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You are here: Home / Money For the Rest of Us Plus Episodes

Money For the Rest of Us Plus Episodes

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.

Here is a list of all of the Plus Episodes:

337 Plus: April 2021 Investment Conditions, Small Cap Stock Valuations and Evaluating TIPS – investment conditions, small cap stocks, TIPS

336 Plus: A Simple Money Supply, Money Creation Analogy – money supply, inflation, money creation

335 Plus: Mid Month Update, Preferred Stocks and Direct Indexing – investment conditions, preferred stock, direct indexing

334 Plus: A New Inflation ETF, Inverse ETFs, and Excess CAPE Yields – inflation, ETFs, valuations

333 Plus: March 2021 Investment Conditions, Bonds and Rising Rates, and Monitoring the Money Supply – investment conditions, bonds, money supply

332 Plus: Comments on Interest Rate Increases, Recent Portfolio Trades, and Online Platforms For Purchasing Private Companies – interest rates, portfolio trades, private equity

331 Plus: Member Profile, Tail Risk Protection, Rental Real Estate as Bond Substitute, and YYY ETF – asset allocation, tail risk, closed end funds

330 Plus: February 2021 Investment Conditions, Bond Fund Break Evens, and Municipal Bonds versus Utilities – investment conditions, municipal bonds, utility stocks

329 Plus: Robinhood, Mortgages and ETF Transparency – stock brokerage, mortgages, active ETFs

328 Plus: Investment Conditions Update, Ark Invest, and Fundrise – investment conditions, ETFs, real estate

327 Plus: Investing Savings, Selling Individual Stocks and Reverse Stock Splits – taxable investment, cash saving, reverse stock splits

326 Plus: January 2021 Investment Conditions and Portfolio Review – investment conditions, portfolio review

325 Plus: Mid Month Update, Utility Stocks and Duel Listings of Foreign Stocks – investment conditions, utility stocks, foreign stock listings

324 Plus: Currencies, Bond Convexity, and Support Levels – currencies, bonds, technical analysis

323 Plus: December 2020 Investment Conditions and Portfolio Review – investment conditions, portfolio update

322 Plus: Mid Month Update, Calculating Returns and Grayscale Bitcoin Trust – investment conditions, investment returns, Bitcoin

321 Plus: More On Hedged Equity and When to Sell Company Stock – options, hedge equity, company stock

320 Plus: November Investment Conditions and Model Portfolio Change – investment conditions model portfolios

319 Plus: A New Way to Interact with Plus Members, IVOL, and Leveraged Universal Indexed Life Insurance – ETFs, portfolio trades, life insurance

318 Plus: How to Select and Implement a New Portfolio Mix – asset allocation, portfolio implementation, asset location

317 Plus: Mid Month Investment Conditions Update, Commodity Bull and Bear Markets, and Worthy Bonds – investment conditions, commodities, bonds

316 Plus: October 2020 Investment Conditions and Asset Class Return Assumption Update – investment conditions, asset allocation, preferred stocks

315 Plus: Moving Out of Cash, Purchasing and Storing Cryptocurrencies, and Mortgage REITs – asset allocation, cryptocurrencies, mortgage REITs

314 Plus: Mid Month Investment Strategy Update and Opportunity Zone Funds – investment conditions, opportunity zone funds

313 Plus: Advisors for Ultra High Net Worth Individuals, Annuities, Trading, and a Commercial Real Estate Update – advisors, annuities, trading, real estate

312 Plus: September 2020 Investment Conditions and the iShares MSCI Intl Value Factor ETF – investment conditions, value investing, smart beta

311 Plus: Option Strategies, Volatility Investing, and Hedging Stock Portfolio – options, hedging, volatility

310 Plus: Mid Month Update and a Member Wants to Reallocate from Growth Stocks – investment conditions, asset allocation, growth stocks

309 Plus: Investment Newsletters and Preferred Stocks – financial newsletters, individual stocks, preferred stock

308 Plus: August 2020 Investment Conditions Report and Model Portfolio Changes – investment conditions, model portfolios

307 Plus: Risk Parity ETF and Equity REITs – risk parity, role-based portfolios, equity REITs

306 Plus: Member Profile, Bond Investing, and Emerging Technology – asset allocation for retirement, bond investing, fixed annuities, individual stocks

305 Plus: Mid Month Update, Tesla, Earnings Surprises, and Cadence Lending Platform – indexing, earnings surprise, alternative investments

304 Plus: July 2020 Investment Conditions and Portfolio Review – investment conditions, fixed income

303 Plus: Broken Assets, Impact Investing ETF, and a Venture Capital Fund for Individuals – asset class performance, impact investing, venture capital

