Our Radio Show

IWM Radio

microphone

Welcome!  In the past we talked on a wide variety of financial topics.  Unfortunately we no longer broadcast a radio show, but here you will find links to web sites mentioned on the show as well as presentation material discussed on the program.  Enjoy!


The Lunchbox Index

In addition to reporting on the major benchmarks, IWM Radio focuses on how a diversified portfolio should be performing.  Below is a table showing you how your portfolio should be performing based on your particular risk tolerance.

As of Jan 31, 2003 - June 30, 2005:

Conservative Flexible Income Balanced Conservative Growth Strategic Growth
5.21% 6.62% 8.68% 8.95% 9.65%

 

S & P 500 DOW Nasdaq
21% 18% 23%

 

 

 

 

 

 

 

 

 


 

Archived Shows

Our February 4, 2004 show can be found at the following link:

Dennis Carpenter 02/04/2004

Dennis visited with Joe Hurley and discussed 529 plans for the first half hour.

www.savingforcollege.com

For the second half hour, Jordan Goodman discussed student loans, grants, scholarships, and other topics of interest to parents and high school seniors about to enter college.

www.moneyanswers.com

Web site resources for the show:

Texas Higher Education Coordinating Board at http://www.thecb.state.tx.us/

Federal Student Financial Assistance Program at http://www.fafsa.ed.gov/

FinAid at www.finaid.org

Scholarships.com at www.scholarships.com

College Express at www.collegexpress.com

The Princeton Review at www.review.com

Our January 14, 2004 show can be found at the following link:

Dennis Carpenter 01/14/2004

 

 

 

 

 

Richard A. Myers, CEO and founder of Realty Capital Partners (RCP)

www.rcpinvestments.com

Our December 17, 2003show can be found at the following link:

Dennis Carpenter 12/17/2003

Dennis discussed then current and future stock market conditions, and Louis Navellier's Stock Grader with Portfolio manager Louis Navellier.

www.navellier.com

 Our December 10, 2003 show can be found at the following link:

Dennis Carpenter 12/10/2003Our December 3, 2003 show can be found at the following link:

Dennis will discussed morally responsible investing with today's guests.

Bill Van Allen from the Noah Fund

www.noahfund.com

George Schwartz from Schwartz Investment Counsel, Inc.

www.schwartzinvest.com

 

Dennis Carpenter 12/03/2003

Ed Slott, CPA, author of The Retirement Savings Time Bomb...and How to Defuse It: A Five-Step Action Plan for Protecting Your Iras and Other Retirement Plans from Near-Annihilation by the Taxman

www.irahelp.com

 

Our November 26, 2003 show can be found at the following link:

http://www.voiceamerica.com/cgi-voiceam/hlarc?0=01230-261103-1100

The guest for this episode was Jordan Goodman, Author

www.moneyanswers.com

Our November 19, 2003 show can be found at the following link:

http://www.voiceamerica.com/cgi-voiceam/hlarc?0=01230-191103-1100

Dennis took emails and phone calls and discussing various financial planning topics throughout the program.

Our November 5, 2003 show can be found at the following link:

http://www.voiceamerica.com/cgi-voiceam/hlarc?0=01230-121103-1100

Kristi T, Author of "I Love My Life, A Mom's Guide to Working from Home"

Dr. Lynda Falkenstein, Author of "Don't Just Retire: Reformat!!"

Our November 5, 2003 show can be found at the following link:

http://www.voiceamerica.com/cgi-voiceam/hlarc?0=01230-051103-1100

Ron Rawlings discussed Fixed Annuities and Long Term Care

www.ronrawlings.com

 Our October 29, 2003 show can be found at the following link:

http://www.voiceamerica.com/cgi-voiceam/hlarc?0=01230-291003-1100

John Huggard, J.D., CFP®, discussed Tax Advantaged Investing

Steve Selengut, author of "Brainwashing of the American Investor"

Our October 15, 2003 show can be found at the following link:

http://www.voiceamerica.com/cgi-voiceam/hlarc?0=01230-221003-1100

Guy Cumbie, former FPA President discussed how to find a good financial planner

www.fpanet.org   www.cfp-board.org

Jordan Goodman, "The Money Answer Man" touched on many topics including Identity Theft

www.moneyanswers.com

Our October 15, 2003 show can be found at the following link:

http://www.voiceamerica.com/cgi-voiceam/hlarc?0=01230-151003-1100

Quentin Tate from Texas Direct Mortgage

www.texasdirectmortgage.com

Estate Planning with John Vermillion

www.revocabletrusts.com


 

 

sponsors

www.transamerica.com

www.rcpinvestments.com