should I start investing

Should I Be Investing?

A very common question many people ask is, “What should I be investing? What should I be saving and putting into a money market account or a CD?” It depends on your goals, your time horizon, and tolerance for risk.

Transcription:

So the question of the day is, Should I be investing?”

And the answer is No.

All right, obviously … Read more

Sell in May and Go Away: Can You Time the Market?

Nationally recognized mutual fund, index investing and asset allocation authority Paul Merriman gives us the truth on market timing versus buy and hold – and he explains why he still does both. Plus, answers to your questions on collecting Social Security and a pension, non-deductible, Roth and SEP IRA rollovers, Backdoor Roth conversions, and are there financial perks to getting … Read more

Guest:  Paul Merriman Paul Merriman

Podcast #169
What is a Roth IRA

Roth IRA Basics

Interested in growing your money in a retirement account that is tax-free? Learn the ins and outs of Roth IRAs in this white paper.

In this guide, you’ll learn…

  • What exactly a Roth IRA is
  • Eligibility requirements
  • Contribution limits
  • The difference between a Roth IRA and a Traditional IRA
  • And more!

Don’t wait to discover the difference compounding can make. … Read more

Why is Investing Important?

Investing is important to individuals and societies for many reasons. Before diving into the details, it might make sense to define what investing is.

No other word is so often adopted as a description for other activities.

What is considered investing?

Commonly people refer to their investments when they are discussing saving, speculating, spending, consuming, donating or other activities. These … Read more

Jason Thomas

Are Investments Tax Deductible?

Are investments tax deductible?

In general, the answer is no because an investment is an asset.

Investing is purchasing an asset that you’re hoping will go up in value. For example, you buy Apple stock for a couple thousand dollars and hold it for a few years and then it’s worth $3,000.

Now you want to sell it because it’s … Read more

Alan ClopineAlan Clopine