Money For the Rest of Us Plus is a weekly premium podcast that answers questions from members on a variety of financial related topics. New episodes are released on Saturday.
Here is a list of all of the Plus Episodes.
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.
