Successful Investing Radio http://www.successfulinvestingradio.com en-us ℗ & © 2008 Empirical Wealth Management Giving Back to the Community Kenneth R. Smith & Jack Monteith Successful Investing Radio can be thought of as giving back to the community by Ken and Jack sharing their knowledge and experiences of the investment world. It is often thought people need vast wealth to justify the need of professional advice but in reality everyone can benefit no matter their level of wealth. This professional advice can take many forms such as the personal face-to-face interaction, by phone or over the Internet. Successful investing is learning from practical experience. Successful Investing Radio can be thought of as giving back to the community by Ken and Jack sharing their knowledge and experiences of the investment world. It is often thought people need vast wealth to justify the need of professional advice but in reality everyone can benefit no matter their level of wealth. This professional advice can take many forms such as the personal face-to-face interaction, by phone or over the Internet. Successful investing is learning from practical experience. Successful Investing ken@successfulinvestingradio.com Capital Market Expectations - Guest Speaker: N/A - January 25, 2009 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • Market efficiency • Most investors do not beat the market, but where are those that do? • How are returns calculated and how does inflation affect returns? • The equity premium • Mean reversion http://www.successfulinvestingradio.com/archive.php • Market efficiency • Most investors do not beat the market, but where are those that do? • How are returns calculated and how does inflation affect returns? • The equity premium • Mean reversion http://www.successfulinvestingradio.com/Recordings/SIR012509.mp3 Sun, 25 Jan 2009 09:00:00 PDT 27:59 finance, mutual, funds, financial, advice, retirement, index, markets, investing, shiller, volatility, successful The Historical Analysis of Market Volatility - Guest Speaker: N/A - January 18, 2009 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • The difference between information and knowledge. • Is "after the fact" market information relevant? • How often does taking on equity risk pay off? • The importance of remaining disciplined and staying the course with your investment strategy. http://www.successfulinvestingradio.com/archive.php • The difference between information and knowledge. • Is "after the fact" market information relevant? • How often does taking on equity risk pay off? • The importance of remaining disciplined and staying the course with your investment strategy. http://www.successfulinvestingradio.com/Recordings/SIR011809.mp3 Sun, 18 Jan 2009 09:00:00 PDT 27:57 finance, mutual, funds, financial, advice, retirement, index, markets, investing, shiller, volatility, successful The Average Investor - Guest Speaker: Weston Wellington - January 11, 2009 Kenneth R. Smith & Jack Monteith Guest Speaker: Weston Wellington • Attempting to pick winning stocks. • Getting in and out of the market. • Sitting on the sidelines until things get better. http://www.successfulinvestingradio.com/archive.php • Attempting to pick winning stocks. • Getting in and out of the market. • Sitting on the sidelines until things get better. http://www.successfulinvestingradio.com/Recordings/SIR011109.mp3 Sun, 11 Jan 2009 09:00:00 PDT 26:09 finance, mutual, funds, financial, advice, retirement, index, markets, investing, shiller, volatility, successful Evaluating Your Portfolio - Guest Speaker: N/A - January 04, 2009 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • Why it is important to stick to your investment plan? • The importance of knowing your risk tolerance. • Understanding different asset classes available. • Ways to make smart adjustments to your portfolio. http://www.successfulinvestingradio.com/archive.php • Why it is important to stick to your investment plan? • The importance of knowing your risk tolerance. • Understanding different asset classes available. • Ways to make smart adjustments to your portfolio. http://www.successfulinvestingradio.com/Recordings/SIR010409.mp3 Sun, 04 Jan 2009 09:00:00 PDT 27:59 finance, mutual, funds, financial, advice, retirement, index, markets, investing, shiller, volatility, successful Diversification - Guest Speaker: N/A - December 28, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • How to stay focused during tough economic times. • Building a successful budgeting strategy. • What is an asset class? • Understanding the P/E ratio. http://www.successfulinvestingradio.com/archive.php • How to stay focused during tough economic times. • Building a successful budgeting strategy. • What is an asset class? • Understanding the P/E