Posts tagged rebalancing
Radio Show #141: Ode to Big Al

This was my first show back since my father (aka "Big Al" or "Albie") passed away. Dad loved the show-he thought it was so cool that you  shared your financial concerns and questions with me, and that I was able to help you out in any way that I could. If you missed the Father's Day show with Big Al, check it out here. And this is my syndicated Tribune column that I wrote for Father's Day.

  • Download the podcast on iTunes
  • Download the podcast on feedburner
  • Download this week's show (MP3)

We started the show with a great call from Jo in Atlanta, who wanted a solution to her rebalancing needs. Beth from NY recently lost her father and asked about how to invest proceeds of insurance for her mom.

Ed weighed in with a question about Required Minimum Distributions (RMD) and Karl is wondering whether or not to grab an early retirement offer from the USPS.

Two listeners are at opposite places: Patrick wants to know how to jump into the stock market and Andrew is worried about how to get out!

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
Radio Show #122: Financial Independence Day

In between parades, fireworks and barbeques, check out this week's show, where we help callers declare Financial Independence Day!

  • Download the podcast on iTunes
  • Download the podcast on feedburner
  • Download this week's show (MP3)

Thanks to everyone who participated and to Mark, the BEST producer in the world and Christina, who is vying for "Intern of the Year". If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
Radio Show #121: Mid-year update: Rebalance, reallocate, relax!

It’s half time! The Dow posted its strongest first half of the year since 1999 and the S&P 500 logged its best first half performance since 1998. It was perfect timing (but not market timing, of course!) for Mitch Tuchman from Rebalance IRA and MarketRiders to join us for a visit. Tuchman’s two websites offer a great deal for those investors who need guidance, but don’t want to pay through the nose for it!

  • Download the podcast on iTunes
  • Download the podcast on feedburner
  • Download this week's show (MP3)

After Mitch's segments, we fielded a bunch of allocation/retirement questions from Tom from IL, Donna from MN, Howard from KY and Mark from NY. Tim from NY has ample assets and wants to make sure that he has the proper allocation, so that he can leave money to his 17 year-old grandson.

Steve from MN wanted advice about Vanguard funds, while Aurora is trying to select among various index funds.

Alexia from Buffalo is weighing the purchase of a single-family home versus a two-family home, which would provide income.

Finally, Nhu is about to enter college and wanted advice on credit vs. debit cards and general advice about how to handle money, as she enters a new phase of her life.

Thanks to everyone who participated and to Mark, the BEST producer in the world and Christina, who is vying for "Intern of the Year". If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE