May 25, 2002: 401(k) Hoax?
Broadcast Guests
•   Millie Martini Bratten - Editor in chief of Bride’s magazine.
•   Gary Eldred - Author of The Complete Guide to Second Homes for Vacations, Retirement, and Investment.
•   Erica Whittlinger - Sound Money’s in-house investment counselor.
•   William Wolman - Co-author of The Great 401(k) Hoax. Wolman is also senior contributing editor at Business Week magazine.

Web Sites
•   www.valueline.com - This site provides a comprehensive source of information and advice to help individual investors track the performance of their portfolio.
•   www.berkshirehathaway.com - Visit for words of wisdom from investment guru Warren Buffett. You can read Buffett’s annual report on this site.

Books
•   The Complete Guide to Second Homes for Vacations, Retirement, and Investment, by Gary Eldred (John Wiley & Sons Inc., 2000).
•   Stocks for the Long Run, by Jeremy Siegel (McGraw-Hill, 1998). Chris recommends you read this book for a different view of retirement savings from The Great 401(k) Hoax.
•   William Wolman recommends the following to support his ideas about retirement savings: Irrational Exuberance, by Robert Shiller (Broadway, 2001).
•   Top Heavy: The Increasing Inequality of Wealth in America and What Can Be Done About It, by Edward Wolff (New Press, 2002).
•   The Great 401(k) Hoax: Why Your Family’s Financial Security is at Risk, and What You Can Do About It, by William Wolman and Anne Colamosca (Perseus, May 2002).
•   The Judas Economy: The Triumph of Capital and the Betrayal of Work, by William Wolman & Anne Colamosca (Perseus, May 1997).
•   Erica Whittlinger recommends the following book to help you save money using strategies suited to your money behaviors: Your Money Personality: What It Is and How You Can Profit from It, by Kathleen Gurney (Financial Psychology Corporation, September 1997).
•   If you are interested in racehorses as an investment, or if you want to read a great book over the Memorial Day weekend, Chris Farrell recommends: Seabiscuit: An American Legend, by Laura Hellenbrand (Ballantine, March 2002)

May 18, 2002: Social Security
Broadcast Guests
•   Janet Bodnar - executive editor of Kiplinger’s Personal Finance magazine and author of numerous books on kids and personal finance.
•   Martin Gerry - deputy commissioner for disability and income security programs with the Social Security Administration.
•   John Steele Gordon - Market historian and author of numerous history books.
•   Rudy Maxa - Author of www.rudymaxa.com newsletter and resident expert on public radio’s Savvy Traveler.
•   Erica Whittlinger - President of Whittlinger Capital Management.

Web Sites
•   Visit the Social Security Administration at www.ssa.gov for more information about your benefits, and to use the calculators to determine your estimated benefits and more. If you think there has been an error on your benefits statement, or if you have a question for the administration, call 1-800-772-1213.
•   www.quicken.com - this site provides information on personal finance, small businesses, and budgeting.
•   www.sba.gov - go to the small business administration’s site for information about C-Corps and Limited Liability Corporations.
•   Erica Whittlinger recommends morningstar.com and valueline.com to determine which class of mutual funds is right for you.
•    Read Rudy’s latest travel tips on his Web site www.rudymaxa.com.

Books
•   Dollars and Sense for Kids: What They Need to Know about Money—and How to Tell Them, by Janet Bodnar (Kiplinger Books & Tapes, 1999)
•   Mom, Can I Have That?: Dr. Tightwad Answers Your Kids' Questions about Money, by Janet Bodnar (Kiplinger Books & Tapes, May 1996)
•   Dr. Tightwad's Money-Smart Kids: Teach Your Kids Sound Values for Wiser Saving, Earning, Spending, and Investing: A Kiplinger Book, by Janet Bodnar (Kiplinger Books & Tapes, 1997)
•   Kiplinger's Mom, Can I Have That, vol. 2, by Janet Bodnar (NewStar Media Inc., 1996)
•   Kiplinger's Money-Smart Kids: And Parents, Too!, by Janet Bodnar (Kiplinger Books & Tapes, 1993)
•   Kiplinger's Money-Smart Kids: How to Teach Kids about Saving, Earning, and Spending, by Janet Bodnar (Kiplinger Books & Tapes, 1993)
•   The Business of America, by John Steele Gordon (Walker & Company, June 2001). (NOTE: His new book, A Thread Across the Ocean: The Historic Story of the Trans Atlantic Cable will be out this summer.)

May 11, 2002: Global Investing Hot Spots
Broadcast Guests
•   John Gavin - Chartered financial analyst and president of the private research firm SEC Insight.
•   Kevin McKinley - Certified financial planner and author of the book Make Your Kid a Millionaire: Eleven Easy Ways Anyone Can Secure a Child’s Financial Future (Simon & Schuster, 2002).
•   David Warren - President and CEO of T. Rowe Price International.
•   Erica Whittlinger - President of Whittlinger Capital Management.

Web Sites
•   Visit www.sec.gov to take a look at the newly approved rules on analysts’ behavior.
•   www.ustreas.gov - Learn all you need to know about treasury bills, notes, and bonds on this U.S. Treasury site—then visit http://www.treasurydirect.gov to purchase them.

Chris Farrell recommends the following Web sites to help you invest in socially responsible companies and funds:
•   www.socialinvest.org - Find information on socially responsible investing on this site.
•   http://www.foliofn.com/ - Use this site to create your own socially responsible mutual fund.
•   www.CorporateRegister.com - A directory of published corporate environmental and social reports.
•   www.Socialfunds.com - This site offers complete coverage of social mutual funds, community investing, shareowner action and daily social investment news.

May 4, 2002: Real Estate Investing
Broadcast Guests
•   V.V. Chari - professor of economics at the University of Minnesota.
•   Csaba Csere - editor-in-chief of Car and Driver.
•   Allen Cymrot - real estate consultant and principal of Cymrot Realty Advisors, Inc.
•   Martin Kaste - South America Reporter for National Public Radio.
•   Erica Whittlinger - President of Whittlinger Capital Management.

Web Sites
•   www.nareit.com - The National Association of Real Estate Investment Trusts (REITs) is an industry Web page, but it does provide basic information about REITs and news about the industry.
•   www.savingforcollege.com - This site is a good place to start learning about 529 college savings plans.
•   www.morningstar.com - Both Chris and Erica recommended this site this week. You can analyze if a mutual fund or a Real Estate Investment Trust (REIT) in your portfolio is performing to your expectations and you can research funds or REITs you may add to your portfolio.
•   www.valueline.com - This site provides a comprehensive source of information and advice to help individual investors track the performance of their portfolio.
•   www.financialengines.com - This site was founded by Economics Nobel Laureate William F. Sharpe. Financialengines.com provides investment advice and retirement information to help you plan for the future.

Books
•   Critical Real Estate Issues of the 90s: Required Reading for Successful Investing, by Allen Cymrot (CR Publishing, 1993).
•   The Only Investment Guide You'll Ever Need, by Andrew Tobias (Harcourt Brace, 2001) Check out some of Chris' past book recommendations.