ratio. http://www.successfulinvestingradio.com/Recordings/SIR122808.mp3 Sun, 28 Dec 2008 09:00:00 PDT 27:59 finance, mutual, funds, financial, advice, retirement, index, markets, investing, shiller, volatility, successful End of Year Financial Planning - Guest Speaker: N/A - December 21, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • What should investors be watching out for when year-end planning? • Investment Philosophy. • Know yourself - investor's mistakes related to risk. • Not relying on familiar stocks for portfolio performance. http://www.successfulinvestingradio.com/archive.php • What should investors be watching out for when year-end planning? • Investment Philosophy. • Know yourself - investor's mistakes related to risk. • Not relying on familiar stocks for portfolio performance. http://www.successfulinvestingradio.com/Recordings/SIR122108.mp3 Sun, 21 Dec 2008 09:00:00 PDT 27:58 finance, mutual, funds, financial, advice, retirement, index, markets, investing, shiller, volatility, successful Common Mistakes Made by Investors - Guest Speaker: Larry Swedroe - December 14, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • Making Prudent investment decisions. • Expenses and market timing eat up your returns. • What should investors be doing today? • Should you ever deviate from your investment plan? http://www.successfulinvestingradio.com/archive.php • Making Prudent investment decisions. • Expenses and market timing eat up your returns. • What should investors be doing today? • Should you ever deviate from your investment plan? http://www.successfulinvestingradio.com/Recordings/SIR121408.mp3 Sun, 14 Dec 2008 09:00:00 PDT 27:59 finance, mutual, funds, financial, advice, retirement, index, markets, investing, shiller, volatility, successful Troubling Signs in the Economy - Guest Speaker: N/A - November 15, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • How to put this current economic and investment environment into perspective. • Signs of hope both domestically and around the world. • What you should be doing during these rocky times. • Advice for investors and savers of all ages. • The importance of staying educated. http://www.successfulinvestingradio.com/archive.php • How to put this current economic and investment environment into perspective. • Signs of hope both domestically and around the world. • What you should be doing during these rocky times. • Advice for investors and savers of all ages. • The importance of staying educated. http://www.successfulinvestingradio.com/Recordings/SIR111508.mp3 Sun, 15 Nov 2008 09:00:00 PDT 26:26 finance, mutual, funds, financial, advice, retirement, index, markets, investing, shiller, volatility, successful The Election And the Stock Market - Guest Speaker: N/A - November 08, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • What does a new president mean for this stock market? • How will increased taxes impact the market and the economy? • The benefits of tax loss harvesting. • Opportunities from re-balancing your portfolio during a bear market. • Inflation-Protected Securities. http://www.successfulinvestingradio.com/archive.php • What does a new president mean for this stock market? • How will increased taxes impact the market and the economy? • The benefits of tax loss harvesting. • Opportunities from re-balancing your portfolio during a bear market. • Inflation-Protected Securities. http://www.successfulinvestingradio.com/Recordings/SIR110808.mp3 Sun, 08 Nov 2008 09:00:00 PDT 26:23 finance, mutual, funds, financial, advice, retirement, index, markets, investing, shiller, volatility, successful What are Investors Doing Wrong? - Guest Speaker: N/A - October 26, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Ethan Broga • The pitfalls of selling equity during market downturns. • The historical performance of equity after a financial crisis. • Why you should invest early: compounding interest. • How emotions can negatively affect the management of your portfolio. http://www.successfulinvestingradio.com/archive.php • The pitfalls of selling equity during market downturns. • The historical performance of equity after a financial crisis. • Why you should invest early: compounding interest. • How emotions can negatively affect the management of your portfolio. http://www.successfulinvestingradio.com/Recordings/SIR102608.mp3 Sun, 26 Oct 2008 09:00:00 PDT 26:58 finance, mutual, funds, financial, advice, retirement, index, markets, investing, shiller, volatility, successful A Historical Perspective on Current Market Conditions - Guest Speaker: N/A - October 19, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Ethan Broga • How unusual is the current market volatility? • Are we headed toward another Great Depression? • Is it wise to avoid equities until the market conditions improve? • What your advisors should be