June 29 - June 22 - June 15 - June 8 - June 1
June 1, 2002: Economic Outlook
Broadcast Guests
Ellen Hoffman - Author of The Retirement Catch-Up Guide: 54 Real-life Lessons to Boost Your Future Resources Now! and retirement columnist for BusinessWeek.
Randy Peterson - Editor of Inside Flyer magazine and founder of Webflyer.com.
Erica Whittlinger - Sound Money's in-house investment counselor.
Mark Zandi - Chief economist and co-founder of Economy.com.
Web Sites
www.economy.com - You can find many tools to evaluate the economy on Mark Zandi's economic research firm's Web site.
www.retirementcatchup.com - Ellen Hoffman's site.
Ellen Hoffman recommends the following sites to help you find professional help for retirement planning:
www.fpanet.org - This is the site of the Financial Planning Association.
www.napfa.org - The National Association of Personal Financial Advisors.
www.webflyer.com - Randy Peterson's frequent-flier information site.
www.milepoint.com - A site where you can use your mileage towards purchases at e-retailers.
www.awardguard.com - This is a program where you can protect your airline miles, for a fee, in case an airline goes bankrupt.
www.i-shares.com - Barclay's site for Exchange Traded Funds (ETFs).
You can learn more about ETFs on the Nasdaq site, www.nasd.com. This is the site for the National Association of Securities Dealers. You'll find a wealth of information on investing, as well as a resource for checking credentials of brokers and firms.
June 08, 2002: The Decline of the Dollar/Savings for College
Broadcast Guests
Joseph Hurley - Author of The Best Way to Save for College: A Complete Guide to 529 Plans and founder of www.savingforcollege.com.
Jim Paulson - Chief investment officer, Wells Capital Management.
Eric Tyson - Personal financial counselor and author of Personal Finance for Dummies
Erica Whittlinger - Sound Money's in-house investment counselor.
Web Sites
www.treasurydirect.gov - Buy your T-bills at this site. T-bills are a conservative place to put your retirement money, but still get a higher rate of return than CDs.
www.hiaa.org - The Health Insurance Association of America is the voice of America's health insurers. You can learn about the latest developments in long term care insurance from the insurers' perspective on this site.
www.savingforcollege.com - Joseph Hurley's invaluable resource for all topics relating to financing college. There are listings of the various state education 529 savings plans and more.
Figure out how much you should try to save for college, or how much financial aid you can expect, using the financial calculators at www.collegeboard.org.
Books
The Best Way to Save for College: A Complete Guide to 529 Plans, by Joseph Hurley, (Bonacom Publications, 2002).
Financing College by Kristin Davis (Kiplinger Books, 3rd edition, 2001).
Making the Most of Your Money, by Jane Bryant Quinn, (Simon & Schuster, 1997). Chris Farrell recommends this book as a great resource in general. There is also a section in this book on long term care insurance.
Personal Finance For Dummies, by Eric Tyson, (Hungry Mind Inc., 1999).
Investing for Dummies, by Eric Tyson, (Hungry Mind Inc., 2000).
Mutual Funds for Dummies, by Eric Tyson, (Hungry Mind Inc., 2000).
June 15, 2002: John Bogle, founder of Vanguard
Broadcast Guests
John Bogle - founder and former chairman of the mutual fund company www.vanguard.com The Vanguard Group.
Randy Cohen - New York Times Magazine ethics columnist and author of the book The Good, the Bad, and the Difference.
Erica Whittlinger - Sound Money's in-house investment counselor. She's starting a new business. Learn more at: www.refirement.com.
Books
Character Counts: The Creation and Building of the Vanguard Group, by John Bogle, (McGraw Hill, 2002).
John Bogle on Investing, by John Bogle, (McGraw Hill, September 2000).
The Good, the Bad, and the Difference: How to Tell Right from Wrong in Everyday Situations, by Randy Cohen, (Doubleday, 2002).
June 22, 2002: Free Agent Nation
Broadcast Guests
Martin Fridson - Managing director at Merrill Lynch and author of a number of books, including It Was A Very Good Year: Extraordinary Moments in Stock Market History.
Ruth Hayden - Author, educator, and financial counselor.
Daniel Pink - Author of Free Agent Nation.
Erica Whittlinger - Sound Money's in-house investment counselor.
Web Sites
www.ruthhayden.com - Learn more about her classes and books at her site.
www.freeagent.com - Daniel Pink's Web site tells you more about working as a free agent.
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.
www.eldercare.org - This site has information about aging, long-term care, and health care issues.
Chris Farrell recommends the following sites for teens interested in investing or learning more about the stock market: www.charlesschwab.com, www.vanguard.com, www.quicken.com.
Books
How to Be a Billionaire: Proven Strategies from the Titans of Wealth, by Martin Fridson, (John Wiley & Sons, 2001).
It Was A Very Good Year: Extraordinary Moments in Stock Market History, by Martin Fridson, (John Wiley & Sons, 2000).
Investment Illusions: A Savvy Wall Street Pro Explodes Popular Misconceptions about the Markets, by Martin Fridson, (John Wiley & Sons, 1996).
For Richer, Not Poorer: The Money Book for Couples, by Ruth Hayden, (Health Communications, 1999).
How To Turn Your Money Life Around: The Money Book for Women, by Ruth Hayden (Health Communications, 1992).
Free Agent Nation: How America's New Independent Workers are Transforming the Way We Live, by Daniel Pink, (Warner Books, Inc., 2002).
June 29, 2002: Home Insurance
Broadcast Guests
Nell Minow - Newsletter editor for The Corporate Library.
Robert Hunter - Director of insurance for the Consumer Federation of America.
Erica Whittlinger - Sound Money's in-house investment counselor.
Web Sites
www.consumerfed.org - This site is filled with information about homeowners insurance, statistics, and resources.
www.nasd.com - Erica Whittlinger suggests visiting the National Association of Securities Dealers online to check the credentials of a financial planner you may be considering. NASD regulates the securities industry and virtually all U.S. stockbrokers and brokerage firms. She also urges you to contact your state's department of commerce to investigate whether any complaints have been made against that financial planner.
www.ginniemae.gov - Visit Ginnie Mae Mortgage-Backed Securities to learn about investing.
www.dol.gov - If you've had money taken out of your paycheck to put into a 401(k) plan, and that money's never been deposited into that 401(k), you can find out what to do next by visiting the Department of Labor's Web site.