Money For the Rest of Us Plus is a weekly premium podcast that answers questions from members on a variety of investing and finance-related topics. New episodes are released on Saturday. Members can submit a question here for consideration in an upcoming Plus episode.
Here is a list of all of the Plus Episodes:
434 Plus: Model Portfolios Overview, Why DFJ, and Icahn Enterprises Follow Up
In Plus episode 434, we review the Money For the Rest of Us Plus model portfolios, their history and howGo to episode…
433 Plus: Wealth Trackers Review, How Many Bond Funds, Inflation and the Trillion Dollar Coin
In Plus episode 433, we compare Kubera to Exirio. We discuss bond portfolio structure and compare the DoubleLine Core FixedGo to episode…
432 Plus: Where To Invest In Bonds Now and a Cockroach Role-Based Portfolio
In Plus episode 432, we compare investing in CDs, municipal bonds, investment grade corporate bonds, U.S. Treasuries, or TIPS inGo to episode…
431 Plus: May 2023 Investment Conditions Commentary
In Plus episode 431, we provide an update on the U.S. banking crisis and its potential impact on the globalGo to episode…
430 Plus: Merriman Two Fund For Life Portfolio and Premium Income Barrier ETFs
In Plus episode 430, we analyze the risk and reward of combining a target date retirement fund with a smallGo to episode…
429 Plus: Stocks and Inflation, Emerging Markets Bonds
In Plus episode 429, we consider how stocks perform during periods of high inflation by looking at the example ofGo to episode…
428 Plus: CMBS Risks, ETF Replacements for Money Market Mutual Funds, and Comparing Two Value ETFs
In Plus episode 428, we explore how commercial mortgage-backed securities work. We look at ETF options that are similar toGo to episode…
427 Plus: April 2023 Investment Conditions Commentary
In Plus episode 427, we review economic trends, asset class valuations, and financial market trends in light of the bankingGo to episode…
426 Plus: TIPS vs CDs, 1031 Exchange, and a Balanced Leveraged ETF Portfolio
In Plus episode 426, we analyze how to decide between 5-year TIPS or 5-year certificates of deposit. We explore howGo to episode…
425 Plus: Bank Contagion Update, Mid Cap Value ETFs, SEC Yields, and Deciding When to Retire
In Plus episode 425, we provide an update on the U.S. banking situation and the potential impact on financial marketsGo to episode…
424 Plus: CLO ETF Trade, Bonds vs Stocks, Preferred Stock Dividends, and AI ETFs
In Plus episode 424, we review a recent portfolio trade David made. We look at the valuations of stocks versusGo to episode…
423 Plus: March 2023 Investment Conditions Commentary
In Plus episode 423, we review economic trends, asset class valuations, earnings expectations, and market internals as of early MarchGo to episode…
422 Plus: A TIPS Trade, TIPS Taxes, Wash Sale Update, and Finding Alternative Investment Funds
In Plus episode 422, we discuss a recent TIPS purchase David made. We review how TIPS are taxed, including whatGo to episode…
421 Plus: Follow Up to Hiring an Investment Advisor and DoubleLine’s New Bond ETF
In Plus episode 421, we revisit a situation from Episode 389 in which a member was interviewing investment advisors toGo to episode…
420 Plus: Member Case Study Follow-Up and AI Investing
In Plus episode 420, we follow up with two members featured in previous Plus episodes about what they chose toGo to episode…
419 Plus: February 2023 Investment Conditions Commentary
In Plus episode 419, we review the current state of financial markets and the global economy. We also share ourGo to episode…
418 Plus: Mortgage REIT Preferred Stock, Debt Ceiling Standoff, and Fallen Angel Bonds
In Plus episode 418, we review the current status of mortgage REITs and analyze the mortgage REIT preferred stock DavidGo to episode…
417 Plus: Which Assets Now, How Much in Real Estate, Disinflation, Foreign Taxes, and CEFs
In Plus Episode 417, we consider whether there is an optimal price to renter the S&P 500 Index or otherGo to episode…
416 Plus: Updated Expected Return Assumptions, Will the Dollar Stay Strong, and More on Dollar Cost Averaging
In Plus Episode 416, we review the methodology Money For the Rest of Us uses to develop expected returns forGo to episode…
415 Plus: January 2023 Investment Conditions Commentary
In Plus episode 415, we review 2022 financial performance and discuss the current outlook based on year-end investment conditionsGo to episode…
414 Plus: Emerging Markets Latin America Stocks, Bank Safety and Investing Lump Sums
In Plus episode 414, we review the current valuations of Latin American stocks, deconstruct historical performance, and develop estimates forGo to episode…
413 Plus: December 2022 Investment Conditions Commentary
In Plus episode 413, we review why investment conditions were upgraded to low neutral YELLOW from REDGo to episode…
411 & 412 Plus: Floating Rate Treasuries, TFLO, Real Yield Curves, Trust, and GBTC
In this combined Plus episode 411 and 412, we explore how U.S. Treasury Floating Rate Notes work, and why theyGo to episode…
410 Plus: TIPS Auction Results, Normal Interest Rates, 90/10 Portfolios, and Financial Independence
In Plus episode 410, we review the results from the recent TIPS auction that David participated in. We look atGo to episode…