doing to help you through this time. http://www.successfulinvestingradio.com/archive.php • How unusual is the current market volatility? • Are we headed toward another Great Depression? • Is it wise to avoid equities until the market conditions improve? • What your advisors should be doing to help you through this time. http://www.successfulinvestingradio.com/Recordings/SIR101908.mp3 Sun, 19 Oct 2008 09:00:00 PDT 26:31 finance, mutual, funds, financial, advice, retirement, index, markets, investing, shiller, volatility, successful The Current Financial Crisis and Market Bubbles - Guest Speaker: Ethan Broga, CFP, MS - October 12, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Ethan Broga • An introduction to Robert Shiller's interview on the subprime mortgage crisis. • What can we learn from market bubbles? • Embracing market efficiency during a volatile market. • How to avoid being caught in a bubble: staying diversified. http://www.successfulinvestingradio.com/archive.php • An introduction to Robert Shiller's interview on the subprime mortgage crisis. • What can we learn from market bubbles? • Embracing market efficiency during a volatile market. • How to avoid being caught in a bubble: staying diversified. http://www.successfulinvestingradio.com/Recordings/SIR101208.mp3 Sun, 12 Oct 2008 09:00:00 PDT 27:28 finance, mutual, funds, financial, advice, retirement, index, markets, investing, portfolio, volatility, successful An "Empirical" Market Outlook - Guest Speaker: Ethan Broga, CFP, MS - October 05, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Ethan Broga • Managing your portfolio during volatile market times. • Pros and cons of annuity products. • Does stock picking work? Can you really "beat the market"? • Savings and allocation recommendations. http://www.successfulinvestingradio.com/archive.php • Managing your portfolio during volatile market times. • Pros and cons of annuity products. • Does stock picking work? Can you really "beat the market"? • Savings and allocation recommendations. http://www.successfulinvestingradio.com/Recordings/SIR100508.mp3 Sun, 05 Oct 2008 09:00:00 PDT 25:56 finance, mutual, funds, financial, advice, retirement, index, markets, investing, portfolio, volatility, successful Values-Based Financial Planning - Guest Speaker: Bill Bachrach - September 28, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Bill Bachrach • What is Values-Based Financial Planning? • Why is it important to understand and review your values? • The distinction between your values and goals. • The difference between "Do-it yourselfers", "Collaborators" and "Delegators". http://www.successfulinvestingradio.com/archive.php • What is Values-Based Financial Planning? • Why is it important to understand and review your values? • The distinction between your values and goals. • The difference between "Do-it yourselfers", "Collaborators" and "Delegators". http://www.successfulinvestingradio.com/Recordings/SIR092808.mp3 Sun, 28 Sep 2008 09:00:00 PDT 27:18 finance, mutual, funds, financial, advice, retirement, index, markets, investing, portfolio, bachrach, successful Investing During Turbulent Markets - Guest Speaker: N/A - September 21, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • What to do financially in an unstable market. • The difference between compensated and uncompensated risk. • How can you prepare your portfolio for turbulent markets? • The real function of bonds in a diversified portfolio. http://www.successfulinvestingradio.com/archive.php • What to do financially in an unstable market. • The difference between compensated and uncompensated risk. • How can you prepare your portfolio for turbulent markets? • The real function of bonds in a diversified portfolio. http://www.successfulinvestingradio.com/Recordings/SIR092108.mp3 Sun, 21 Sep 2008 09:00:00 PDT 27:32 finance, mutual, funds, financial, advice, retirement, index, markets, investing, portfolio, protection, successful Fund Performance/Educational Savings - Guest Speaker: Eugene Fama & Jiawen Shi - September 14, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Eugene Fama & Jiawen Shi • Interview with Eugene Fama. • What is a Coverdale educational savings account? • Are there any limitations placed on account contributors? • Do Coverdale accounts have special tax advantages? • How Coverdale accounts differ from the educational 529 plans? http://www.successfulinvestingradio.com/archive.php • Interview with Eugene Fama. • What is a Coverdale educational savings account? • Are there any limitations placed on account contributors? • Do Coverdale accounts have special tax advantages? • How Coverdale accounts differ from the educational 529 plans? http://www.successfulinvestingradio.com/Recordings/SIR091408.mp3 Sun, 14 Sep 2008 09:00:00 PDT 27:24 