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October 26, 2024
Market Roundup: Oct. 21 – Oct. 25, 2024; Case Study: Creating a Legacy of Philanthropy; Q&A Time: Georgia’s Tax Rebate and Diversifying with International Stocks
October 19, 2024
Market Roundup: Oct. 14 – Oct. 18, 2024; Case Study: Test Driving a Retirement Plan; Q&A Time: Retirement Portfolio Withdrawal Rates
October 12, 2024
Market Roundup: Oct. 7 – Oct. 11, 2024; Case Study: Changes coming to IRAs and 401(k)s in 2025; Q&A Time: Lockheed Martin
October 5, 2024
Market Roundup: Sept. 30 – Oct 4, 2024; Case Study: IRA Missteps to Avoid; Q&A Time: Homeowner’s Insurance
September 28, 2024
Market Roundup: Sept. 23 – 27, 2024; Case Study: Planning for Changes on the Horizon; Q&A Time: Real Estate in an IRA and The Coca-Cola Company
September 21, 2024
Market Roundup: Sept. 16 – 20, 2024; Case Study: Preparing Your Spouse Financially for your Death; Q&A Time: SPDR Gold Shares ETF, high-yield savings accounts
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
