What do you know about Social Security. Join us for an exciting game that will help you learn more about most American's primary source of retirement income. Plus, we take some questions:

What's the best investment for a 529 education plan?

What are the costs for buying and selling brokered CDs?


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While "Waiting for Godot" (an obscure theatrical reference for many) ending up being a waste of time, waiting for Social Security could be very lucrative. Yet, few people manage to hold off until age 70. With Don in Copenhagen, Tom and Paul Merriman discuss this simple yet valuable strategy for enjoying more income in retirement.
Then on to your questions:

Paul is asked to elaborate on Christine Benz's 3 bucket strategy.

With rates up, should bond money be moved to CDs?

Is it reasonable to pay an investment advisor 1% per year?

What should be done with an inherited IRA at Edward Jones?

What's the best way to catch up on retirement investing later in life?


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Don is still lounging around the North Sea (and editing this podcast). So, Tom in joined by Paul Merriman. The S&P 500 has soared 20% so far this year and now that "the market" (has been) "is" up, investors are feeling frisky. So, is it time to dive back into the equity pool.
Paul discusses the number one reason to buy index funds and why you should buy when the market is down. He also talks about using target-date funds in conjunction with a small-cap value offering.
Callers ask:

What should a son do with money in his IRA?

Does is makes sense to buy shares of stock in the Atlanta Braves?

Is there a downside to having everything invested with one custodian?


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Don's on his summer cruise, freezing in Iceland, and answering questions:

Does a portfolio of specific date bond ETFs make sense?

Should a 28-year old retirement investor use target-date funds or AVGE?

How much is needed to become our client?

Should retirement money be invested in Schwab Intelligent Portfolios?

With today's high yields do CDs have a place in a retirement portfolio?


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They gave you the chance to get in on the ground floor of hot new businesses. Special purpose acquisition companies or SPACs were hot "investments" not too long ago. So, what happened?
Then, on to questions from listeners:

A military member looks for advice on TSP portfolio and wants advice on money in cash accounts.

What's a good three fund strategy for TSP investments?


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While Don sails across the North Atlantic, Tom mans the podcast and discusses overrated financial concepts and how you deal with money.
Then come the callers:

Does it makes sense to have both a 401k and a Roth IRA and what are the differences?

Have we forgotten about the less tangible aspects of a paid-off mortgage?

What’s the best way to convert a regular IRA to Roth IRA?

Is a Roth 457 better?

What’s the best way to avoid the high fees at Empower?


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With Don on vacation, Tom spends some time covering the basics of investing. Later he is joined by Consumerman, Herb Weisbaum discussing the latest scams. They also discuss the pros and cons of electric vehicles. Callers ask about:
What are the reals costs of mutual funds and ETFs?
How to start working toward a financially secure retirement?
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Even when on vacation, Don tackles an array of questions and comments from listeners, including:

How should an inheritance be invested for a vacation fund?

Is this portfolio allocation too aggressive?

A listener lays out his case for crypto currencies, and Don responds.

What traits should an investor look for in a financial advisor?


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In this episode, author Larry Swedroe shares his opinion on various alternative asset classes for investment. We also look at the confusing state of ESG investing and the differences between the returns of "green" and "brown" stocks.
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In this episode, Tom and Dan talk with prolific author and director of research at the BAM Alliance about the differences between passive and active investing. We also discuss the tax differences between mutual funds and exchange-traded funds and the benefits of diversification across various asset classes.
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