finance, mutual, funds, financial, advice, retirement, index, fdic, investing, portfolio, protection, successful Social Security Benefits - Guest Speaker: N/A - September 07, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • What are the tax implications on Social Security ? • Does Social Security recognize common law marriage? • How long must a person work to become eligible for Social Security benefits? • Should younger generations rely on Social Security for their retirement plan? http://www.successfulinvestingradio.com/archive.php • What are the tax implications on Social Security ? • Does Social Security recognize common law marriage? • How long must a person work to become eligible for Social Security benefits? • Should younger generations rely on Social Security for their retirement plan? http://www.successfulinvestingradio.com/Recordings/SIR090708.mp3 Sun, 07 Sep 2008 09:00:00 PDT 26:30 finance, mutual, funds, financial, advice, retirement, index, fdic, investing, portfolio, protection, successful Maximizing your Retirement Account - Guest Speaker: N/A - August 31, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • Choosing appropriate investments for your retirement plan. • How much should you contribute to your company retirement account? • How often should you make changes to your retirement accounts? • Withdrawing money from your retirement account before retirement. http://www.successfulinvestingradio.com/archive.php • Choosing appropriate investments for your retirement plan. • How much should you contribute to your company retirement account? • How often should you make changes to your retirement accounts? • Withdrawing money from your retirement account before retirement. http://www.successfulinvestingradio.com/Recordings/SIR083108.mp3 Sun, 31 Aug 2008 09:00:00 PDT 26:41 finance, mutual, funds, financial, advice, retirement, index, fdic, investing, portfolio, protection, successful Asset Protection and Stock Investments - Guest Speaker: Ashley Dahl & Ethan Broga, CFP, MS - August 24, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Ashley Dahl & Ethan Broga • Protecting your assets in banks and brokerage houses. • Six tips on asset protection. • How a careful separation of assets can maximize FDIC coverage. • The importance of staying invested during market downturns. http://www.successfulinvestingradio.com/archive.php • Protecting your assets in banks and brokerage houses. • Six tips on asset protection. • How a careful separation of assets can maximize FDIC coverage. • The importance of staying invested during market downturns. http://www.successfulinvestingradio.com/Recordings/SIR082408.mp3 Sun, 24 Aug 2008 09:00:00 PDT 25:48 finance, mutual, funds, financial, advice, retirement, index, fdic, investing, portfolio, protection, successful Frontier Markets and Non-Portfolio Risks - Guest Speaker: Ethan Broga, CFP, MS & Steven Guichard - August 17, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Ethan Broga & Steven Guichard • What an unbrella policy or life insurance can do for you. • Asset Protection. • Frontier markets and the risks associated with this "hot new asset class". • Why investing rules of thumb don't apply to everyone. http://www.successfulinvestingradio.com/archive.php • What an unbrella policy or life insurance can do for you. • Asset Protection. • Frontier markets and the risks associated with this "hot new asset class". • Why investing rules of thumb don't apply to everyone. http://www.successfulinvestingradio.com/Recordings/SIR081708.mp3 Sun, 17 Aug 2008 09:00:00 PDT 26:17 finance, mutual, funds, financial, advice, retirement, index, risk, investing, portfolio, frontier, successful Modern Portfolio Theory - Guest Speaker: Dr. Harry Markowitz - August 10, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Dr. Harry Markowitz • What is Modern Portfolio Theory and how has it impacted investing today? • The correlation of risks. • The power of diversification. • Why using multiple asset classes is important. http://www.successfulinvestingradio.com/archive.php • What is Modern Portfolio Theory and how has it impacted investing today? • The correlation of risks. • The power of diversification. • Why using multiple asset classes is important. http://www.successfulinvestingradio.com/Recordings/SIR081008.mp3 Sun, 10 Aug 2008 09:00:00 PDT 27:24 finance, mutual, funds, financial, advice, retirement, index, modern, investing, portfolio, theory, successful Empirical's Passive Approach to Investing - Guest Speaker: N/A - August 03, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • The importance of staying invested during unpromising market times. • Differing risk levels can affect a portfolio's return. • Picking an advisor who is right for you. http://www.successfulinvestingradio.com/archive.php • The importance of staying invested during