The Tom Dupree Show

THE TOM DUPREE SHOW  |  PODCAST SHOW NOTES How Do Insurance Companies Make Money? Lessons for Retirement Investors The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com  |  859-233-0400 Episode Description Tom Dupree, Mike Johnson, and Michael Dawahare open with a Charlie Munger parable about the difference between memorized information and true understanding, then apply that lens...

THE TOM DUPREE SHOW  |  PODCAST SHOW NOTES When to Hold, When to Sell: Staying Invested Through Market Volatility The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com  |  859-233-0400 Episode Description When markets get choppy, the instinct to move to the sidelines can feel overwhelming — but acting on that instinct often costs investors far more than the volatility itself. In t...

  The Tom Dupree Show  |  Podcast Show Notes Buying a Stock Is Easy. Knowing When to Sell Is Everything. The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com  |  859-233-0400 Episode Description Every investor knows how to buy a stock. But the moment that determines real wealth — or real loss — is the moment you decide to sell. In this episode of The Tom Dupree Show, Tom Dupree,...

The Tom Dupree Show  |  Podcast Show Notes The Nike Cautionary Tale: What Happens When Leadership Loses Touch With Its Customers The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com  |  859-233-0400 Episode Description Nike spent decades building one of the most recognized brands on the planet — the Swoosh, the Air Jordan, high-heat basketball shoes that consumers lined up for, a...

Where Did My Returns Go? The Cost of Mutual Funds and Annuities The Tom Dupree Show | Dupree Financial Group | dupreefinancial.com | 859-233-0400 Episode Description Time Stamps 00:00 Keep Truckin Intro 01:31 Show Opens Fees 03:22 Mutual Fund Basics 05:46 Share Classes Loads 07:14 Portfolio Fee Transparency 10:05 Tax Drag Distributions 14:01 Constraints Versus Drift 16:29 Managed Accounts Example...

The AI Build-Out Is Real — And It’s Reshaping How We Invest for Retirement THE TOM DUPREE SHOW  |  PODCAST SHOW NOTES The AI Build-Out Is Real — And It’s Reshaping How We Invest for Retirement The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com   |  859-233-0400  |  Air Date: June 6, 2026 Episode Description Something significant is happening in the markets, and it goes well bey...

THE TOM DUPREE SHOW  |  PODCAST SHOW NOTES I’m 55 and Behind on Retirement — Here’s What You Can Actually Do About It The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com  |  859-233-0400 Episode Description Turning 55 can trigger some hard questions about retirement — not regrets about the past, but real concerns about the present. Tom Dupree and Lead Advisor Mike Johnson tackle...

Episode  ·  May 30, 2026 What to Do When You Inherit Money: The Rules, the Risks, and the Right Moves The Tom Dupree Show|Dupree Financial Group| dupreefinancial.com |859-233-0400 Episode Description Inheriting money should feel like good news — and it often is. But the moments surrounding an inheritance are rarely straightforward. There’s grief. There’s urgency. There’s a sudden responsibility fo...

THE TOM DUPREE SHOW  |  PODCAST SHOW NOTES All-Time Highs and America’s Second Industrial Revolution The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com  |  859-233-0400 Episode Description Markets are hitting all-time highs in the spring of 2026, and Tom Dupree sits down with analysts Michael Dawahare and James Dupree to examine what is actually fueling the rally. The conversat...

THE TOM DUPREE SHOW  |  PODCAST SHOW NOTES What to Expect When You Finally Call a Financial Advisor The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com  |  859-233-0400   Episode Description For many people approaching retirement, the thought of calling a financial advisor triggers more anxiety than excitement. Will they judge what I have? Will I be pressured into something I do...

The Tom Dupree Show  |  Podcast Show Notes Reading the Market Through the Fog: AI Momentum, Iran’s Economic Shadow, and What It Means for Your Retirement Portfolio The Tom Dupree Show  |  Dupree Financial Group  |   dupreefinancial.com   |  859-233-0400  |  Air Date: May 9, 2026 Episode Description The market rarely moves in one direction for one reason, and this episode is a clear illustration of...

TomDupreeShow_ShowNotes_2026-05-09 The post Why Your Target Date Fund May Fail You in Retirement appeared first on Dupree Financial .

Episode: The Tom Dupree Show  |  Host: Tom Dupree  |  Co-host: Mike Johnson Episode Summary Tom Dupree and Mike Johnson tackle one of the most common misconceptions in retirement planning: that a 401(k) balance is a retirement plan. It isn’t. It’s a savings vehicle — and a very good one — but it was designed to collect money, not distribute it. This episode explains what that distinction means in...

THE TOM DUPREE SHOW  |  PODCAST SHOW NOTES What Happens to Your Money When You’re Gone: A Practical Guide to Legacy Planning The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com   |  859-233-0400 Air Date: April 25, 2026   Episode Description Most people spend decades building their wealth. Far fewer spend even an hour making sure it ends up where they intend. In this special edi...

THE TOM DUPREE SHOW  |  PODCAST SHOW NOTES  A Practical Guide to Surviving the Financial Transition When Your Spouse Dies The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com   |  859-233-0400 Episode Description Nobody wants to think about losing a spouse. But the financial consequences of that loss — the drop in Social Security income, the pension decisions that can never be un...

The post How Much Money Do I Need to Retire? The Income Answer That Actually Works appeared first on Dupree Financial .

The post Oil, Markets & Your Retirement | The Tom Dupree Show appeared first on Dupree Financial .

The post DIY HOUR appeared first on Dupree Financial .

The post HOUR2 Inflation 4-04-26 appeared first on Dupree Financial .

The post HOUR3 3-28-26 appeared first on Dupree Financial .

Market Volatility, Oil Prices, and Why Dividend Income Matters More Than Ever for Retirement If your portfolio has felt like a rollercoaster lately, you’re not imagining it. On this week’s episode of The Financial Hour of The Tom Dupree Show, Tom Dupree, Mike Johnson, and James Dupree broke down exactly what’s driving the current market volatility — from rising oil prices and the Strait of Hormuz...

How Market Volatility and Geopolitical Risk Affect Your Retirement Portfolio When global events rattle energy markets and push interest rates higher, the impact lands quickly in retirement portfolios — and not always where investors expect. On a recent episode of The Financial Hour of The Tom Dupree Show, host Tom Dupree Jr., portfolio manager Mike Johnson, and co-host James Dupree broke down what...

47 Years of Market History: What Tom Dupree Learned About Bonds, Crashes, and Knowing When to Act If you’ve been thinking about retirement — or you’re already in it — there may be no more valuable asset than genuine investment experience. Not theory. Not a sales pitch. Real lived history across multiple market cycles, interest rate regimes, and economic crises. On this episode of The Financial Hou...

Oil Prices, the Strait of Hormuz, and What It Means for Your Retirement Portfolio When a geopolitical crisis sends oil prices surging, the effects ripple through nearly every corner of the economy — and that includes your retirement savings. On this week’s episode of The Financial Hour of the Tom Dupree Show, Tom Dupree Jr. and Mike Johnson broke down exactly what’s driving elevated oil and gasoli...

When oil prices spike nearly 30% in a matter of days and a weak jobs report hits on the same Friday, the word on every investor’s mind is stagflation. On this episode of  The Financial Hour of the Tom Dupree Show , host Tom Dupree, James Dupree, and Mike Johnson break down how the Middle East conflict is rippling through oil markets, what it means for interest rates and inflation, and why personal...