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- 2026
- 2025
- 2024
- 2023
September 14, 2024
Market Roundup: Sept. 9 – 13, 2024; Case Study: Investors Who Want to Stay in Cash; Q&A Time: Education Savings and Occidental Petroleum
September 7, 2024
Market Roundup: Sept. 2 – 6, 2024; Case Study: Sell Strategies; Q&A Time: Ulta Beauty
August 31, 2024
On the Aug. 31, 2024 broadcast, we’ll be taking a look back at some of our best case studies from the past few weeks.
August 17, 2024
Market Roundup: August 12—16, 2024; Case Study: Hazards on the Road to Retirement; Q&A Time: In-plan Roth Conversions
August 10, 2024
This week on Money Talks, we’ll be out of the studio, but we’ll be taking a look back at some of our best listener questions from the past few months.
August 3, 2024
Market Roundup: July 29 – August 2, 2024; Case Study: When RMDs are Not Needed for Living Expenses; Q&A Time: 401(k) Diversification
July 27, 2024
Market Roundup: July 22 – July 26, 2024; Case Study: Real Estate as an Investment; Q&A Time: The Case for International Investing
July 20, 2024
Market Roundup: July 15 – July 19, 2024; Case Study: Holding Illiquid Assets; Q&A Time: Pension RMDs and Robo Advisers
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”