unpromising market times. • Differing risk levels can affect a portfolio's return. • Picking an advisor who is right for you. http://www.successfulinvestingradio.com/Recordings/SIR080308.mp3 Sun, 03 Aug 2008 09:00:00 PDT 27:19 finance, mutual, funds, financial, advice, retirement, index, ken, investing, empirical, passive, successful Overcoming Psychological Setbacks When Investing - Guest Speaker: John R. Nofsinger, PhD - July 27, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: John R. Nofsinger, PhD • How do our emotions impact investing? • The familiarity, herding and over confidence effects of investing. • Acknowledging and overcoming psychological obstacles when investing. http://www.successfulinvestingradio.com/archive.php • How do our emotions impact investing? • The familiarity, herding and over confidence effects of investing. • Acknowledging and overcoming psychological obstacles when investing. http://www.successfulinvestingradio.com/Recordings/SIR072708.mp3 Sun, 27 Jul 2008 09:00:00 PDT 27:29 finance, mutual, funds, financial, advice, retirement, index, john, investing, psychological, nofsinger, successful The Role of Empirical Wealth Management - Guest Speaker: N/A - July 20, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • Why the passive approach is the right path to take. • Bear markets and the best time to buy. • The importance of being invested in all asset classes. http://www.successfulinvestingradio.com/archive.php • Why the passive approach is the right path to take. • Bear markets and the best time to buy. • The importance of being invested in all asset classes. http://www.successfulinvestingradio.com/Recordings/SIR071908.mp3 Sun, 20 Jul 2008 09:00:00 PDT 26:32 finance, mutual, funds, financial, advice, retirement, index, chance, investing, management, empirical, successful Inflation - Guest Speaker: Larry Swedroe - July 13, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Larry Swedroe • Inflation and the impact on investing. • Should you buy gold in times of inflation? • Inflation protected bonds. • The negative impact of following a market “Guru”. http://www.successfulinvestingradio.com/archive.php • Inflation and the impact on investing. • Should you buy gold in times of inflation? • Inflation protected bonds. • The negative impact of following a market “Guru”. http://www.successfulinvestingradio.com/Recordings/SIR071208.mp3 Sun, 13 Jul 2008 09:00:00 PDT 27:02 finance, mutual, funds, financial, advice, retirement, index, chance, investing, inflation, swedroe, successful Annuities: Should You Invest? - Guest Speaker: Larry Swedroe - July 06, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Larry Swedroe • Why investors should not invest in hedge funds. • The impact of a weak versus strong US dollar. • The costs of an active strategy. • The benefits of adopting a passive strategy. http://www.successfulinvestingradio.com/archive.php • Why investors should not invest in hedge funds. • The impact of a weak versus strong US dollar. • The costs of an active strategy. • The benefits of adopting a passive strategy. http://www.successfulinvestingradio.com/Recordings/SIR070608.mp3 Sun, 06 Jul 2008 09:00:00 PDT 26:57 finance, mutual, funds, financial, advice, retirement, index, chance, investing, annuities, swedroe, successful Randomness, Chance, and Probability - Guest Speaker: Dr. Leonard Mlodinow - June 29, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Dr. Leonard Mlodinow • The effects of randomness, chance, and probability on our lives. • Applying "The Drunkards Walk" to the investment world. • Stock picking vs. index funds. • The art of perseverance. http://www.successfulinvestingradio.com/archive.php • The effects of randomness, chance, and probability on our lives. • Applying "The Drunkards Walk" to the investment world. • Stock picking vs. index funds. • The art of perseverance. http://www.successfulinvestingradio.com/Recordings/SIR062908.mp3 Sun, 29 Jun 2008 09:00:00 PDT 27:44 finance, mutual, funds, financial, advice, retirement, index, chance, investing, randomness, mlodinow, successful Market Efficiency - Guest Speaker: Larry Swedroe - June 22, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Larry Swedroe • How do capital markets really work? • Larry Swedroe's view on market efficiency. • Larry Swedroe's arguements for passive investing. • How do hedge funds fit into an efficient market? http://www.successfulinvestingradio.com/archive.php • How do capital markets really work? • Larry Swedroe's view on market efficiency. • Larry Swedroe's arguements for passive investing. • How do hedge funds fit into an efficient market? http://www.successfulinvestingradio.com/Recordings/SIR062208.mp3 Sun, 22 Jun 2008 09:00:00 PDT 27:33 finance, mutual, funds, financial, advice, retirement, index, efficiency, investing, market, swedroe, successful