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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
February 10, 2024
Market Roundup: Feb 5 – Feb 9, 2024; Case Study: Rebalancing Your 401(k); Q&A Time: Retirement Plan Rollovers
February 3, 2024
Market Roundup: Jan. 29 – Feb. 2, 2024; Case Study: Portfolio Moves and Politics; Q&A Time: P/E Valuations of U.S. and International Equities
January 27, 2024
Market Roundup: Jan. 22 – Jan. 26, 2024; Case Study: Tax Tips for the Self-Employed; Q&A Time: How to Start Saving for Retirement
January 20, 2024
Market Roundup: Jan. 15 – Jan. 19, 2024; Case Study: Understanding a Reverse Mortgage; Q&A Time: What to sell when taking an RMD
January 13, 2024
Market Roundup: Jan. 8 – Jan 12, 2024; Case Study: Paying off a Mortgage before Retirement; Q&A Time: FDIC Limits and AstraZeneca
January 6, 2024
Market Roundup: Jan. 2 – Jan 5, 2024; Case Study: Divorce: Unwinding 20 years of combined assets; Q&A Time: Why is the dollar resilient during high inflation?
December 30, 2023
Investment Whys: Look back at 2023; Look ahead to 2024; Movers of the Year; Q&A Time: Why is the dollar resilient during high inflation?
December 23, 2023
This week on Money Talks, we are taking a look back at our best case studies and conversations from the last few weeks, while we celebrate the holiday.
December 16, 2023
Market Roundup: Covering Dec. 11 – Dec 15, 2023; Case Study: The Retirement Sweet Spot; Q&A Time: Would you choose callable or non-callable CDs?
