January 4 - January 11 - January 18 - January 25
January 4, 2003: A Look Ahead
Broadcast Guests
• Betsy Howie – Author of the book Callie’s Tally.
• Ed Slott - Certified public accountant and author of the monthly newsletter Ed Slott’s IRA Advisor.
• Alexandra Starr – Capitol Hill Correspondent for Business Week.
• Erica Whittlinger - Sound Money's in-house investment expert.
Web Sites
• www.irahelp.com - This is CPA Ed Slott’s Web site where you can subscribe to his newsletter and learn the nitty gritty about IRA accounts.
• http://savingsbonds.gov/sav/sbiinvst.htm - Use this site to learn about and purchase I-bonds.
• www.indexfunds.com - Research index funds and where to purchase them.
• You can learn more about Exchange Traded Funds on the Nasdaq site.
• www.savingforcollege.com - This is an invaluable resource for all topics relating to financing college. There are listings of the various state education 529 savings plans and more.
Books
• Callie’s Tally: An Accounting of Baby’s First Year (Or, What My Daughter Owes Me), by Betsy Howie (Putnam Publishing, 2002).
• The Retirement Savings Time Bomb…and How to Diffuse It: A 5-Step Action Plan for Protecting Your IRAs, 401(k)s, and Other Retirement Plans from Near Annihilation by the Taxman, by Ed Slott (Penguin, 2003).
January 11, 2003: Tax Planning
Broadcast Guests
• Csaba Csere - Editor in chief of Car and Driver magazine.
• Donna LeValley - Tax attorney and specialist with J.K. Lasser, and contributing editor of J.K. Lasser's Your Income Tax 2003.
• Eric Tyson - Personal financial counselor, and author of Personal Finance for Dummies.
• Erica Whittlinger - Sound Money's in-house investment expert.
Web Sites
• Ask a tax question and learn more at the J.K. Lasser site.
• Read Car and Driver magazine’s special report about the 2003 North American International Auto Show.
• savingsbonds.gov/sav/sbiinvst.htm - Use this site to learn about and purchase I-bonds. You can also visit Treasdirect.gov for information on bonds and treasury bills.
• Indexfunds.com - Research index funds and where to purchase them.
• Savingforcollege.com - This is an invaluable resource for all topics relating to financing college.
Books
• J.K. Lasser's Your Income Tax 2003, by the J.K. Lasser Institute (John Wiley & Sons, 2002).
• Personal Finance For Dummies, by Eric Tyson (John Wiley & Sons, 2000).
• Investing for Dummies, by Eric Tyson (John Wiley & Sons, 2000).
• Mutual Funds for Dummies, by Eric Tyson (John Wiley & Sons, 2000).
January 18, 2003: Stock Options for All
Broadcast Guests
• Joseph Blasi – Professor at the School of Management and Labor Relations at Rutgers University and co-author of In the Company of Owners: The Truth About Stock Options (and Why Every Employee Should Have Them).
• Paul Grangaard – Certified Public Accountant and author of The Grangaard Strategy: Invest Right During Retirement.
• Jeremy Siegel– finance professor at the Wharton Business School. His most recent book is Stocks for the Long Run.
• Erica Whittlinger - Sound Money’s in-house investment expert.
Web Sites
• www.fied.com/index.htm - This is Paul Grangaard’s financial education page. You also can visit his book’s Web site www.thegrandgaardstrategy.com.
• www.brookings.org/dybdocroot/es/research/areas/social/socsec.htm - Brookings Institution scholar Henry Aaron has some interesting ideas about privatizing social security. You can read them here.
• Olivia Mitchell at Wharton Business School and MIT’s Peter Diamond also have written about social security. Read Professor Diamond’s papers. Learn about Olivia Mitchell’s research.
• www.morningstar.com - Use this site to learn about the mutual funds that your 401(k) or 403(b) may offer.
Books
• In the Company of Owners: The Truth About Stock Options (and Why Every Employee Should Have Them), by Joseph Blasi, Aaron Berstein, Douglas Kruse (Basic Books, 2003).
• The Grangaard Strategy: Invest Right During Retirement, by John Grangaard (Berkeley Publishing Group, 2003).
• Stocks for the Long Run, by Jeremy J. Siegel. (McGraw-Hill, 2002).
• Random Walk Down Wall Street: The Best Investment Advice for the New Century, by Burton Malkiel (W.W. Norton and Company, 2000).
• Smarter Insurance Solutions, by Janet Bamford (Bloomberg Press, 1996).
January 25, 2003: Survival Strategies, Winter Getaways
Broadcast Guests
• Christine Benz - Editor of Morningstar® FundInvestorTM, a monthly newsletter for individual investors and Morningstar® Funds 500. She's been an editor and analyst with Morningstar.com for nine years.
• Rick Steves - Travel expert Rick Steves has written hundreds of books on travel in Europe, and he conducts travel tours. You also can see him on public television.
• Erica Whittlinger - Sound Money’s in-house investment expert.
Web Sites
• www.morningstar.com - This site is home to the famous Morningstar Five Star ratings system.
• www.ricksteves.com - Visit Rick Steves' Web site to learn more about his books and videos and read travel advice.
• www.ssa.gov - Visit the Social Security Administration's site to determine if it's a good idea to take your benefits at 62 or later.
• 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.troweprice.com also has a calculator and other investment tools for individual investors.
• www.medicare.gov If you are concerned about how Medicare works, visit this site. Chris also mentioned that it's important to understand how your state's health care plans work. He used California's plan Medi-Cal as an example.
• To look up bond ratings, visit www.moodys.com/ or www.standardandpoors.com.
Books
• Morningstar Guide to Mutual Funds: Five Star Strategies for Success, by Christine Benz, Peter Di Teresa, and Russel Kinnel (John Wiley & Sons, December 2002).
• Rick Steves' Best of Europe 2003, by Rick Steves (Avalon Travel Publishing, March 2003). This title is not yet available.
• Rick Steves' Europe Through the Back Door 2003, by Rick Steves (Avalon Travel Publishing, October 2002).