302 Plus: Laddered Bonds, Portfolio Profile and Buying Your Employer’s Stock – fixed income, portfolio review, careers

301 Plus: June 2020 Investment Conditions and Model Portfolio Changes – investment conditions, model portfolios

300 Plus: Buying Tail Risk Protection, Active Management, and Trading Oil Sentiment – option strategies, active management, energy ETFs

299 Plus: Mid Month Update, REITs and Pricing a Private Real Estate Opportunity – investment conditions, REITs, real estate

298 Plus: Early U.S. Economic Indicator, Short-term Bond Options and Deciding on an MBA – economic indicators, bonds, higher education

297 Plus: May 2020 Investment Conditions and Portfolio Review – investment conditions, intrinsic value, pandemic

296 Plus: After-hours Trading, Municipal Bonds and PeerStreet Discounted Notes – stock trading, municipal bonds, crowdfunding real estate

295 Plus: I Bonds, Pension Lump Sums and Speculating in Art – inflation-indexed bonds, pension plans, art

294 Plus: Mid Month Update, Is Cash Safe and Investing in Oil – investment conditions, cash, oil

293 Plus: April 2020 Investment Conditions and Portfolio Review – investment conditions, asset-based lending

292 Plus: Bear Market Rallies, FOMO, Bank Loans and Buying Individual TIPs – bear markets, TIPs, bank loans

291 Plus: Mid Month Update, When to Increase Risk, Mortgage REITs and Covered Call Writing -investment conditions, mortgage REITs, covered call writing

290 Plus: Dealing with Market Losses, Variable and Fixed Annuities and L-Bonds -market losses, annuities, L-bonds

289 Plus: March 2020 Investment Conditions and Portfolio Review -investment conditions, portfolio trades

288 Plus: Pandemic Market Conditions Update, Why Value Has Underperformed and YieldStreet Prism Fund – pandemics, investment conditions, value investing

287 Plus: Coronavirus Update, Mid Month Investment Conditions and Overcoming the Fear of Investing – pandemics, investment conditions, dollar-cost averaging

286 Plus: February 2020 Investment Conditions and Portfolio Review – investment conditions, Federal Reserve

285 Plus: Dividend Investing and BLS Employment Report Revisions – dividends, ETFs, employment report

284 Plus: Mid Month Update, Mega Cap Stocks and Investing Annuity Targeted Assets – investment conditions, stock valuations, fixed income

283 Plus: Using the Investment Conditions Report and Hedging Currency Exposure – investment conditions, currency hedging

282 Plus: January 2020 Portfolio Review – asset allocation, portfolio trades

281 Plus: Mid Month Update, Conditions for Emerging Market Bonds and REITs – REITs, emerging market bonds, investment conditions

280 Plus: Will the U.S. Stock Market Continue to Outperform Next Decade? – stocks, exchange traded notes (ETNs)

279 Plus: December 2019 Portfolio Review, A Member Profile and Why Bonds – asset allocation, fixed income

278 Plus: Mid Month Update, Buy Back Yields and Covered Call Writing Strategies – investment conditions, stock buybacks, options

277 Plus: Investing Cash, Closed-end Funds, Volatility Risk Premium and Rights Offerings – cash investments, closed-end funds, rights offerings, volatility risk premium

276 Plus: November 2019 Portfolio Review and the Presidential Cycle – portfolio review, presidential cycle

275 Plus: Deciding Between ETFs, Investing in Nuclear Energy and a Member Portfolio Review – exchange-traded funds, nuclear energy, asset allocation

274 Plus: Why Average Investor Returns Are Flawed and A Member Portfolio Review – return calculations, DALBAR, asset allocation

273: Mid Month Investment Conditions and Commercial Real Estate Update – investment conditions, commercial real estate

272 Plus: MLP Viability, Timber ETF and Cryptocurrency Lending Platforms – master limited partnerships, timber investing, cryptocurrencies

271 Plus: October 2019 Portfolio Review, Preferred Stock and Vanguard’s Expected Returns – portfolio review, preferred stock, expected return

270 Plus: Investing Mistakes and the Sell Discipline of Index Funds – investing mistakes, return drivers, selling discipline

269 Plus: September 2019 Mid Month Update and How Eurodollar Futures Work – investment conditions, eurdollars, futures

268 Plus: More on the Indexing Bubble, ETF Flash Crashes and Tax Efficiency – indexing, ETFs, taxes

267 Plus: Sept 2019 Portfolio Review, Indexing Bubble and Gold Miners – portfolio review, indexing, gold miners

266 Plus: Yield Ratios, Callable Securities and SAFE structures for Start-up Investments – callable bonds, high yield bonds, start-up investing

265 Plus: Mid-month Update, Separately Managed Accounts and Agricultural Commodity ETFs – investment conditions, separately managed accounts, agricultural commodities