409 Plus: Buying TIPS at Auction, Building a TIPS Ladder, and Deciding Between Short-term and Long-term Bonds
In Plus Episode 409, we introduce the Money For the Rest of Us affiliate program. We discuss the complexities ofGo to episode…
408 Plus: November 2022 Investment Conditions Commentary
In Plus episode 408, we explore current asset class valuations, economic trends, and market internals to see what if anyGo to episode…
407 Plus: More on Annuities, Real Estate, Yield Curve, Strong Dollar, and Zombie Firms
In Plus Episode 407, we continue our discussion on fixed annuities and fixed index annuities. We discuss real estate crowdfundingGo to episode…
406 Plus: More on SVOL, Active Bond Funds, Vanguard Risk Rates, and Purchasing Real Estate in IRAs
In Plus Episode 406, David provides more detail on why he sold the Simplify Volatility Premium ETF. We discuss howGo to episode…
405 Plus: October 2022 Investment Conditions Commentary
In Plus episode 405, we review why overall investment conditions were downgraded to RED and whether investors should further reduceGo to episode…
404 Plus: More on Bonds, Interest Rates, Monetary Velocity, and Inflation
In Plus Episode 404, we discuss paying down a mortgage early now that interest rates are higher. We answer aGo to episode…
403 Plus: Is This Normal? Rate Increases, Negative Returns, and Owning Short-term versus Long-term Bonds
In Plus Episode 403, we consider whether the current market volatility is normal compared to earlier periods of rising interestGo to episode…
402 Plus: Buying TIPS, Taxes and Bonds, and Calculating Investment Returns
In Plus Episode 402, we discuss purchasing individual Treasury Inflation Protection Securities versus TIPS ETFs. We look at how bondsGo to episode…
401 Plus: September 2022 Investment Conditions Review
In Plus episode 401, we review the latest investment conditions including economic trends, the outlook for inflation, and asset classGo to episode…
400 Plus: Annuities Follow Up, TIPS Underperformance, and Rights and Warrants
In Plus episode 400, we answer a follow-up question on annuities from Plus episode 398. We look at why TreasuryGo to episode…
399 Plus: Student Loan Forgiveness and Inflation, Building a Bond Ladder, a New High Yield Savings Account Offering
In Plus episode 399, we introduce the new Money For the Rest of Us glossary. We consider whether the BidenGo to episode…
398 Plus: Immediate Annuities, Mortality Credits, Leveraged ETFs, and Valuing Pensions
In Plus episode 398, we analyze how much immediate annuity payments have increased as interest rates have risen. We reviewGo to episode…
397 Plus: Wash Sales, Carried Interest, and Interval Funds
In Plus Episode 397, we look at what wash sales are and who polices them as it relates to taxGo to episode…
396 Plus: August 2022 Investment Conditions
In Plus Episode 396, we review asset class valuations, economic trends, and market internals. We discuss the geopolitical risk betweenGo to episode…
395 Plus: Is the U.S. in a Recession? and David’s Recent Portfolio Changes
In Plus Episode 395, we analyze the U.S. Q2 GDP report, and other leading economic indicators to assess recession riskGo to episode…
394 Plus: Share Buyback Timing, Contango vs Backwardation, and the Fundrise Growth Tech Fund
In Plus Episode 394, we look at whether corporate management repurchases stock shares when the price is low or whenGo to episode…
393 Plus: Interest Rates, Convertible Bonds, and a Speculative Case for Bitcoin and Ethereum
In Plus Episode 393, we consider current U.S. interest rates and whether a member should lock in a mortgage nowGo to episode…
392 Plus: July 2022 Investment Conditions Commentary including Growth versus Value
In Plus Episode 392, we review economic trends, asset class valuations, and market internals as of early July 2022. WeGo to episode…
391 Plus: Adaptive Model Portfolio Changes, Updated Return and Risk Assumptions, and the Peak Housing REIT
In Plus episode 391, we review the recent adaptive model portfolio changes to reduce equity exposure and lower credit riskGo to episode…
390 Plus: Why Stock Markets Rise, Analyzing Crowdfunded Real Estate, and Roofstock One
In Plus episode 390, we explore why stock markets generally appreciate over the long-term. We review how to analyze realGo to episode…
389 Plus: June 2022 Investment Conditions Audio Commentary
In Plus Episode 389, we review investment conditions as of early June 2022Go to episode…
388 Plus: Expected Return Update, Direct Indexing, Strengthening Yen, and Two TIPS CEFs
In Plus Episode 388, we look at how Money For the Rest of Us is seeking to improve its processGo to episode…
387 Plus: BlockFi Trade, I Bonds, College Savings, and Comparing Funds and ETFs
In Plus episode 387, David explains why he closed his BlockFi Interest Account. We discuss how the level of realGo to episode…
386 Plus: Outperforming the Market, Financial Condition Indices, and Reducing Gold Exposure
In Plus episode 386, we explore what the phrase “outperform the market” means. We review several financial condition indices producedGo to episode…
Money For the Rest of Us Plus launched in December 2014. Consequently, MNY029 Plus is the first Plus episode. There are no Plus episodes that correspond to earlier episodes of Money For the Rest of Us.
