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July 13, 2024
Market Roundup: July 8 – July 12, 2024; Case Study: Net Unrealized Appreciation; Q&A Time: Charitable Giving and Joint Accounts
July 6, 2024 – Repeat
This week on “Money Talks,” we’ll taking some time off for a long Independence Day weekend. However, you can still tune in to hear a compilation of our best conversations from the past few months.
June 29, 2024
Market Roundup: June 24 – June 28, 2024; Case Study: Managing a Minor’s Money; Q&A Time: Cost of College, Trusts, and Social Security Benefits
June 22, 2024
Market Roundup: June 17 – June 21, 2024; Case Study: Withdrawing from a Roth IRA; Q&A Time: Pros and Cons of Buying Life Insurance Through your Employer
June 15, 2024
Market Roundup: June 10 – June 14, 2024; Case Study: Chasing Market Returns; Q&A Time: What happens to my retirement plan benefits when I die?
June 8, 2024
Market Roundup: June 3 – June 7, 2024; Case Study: Tax Benefits for Parents of Disabled Children; Q&A Time: Market timing and portfolio positioning
May 25, 2024
Market Roundup: May 20 – May 14, 2024; Case Study: Planning When Retirement is 25 Years Away; Q&A Time: Not Converting all Your IRA to a Roth
May 18, 2024
Market Roundup: May 13 – May 17, 2024; Case Study: Roth IRA Retirement Income Strategy; Q&A Time: 404(k) Rollovers to an IRA then into a 401(k)
May 11, 2024
Market Roundup: May 6 – May 10, 2024; Case Study: Pitfalls that Could Derail Your Retirement; Q&A Time: Mid-life Career Changes
May 4, 2024
Market Roundup: April 29 – May 3, 2024; Case Study: Actively and Passively Managed Investments; Q&A Time: Monte Carlo Simulations
April 27, 2024
Market Roundup: April 22 – April 26, 2024; Case Study: Trends in the Economy and Stock Market; Q&A Time: Stagflation and Teva Pharmaceuticals
April 20, 2024
Market Roundup: April 15 – April 19, 2024; Case Study: Financial Moves Coming Out of Tax Season; Q&A Time: Estate Tax and if IRAs are “Judgment Proof”
April 13, 2024
Market Roundup: April 8 – April 12, 2024; Case Study: Investing as a Couple; Q&A Time: How late is too late to start saving for retirement?
April 6, 2024
Market Roundup: April 1 – April 5, 2024; Case Study: When to Begin Social Security Benefits; Q&A Time: Social Security Survivors’ Benefit and Windfall Elimination Provision
March 30, 2024
This week on Money Talks, we’ll be off for the Easter holiday. However, you can still tune in to listen to some of our best case studies and listener questions from the past few weeks.
March 23, 2024
Market Roundup: Mar. 18 – Mar. 22, 2024; Case Study: Worst and Best Assets to Inherit; Q&A Time: Buy Now or Wait for a Pullback?
March 16, 2024
Market Roundup: Mar. 11 – Mar. 15, 2024; Case Study: Money Left in a 529 Plan; Q&A Time: Dividend-Paying Stocks and Interest Rates
March 9, 2024
Market Roundup: Mar. 4 – Mar. 8, 2024; Case Study: Repurposing Life Insurance as an Estate Planning Tool; Q&A Time: Medigap Policies
March 2, 2024
Market Roundup: Feb. 26 – Mar. 1, 2024; Case Study: Using a 401(k) Payout to Pay off Student Loans; Q&A Time: 529 Plan to Roth IRA, AMD, and Symbiotic, Inc.
February 24, 2024
Market Roundup: Feb 19 – Feb 23, 2024; Investment Whys: Economic Outlook; Q&A Time: Applied Materials and Medical Debt
February 17, 2024
Market Roundup: Feb 12 – Feb 16, 2024; Case Study: The Final Tax Return; Q&A Time: Vanguard Real Estate Index Fund