264 Plus: Investing New Money and U.S. Bank Consolidation – banks, dollar-cost averaging

262/263 Plus: August 2019 Portfolio Update, TIPs and a Long/Short Growth Value ETF – impact investing, TIPs, value investing, long/short ETFs

261 Plus: Smart Beta and Factor Investing – factor investing, value investing, fundamental indexing, active versus passive

260 Plus: July Mid Month Update, Asset Allocation Example, Evaluating Municipal Bonds and How To Buy Gold and Cryptocurrencies – investment conditions, asset allocation, municipal bonds, gold, cryptocurrencies

259 Plus: Farmland Investing, Moving Back To A High Cost City and Dollar Cost Averaging – farmland, housing, dollar cost averaging

258 Plus: July 2019 Portfolio Review, Hiring a Financial Advisor and Delaware Statutory Trusts – portfolio review, financial advisors, real estate

257 Plus: June 2019 Mid Month Update, Fixed Income Options and What Is Attractive? – investment conditions, fixed income, valuations

256 Plus: Economic and Financial Cycles, Demographics, Private REITs and Long/Short ETFs – economy, REITs, long/short equity

255 Plus: June 2019 Portfolio Review, Family Offices and Investing When You Don’t Need the Money – family office, asset allocation, portfolio review

254 Plus: Escalating Trade War, Timing of Investment Backtest and Investing in Mortgage Notes – trade, dollar cost averaging, mortgage notes

253 Plus: Persistence of Stock Market Losses and Investing in Russia versus India – stock market history, Russia, India

252 Plus: May 2019 Mid Month Update and a Closed End Fund Income Factory – investment conditions, closed end funds, collateralized loan obligations

251 Plus: Trade War Impact, Monetary Value and High Yield Munis – trade, municipal bonds, currencies

250 Plus: May 2019 Portfolio Review and Consolidating Accounts – bank loans, put options, unsecured debt

249 Plus: Mid Month Update, More on Options, and a Bond Duration Review – market conditions, options, bond duration

248 Plus: Credit Cycle, Value Traps and a Dividend Investing Update – fixed income, spreads, dividends

247 Plus: April 2019 Portfolio Review and Are REITs a Separate Asset Class – portfolio review, REITs

246 Plus: Preferred Stock, Private REITs, and Put Writing ETFs – preferred stock, REITs, option strategies

245 Plus: March 2019 Mid Month Update, Inverted Yield Curve, Puts on ETFs, and a Private Lending Limited Partnership – investment conditions, interest rates, direct lending

244 Plus: Magic Formula Investing, Commodity Trade Advisors and Social Security as Longevity Insurance – stock selection, commodity futures, Social Security

243 Plus: March 2019 Portfolio Review, Preferred Stock and 10th Anniversary of the Secular Bull – portfolio review, preferred stock, closed end funds

242 Plus: Alternative Inflation Measures, Stock Buybacks and Retirement Spending – inflation, stock buybacks, retirement spending

241 Plus: February 2019 Mid Month Update, Munis and AMT, and a New DoubleLine Fund – investment conditions, municipal bonds, portable alpha

240 Plus: Transition From SMAs, Earnings Growth, Valuations and a New ETF – separately managed accounts, taxes, valuations, regret, structured product

239 Plus: February 2019 Portfolio Review and Whole Life Insurance Policies – asset allocation, regret, whole life insurance

238 Plus: Federal Reserve Actions, DoubleLine, MBS and REITs – Federal Reserve, interest rates, money managers

237 Plus: Money Manager Review, Overweighting U.S. Stocks and Water Rights – asset allocation, investment advisors, water rights

236 Plus: January 2019 Mid Month Update, Corporate Bonds and Retirement Currency Risk – investment conditions, corporate bonds, retirement, currency

235 Plus: January 2019 Portfolio Update and Floating Rate Bonds – RVs, second homes, model portfolios, floating rate bonds

234 Plus: December 2018 Mid Month Update, Bank Loans and a Member Profile – investment conditions, bank loans, asset allocation

233 Plus: Conflicting Investment Conditions, P/E Ratios and a Member Portfolio Review – investment conditions, P/E ratios, asset allocation

232 Plus: December Portfolio Review and Taxable Municipals – model portfolios, portfolio review, fixed income

231 Plus: Two Fixed Income Options and Member Survey Follow Up – fixed income, bonds, Plus membership

230 Plus: November 2018 Mid Month Update – investment conditions

229 Plus: RealtyShares Closing, Opportunity Zone Funds and Online Financial Planning – private real estate investing, opportunity zone funds, online financial planning

228 Plus: November Portfolio Review and Model Portfolio Change – model portfolios, portfolio review

227 Plus: Mutual Fund Share Classes, TIAA, BDCs and Evaluating Bond Options – mutual funds, business development corporations, fixed income