Investing in Emerging Markets - Guest Speaker: Ethan Broga, CFP, MS - June 15, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Ethan Broga • What is an emerging economy? • What does it take for emerging markets to grow and prosper? • Why should you be invested in emerging markets? • Best ways to invest in emerging markets. http://www.successfulinvestingradio.com/archive.php • What is an emerging economy? • What does it take for emerging markets to grow and prosper? • Why should you be invested in emerging markets? • Best ways to invest in emerging markets. http://www.successfulinvestingradio.com/Recordings/SIR061508.mp3 Sun, 15 Jun 2008 09:00:00 PDT 26:02 finance, mutual, funds, financial, advice, retirement, index, emerging, investing, markets, rates, successful Hedge Funds - Guest Speaker: Steven Guichard - June 08, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Steven Guichard • What are hedge funds and should you invest in them? • The risks and expenses of hedge funds • What are some of the SEC regulations that hedge funds have? • How to get started in investing? http://www.successfulinvestingradio.com/archive.php • What are hedge funds and should you invest in them? • The risks and expenses of hedge funds • What are some of the SEC regulations that hedge funds have? • How to get started in investing? http://www.successfulinvestingradio.com/Recordings/SIR060808.mp3 Sun, 08 Jun 2008 09:00:00 PDT 26:33 finance, mutual, funds, financial, advice, retirement, index, hedge, investing, tax, rates, successful Changes in Tax Rates for 2008 - Guest Speaker: Pamela B. Wilkinson - June 01, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Pamela B. Wilkinson • Recent changes in capital gains tax rates. • The overlooked importance of fixed income. • How do maturity and credit risk affect your bond portfolio? • What does an active manager do? http://www.successfulinvestingradio.com/archive.php • Recent changes in capital gains tax rates. • The overlooked importance of fixed income. • How do maturity and credit risk affect your bond portfolio? • What does an active manager do? http://www.successfulinvestingradio.com/Recordings/SIR060108.mp3 Sun, 01 Jun 2008 09:00:00 PDT 27:20 finance, mutual, funds, financial, advice, retirement, index, changes, investing, tax, rates, successful College Savings - Guest Speaker: Michael Van Sant, CFP - May 25, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Michael Van Sant, CFP • Best ways to start saving for your child's education. • What is a 529 Plan and how does it help you save? • How to retire without running out of money. • What is diversification? http://www.successfulinvestingradio.com/archive.php • Best ways to start saving for your child's education. • What is a 529 Plan and how does it help you save? • How to retire without running out of money. • What is diversification? http://www.successfulinvestingradio.com/Recordings/SIR052508.mp3 Sun, 25 May 2008 09:00:00 PDT 26:46 finance, mutual, funds, financial, advice, retirement, index, investment, investing, college, savings, successful Starting a New Business - Guest Speaker: Dale H. Glasser, CPA - May 18, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Dale H. Glasser, CPA • The type of entity choice. • What are the benefits of being incorporated in Nevada? • Advantages of starting a business with a CPA or Attorney. • Discrepancies in the fund rating system. • What is a separate account? http://www.successfulinvestingradio.com/archive.php • The type of entity choice. • What are the benefits of being incorporated in Nevada? • Advantages of starting a business with a CPA or Attorney. • Discrepancies in the fund rating system. • What is a separate account? http://www.successfulinvestingradio.com/Recordings/SIR051808.mp3 Sun, 18 May 2008 09:00:00 PDT 25:44 finance, mutual, funds, financial, advice, retirement, index, investment, investing, starting, business, successful Estate Planning - Guest Speaker: Luke E. Thomas - May 11, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Luke E. Thomas • Consequences of not having a will or revocable trust. • Difference between a will and revocable trust. • The baby boomer challenge: Building and protecting your assets. http://www.successfulinvestingradio.com/archive.php • Consequences of not having a will or revocable trust. • Difference between a will and revocable trust. • The baby boomer challenge: Building and protecting your assets. http://www.successfulinvestingradio.com/Recordings/SIR051108.mp3 Sun, 11 May 2008 09:00:00 PDT 25:17 finance, mutual, funds, financial, advice, retirement, index, investment, investing, Planning, Estate, successful Healthcare Insurance - Guest Speaker: Peter K. Goerlitz - May 04, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Peter K. Goerlitz • Planning