Portfolio Talk podcast

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The Southwest’s Wildest Outdoor Art: From Lightning Fields to Sun Tunnels 30:55

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A secret field that summons lightning. A massive spiral that disappears into a salt lake. A celestial observatory carved into a volcano. Meet the wild—and sometimes explosive—world of land art, where artists craft masterpieces with dynamite and bulldozers. In our Season 2 premiere, guest Dylan Thuras, cofounder of Atlas Obscura, takes us off road and into the minds of the artists who literally reshaped parts of the Southwest. These works aren’t meant to be easy to reach—or to explain—but they just might change how you see the world. Land art you’ll visit in this episode: - Double Negative and City by Michael Heizer (Garden Valley, Nevada) - Spiral Jetty by Robert Smithson (Great Salt Lake, Utah) - Sun Tunnels by Nancy Holt (Great Basin Desert, Utah) - Lightning Field by Walter De Maria (Catron County, New Mexico) - Roden Crater by James Turrell (Painted Desert, Arizona) Via Podcast is a production of AAA Mountain West Group.…

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Welcome to Portfolio Talk, an entertaining and insightful hour about the health of your investment portfolio. In every episode you’ll meet real life people just like you and find out how they’re saving and investing their money. Host, Ron DeLegge dissects and grades listener portfolios using a simple grading scale of A, B, C, D, and F. Does your portfolio pass or fail? Find out right here and at PortfolioReportCard.com.

9 episoder

#Trading #Business #Finance #Portfolio Report Card #Mutual Fund #401k #IRA #Roth IRAs #Cash #Portfolio Talk #Blogtalkradiocom #Bond #Stock #Retirement Planning

Portfolio Talk

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Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on January 29, 2025 20:08 (4M ago)

9 episoder

#Trading #Business #Finance #Portfolio Report Card #Mutual Fund #401k #IRA #Roth IRAs #Cash #Portfolio Talk #Blogtalkradiocom #Bond #Stock #Retirement Planning

Alle episoder

1
Portfolio Report Card: A $294,439 Retirement Plan with a Taxing Problem 16:00

for 10 years siden16:00

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In this episode, Host Ron DeLegge does a Portfolio Report Card on a 401(k) plan valued at $294,439 for 60-yr old KE from Austin, TX. She owns 9 mutual funds and has six more years to go before retirement. How does her portfolio do when it comes to cost, diversification, risk, taxes, and performance? Does your investment portfolio pass or fail? Go to PortfolioReportCard.com to find out. Follow us on Twitter @PTalkRadio…

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Portfolio Report Card: Grading a $381,000 Retirement Plan for ZK in Minnesota 14:00

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In this episode, Ron DeLegge does a Portfolio Report Card for ZK in Minneapolis, MN. He's a 55-year old single real estate broker and he has a $381,000 retirement plan spread across two traditional IRAs and one SEP IRA. His portfolio is managed by a financial advisor. Does he pass or fail? Find out. Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio…

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Portfolio Report Card: A Flawed $863,309 Advisor Managed Investment Plan 21:00

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In this episode, Ron DeLegge does a Portfolio Report Card for PLR in Medley, FL. They are married couple in an early 60s and they recently became suspicious of their financial advisor. They own 17 mutual funds and 7 ETFs held across two traditional IRAs, two Roth IRA, and a taxable brokerage account. Are they being ripped off by their advisor? What what kind of grade will PLR's retirement portfolio get? A, B, C, D, or F? Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio…

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Portfolio Report Card: A Doctor with a Sick $503,929 Retirement Plan 20:00

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In this episode, Ron DeLegge does a Portfolio Report Card for BDD in Ft. Worth, TX. He’s a 55 year-old doctor and he wants to accumulate $3 million in 10 years. Can he do it? His current retirement plan is a 403(b) through the University of Texas and is valued at $503,929. He owns 10 mutual funds picked by a financial advisor he's hired. What what kind of grade will BDD's portfolio get? A, B, C, D, or F? Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio…

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Portfolio Report Card: A $818,000 Investment Account with a Winning Philosophy 20:00

for 10 years siden20:00

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In this episode, Ron DeLegge does a Portfolio Report Card for GO in Swarthmore, PA. He’s a 66 years old, married and his wife is 57. His $818,000 nest egg consists of a taxable brokerage account, traditional and ROTH IRA, and a 401(k) plan. GO manages the money himself and he owns 9 ETFs, 8 mutual funds, and 2 individual stocks. What kind of grade will GO's portfolio get? A, B, C, D, or F? Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio…

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Portfolio Report Card: A $2 Million Portfolio That Costs Way Too Much 21:00

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In this episode, Ron DeLegge does a Portfolio Report Card for DC in Florida. He’s a 72 years old, married and retired. His $2 million nest egg is divided across a taxable brokerage account and a traditional IRA. DC manages the money himself and his overall asset mix is 49.68% to stocks, 31.93% to bonds, and 18.3% to cash. DC’s entire portfolio consists of 18 mutual funds, 10 individual stocks, 9 ETFs, and two closed-end funds (PTY and EXG). What kind of grade will DC's portfolio get? A, B, C, D, or F? Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio…

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Portfolio Report Card: An $89,000 Retirement Plan that Needs a Facelift 19:00

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In this episode, Ron DeLegge does a Portfolio Report Card for PK in Rockville, MD. She's 38, works in the public relations field and has an $89,000 retirement plan divided across just three mutual funds. Is PK's investment plan on or off track? Does her plan get an A, B, C, D, or F? Host, Ron DeLegge analyzes and grades PK's investment portfolio to find out how she does. Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio…

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Portfolio Report Card: A $1 Million Portfolio Built Like a Rock 17:00

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In this episode, Ron DeLegge does a Portfolio Report Card for R.T. in Northern, CA. He’s a 45 year-old married software executive with kids, a good salary and outstanding savings habits. Ron examins R.T.’s taxable investment account, an existing 401(k) plan, and a 401(k) rollover with a combined value of just over $1 million or $1,020,330.00. His money is invested across 22 mutual funds and he manages the investments without the assistance of a financial advisor. Does R.T.'s portfolio PASS or FAIL? Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio…

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Portfolio Report Card: A $200, 598 Retirement Plan Stuck in Neutral 16:00

for 10 years siden16:00

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Ron DeLegge does a Portfolio Report Card for J.W. in Nashville, TN. Does his investment plan PASS or FAIL? Here’s some background on him: He’s 48 years old, he’s married, and he works in the healthcare field. His 403(b) plan is worth $204,899, it contains 18 mutual funds and he’s saving around $12,500 annually. Ron looks J.W.'s cost, risk, diversification, tax-efficiency, and performance. Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio…

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