226 Plus: October 2018 Mid Month Update, All Weather Portfolio and Risk Tolerance – investment conditions, asset allocation, risk tolerance

225 Plus: Additional Fixed Income Options, Investing In Private Capital and Online Security – fixed income, real estate, private capital, online security

224 Plus: October 2018 Portfolio Review and Longer-term Bonds – asset allocation, bonds

223 Plus: ETFs vs Index Funds, Vanguard vs Others and Collateralized Fund Obligations – ETFs, Vanguard, asset-backed securities

222 Plus: September 2018 Mid Month Update, Minimum Distributions and World Retirement Plan Rankings – investment conditions, retirement plans

221 Plus: The Great Financial Crisis Revisited and ESG Investing – financial crisis, SRI, ethical investing

220 Plus: September 2018 Portfolio Review and Investing In VIX – model portfolios, David’s portfolio, VIX

219 Plus: A New ETF, Realizing Gains, Money Market Funds and an Automated Investment Service – taxes, cash equivalents, ETFs

218 Plus: Are You A Stock or Bond, Accredited Investors and Treasury Bills – asset allocation, accredited investors, bonds

217 Plus: August 2018 Mid Month Update, Bank Loans and a New ETF – investment conditions, bank loans, levered ETFs

216 Plus: Predictive Valuations, A Timing Rule, Equal Sectors and Stock Splits – valuations, indexing, stock splits, risk management

215 Plus: August 2018 Portfolio Review and a Member Portfolio Review – portfolio review, asset allocation, model portfolios

214 Plus: Core Holdings, LIBOR, LAND and KYN – asset allocation, farmland, interest rates

213 Plus: July Mid Month Update and Rebalancing – investment conditions, valuations, rebalancing

212 Plus: Laddered Short-term Treasuries versus Short Term Bond ETF – bonds, real estate, investment advisors

211 Plus: July Portfolio Review, REITs and Inverted Yield Curves – asset allocation, model portfolios, REITs

210 Plus: June 2018 Mid Month Update and Investing In Colombia – investment conditions, emerging markets

209 Plus: How Much International and 3 Simple Rules of Investing – asset allocation, immediate annuities, spending rate

208 Plus: June 2018 Portfolio Review and Model Portfolios – model portfolios, asset allocation, emerging market bonds

207 Plus: Fund Closures and Is It Time To Buy Small Cap Stocks? – mutual funds, small cap stocks, valuations

206 Plus: The Upcoming Swiss Vote To Radically Change Money – monetary reform, central bank, Switzerland

205 Plus: May 2018 Mid Month Update and Quantitative Strategies – investment conditions, trading, interest rates

204 Plus: Floating Rate Treasuries, Currency Forwards and Merriman Ultimate Buy and Hold Portfolio – bonds, currency, asset allocation

203 Plus: Fixed Income Options and Rebalancing To The Model Portfolios – bonds, bank loans, rebalancing

202 Plus: Housing Crisis, Shorting Bubbles and Implementing Trades – housing, shorting, trading

201 Plus: April 2018 Mid Month Update and Should Canadian Investors Hedge? – market conditions, foreign exchange, Canada

200 Plus: Income Investing, Blockchain and LIBOR-OIS Spreads – dividends, spreads, Bitcoin

199 Plus: Lending To Family, Investing While Living Abroad, Upstream MLPs – start ups, ex-pats and MLPs

198 Plus: Market Efficiency, Tracking Error and Securities Lending – index construction and replication, small cap stocks, securities lending

197 Plus: 30 Year Returns, Mortgages and Beating the Lottery – asset allocation, mortgages, lottery

196 Plus: March 2018 Mid Month Update and MLPs – investment conditions, MLPs, income strategies

195 Plus: Can This Family Retire? – retirement, asset allocation, spending rates

194 Plus: Why Bonds, S&P Forward P/E and KYN Merger – optionality, valuations, MLPs

193 Plus: Pensions, Bankruptcy Risk and Speculation – pensions, crowdfunding, risk management

192 Plus: Direct Indexing, Water Investing and a Money Manager Review – tax loss harvesting, water, financial advisors

191 Plus: Market Sell-Off and Emotional Investors – market corrections, estimated returns, inflation

189 Plus: Emerging Markets, Commodities, Bond Bear Market and A Member Portfolio Review – emerging markets, commodities, fixed income, asset allocation

188 Plus: Home In Retirement, FEEX.com and Blockchain ETFs – real estate, fees, blockchain

187 Plus: More On Yield Cos, Small Cap Stocks, Real Estate and Closed End Funds – yield cos, small cap, real estate, REITs, closed end funds

