Do These 9 Simple Things to Improve Your Retirement

Dr. Stephen Wendel, Head of Behavioral Science at Morningstar, talks about the challenges that keep us from making good investing decisions, and 9 simple actions we can take to create a better retirement for ourselves. Plus, a quick look at how companies helped get out the vote for the midterm elections and some market movers and shakers. And of … Read more

Guest:  Steve Wendel Dr. Stephen Wendel, Morningstar

Podcast #195

Risks and Rewards of Vacation Rentals and Real Estate Investing

Cubert from AbandonedCubicle.com shares his plans for using real estate, including AirBnB and VRBO vacation rentals, on his path to financial independence at the age of 46. Is it worth the risk? Plus, the fellas answer your questions about real estate investing: will it help you minimize taxes in a high tax state? And how can you avoid capital gains … Read more

Guest:  Cubert Cubert, AbandonedCubicle.com

Podcast #188

What You Need to Know About Social Security and Making Money

Social Security and Making Money: Today we’re answering your questions on how working, collecting a paycheck, or investing during retirement might affect your Social Security benefits. Plus, some call her the “Goddess of Social Security”: InvestmentNews contributing editor and nationally recognized Social Security expert Mary Beth Franklin joins Big Al to go over the basics of Social Security, as well … Read more

Guest:  Mary Beth Franklin mary beth franklin

Podcast #185

Your 2018 Taxes: 10 Ways to Prepare and Save

2018 taxes will be very different than previous years. We’ve got 10 ways to make sure you’re properly prepared, and perhaps even reduce your 2018 tax burden. Plus, we talk about the benefits of Roth IRAs quite a bit – when might Roths be WRONG for you? And is it nuts to go with CDs in a traditional IRA?

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Podcast #183
Portfolio Rebalancing: Benefits and Best Practices

Portfolio Rebalancing: Benefits and Best Practices

What are the best practices for portfolio rebalancing and what are the benefits of rebalancing your portfolio of investments? Senior Financial Planner Jack Dugan, CFP® from Pure Financial Advisors explains.

Transcript:

Today’s topic is rebalancing your portfolio. And if we’re going to talk about rebalancing a portfolio, we’re assuming you have a balanced portfolio to start with. Well, what exactly … Read more

Jack DuganJack Dugan

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 (has now ended!) 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. What financial topics matter most to you? What are your favorite parts of the podcast? What 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
Bear market investing strategies

Preparing for a Bear Market: A Comprehensive Guide

Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® explains the signs of a bear market, indicators associated with a decline becoming a bear market, and why it’s so difficult to predict the bear. What is a bear market? What causes them? Brian answers these questions and goes over the history of bear markets and their recovery times. Finally, … Read more

Brian PerryBrian Perry
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

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