for healthcare insurance during the retirement stage. • What is a healthcare savings account? http://www.successfulinvestingradio.com/archive.php • Planning for healthcare insurance during the retirement stage. • What is a healthcare savings account? http://www.successfulinvestingradio.com/Recordings/SIR050408.mp3 Sun, 04 May 2008 09:00:00 PDT 26:29 finance, mutual, funds, financial, advice, retirement, index, insurance, investing, money, Healthcare, successful Passive vs. Active Management - Guest Speaker: N/A - April 27, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • A flash back to index funds. • The benefits of passive management http://www.successfulinvestingradio.com/archive.php • A flash back to index funds. • The benefits of passive management http://www.successfulinvestingradio.com/Recordings/SIR042708.mp3 Sun, 27 Apr 2008 09:00:00 PDT 26:29 finance, mutual, funds, financial, advice, retirement, index, active, investing, money, Passive, successful Charitable Giving - Guest Speaker: Margae Diamond & Ashley K. Dahl - April 20, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Margae Diamond & Ashley K. Dahl • Where do market returns come from? • What is charitable giving and how can you benefit from it? • How are donor advised funds used? http://www.successfulinvestingradio.com/archive.php • Where do market returns come from? • What is charitable giving and how can you benefit from it? • How are donor advised funds used? http://www.successfulinvestingradio.com/Recordings/SIR042008.mp3 Sun, 20 Apr 2008 09:00:00 PDT 26:29 finance, mutual, funds, financial, giving, retirement, index, charitable, investing, money, schwab, successful Investment Advisors - Guest Speaker: N/A - April 13, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • How do you choose the right advisor? • Should investors really buy gold? http://www.successfulinvestingradio.com/archive.php • How do you choose the right advisor? • Should investors really buy gold? http://www.successfulinvestingradio.com/Recordings/SIR041308.mp3 Sun, 13 Apr 2008 09:00:00 PDT 26:24 finance, mutual, funds, financial, gold, retirement, index, advisors, investing, money, investment, successful Long Term Care - Guest Speaker: Susan Sabella - April 05, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Susan Sabella • The importance of long term care planning.. • What is long term care and who can benefit from it? • The difference between long term care and disability insurance. http://www.successfulinvestingradio.com/archive.php • The importance of long term care planning.. • What is long term care and who can benefit from it? • The difference between long term care and disability insurance. http://www.successfulinvestingradio.com/Recordings/SIR040508.mp3 Sat, 05 Apr 2008 09:00:00 PDT 24:59 finance, mutual, funds, financial, care, retirement, index, advisors, investing, term, long, successful The Passive Approach - Guest Speaker: N/A - March 29, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: N/A • Active vs. passive managers. • Participating in the world economy. • Bond portfolios. http://www.successfulinvestingradio.com/archive.php • Active vs. passive managers. • Participating in the world economy. • Bond portfolios. http://www.successfulinvestingradio.com/Recordings/SIR032908.mp3 Sat, 29 Mar 2008 09:00:00 PDT 25:00 finance, mutual, funds, financial, care, retirement, index, advisors, investing, term, passive, successful Individual Retirement Account - Guest Speaker: Ethan Broga, CFP, MS - March 22, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Ethan Broga, CFP, MS • What are IRA's and what are the difference between each IRA availabile? • Who should have an IRA and Roth? • What's new in the year 2008? http://www.successfulinvestingradio.com/archive.php • What are IRA's and what are the difference between each IRA availabile? • Who should have an IRA and Roth? • What's new in the year 2008? http://www.successfulinvestingradio.com/Recordings/SIR032208.mp3 Sat, 22 Mar 2008 09:00:00 PDT 24:58 finance, mutual, funds, financial, care, retirement, index, account, investing, term, ira, successful Identity Theft - Guest Speaker: Steve Weisman - March 15, 2008 Kenneth R. Smith & Jack Monteith Guest Speaker: Steve Weisman • How can identity theft effect you? • How can we protect ourselves from identity theft? • What actions should be taken if we become victims of identity theft? http://www.successfulinvestingradio.com/archive.php • How can identity theft effect you? • How can we protect ourselves from identity theft? • What actions should be taken if we become victims of identity theft? http://www.successfulinvestingradio.com/Recordings/SIR031508.mp3 Sat, 15 Mar 2008 09:00:00 PDT 24:48 finance, mutual, funds, financial, care, retirement, index, theft, investing, term, identity, successful