186 Plus: Fallen Angel Bonds, Yield Cos and MLP Distributions – high yield bonds, yield cos, MLPs

185 Plus: Mortgage REITs, Inverted Yield Curve and TIPs – mortgage REITs, TIPS, bonds

184 Plus: Bonds, Real Estate Platforms and Bitcoin Futures – fixed income, derivatives, real estate

183 Plus: Real Estate, MLP Funds and an App Update – real estate, MLPs, software

182 Plus: Immediate Annuities, Broker Expenses, and Shorting Stocks – annuities, fees, shorting

181 Plus: Enhanced CAPE, Risk Parity, A New Roboadvisor and the Thrift Savings Plan – CAPE, roboadvisors, risk parity

180 Plus: Stable Value Funds, Self Directed IRAs and Multi-manager Portfolios – fixed income, fees, alternative investments

179 Plus: Bitcoin Fork, Renting Out Home and Hedging Stocks To Defer Capital Gains Tax – Bitcoin, real estate, hedging

178 Plus: Retirement Allocations, MLP Update and Forecasting Errors – stop losses, MLPs, currencies

177 Plus: Asset Allocation, Expected Returns and Concentration Risk – asset allocation, laddered bonds, retirement

176 Plus: Investing In Utilities and Reviewing An Active Bond Fund – utilities,
high yield bonds, taxes

175 Plus: Can A Bond Fund Lose Money? Updates on Wunder and Peer-to-Peer Lending – bonds,
peer-to-peer lending, closed end funds

174 Plus: Can A Member Still Retire Following Divorce, HSAs, Annuities, and Antifragile Investments – retirement, HSA, annuities, hedging

173 Plus: How My Investment Approach Evolved Over The Years – investment philosophy, great financial crisis, investment conditions

172 Plus: Whole Life Insurance, Venture Capital and a Weird Portfolio – whole life, venture capital, asset allocation

171 Plus: More on American Home Preservation and Dealing With An Employer Windfall – crowdfunding, company stock, financial planning

170 Plus: Three Crowdfunding Platforms For Non-Accredited Investors – crowdfunding, real estate, mortgages

Plus Eclipse Edition: Dividend Investing, REITS, Gundlach and Nominal versus Real Returns – dividend stocks, REITs, Doubleline, retirement

169 Plus: Inflation and Trust, Self Directed IRAs and Reducing Stock Exposure as Retirement Approaches – inflation, volatility, retirement, self directed IRAs

168 Plus: Investment Conditions During The Great Financial Crisis and a Portfolio Change – portfolio change, investment conditions, asset allocation

167 Plus: Shiller P/E’s, The Dow Theory, and Paying Off Mortgages – valuations, mortgage, market conditions

166 Plus: Example ETFs, Reacting to Market Conditions and Dealing With Overwhelm – ETFs, investment conditions, portfolio structure

165 Plus: Stock Buybacks and Is Savings Equal To 30 Years of Living Expenses Enough To Retire – stock buybacks, asset allocation, sequence of return risk

164 Plus: An Egregious Violation of the Fiduciary Standard – fiduciary, derivatives, asset allocation

163 Plus: Federal Reserve, Pension Crisis and Is There Enough To Retire – federal reserve, retirement planning, pensions

162 Plus: Fixed Income Options, U.S. Fiscal Gap, and an Investment Advisor Portfolio Review – asset allocation, bonds, cash and U.S. government finances

161 Plus: Monte Carlo Analysis, Quant Funds and Interest Rate Hedged ETFs – retirement spending, bonds, quantitative strategies

160 Plus: Bitcoin, Ethereum and Should We Buy Stocks Now – bitcoin, cryptocurrency, stocks, market conditions

159 Plus: A Few Stocks Usually Drive Benchmark Returns – benchmark construction, asset allocation, houses

158 Plus: Using Member Tools To Answer Retirement Savings Questions – retirement, asset allocation, savings

157 Plus: Unanticipated Retirement Expenses, Aggressive Portfolios and KYN – retirement, asset allocation, mlps

156 Plus: Early Retirement, Income Portfolios and Taxes – taxes, income, retirement

155 Plus: Panic Spreads, Bond ETF Behavior and Living On Distributions – ETFs, spreads, retirement, houses

154 Plus: How Your Profession Impacts Your Investment Strategy – asset allocation, dollar cost averaging, inflation

153 Plus: Evaluating Annuities, Directed Trades and Private Real Estate – annuities, real estate, brokers, precious metals

MNY152 Plus: Calculating Spending Rates and Vanguard Life Strategy Funds – retirement, spending, life strategy funds

MNY151 Plus: Asset Allocation, Harm and Risk Tolerance – asset allocation, risk tolerance, timing

MNY150 Plus: Asset Allocation Example, Managed Futures and Bonds – asset allocation, managed futures and bonds

MNY149 Plus: Timber Investing, Sector Rotation and Covered Calls – timber, stocks, options

