December 7, 2002: Best Business Books of 2002
Broadcast Guests
•   Kurt Barnard - President of Barnard’s Retail Consulting Group.
•   William Gale - Senior fellow at the Brookings Institution and co-director of the Tax Policy Center.
•   Hardy Green - Business Week book editor.
•   Erica Whittlinger - Sound Money's in-house investment expert.

Web Sites
•   www.taxpolicycenter.org - Read the Tax Policy Center’s research on the alternative minimum tax.
•   www.retailtrends.com - This site features Kurt Barnard's latest retail report.
•   www.ssa.gov - If you have a question about your social security benefits, call your local social security office, or visit their comprehensive Web site.
•   www.savingforcollege.com - A Web site by CPA and 529 plan expert Joseph Hurley. The page offers primers, comparisons, and a message board about 529 plans.
•   www.kiplinger.com/managing/college/ - Kiplinger.com is the Web site of Kiplinger's Personal Finance magazine. In their section devoted to college, you will find feature articles and information about 529 plans, educational IRAs and other methods of saving money for college. The site also featues a number of tools to help you develop your college savings strategy.
•   If you want to research investments, visit www.hoovers.com, www.valueline.com, www.morningstar.com.
•   Treasury Direct - Visit this site to buy bonds, T-bills, and savings bonds from the U.S. Treasury Web site. Visit Savingsbonds.gov for more. Visit www.indexfunds.com to research index funds and where to purchase them.

Books

Business Books from Hardy Green, book editor for Business Week

1. Creating a Life: Professional Women and the Quest for Children, by Sylvia Ann Hewlett (Miramax, 2002).

2. Dot Con: The Greatest Story Ever Sold, by John Cassidy (HarperCollins, 2002).

3. Globalization and its Discontents, by Joseph E. Stiglitz (W.W. Norton and Company, 2002).
Stiglitz spoke with Chris Farrell in July 2002 about his book and how U.S. economic policy affects the world. Listen

4. Martha, Inc.: The Incredible Story of Martha Stewart Living Omnimedia, by Christopher Byron (John Wiley & Sons, 2002).

5. Memoirs, by David Rockefeller (Random House, 2002).

6. Take on the Street: What Wall Street and Corporate America Don't Want You to Know, by Arthur Levitt (Pantheon Books, 2002).
Chris Farrell reviewed Take on the Street. Read
Arthur Levitt spoke to Chris in October 2002. Listen

7. Tuxedo Park: A Wall Street Tycoon and the Secret Palace of Science That Changed the Course of World War II, by Jennet Conant (Simon & Schuster, 2002).

8. Wealth and Democracy: A Political History of the American Rich, by Kevin Phillips (Broadway Book, 2002).

9. What Management Is: How it Works and Why It’s Everyone’s Business, by Joan Magretta, Nan Stone (Free Press, 2002).

10. Who Says Elephants Can't Dance? Inside IBM's Historic Turnaround , by Louis V. Gerstner Jr. (HarperBusiness, 2002).

Chris Farrell recommends the following gifts for the booklover on your list:

1. Colossus: The Saga of the American Corporation, by Jack Beaty (Broadway Books, 2001).

2. The Price of Motherhood: Why the Most Important Job in the World is Still the Least Valued, by Ann Crittenden (Henry Holt & Company, 2002).

3. The Gifts of Athena: Historical Origins of the Knowledge Economy, by Joel Mokyr (Princeton University Press, 2002).

December 14, 2002: The Investing Detective
Broadcast Guests
•   Robert Hagstrom - Author of Detective and the Investor: Uncovering Investment Techniques from the Legendary Sleuths.
•   Maya MacGuineas - Fellow at the New America Foundation. She specializes in fiscal policy matters.
•   David Tice - President of David W. Tice and Associates, investment advisor to the Prudent Bear funds, and publisher of the newsletter Behind the Numbers.
•   Erica Whittlinger - Sound Money's in-house investment expert.

Web Sites
•   www.prudentbear.com - Visit this site for information on the Prudent Bear funds and read analysis.
•   Treasury Direct - Visit this site to buy bonds, T-bills, and savings bonds from the U.S. Treasury Web site. Visit Savingsbonds.gov for more.
•   Indexfunds.com - Research index funds and where to purchase them.
•   American Academy of Arts and Sciences - Visit this site to read a study called "War with Iraq: Costs, Consequences, and Alternatives."

