value vs growth stocks performance

Explaining Value Stocks vs Growth Stocks

The age-old debate of value stocks vs. growth stocks is like Coke vs. Pepsi. There’s no right or wrong answer. Some people like Coke, some people like Pepsi. It’s a matter of individual choice.

Growth and value are similar in that some people prefer growth, some people prefer value. In some market environments, growth stocks do better. In other market … Read more

Brian PerryBrian Perry

16 Money Tips and Mind Tricks from The Broke Millennial

The Broke Millennial has 16 money tips and mind tricks on today’s Your Money, Your Wealth. Erin Lowry shares her mind tricks for more effective saving and her clever tips for paying down debt. Plus, working the tax brackets with Roth conversions, some crazy options that may or may not work when you’ve contributed too much to your 401(k) to … Read more

Guest:  Erin Lowry Your Money, Your Wealth guest Erin Lowry, Broke Millennial

Podcast #159

SPECIAL: Market Volatility and Corrections

Welcome to stock market volatility. Today the market clawed back some of its big losses from last week’s correction, now what’s in store tomorrow or next week or next month? What should you be doing with your portfolio, and how will this affect your retirement? These declines can be unnerving, particularly in the face of sensational headlines and rabid news … Read more

Guest:  Brian Perry Brian Perry

Podcast #154
How Do You Start Investing in Real Estate?

How Do You Start Investing in Real Estate?

“Big Al” Clopine, CPA offers 3 tips for aspiring real estate investors.


“Today I’m going to talk about real estate investing, which is something near and dear to my heart, as I’ve been a real estate investor for about 35 years. And I will tell you something, you can make a lot of money in real estate, as I … Read more

Alan ClopineAlan Clopine
How to Make Better Investment Decisions

How to Make Better Investment Decisions Using Expected Value

Before you make any investment decision, consider this concept: expected value. Matt Balderston, CFP® explains how to make better investment decisions using expected value to achieve better results in the long run.

“The topic I want to talk about today is expected value and how it applies to investing.

Now, the definition of expected value is the average results … Read more

Matt BalderstonMatt Balderston
What are stocks and bonds?

What exactly are stocks and bonds?

Let’s get back to the basics. Stocks and bonds are both instruments used by companies to raise capital. But what exactly does that mean and how are stocks and bonds different? Nathan Ritchison, CFP® walks you through the differences between stocks and bonds and the risk factors of both.

“Sometimes in my client meetings I get questions about or … Read more

Nathaniel RitchisonNathaniel Ritchison

How To Live a Luxe Life & Still Save Money

The Luxe Strategist offers six secrets to splurging on nice things while still saving 50% of your income. Joe and Big Al cover the latest on Trump tax reform, the retirement crisis, 7 Retirement Catch Up Strategies for Lifelong Procrastinators, and why caller Maria maybe shouldn’t trade options. Plus, the fellas confess to their worst impulse purchases.

Show Notes

  • (00:47)
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Guest:  The Luxe Strategist The Luxe Strategist

Podcast #139
investing 101

Investing 101 [Webcast]

Do you ever wonder where to invest your money? Or how about where to locate your investments based on expected return and how that investment is taxed? All these details can make a huge impact on your net after-tax returns. In this webcast, Jason Thomas goes over general investment strategies to help you make informed decisions with your investments.… Read more

Jason Thomas

3 Dimensions of Expected Returns: Size, Price and Profitability

Apollo Lupescu of Dimensional Fund Advisors explains how risk and expected returns are affected by size, price, and profitability of a company, why the latest from President Trump shouldn’t affect our investing choices, how diversification can protect us from market downturns, and how our fear and greed have us tripping over our portfolios. Also, emails and phone calls on timing … Read more

Guest:  Apollo D. Lupescu Apollo D. Lupescu

Podcast #132

How to Turn $3,000 into $50 Million

Investing authority Paul Merriman explains how to turn $3,000 into $50 million and talks to Joe and Big Al about value vs. growth companies, market timing, choosing the right mix of stocks, bonds and other investments, and which stocks don’t beat even Treasuries in the long term. Plus, The 10 Best – and Worst – Places to Retire, Ways to … Read more

Guest:  Paul Merriman Paul Merriman

Podcast #130

Exposing Wall Street Marketing BS

Alliance Director of Research and author, Larry Swedroe, exposes what he calls “Wall Street marketing BS” about active management, dollar cost averaging – which he says is a dumb strategy – and more. Plus, 5 Mistakes to Avoid in Retirement, an update on the Department of Labor Fiduciary Rule, and… Pikachu eggs.

Show Notes

  • (00:58) Department of
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Guest:  Larry Swedroe Larry Swedroe

Podcast #128
investing white paper

Pursuing a Better Investment Experience

Do you want to pursue a better investment experience? Our comprehensive guide highlights 10 key decisions that can help investors effectively target long-term wealth in the capital markets. Learn what strategies can help you improve your odds of success and set you up for long-term success.


In this guide you’ll learn…

  • How to let markets work for you
  • Why
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Finance for Normal People

Meir Statman, professor of finance at Santa Clara University and author of Finance For Normal People: How Investors and Markets Behave tells Joe and Big Al how smart people can avoid doing stupid things when it comes to investing. Also, are you house rich but cash poor as you approach retirement? The fellas have some strategies for making use of … Read more

Guest:  Meir Statman Meir Statman

Podcast #125