TOPICS COVERED: Guest Introduction: Larry Swedroe, Author, MBA in Finance & Investment; What is Alpha?; Active versus Passive Management; Considering Premiums; Advice for the Do-It-Yourselfer; How to Choose the Right Advisor

TOPICS COVERED: Guest Introduction: P.J.DiNuzzo; Diversification; Are Stocks and Bonds Still a Good Investment?; A Safer Portfolio; The DiNuzzo Money Bucket Stack Analysis; The Difference between Active Investing and Index Investing

TOPICS COVERED: Guest Introduction: Ed Slott, CPA; Roth IRAs as an Alternative to a 529 Plan; The Importance of Beneficiary Forms; Potential Death of the Stretch; An Alternative to the Stretch; The Integration of Social Security Strategies and IRA Strategies

TOPICS COVERED: Show Introduction: The Updated Retire Secure; Pay Taxes Later: IRAs; The Exception to the Rule: The Roth; Estate Planning; When to Start Collecting Social Security

TOPICS COVERED: Guest Introduction: Paul Merriman, Retired Financial Advisor, Author, Approaching Asset Allocation Savings, Small vs. Large Companies, Value vs. Growth, Bonds

TOPICS COVERED: Guest Introduction: Dr. Linda Babcock; Speaking Up; Negotiating; Going in with a Knowledge Base; The Important of Being in the Room; The Negotiating Basics; Fairness

TOPICS COVERED: Guest Introduction: P.J. DiNuzzo; Premiums and Risk; Value vs. Growth Stocks; Why do Some Premiums Outperform the Market?; Smart Beta; Rules-Based Factors; Impurities in ETFs

What Investors Can Expect in 2015-2016 with Charlie Smith

TOPICS COVERED: Show Introduction, Caller One: Roth IRA Conversions and Apply and Suspend, Caller Two: The Death of the Stretch IRA, Trusts for Younger Generations Inheriting IRAs

TOPICS COVERED: Guest Introduction: Sandy Botkin, Starting Your Own Business, Income Shifting, Making the Right Choices Regarding Undergraduate Education, The Health Savings Account