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Episodes

Episode 41: OPM Recommendations For Pension Changes

5/29/2018
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In this episode Dave and Steve talk about the White House proposal to change the Federal Employee Retirement System. What changes are being recommended and what are the chances that these recommendations become law?

Duration:00:19:12

Episode 40: Financial Independence Retire Early

5/4/2018
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Dave and Steve discuss a popular internet strategy known as F.I.R.E. Financial independence retire early. Who doesn't like the sound of that? But is it really a new idea?

Duration:00:20:10

Episode 39: Long Term Care Insurance

3/23/2018
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Episode 39: Long Term Care Insurance by Capitol Retirement Strategies

Duration:00:21:30

Episode 38: The Four Horseman Of Retirement Planning

3/13/2018
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In the latest episode Dave and Steve discuss the four horseman of the coming retirement apocalypse. High stock valuations, low bond returns, increased longevity and the risk of long term care. All of these risks combined make planning for a successful retirement even more difficult than it has been in the past.

Duration:00:23:41

Episode 35: Humility In Investing And Bitcoin

12/20/2017
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In this week’s podcast, Dave and Steve discuss the importance of humility in investing. Why is it important to admit when you are wrong or just don’t know the answer?

Duration:00:20:58

Episode 34: Tax Reform, Social Secuirty And $1M Poverty

12/6/2017
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In this week’s episode Dave and Steve discuss the tax reform proposals and how this might impact social security increases. Also, they discuss why you might have saved $1M and still feel poor.

Duration:00:16:56

Episode 33: The Cycle Of Investor Emotions

11/17/2017
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In this week’s podcast Dave and Steve discuss the cycle of investor emotions. When the stock market is rising investors feel thrill and euphoria. When the market declines investors feel depression and panic. Where are we in the current market cycle?

Duration:00:18:34

Episode 32: Tax Reform 401k Contribution Limits

11/6/2017
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The lawmakers on Capitol Hill are currently working to pass a significant tax reform package. One of the ideas being discussed is lowering 401k contribution limits. Listen to the latest episode to hear Dave and Steve discuss the pros and cons of this proposal and how it might impact savers.

Duration:00:17:02

10/16: Richard Thaler's Nobel Prize

10/20/2017
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In this week’s episode Dave and Steve discuss Richard Thaler’s recent Nobel prize. While most people have never heard of Thaler, his research has provided profound insight into how investors behave in the real world.

Duration:00:18:41

9/13: The Never Ending Bull Market And Sequence Of Returns

9/25/2017
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In this week’s episode Dave and Steve discuss the never ending bull market. How does eight years of rising stock prices impact your expectations for returns going forward? And why are negative returns early in retirement so devastating?

Duration:00:17:08

8/25/17: The Value Of Financial Advice

9/5/2017
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In this week’s episode Dave and Steve discuss the value of a financial advisor. How do you quantify the benefit of working with an advisor? In the latest study from Russell Investments, the effects of rebalancing, behavioral management, financial planning and tax management are all examined.

Duration:00:19:06

8/3/17: Financial Planning In The Buffet Line

8/10/2017
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Dave and Steve discuss how most people do their best financial planning in the buffet line. How much time do you dedicate to financial planning each year? How much time do you need to spend?

Duration:00:18:05

7/7: The Meaning Of Financial Independence

7/7/2017
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With the 4th of July holiday in mind, Dave and Steve discuss the meaning of independence. What does financial independence mean for a client? What does it mean when you are choosing an advisor?

Duration:00:15:43

6/29: Investor Fears

6/29/2017
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In this week’s episode Dave and Steve profile three investors who are worried about the stock market. Has the market being up for too long? Are we due for a correction? Find out how you should think about stocks when faced with the possibility of volatility ahead.

Duration:00:18:49

2017 4 7 Confessions Of A Personal Finance Writer

4/20/2017
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In this week’s episode Dave and Steve discuss an article titled “Confessions of a Personal Finance Writer.” This article was written in 2003, but outside of a few dated pop culture references, it remains applicable to today’s investing environment.

Duration:00:21:52

2017 3 21 Investing Opinions From Really Smart People

3/29/2017
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You probably read the title of this podcast and just assumed that Dave and Steve would be offering up their opinions. But no, they’ve done better than that. They break down recent comments from Charlie Munger and Robert Shiller about investing and the state of the stock market. Don’t know who those guys are? Listen to the podcast and find out!

Duration:00:23:19

3/15: Warren Buffett's Annual Letter And An LTCi Update

3/15/2017
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Investors around the globe are always eager to hear a few sage words from the Oracle at Omaha. In this episode Dave and Steve discuss Warren Buffet’s annual shareholder letter. Also, Dave brings us up to speed on the latest Long Term Care insurance news.

Duration:00:13:44

2017 2 23 The Pros And Cons Of Investing Under President Trump

2/28/2017
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In this week’s episode Dave and Steve discuss the pros and cons of the Trump presidency for investors. Will the potential for lower taxes and lighter regulation be enough to spur growth in this eight year old bull market?

Duration:00:21:05

2017 2 3 Minimalism, Blueprints And Fiduciaries

2/7/2017
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What does minimalism have to do with retirement planning? Listen to Dave and Steve discuss how simplifying your life can apply to your investments as well as you closet. Also, Dave and Steve discuss potential changes to the Department of Labor’s Fiduciary rule and what that means for investors.

Duration:00:23:00

1/13: Why Diversification Still Makes Sense

1/18/2017
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This week Dave and Steve examine the question, “Does Diversification Still Make Sense?” This has been a common question in recent years as US stocks have outperformed most other asset classes. Dave and Steve explain the historical reasoning behind diversification and how this applies to investment portfolios today.

Duration:00:20:19