How to Money

Friday Flight - Paper Wealth, Target Date Trends, & Bye Bye Buffett #981

May 9, 2025

Explore the intriguing world of personal finance with insights on the paper wealth effect and the effectiveness of target date funds. Discover how gold is making a comeback as an investment, potentially outpacing the S&P 500. Laugh along as they dissect recent retail news from Best Buy and Walmart, while discussing the implications of shrinking living spaces. Learn about the risks of fintech banks, the future of Social Security, and the importance of estate planning amidst evolving investment trends. Plus, tips on credit repair and protecting your identity!

36:01

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Quick takeaways

Walmart's in-store price adjustment policy frustrates customers, while Best Buy enhances its appeal through a successful electronics recycling program.

The trend of smaller new homes reflects changing consumer priorities towards affordability and financial flexibility, particularly among younger generations.

Deep dives

Navy Federal Credit Union's Commitment to Military Families

Navy Federal Credit Union has demonstrated its unwavering support for military families for over 90 years, especially during Military Appreciation Month. The organization highlights the essential contributions of active duty members and veterans, reinforcing its mission to uplift and provide resources to this community. By focusing on financial services tailored specifically for military families, Navy Federal aims to address their unique needs and challenges. This initiative underlines the strong bond between the credit union and those who serve in the armed forces, fostering a sense of belonging and support.

Intro

2min

Navigating Personal Finance and Consumer Choices

12min

Examining the Rise of Gold as an Investment Trend

2min

Investing Insights: Gold ETFs and Legacy Lessons

6min

Navigating Wealth and Credit Challenges

8min

Navigating Fintech Risks and Social Security Futures

11min

Protecting Your Identity & Health Solutions

3min

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and helpful stories like: Best Buy and Walmart policy updates, homes are getting smaller, paper wealth effect, target date trends, gold beating out VOO, bye bye Buffett, beneficiary brushup, credit repair companies, medical debt dings, fintech vs real banks, and boosting your Social Security benefit!

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