September 7 - September 14 - September 21 - September 28
September 7, 2002: Gauging Risk in Uncertain Times
Broadcast Guests
Peter Bernstein - Financial historian.
Daniel Yergin - Pulitzer Prize-winning author and chair of the Cambridge Energy Research Associates.
Maria Fiorini Ramirez - President and Chief Executive Officer of Maria Fiorini Ramirez Inc., an independent global economic and financial consulting firm.
Pamela Klainer - President of the financial services firm Professional Planning Associates.
Erica Whittlinger - Sound Money's in-house investment expert.
Web Sites
www.pbs.org/wgbh/commandingheights - Homepage for the PBS documentary made from Daniel Yergin’s book, The Commanding Heights.
Ethicalwill.com - Learn how to make an ethical will of your own.
mfr.com - Home page for Maria Fiorini Ramirez Inc.
www.powerandmoney.com - At Power and Money, you can sign up for Pam Klainer’s newsletter.
Books
How Much is Enough? Harness the Power of Your Money Story—and Change Your Life by Pamela Klainer (Basic Books, 2001).
The Commanding Heights: The Battle Between Government and the Marketplace that is Remaking the Modern World by Daniel Yergin and Joseph Stanislaw (Simon & Schuster, 1998).
Against the Gods: The Remarkable Story of Risk by Peter L. Bernstein (John Wiley & Sons, 1998).
So That Your Values Live on: Ethical Wills and How to Prepare Them by Jack Reimer and Nathaniel Stampfer (Jewish Lights Publishing, 1994).
September 14, 2002: Safe Havens
Broadcast Guests
Jim Paulsen - Chief investment officer at Wells Capital Management.
Paula Kennedy - New York-based financial planner.
Ruth Hayden - Financial counselor and author.
Erica Whittlinger - Sound Money's in-house investment expert.
Web Sites
Visit www.tiaacref.com to research fixed annuities.
www.fincalc.com - This site is made up a number of financial calculators—for buying a home, saving for college, purchasing a car, and more.
www.bankrate.com - Use this site to research credit card, loan, and investment rates.
Visit the Web sites for Fidelity, Vanguard, and TIAA-CREF to research retirement vehicles for small businesses. Chris Farrell says a turnkey 401(k) may be another option besides the SEP-IRA.
Books
How To Turn Your Money Life Around: The Money Book For Women, by Ruth Hayden
For Richer, Not Poorer: The Money Book For Couples, by Ruth Hayden (Health Communications, Inc, 1992).
Paula Kennedy recommends the following Eric Tyson books to help you understand your investments:
Personal Finance For Dummies (Hungry Mind Inc., 1999)
Investing for Dummies (Hungry Mind Inc., 2000)
Mutual Funds for Dummies (Hungry Mind Inc., 2000)
September 21, 2002: Refinancing
Broadcast Guests
Elizabeth Razzi - Reporter for Kiplinger’s Personal Finance Magazine.
David Warsh - Syndicated columnist who's written on economics for The Boston Globe and Forbes. You can find his work on his Web site www.economicprincipals.com.
Felicia Zimmerman - Author of Reinvent Your Work: How to Rejuvenate, Revamp, or Recreate Your Career.
Erica Whittlinger - Sound Money's in-house investment expert.
Web Sites
Elizabeth Razzi recommends these tools to analyze whether refinancing is right for you:
www.calcbuilder.com/cgi-bin/calcs/HOM12.cgi/Kiplinger - This calculator helps you determine the costs of refinancing. You can find a number of calculators related to home financing on Kiplinger’s tools section: www.kiplinger.com/tools/. You can also visit www.hsh.com, which has a number of tools available, including a spreadsheet you can download that lays out refinancing costs.
www.economicprincipals.com - This is David Warsh’s site, named after his popular syndicated column. You can read his articles on who he think will replace Federal Reserve Chairman Alan Greenspan on his site.
www.ustreas.gov - Visit this site to research bonds. Then you can purchase treasury bonds at treasurydirect.gov.
www.financialengines.com - Use this site’s asset allocation tool to determine the ratio of stocks, bonds, and cash that are right for your portfolio.
www.indexfunds.com - If investing in index funds appeals to you, check out this Web site to learn more about the funds, how they work, and which ones are right for your savings.
Does participating in a 401(k) raise your taxes? Chris Farrell recommends you take a look at this economic study conducted by the Federal Reserve Bank of Cleveland. You'll have to scroll down to "Working Paper 0108" and open up the pdf file.
Books
Reinvent Your Work: How to Rejuvenate, Revamp, or Recreate Your Career, by Felicia Zimmerman (Dearborn Financial Publishing, 2001).
Economic Principals: Masters and Mavericks of Modern Economics, by David Warsh (Free Press, 1992).
September 28, 2002: War and the Economy
Broadcast Guests
Michael Lewis-Beck - University of Iowa professor of political science who studies how the economy and other issues affect the outcome of elections.
Larry Magid - Freelance technology columnist and commentator.
Rudy Maxa - Consumer travel expert and Savvy Traveler Senior Correspondent.
Erica Whittlinger - Sound Money's in-house investment expert.
Mark Zandi - Founder and chief economist of www.economy.com, an economic consulting firm based in West Chester, Pennsylvania.
Web Sites
www.economy.com (also known as Dismal.com)- You can find many tools to evaluate the economy at this economic research and consulting firm's Web Site.
Read Rudy’s latest travel tips on his Web site www.rudymaxa.com.
www.savingsbond.gov - Visit this site to find out the value and maturity date of your savings bonds.
www.publicdebt.treas.gov - Buy bonds, t-bills, and savings bonds from the U.S. Treasury Web site.
www.ginniemae.gov - Learn more about Ginnie Mae mortgage-backed securities.
www.pcanswer.com - This is Larry Magid’s Web site, where you can find his articles about computers and technological gadgets.