MNY148 Plus: Model Portfolio Changes, Moving Averages and Central Banks – model portfolios, central banks, market internals

MNY147 Plus: Crowdfunding Risks, a Timber MLP and a Fear Index – real estate, timber, options, investor sentiment

MNY146 Plus: Investing Buckets, Individual Bonds, Whole Life and Crowdfunding Real Estate – bonds, real estate, life insurance, retirement

MNY145 Plus: REITs, Quantitative Tightening, and Peer-to-peer Lending – REITs, central banks, peer-to-peer lending

MNY144 Plus: Financial Advisors, Rising Rates and Market Depth – financial advisors, bonds, interest rates, trading

MNY143 Plus: Leading Economic Indicators and Liquid Alternatives – alternatives, ETFs, economy

MNY142 Plus: ETF Screening, Money Creation, Trading Costs, and a Bond Fund – ETFs, money, fixed income, fees

MNY141 Plus: Currency Hedging, Closed End Bank Loan Funds and Investing In Economic Sectors – hedging, bank loans, closed end funds

MNY140 Plus: YieldCos, Currencies and the Border Tax – yieldcos, currencies, trade, valuations

MNY139 Plus: What Drives Gold Prices, Regret, Zero Coupon Bonds and Portable Alpha – gold, zero coupon bonds, STRIPs, regret, portable alpha

138 Plus: Cash Equivalent Funds and ETFs and Key Person Risk – cash, money market, short-term bonds, ETFs

137 Plus: Sequence of Returns Risk, Gold and Solar Impact Investing – gold, asset allocation, retirement, impact investing

136 Plus: Emerging Market Bonds, Private Equity, Home Purchases and Household Debt – emerging markets, private equity, household debt, mortgages

135 Plus: Investing Cash, Active Versus Passive, and SEC Yields – yields, cash, asset allocation, active versus passive

134 Plus: Recent Bond Performance, Social Security and Retirement Rollovers – Interest rates, bonds, defined contribution plans, Social Security

MNY133 Plus: Balanced Funds, Crowdfunding Start Ups and Investing New Cash – balanced funds, target date funds, cash, equity crowdfunding

MNY132 Plus: Market Reaction to the Election, MLPs, Taxes and Bond Funds and Health Insurance – MLPs, bond funds, taxes, individual stocks, health insurance

MNY131 Plus: Investing In Life Settlements, Muni Bonds and ETFs – life settlements, ETFs, index funds, closed end funds

MNY130 Plus: Employer Stock Concentration, Comparing ETF Strategies and U-Haul Bonds – concentration risk, ETFs, individual bonds

MNY129 Plus: Becoming A Millionaire and Stock Valuations versus Interest Rates – asset allocation, warrants, valuations, interest rates

MNY128 Plus: How Much Is Too Much In One Portfolio Holding? – portfolio structure, bonds, performance calculations

MNY127 Plus: TIPs, Individual Stocks and Investment Conditions – inflation-indexed bonds, stocks, interest rates

MNY126 Plus: High Yield Munis, Sector REITs and Roth 401k’s – municipal bonds, Roth 401ks, REITs

MNY125 Plus: Bond ETFs and Measures of Market Breadth – bonds, ETFs, market internals

MNY124 Plus: Small Cap Stocks and Retirement Withdrawal Rates
– stocks, retirement, spending

MNY123 Plus: Regret Aversion, Interest Rates Hikes and Hedging Portfolios – interest rates, hedging, asset allocation

MNY122 Plus: Reconciling Different Market Views and Target Date Funds – lifecycle funds, bear markets, emerging markets

MNY121 Plus: Indexing and the Use of Leverage When Investing – indexing, leverage, DoubleLine, housing

MNY120 Plus: Investing In Business Development Corporations – business development corporations, money market, peer-to-peer lending

MNY119 Plus: Municipal Bonds, Roboadvisors and Market Losses – municipal bonds, maximum drawdown recoveries, roboadvisors

MNY118 Plus: Stock Market Returns Around Presidential Elections – stocks, bonds, ETFs, model portfolios

MNY117 Plus: Alternative Investments and Antifragility – liquid alternatives, VIX, gold

MNY116 Plus: Gold-backed Currencies, Self-Directed IRAs and Age-Adjusting Portfolios – gold, IRAs, portfolio risk

MNY115 Plus: Valuations, Brokerage Collapses and Lazy Portfolios – U.S. stocks, Fed Model, asset allocation

MNY114 Plus: Is Indexing Too Big, Currency Hedging and Bid/Ask Spreads – ETFs, indexing, currency,

MNY113 Plus: Model Portfolio Changes, Small ETFs and Brexit – ETFs, model portfolio, Brexit

MNY112 Plus: Bond Management, Duration and Adjusting Portfolios – bonds, investment conditions, interest rates

