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Podcast: Talking Real Money - Investing Talk
Episode: Hot? Don't Touch.
Description: This episode dismantles the idea that successful investing comes from finding the next hot thing. Instead, Don and Tom argue that good portfolios are built by eliminating what doesnât belong: actively managed funds, sector ETFs, alternatives, high-yield bonds, gold, and other distractions that add complexity without purpose. Drawing on a Morningstar column by Amy Arnott, they reinforce that most investing mistakes come from chasing performance rather than embracing simplicity and discipline. The show also tackles listener questions on retirement âbucketâ strategies, rebalancing timing, Dimensional fund structure, and annuitiesâemphasizing that bonds exist for stability, cash should be limited and intenti...