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information and opinions on money, politics and Religion. All the things you should not discuss with your family.
Episodes & Posts
Episodes
Posts
13 FEB 2026 · A few listeners have emailed to let me know that I was NOT clear on the changes to the asset allocations presented in episode 544. This is a special restatment. I hope this is more clear.
Explicit
12 FEB 2026 · Interview with Author Erin Louis. Her new book is "There's No Grave Like Home". Â
You can order her new book now!
https://a.co/d/0cIHhuva
Link to Erin's website. Get information about all of her books here....
https://www.erinlouis.com/
Also in this episode
- 2026 Market adjustment discussion - listen to hear what is changing.
- The 4 books you should read about investing
- Ideas on allocating assets in different account types
Explicit
28 JAN 2026 · - A walk through on how to rebalance your portfolio
- How to check on fund performance - Price change vs. returns
- Review of a concert from Synthony
- Home Remodel - where should you get the money?
Explicit
15 JAN 2026 · Discussion on the Pros and cons of ROTH Conversions
Vanguard has a new tool that may help but, it has llimitations.
It is a good time to think about re-balancing your portfolio.
Why you might want to pay some extra taxes on realized LT Gains
Why are houses so expensive and why it might get worse.
Explicit
1 JAN 2026 · Investing Skeptically:
- Gold ETF. Should you invest in gold?
- 2025 Market performance Data
- Should you do a ROTH conversion?
Explicit
15 DEC 2025 · Conversation with Jasmin Faulk. Â
Her book is "The Last Sandstorn: A Memoir". She talks about how she escaped from $audi Arabia.
Investing Skeptically:
- Crypto Update
- Health Insurance Costs
Explicit
1 DEC 2025 · Lots of good stuff in this episode
- New investment opportunity if notes
- Wills, Power of Attorney, Trusts, beneficiaries
- How to lose $40k on solar panels
- Show reviews on Apple Podcast
Explicit
15 NOV 2025 · Trump Updates
EV sales after the end of the $7,500 tax credit
tax rates 2025 vs 2026
Health Insurance costs for 2026
Is a 50 year mortgage a good idea?
Explicit
1 NOV 2025 · How to remove funds from an Inherited IRA
Should you get Long Term Care Insurance
What are Qualified Dividends
New Rules for 401k (catch-up only in ROTH starting in 2026)
Ronald Reagan on free Trade
Explicit
21 OCT 2025 · Thought on a recent vacation to Italy.
Market data, Year to date and one year data on performance for different parts of the market.
S&P 500 Inverse note
information and opinions on money, politics and Religion. All the things you should not discuss with your family.
Information
| Author | Phil Ferguson |
| Organization | Phil Ferguson |
| Categories | News |
| Website | - |
| phil_cufreenet@yahoo.com |
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