TOPICS COVERED: Introduction of Guest – Paul Merriman; Resource for Do-It-Yourselfers; University Street Vs. Main Street; Be a Mechanical Investor; Vanguard Vs. DFA Funds; Understanding Fiduciary Relationship

Episode 73 - Active vs. Passive Investing with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx

Episode 72 - Tips for Reducing Taxes with Sandy Botkin, CPA, JD

TOPICS COVERED: Introduction of Guest – Larry Kotlikoff; Case #1: Single 60 Year Old Woman With Long Life Expectancy; Utilize Useful Resources for Retirement Planning; Case #2: Married Couple With Only One Strong Earning Record; Larry Kotlikoff Running for President

TOPICS COVERED: Introduction of Guest – Dan Henderson; Basics of a Bond; Individual Bonds Vs. Other Fixed Income Classes; Commissions Vs. Fees; Risks With Bonds; What are Bond Ladders?; Investing Strategy With Bonds; Do Not Break a Certificate of Deposit Early

TOPICS COVERED: Introduction of Guest - Larry Swedroe, MBA; Overconfidence Will Cost You; Do the Opposite of What Others Do; Do Not Panic When Bad News Roam; Advice for Couples; Don’t Be Afraid to Sell When You Are Ahead; Confusing Familiar with Being Safe; Choose Wealth Manager Rather Than Investment Advisor; Have a Roadmap

TOPICS COVERED: Introduction of Guest – Neale Godfrey; Be Honest With Your Children About Finances; Is Private School Worth The Debt?; Caller Q&A: Should I Roll 403(b) to an IRA?; Leave A Video for Your Kids or Grandkids; Caller Q&A: Benefits of Inherited IRA for Grandchildren; Children Should Earn Their Allowance

Episode 67 - Answers to Important Investment Questions with Dan Goldie, CFA, CFP

TOPICS COVERED: Introduction of Guest – Jonathan Clements; Realize What You Can and Cannot Control; Expect Relatively Low Short-term Interest Rates; Plan for Increase in Income Tax; Economic Growth Will Be Mediocre In Years Ahead; Don’t Panic and Stick With Your Asset Allocation Strategy; Delay Social Security; Using Non-Deductible IRAs and Immediate Fixed Annuities

TOPICS COVERED: Introduction of Guest – Ed Slott; Find a Competent Advisor; Move Your Money to Tax-Free Territories; Avoiding Mistakes with Inherited IRAs; Estate Planning and Trust Intricacies