Don't be fooled by "money illusions." We are often confused about money math, particularly when it comes to the impacts of inflation. Our financial psycology can lead us to make bad decisions.  The callers have questions about:

Financial Planning for a Special Needs Family Member

Estate Planning Strategies for Passing Wealth to Grandchildren

Balancing Risk Tolerance with Retirement Savings

Directing Inheritance to Grandchildren

Understanding Indexed Annuities


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Strange Money Perspectives

34-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).

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How To

Was retirement really better in thge past? Have 401k plans been a retirement income benefit or detriment? Might there be a better way to insure a secure retirement income? We also explore the difference in long-term returns between large-cap and small-cap value stocks. Plus, we hear from listeners:

Why does the actual income from I-Bonds not match the stated rate?

Can income from a court settlement from a stock in an IRA be transferred into the IRA?

Is it better to take retirement income from investments annually, monthly, or as needed?

Looking for a quick portfolio review?

Is it okay to start spending extra money in retirement?



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Retirement Income Evolution

Beware of complex investments or those promising to provide higher returns using some financial sleight-of-hand. Higher returns always require some sort of tradeoff. There are no special systems to game the markets, long-term. Then, we hear from listeners:

He stayed in bonds and lost money, should he stick with them now?

How can current assets be grown to enough to support retirement needs?

Does it make sense to buy a second home on the beach?

How should a very conservative retiree invest retirement funds?


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They Need Complexity

Millions of people rely on Social Security for a large portion of their income, yet the system is running low on money and won't be able to meet future obligations without major changes. So, which is better, reducing benefits or raising taxes? Plus, we take listeners questions:

What's the best way to reduce taxes on retirement plan distributions?

What can be done to reduce hodgepodgery in a portfolio?


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Social Security Sick?

In the episode, instead of discussing all of the bad financial decisions we make, let's take time to acknowledge all of the good things we do with money. Plus, we take questions on:

The possible negative impact that passive investing might have on the stock markets.

The potential tax ramifications of a portfolio.


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Accentuate the Positive

The questions have started pouring in again. Thanks! Today...

Using High-yielding CLOs Instead of Bonds.

Adjusting Portfolio for Growth

Maryland 529 Plan vs. Other Options

Maximizing Growth for Grandchildren

Understanding Rebalancing in a 401k

Implementing a Three-Bucket Account Strategy


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Strange Money Perspectives

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