Books
•   Detective and the Investor: Uncovering Investment Techniques from the Legendary Sleuths, by Robert Hagstrom (Texere, 2002).
•   Author Robert Hagstrom talks about fictional detectives Father Brown and Sherlock Holmes. Check out the Father Brown mystery series by G. K. Chesterton and the Sherlock Holmes books by Sir Arthur Conan Doyle.
•   Murder in the Rue Morgue and Other Tales, by Edgar Allan Poe.
•   Investing: The Last Liberal Art, by Robert Hagstrom (Texere, 2002).
•   The Warren Buffet Portfolio: Focus Investment Strategies of the World’s Greatest Investor, by Robert Hagstrom (New Start Media, 1999).
•   The following are Stephanie Curtis’ holiday book picks: The Death of the Banker: The Decline and Fall of the Great Financial Dynasties and the Triumph of the Small Investor, by Ron Chernow (Random House, 1997).
•   Hidden Order: The Economics of Every Day Life, by David Friedman (Harper’s Business, 1997).
•   50 Simple Steps You Can Take to Disaster-Proof Your Finances, by Ilyce Glink (Crown Publishing, 2002).

December 21, 2002: Taking Care of Aging Parents
Broadcast Guests
•   Mark Bittman - Award-winning author of the books The Minimalist Cooks at Home and How to Cook Everything. He's also a frequent guest on The Splendid Table. Mark mentioned some cheap holiday food ideas on the show.
•   Chris Cooper - Founder and president of ElderCare Advocates, and a certified financial planner.
•   Jim Paulsen - Chief investment officer for Wells Capital Management.
•   Diane Swonk - Chief economist and a senior vice president at the Bank One Corporation in Chicago. She is also chief economist for the Milken Institute and a professor at DePaul University.
•   Erica Whittlinger - Sound Money's in-house investment expert.

Web Sites
•   www.eldercareadvocates.com - This is Chris Cooper's site for his company Elder Care Advocates, a company that helps seniors and families determine care plans.
•   www.caremanager.org - This is the National Association of Professional Geriatric Care Managers site. You can find a caregiver or look up other resources on this site.
•   www.aoa.gov - Stephanie Curtis recommends that you visit the Administration on Aging's site.
•   www.fpanet.org - The Financial Planning Association can help you find a financial planner to discuss your financial situation.
•   www.tiaacref.org - Want more information about asset allocation and how long it will take to save enough for retirement? Visit this site.
•   www.financialengines.com - This is a subscription-based site that has many resources to help determine when you'll have enough saved for retirement.
•   www.moneychimp.com - Visit this site, and plug in your retirement savings information to learn when the money will run out using the Monte Carlo retirement calculator.
•   www.pbgc.gov - If, like caller Tom, you are concerned about the health of a former employer, you can learn about how your pension is protected by the Pension Benefits Guaranty Corporation.

December 28, 2002: Getting your Financial Life in Order
Broadcast Guests
•   Pamela Klainer - President of the financial services firm Professional Planning Associates.
•   Ross Levin - Certified financial planner and founder of Accredited Investors Inc.
•   Eric Tyson - Personal financial counselor and author of Personal Finance for Dummies.
•   Erica Whittlinger - Sound Money's in-house investment expert.

Web Sites
•   Read more about Pamela Klainer and read her articles on this site: www.powerandmoney.com
•   www.kiplinger.com - Use this worksheet to calculate your net worth.
•   www.fpanet.org - The Financial Planning Association can help you find a financial planner to discuss your financial situation.
•   www.napfa.org - The National Association of Personal Financial Advisors can help you find a fee-only financial planner.
•   www.sec.gov - You can check to see if a financial planner in your area is registered with the Securities and Exchange Commission.
To learn more about reverse mortgages, visit:
•   www.hud.gov/ - The U.S. Department of Housing and Urban Development’s site. HUD largely developed reverse mortgages.
•   www.hsh.com - This is consumer loan information site HSH’s guide to reverse mortgages.
•   www.fanniemae.com - Fannie Mae is a big underwriter of reverse mortgages.
To research rate and benefits for life and disability insurance, visit:
•    www.insweb.com
•    www.insure.com
•   www.tiaacref.com
•   www.buyandhold.com and www.sharebuilder.com are two sites to visit if you’re interested in investing some money without the help of a broker.
•   www.weedenco.com - Visit this site for more information about investor Steve Leuthold, who Chris mentions in his commentary. Chris also mentions John Bogle, founder of The Vanguard Group. You can visit this site to read more about the company’s investing philosophy.
•   www.ustreas.gov - Visit this site to research bonds. Then you can purchase treasury bonds at treasurydirect.gov.

Books
•   Smarter Insurance Solutions, by Janet Bamford (Bloomberg Press, 1996).
•   How Much is Enough? Harness the Power of Your Money Story-and Change Your Life by Pamela Klainer (Basic Books, 2001).
•   Personal Finance For Dummies, by Eric Tyson (John Wiley & Sons, 1999).
•   Investing for Dummies, by Eric Tyson (John Wiley & Sons, 2000).
•    Mutual Funds for Dummies, by Eric Tyson (John Wiley & Sons, 2000).