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Unlocking Income: A Comprehensive Guide to Investing in Covered Call ETFs

Unlocking Income: A Comprehensive Guide to Investing in Covered Call ETFs

How to use covered call and buy-write strategies to generate income while understanding the risks and having realistic return expectations.Topics cov…

How the Economy Really Works: Savings, Investing, Consuming and Market Distortions

How the Economy Really Works: Savings, Investing, Consuming and Market Distortions

A primer on how the economic engine works through coordination between savers, investors, consumers, producers, governments and banks. How hoarding a…

Which Will Perform Better: Berkshire Hathaway or Utility Stocks?

Which Will Perform Better: Berkshire Hathaway or Utility Stocks?

Berkshire Hathaway doesn't pay a dividend, its cash pile keeps growing, and Buffet says it's gotten too big to make acquisitions that can impact the …

Lessons from Japan's 34 Years of Stock Market Underperformance

Lessons from Japan's 34 Years of Stock Market Underperformance

Japan's stock market recently exceeded the all-time high first set in December 1989. That's 34 years of zero price appreciation for the stock market.…

Unraveling the Truth About ETFs: Benefits, Analysis, and the Indexing Bubble Myth
ETF

Unraveling the Truth About ETFs: Benefits, Analysis, and the Indexing Bubble Myth

How the ETF market is changing, why ETFs should be your preferred investment vehicle, and how to analyze ETFs to generate better investment performan…

Does Dividend Investing Still Work?

Does Dividend Investing Still Work?

Stocks that grow their dividends have outperformed non-dividend-paying stocks over the long-term, but not in the past 5, 10, and 20 years. Why are no…

Transforming Financial Regrets into Portfolio Gains: Five Strategies for Navigating Investment Emotions

Transforming Financial Regrets into Portfolio Gains: Five Strategies for Navigating Investment Emot…

Humans are wired to feel regret. Here's how to learn from financial regret to become a better investor.Topics covered include:What cognitive biases m…

More Ways to Lock in Higher Yields in Case Interest Rates Fall

More Ways to Lock in Higher Yields in Case Interest Rates Fall

Professional investors and other market participants are lousy at forecasting interest rates. Here are three more options to lock in higher yields to…

How To Lock In Higher Yields In Case Interest Rates Fall

How To Lock In Higher Yields In Case Interest Rates Fall

With cash yields expected to fall, here's how you can keep your portfolio income elevated by purchasing longer-term individual bonds and bullet ETFsT…

Now Should You Buy Bitcoin? The Investment Case for the New Spot Bitcoin ETFs

Now Should You Buy Bitcoin? The Investment Case for the New Spot Bitcoin ETFs

We explore reasons for buying Bitcoin using one of the new Bitcoin ETFs. We also consider the risks.Topics covered include:Why the SEC finally decide…

How Much Should Your Net Worth Grow Each Year?

How Much Should Your Net Worth Grow Each Year?

The intricate dance between profession, risk, lifestyle, and luck in determining how net worth grows.Topics covered include:The various factors that …

Should You Be Invested 100% Stocks Before and During Retirement? A Recent Study Says Yes

Should You Be Invested 100% Stocks Before and During Retirement? A Recent Study Says Yes

The pros and cons of investing your retirement assets 100% in equity, including half in international stocks. Why the 4% spending rule is too aggress…

Listener Q&A on Investing and Living

Listener Q&A on Investing and Living

We close out 2023 by answering your questions on active vs passive management, market timing, investing for status, what we learned from Charlie Mung…

Dissecting Stock Returns: Financial Engineering or Genuine Growth?

Dissecting Stock Returns: Financial Engineering or Genuine Growth?

Do the impressive returns in public and private markets stem from strategic financial engineering or reflect actual economic growth?How corporate pro…

AI's Fork in the Road: Societal Bliss or Existential Threat?

AI's Fork in the Road: Societal Bliss or Existential Threat?

One year after the release of ChatGPT, we explore the positive and negative paths AI could take and what individuals can do to assist with a positive…

Using a Checklist Approach To Investing - The Money for the Rest of Us Philosophy

Using a Checklist Approach To Investing - The Money for the Rest of Us Philosophy

In this bonus episode, David visits with Bill Yount and Becky Heptig of the Catching Up to Fi podcast in a wide-ranging discussion on investing using…

Is Tourism Harmful or Helpful? The Economic and Cultural Impact of Global Travel

Is Tourism Harmful or Helpful? The Economic and Cultural Impact of Global Travel

What are the economic and cultural benefits of tourism. What are the downsides to too much tourism. How to find the right balance.Topics covered incl…

Easier Investing, Richer Life: TIPS Ladders to Annuities

Easier Investing, Richer Life: TIPS Ladders to Annuities

What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big…

How To Invest Money - 10 Rules of Thumb for Individual Investors

How To Invest Money - 10 Rules of Thumb for Individual Investors

We discuss ten rules of thumb for individual investors to consider when saving and investing for and in retirement.Don't use institutional hand-me-do…

The Price of Money - 700 Years of Falling, Can Interest Rates Keep Rising?

The Price of Money - 700 Years of Falling, Can Interest Rates Keep Rising?

Interest rates have been sliding for seven centuries. Dive into the historical forces driving this trend and examine whether the recent interest rate…