MNY111 Plus: Equal Weighted Stock Portfolios and Regional Specific ETFs Taxes – smart beta, taxes, Canada, ETFs

MNY110 Plus: Taxes, Currency Hedging and Canadian Investors – taxes, rebalancing, currency, Canada

MNY109 Plus: Portfolio Construction and Advisory Fees – investment fees, inflation, deflation, asset allocation

MNY108 Plus: REITs and Crowdfunding Real Estate, and Raising Cash – REITs, crowdfunding, asset allocation

MNY107 Plus: Smart Beta Timing, Lending Club Woes and the National Debt Size – smart beta, peer-to-peer lending, national debt

MNY106 Plus: National Debt, Solar Bonds, Permanent Portfolios, Emerging Markets and Dissecting A Portfolio – national debt, asset allocation, individual bonds

MNY105 Plus: Expected Stock Returns and Activist Investing – capital market assumptions, activist investors

MNY104 Plus: Crowdsourced Private Real Estate Example – private real estate, crowdsourcing

MNY103 Plus: Mortgage-backed Securities and More on Peer-to-peer Lending – fixed income, peer-to-peer lending, MBS

MNY102 Plus: Taxes, Asset Allocation and Analysis Paralysis – asset allocation, taxes

MNY101 Plus: Survey Results and Peer-to-peer Lending Update – peer-to-peer lending, Lending Club, Upstart

MNY100 Plus: Recognizing Losses and Private Real Estate Investing – individual stocks, sunk costs, real estate

MNY099 Plus: Timing Housing Cycles – housing, worst case scenarios, supply and demand

MNY098 Plus: Who’s Afraid of Bonds – bonds, fixed income, yield

MNY097 Plus: Asset Allocation and Frontier Markets – smart beta, frontier markets, Vietnam

MNY096 Plus: Small Cap Stocks, Energy Stocks and Young Investors – stocks, oil, asset allocation

MNY095 Plus: Stock Classifications, Dealers and China – stocks, financial advisors, China

MNY094 Plus: Banks, Loans and Smart Beta Conditions – banking, interest rates, smart beta

MNY093 Plus: High Yield and Asset Class Return Assumptions – high yield, underperformance, asset allocation

MNY092 Plus: Hedges and Timing Asset Allocation Shifts – hedging, bonds, interest rates, asset allocation

MNY091 Plus: Money Creation, Smart Beta, Howard Marks and Bitcoin – money creation, bitcoin, smart beta

MNY090 Plus: Asset Allocation In A Low Return World – asset allocation, savings, retirement

MNY089 Plus: Smart Beta and Asset Allocation Assumptions – smart beta, active management, asset allocation, stocks, bonds

MNY088 Plus: Investment Discipline and Investment Mistakes – investment process and philosophy, sell discipline, MLPs, oil, tech and health sectors

MNY087 Plus: Dollar Cost Averaging and Credit Risk – lump sums, bank loans, high yield, interest rates

MNY086 Plus: ETFs, High Yield Bonds, Bank Loans and the Fed – ETFs, bonds, Federal Reserve

MNY085 Plus: Productivity, GDP and Stock Returns – productivity, labor growth, corporate profits, stocks

MNY084 Plus: Timing For Shifting From Stocks To Bonds – asset allocation, peer-to-peer lending, starting a business,

MNY083 Plus: An Investment Mentor – market internals, investing, being wrong,

MNY082 Plus: Adding Asset Classes and Dealing With Underperformers – asset allocation, portfolio structure, MLPs

MNY081 Plus: Hub Member Live Q&A – real estate, REITs, MLPs, 401k rollovers

MNY080 Plus: MLPs, Bullet ETFs and Laddered Bond Portfolios – mlps, bonds, etfs

MNY079 Plus: Personal Capital and Asset Allocation – roboadvisors, asset allocation, leverage

MNY078 Plus: Convertible Bonds – convertible bonds

MNY077 Plus: Additional ETF Risks, Global Brokerage and Biotech – ETFs, securities lending, brokerage, biotech

MNY076 Plus: More On Peer-to-peer Lending and MLPs – peer-to-peer lending, master limited partnerships

MNY075 Plus: Asset Allocation Challenges – asset allocation, stocks, spending policy

MNY074 Plus: The Fed and Public Offerings – central banks, interest rates, stock offerings

MNY073 Plus: Investing In Japan – Japan, national debt, stocks

MNY072 Plus: Adjusting Allocations Within 401k Plans – defined contribution plans, income inequality, asset allocation

MNY071 Plus: Market Internals, Bear Markets and Sector Strategies – bear markets, market internals, sectors

MNY070 Plus: Stock Market Sell Offs and Market History – market declines, market internals, benchmarks

