Changing this one perspective maybe the most important thing you ever do as an investor. Caller questions include dividend tax rates, deferred comp, thrift savings plan allocations, and what to do with a windfall.

Over the last few days there has been an abundance of headlines touting the economic doom and gloom that comes along with ongoing trade issues leading to a potential economic slowdown and triggering something called an inverted yield curve. This episode of Money Matters explains what has happened historically once the bond market sends this signal.

This episode explores the data behind stock market corrections and how understanding the human response of loss aversion can make you a better investor.

Over the past several years we’ve talked about the remarkable shrinkage the number of stocks. The disappearance of stocks. The good news is that there are more and more private companies...that may be investable not just to the billion dollar VCs, but to more and more average investors…That’s the good news…the even better news is that the US economy as a whole is in the sweet spot to enjoy the sheer magnitude of innovation happening in the US. Wes will share what 5 groundbreaking small tech companies are working on to change our world over the next decade.

Markets have grappled with a great deal of uncertainty around the midterm elections. Now that this political event is behind us how may markets react over the coming year? Wes also discusses new research on the average savings amount in America for those 50-61 years of age.

In our bonus podcast interview, David and I continue the discussion on the latte factor and how smart couples can prepare for a happy and early retirement.

David Bach is one of America’s favorite financial professionals. He is the author of The Automatic Millionaire and eight other consecutive – NEW YORK TIMES bestselling books. In total, his books have sold over 7 million copies. We’re really excited to have him here today exclusively to learn about his mega-bestseller, Smart Women Finish Rich.

1 Hour Show

This is a nervous month for investors. Not everyone reacts the same to selloffs and bad news. Which makes “Investing a mix between what you think will happen versus what you can tolerate that actually happens”.

Caller questions include should I buy this immediate annuity that pays me $2,000 a month?

Consensus is that the US heads into recession in 2019 or 2020. A closer look at the true economic state of affairs in the United States suggests we may have longer than that until the next ugly recession rears its head. Calls include, “what dividend stocks should we look at now?”, and “what implications are there for an inherited home?”