Episodes

  • Money Matters 3/10/24

    Money Matters 3/10/24
    Mar 11 2024
    On today’s show, Wes welcomes back Social Security Ace Mary Beth Franklin to help retirees simplify the complex rules and regulations of this often essential income stream. Then, they discuss the differences between the different Medicare plans and which ones might suit which people. As always, Mary Beth offers the most up-to-date information and context and keeps Wes on his toes.
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    1 hr and 7 mins
  • Living in America

    Living in America
    Jul 12 2021
    US Housing Prices Rise; Best Places to Retire in America
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    1 hr and 6 mins
  • The Impact of Our Social Lives on Retirement Happiness

    The Impact of Our Social Lives on Retirement Happiness
    Mar 28 2021
    In this week's episode, we discuss the power of investing in stock dividends vs bond interest, new research on the impact of social contentedness on retirement happiness, and how to tell if you're on the right track to retirement.
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    1 hr and 1 min
  • Where Did All The Ubers Go?; What Does The $1.9T Stimulus Plan Mean for a Family of 4?

    Where Did All The Ubers Go?; What Does The $1.9T Stimulus Plan Mean for a Family of 4?
    Mar 21 2021
    This episode of MM explores what the government’s latest round of stimulus means at the individual and family level. Wes also discusses how the United States is leading the pack when it comes to the COVID vaccine rollout. Also multiple caller questions include in-service 401k rollovers, and a traveler who just received an $85,000 credit on her AMEX card!
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    1 hr and 5 mins
  • Will a Great “Rotation” Accompany the Great American Reopening?

    Will a Great “Rotation” Accompany the Great American Reopening?
    Mar 14 2021
    This episode of MM discusses the new $1.9 trillion stimulus bill and it’s relative size to total US GDP vs other stimulus measures in history. Wes discusses how more traditional stock sectors have been accelerating while the digital economy that was hot in the COVID economy has cooled. Multiple caller questions include parsing “dividend yield” vs growth, inheritance, and stock splits.
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    1 hr and 5 mins
  • The United States’ Great Re-Opening Has Begun

    The United States’ Great Re-Opening Has Begun
    Mar 9 2021
    Today’s episode of MM asks the following question: “What’s the first thing you will do once you’re vaccinated for COVID-19?” Book a trip, make a dinner reservation, see your grandchildren? Wes hears from multiple MM callers describing how they’re getting back to more normal economic activity. This episode of MM also discusses what the economic reopening might mean for dividend investors.
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    1 hr and 1 min
  • Progress Towards Herd Immunity; Why Gas Prices are Soaring; The Power of Dividends

    Progress Towards Herd Immunity; Why Gas Prices are Soaring; The Power of Dividends
    Feb 28 2021
    This episode of MM discusses how scary it was one year ago as the world was just starting to fall apart due to the pandemic, and the staggering progress we’ve made over the past year. We also discuss why oil and gasoline prices have gone through the roof recently, and review the power of rising dividends.
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    1 hr and 1 min
  • Understanding the Dramatic Power of US Economic Stimulus

    Understanding the Dramatic Power of US Economic Stimulus
    Feb 21 2021
    This episode of MM discusses the tsunami of economic stimulus coming from the United States government, helping stocks go higher, pushing bond prices lower, and stoking inflation in multiple parts of the economy, particularly housing. Median home prices just hit an all-time high, while housing inventory is at an all time low. Multiple caller questions include, tax implications on the recent sale of a property, and the best way to pay for a pending home renovation.
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    1 hr and 7 mins