The Phil Ferguson Show

2026 first half market performance update.   How did stocks and bonds do in the first 6 months of 2026? Ideas for new investors. The 4 books that I recommend you read. EV charging information 

Will SpaceX crush your index funds? Discussion on the green reflecting pool Returns vs. Price Changes Follow up on CSICON Discussion on a 2,000 mile drive in the 2025 ioniq 5

Another example of the problems with Annuities. Is it OK to pay higher fund expense ratios for higher returns Laura Pausini concert in Orland Ioniq 9 and some EV news Still time to go to CSI Con in New York

Interview with Hemant Mehta (a.k.a. The Friendly Atheist.) Investing Skeptically:  Discusssion of ROTH IRA conversions and recharectarizations.

Interview with Jason Freer.  We talk about BAHACON 2026.  There is still time to get tickets! https://bahacon.com/ discussion on using bonds in place of a checking or savings account. Beneficiary IRA and the problem with non-liquid assets SPACEX IPO!!!!! Do you want shares?  Are you afraid it is a scam and you will lose money.  Discussion on IPOs, Exchanges, Indexes and Index funds.  Information o...

Discussion on the Year To Date returns of the 6 US stock segments.  How I use segments, rebalancing, diversification etc. Thoughts on my recent trip to England & Scotland A note on SkepticampNM

Discussion of Private Credit and how it works  Picking Mutual Funds and why it does not work DAF Donor Advised Funds

Big show today! AI stock picking and back tested data An annuity example War, Iran, Oil, gasoline oh my.... Super Shitty investment idea A cruise in the western carabbean

how to invest with just $1k US Market concentration Rant on scams, emails, texts etc Viaticals War with Iran & oil prices

Interview with Ryan Cragun.  We discuss his new research.  Do Atheists give more or less than other religious groups? Also, A listener email.... Should I buy an Annuity.

A few listeners have emailed to let me know that I was NOT clear on the changes to the asset allocations presented in episode 544.  This is a special restatment.  I hope this is more clear.

Interview with Author Erin Louis.  Her new book is "There's No Grave Like Home".   You can order her new book now! https://a.co/d/0cIHhuva Link to Erin's website.  Get information about all of her books here.... https://www.erinlouis.com/ Also in this episode 2026 Market adjustment discussion - listen to hear what is changing. The 4 books you should read about investing Ideas on allocating assets...

A walk through on how to rebalance your portfolio How to check on fund performance - Price change vs. returns Review of a concert from Synthony Home Remodel - where should you get the money?

Discussion on the Pros and cons of ROTH Conversions Vanguard has a new tool that may help but, it has llimitations. It is a good time to think about re-balancing your portfolio. Why you might want to pay some extra taxes on realized LT Gains Why are houses so expensive and why it might get worse.

Investing Skeptically: Gold ETF.  Should you invest in gold? 2025 Market performance Data Should you do a ROTH conversion?

Conversation with Jasmin Faulk.   Her book is "The Last Sandstorn: A Memoir".  She talks about how she escaped from $audi Arabia. Investing Skeptically: Crypto Update Health Insurance Costs

Lots of good stuff in this episode New investment opportunity if notes Wills, Power of Attorney, Trusts, beneficiaries How to lose $40k on solar panels Show reviews on Apple Podcast

Trump Updates EV sales after the end of the $7,500 tax credit tax rates 2025 vs 2026 Health Insurance costs for 2026 Is a 50 year mortgage a good idea?

How to remove funds from an Inherited IRA Should you get Long Term Care Insurance What are Qualified Dividends New Rules for 401k (catch-up only in ROTH starting in 2026) Ronald Reagan on free Trade

Thought on a recent vacation to Italy. Market data,  Year to date and one year data on performance for different parts of the market. S&P 500 Inverse note

I ask Chat GPT a question and then review the response. Information on RMDs (Required Minimum Distributions. Discussion on transfering funds.

Interview with Thom Hartmann https://en.wikipedia.org/wiki/Thom_Hartmann Also... Information on how to drive/Charge an EV

Interview with Kevin Bolling.  He is the Executive Director of the SSA (Secular Student Alliance) Investing Skeptically" Using historical data to make financial choices. Employee Stock Purchase program

Discussion of the Wash Sale rule.  Selling stock at a loss can reduce your tax bill if you do not violate the Wash Sale Rule. Passive Investing:  I review and provide commentary on a report that warns of potential problems with the increasing use of Passive / index investing. Personal rant about T-Mobile and getting an eSIM for travel.

Interview with Fish Stark. He is the executive director of AHA (American Humanist Association). Church Money - review of a church budget and discussion on how little money (if any) goes to helping those in need.