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July08

#279 Making Money in a Low Return World

Making money in a low return world is tough. Last week, the yield on 10-year US government bonds touched an all-time low and stocks have been stuck in neutral for two years. Given the current environment, return caller Ryan asked whether one asset allocation fits all portfolios? In other words, should you put those investments which are
  • Posted by Jill Schlesinger
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January02

2015 Markets: Nowhere to Run, Nowhere to Hide

“2015 was the worst year for U.S. stocks since 2008” is the headline you are likely to see, but going by the numbers, it wasn’t that bad — or was it? The S&P 500 was down by less than 1 percent, though including reinvested dividends, the index eked out a gain. Small caps fared worse,
  • Posted by Jill Schlesinger
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September18

#237 Surviving Market Volatility with Michael Goodman

Have the recent market swings freaked you out? Listen to the wisdom of CPA and CFP Michael Goodman and you will likely feel a lot better. Michael is the President of Wealthstream Advisors and began his career in financial services as a CPA, before opening the doors to his own financial planning and investment management firm. Download the
  • Posted by Jill Schlesinger
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September14

Financial Crisis Anniversary: What Have we Learned?

This week marks the seventh anniversary of the financial crisis. Sometimes people forget just how close to the brink we were. Yes, the U.S. and global financial system was brought to its knees, but it did not crumble. To measure our progress, it might be helpful to remember just how intense it was in that
  • Posted by Jill Schlesinger
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September11

#236 Credit Reform with John Ulzheimer

There are big changes afoot in the credit reporting industry-credit expert John Ulzheimer joins the show to explain what consumers need to know! While we had him, John provided identity theft protection tips, which are especially important as we look towards the holiday season frenzy! Download the podcast on iTunes Download the podcast on feedburner
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September04

#235 The Labor Day Show

As Serena Williams tries to make tennis history, tune into the Grand Slam of money shows! We started with Bob, who is 72 years old. Half of his $3 million nest egg is invested in rental real estate: Is that too much? Download the podcast on iTunes Download the podcast on feedburner Download this week’s
  • Posted by Jill Schlesinger
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July03

#226 Financial Independence Day

Ready to grab hold of your financial life and take control? Level Money‘s co-founder Jake Fuentes joins the show to tell you! Jake launched the award-winning personal finance app in order to help people spend with confidence, save more and achieve financial balance. The app is a simple tool to automatically analyze your financial picture. Download the
  • Posted by Jill Schlesinger
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Image by Flickr User tnarik

June29

2015 Economic Intermission

Every January, I outline the big issues and economic predictions for the year ahead. With six months down, the Independence Day weekend is a perfect intermission, where we can review the highs and lows of Act I, and look ahead to Act II. US Economy: There were great hopes coming into the year, but a
  • Posted by Jill Schlesinger
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June26

#225 Bond Summer School

We’re cramming in a summer class on bonds, led by Bond Yoda, Marilyn Cohen. Marilyn founded Envision Capital Management 20 years ago after stints at William O’Neil & Company and Cantor Fitzgerald. Besides her impressive credentials, our favorite fact on her bio is: “In her spare time Marilyn raises service dogs for the disabled and regularly conducts
  • Posted by Jill Schlesinger
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June19

#224 Father’s Day Financial Advice, Annuities

This Father’s Day weekend, we have financial advice for dads, moms and kids. Many of you know that my father, “Big Al” or “Albie”, had a big influence on me and I miss him terribly. For those who never heard the show where Dad came on as a guest, you can check out this post. I also
  • Posted by Jill Schlesinger
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