MNY069 Plus: Oil – It’s Different This Time – oil, futures, contango

MNY068 Plus: Upcoming Portfolio Changes and MLPs – MLPs, trades, market internals

MNY067 Plus: Employment, Robots and Greece – jobs, median earnings, Greece

MNY066 Plus: Outperforming the Market, Seasonality and Not Having Enough Data – risk management, portfolio structure, seasonality

MNY065 Plus: Iceland versus Greece, Robinhood Trading Platform, and Currency Risk – economics, trading, currencies

MNY064: Is China Undervalued and the Status of Greece – China, Greece, stocks

MNY063 Plus: Investing in International REITs – REITs, international investing

MNY062 Plus: What To Do When Too Much Of Your Net Worth Is In Your Home – home equity, real estate, futures contracts

MNY061 Plus: What Investment Return Can You Expect and How To Increase It – portfolio return, retirement, asset allocation

MNY060 Plus: Asset Allocation, Real Estate Debt and Currency Hedging – currency, ETFs, asset allocation

MNY059 Plus: Bitcoin, Bond Liquidity and Hub Changes – bitcoin, bonds, liquidity

MNY058 Plus: Complexity, ETFs and the Midnight Sun – ETFs, complex adaptive systems, travel

MNY057 Plus: Oil Futures and Mutual Fund Closures – commodities, oil, futures, mutual funds

MNY056 Plus: Vacation Schedule and Sell Discipline – selling investments, trading, behavioral finance

MNY055 Plus: Recognizing Losses and Energy ETFs versus MLP ETFs – behavioral finance, ETFs

MNY054 Plus: Compartmentalizing and ETF Rating Services – priorities, ETFs, ratings

MNY053 Plus: More On Bitcoin and Trend Following – bitcoin, trends, momentum, investor psychology

MNY052 Plus: Why I Reduced My Chinese Stock Exposure – china, stocks, investment conditions

MNY051 Plus: Why Are Interest Rates So Low – equilibrium real rates, central banks, monetary policy

MNY050 Plus: Measuring Bond Fund Yields and a Closer Look At Closed End Funds – yield to maturity, distribution yields, SEC yields, closed end funds, investment opportunities

MNY049 Plus: Gold Market Internals, Commodity Supercycles and Investment Advice – gold, commodities, supercycles, investment advice

MNY048 Plus: Secular Bulls, Cyclical Bears And Cyclically Adjusted Price-to-earnings Ratios – bull markets, bear markets, cyclically price-to-earnings, worst case scenarios, interest rates

MNY047 Plus: When 200 Day Moving Averages Are Breached, Corporate Buybacks and M&A – stock buybacks, mergers and acquisitions, 200 day moving averages, trading decisions

MNY046 Plus: Survey Responses, Currency Hedging and Country Ranking – changes coming to the Hub, hedging currencies, and factors for ranking global equity by country

MNY045 Plus: Knowledge, Certification and Why the Hub Is Structured As It Is – education, model portfolios, investment styles

MNY044 Plus: Homes and Liquidity, Stock Valuations, and the Eurozone – liquidity, hedge funds, cyclically-adjusted P/E’s, eurozone

MNY043 Plus: Homeless, Complexity, Active versus Buy and Hold Investing – complexity, informal economy, predicting the future, active investing, buy-and-hold

MNY042 Plus: Federal Governments Outsource Money Creation To Banks – banks, money creation, modern monetary system, oil, bonds

MNY041 Plus: Investment Returns During Periods of Inflation and Deflation – inflation, deflation, stock and bond returns, market conditions

MNY040 Plus: Which Commodity ETF and European Quantitative Easing – commodities, roll yield, ETFs, QE

MNY039 Plus: The Swiss National Bank and Currency Manipulation – currencies, central banks, Switzerland, the euro

MNY038 Plus: Time Wealth and Japan – social wealth, time wealth, Japan, employment

MNY037 Plus: Is Gold Money? – gold, storing gold, gold valuation

MNY036 Plus: Pockets of Wealth & Three Investment Legs – time wealth, mobile wealth, diversification, valuation, asset class timing

MNY035 Plus: Timing and Investor Psychology – oil, Howard Marks, investment timing

MNY034 Plus: What To Do When Your Investments Go Down – volatility, falling investments, sentiment extremes, and the farm

MNY033 Plus: Perfecting Your Craft – early retirement, lifelong work, craft

MNY032 Plus: More On Annuities – variable, fixed & indexed annuities, insurance company capabilities

MNY031 Plus: Luck vs. Skill – complex adaptive systems, Boethius, narrative fallacy, creativity

MNY030 Plus: Diversification – All Weather portfolio, timber, value versus growth, investing in nickels

MNY029 Plus: Quantitative Easing – QE, the Federal reserve, reserve repos, and the precautionary principle

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.

J. David Stein
Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

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