DR 067: The Lowdown on Health Savings Accounts as Retirement Savings Vehicles

Optimized-LOWDOWN

I‘ve recently received a couple of emails from readers about Health Savings Accounts. One comes from Robert, who writes: I would like you to cover HSAs in the future podcast. We just started using one, and we are getting confused and occasionally tripped up by some of the rules. And a podcast listener named Patrick […]

Published or Updated: May 20, 2014

DR 063: The Four Hidden Fees of Mutual Funds (This Could Save You 33%!)

Dodge   Cox Stock  DODGX  Fund Tax Analysis

I recently read an article by John Bogle, the founder of Vanguard. The article, The Arithmetic of “All-In” Investment Expenses, is a very detailed piece about investing costs over and above what’s reflected in the expense ratio of a fund or ETF. There are four “hidden” mutual fund fees that aren’t captured in the expense […]

Published or Updated: May 9, 2014

DR 062: 3 Questions to Ask Before You Hire a Financial Advisor

Optimized-3

I‘ve received several emails recently about the topic of hiring an investment advisor. This is a very important question, and I suspect many wrestleg with this issue. Whether you’re just starting out and trying to figure out how to invest, or you’re nearing retirement with a decent nest egg, you may be thinking about this […]

Published or Updated: May 7, 2014

DR 060: The Basics of Dividends, Stock Splits, and Buybacks

Optimized-TEXT HERE

What are dividends, buybacks, and stock splits? Are they good or bad for investors. These things have a big impact on investors, but many investors don’t really understand them. So we’re going to talk about what these three things are in the context of a popular, well-known company – Apple. Recently, Apple announced its second […]

Published or Updated: May 2, 2014

DR 058: 6 Reasons Gold is a Terrible Investment

A reader named Aaron sent me an email recently asking about gold and silver. He wanted to know if they should be a part of a diversified portfolio. He writes: Hi, Rob. I enjoy reading your tips, and I’ve put a lot of them in place for our retirement savings. My question is: what is […]

Published or Updated: April 29, 2014

DR 057: 9 Things to Know About the myRA

The New myRA Retirement Accounts

In the most recent State of the Union Address, President Obama unveiled the myRA – My Retirement Account. Another retirement savings option? Yes. In addition to 401k, 403b, IRA, Roth IRA and a host of other types of retirement accounts, later this year we can add the myRA to the list. In this article we’ll […]

Published or Updated: April 23, 2014

DR 054: Motif Investing: Interview with Tuhin Ghosh, Vice President of Investment Products

Tuhin Ghosh of Motif Investing

A number of new ways to make investing easier have launched over the past few years. One is Motif Investing, which I reviewed some time ago. It’s a fascinating way to approach investing, combining low costs and tremendous flexibility. It such a unique option that I invited Motif’s Vice President of Investment Products, Tuhin Ghosh, […]

Pages: 1 2 3 4

Published or Updated: April 15, 2014

DR 052: A Step-by-Step Guide to Rebalancing Your Investments

Rebalancing Investments

In the last podcast, we talked about why rebalancing your investment portfolio is important and how to create a rebalancing plan. Today we are going to walk through step-by-step how to actually rebalance your retirement and other investments. As we discussed in the last podcast, you can rebalance your assets based on frequency, threshold, or […]

Published or Updated: April 11, 2014

DR 051: Rebalancing–How to Create a Plan to Easily Rebalance Your Investments

Rebalancing Investments

Rebalancing your investment portfolio is an important part of managing your money. Having carefully selected your asset allocation, rebalancing ensures that your investments stay in line with the allocation you’ve chosen. In this article (and podcast) we cover creating a rebalancing plan. We’ll cover topics such as how often to rebalance (frequency) and what to […]

Published or Updated: April 9, 2014