All Episodes
228Main.com Presents: The Best of Leibman Financial Services — 259 episodes
The Joy of Free Wins
Thirty Years In! A Note from the Founder
Orchard Logistics: Who’s Tending It Next?
Trends May Not Persist: What’s on the other side of the peak?
Saving Summer?
Another Friendly Teammate: Welcome, Lori!
Who Is “ABLE”?—Achieving a Better Life Experience
Adulting 101: Three Money Buckets
Our Fee Schedule
Choose Your Ingredients
Tending to the Flowers
The Choices You Make on Payday
Was Hamilton Keeping Up With the Joneses?
The Single Best Investment for New Grads?
The Seeds We Plant
RMD at Age 73!
The Fruits of Investment
Revisiting the Ant and the Grasshopper
Defining Our Terms: Who Is “the Investor Class”?
The Rights of Shareholders? An Owner Is an Owner
Buying, Selling, and the Third Thing: Rebalancing
Sometimes the Right Move Is to Stop and Breathe
When Hope or Hype Ride High: Time to Ring the Bell?
Behind the Scenes of Our Research Process
Aiming for Progress, Not Perfection
Setbacks and Setups
When Buying “The Stock Market” May Not Be Optimal
Catch-up > Ketchup
Resolved: No Resolutions
Money Grows (But Not on Trees)
The Hats We Wear
Your Money Never Retires
The Team Grows: Welcome, Allison!
Spend Well, for Impact
What If Your Legacy Started Today?
Change on the Horizon: It’s Official!
Don’t Be DAFfy: Planning Your Impact
What’s on the Horizon for 228 Main?
Bulls, Bears, and Pandas—Oh My!
Public Policies and Personal Choices
Just One Founder, Just One Team
Who’s Who? Common Account Terms
Wonder How Wonder Woman Does It?
Warren, Charlie, and Us: The Rights of Owners, 2025
The Puck and the Luck: How to Make Things Happen
To Be or Not to Be
Practicing Healthy Relationships with Money
Spicing Things Up: Catsup, Ketchup, or Catch-Up?
The Last 30 Years and the Next 30
Best of Both Worlds
Actions Speak Louder?
30 Years—and Counting
Ever Notice It Goes Day-Night, Day-Night, Day-Night?
Compare and Despair?
Enjoy Your Gift
Going for the Gold and Trying Again
RMD at 73
Haunted Houses, Haunted Markets
A More Perfect Union
In It Together
You Just Never Know
What To Do When Something Smells “Phishy”
The Organizing Principle
Don't Let Anybody "Should" All Over You
Fiduciaries and You
Welcome, Brenda!
Looking Back from 68
Larry, Serendipity, and the Building of 228 Main
Declare a Financial Wellness Day
Sorting the Buckets and Cleaning the Kitchen
Life Sentences
“Is It Investable?”
Something Wonderful Is “Afoot”
2024 edition: Warren, Charlie, and Us on the Rights of Owners
A Coherent Composition
The “Company” We Keep
Catsup, Ketchup, or Catch-Up?
Spare Time and Extra Money
Three People in One
2024 Outlook: Opportunities and Threats?
A Note about Beginnings and Endings
A Toast to William Roth
Three Words You May Need to Know: Required. Minimum. Distribution.
In and Out of the Comfort Zone
Haunted Houses, Haunted Markets
Are We on the Ship of Theseus?
Embracing the Absurd: Some Lessons from Seinfeld
The Ultimate Hedge
It’s Never Too Early, and It’s Never Too Late
What Do the Happiest People Know about Spending?
Defining Success: Working Hard or Hardly Working?
Happy Baby, Happy Investor
Spend Well
What We Do—But Mostly What We Don't
We the Imperfect People
Getting to the Good-Enough Place
What We Mean by "Plans and Planning"
Would You Rather... Have a Pot of Gold or Have an Orchard?
Could a Green Thumb Earn You Some Green?
Flashback to the Future
Risky Business
Waffles, Friends, and Work
Lessons from Schitt's Creek: How to Begin Again
So What's Included? The Value of a Research Team
The Road Not Taken Looks Real Good Now
Is a House an Investment?
Long Shots and No Shots
Turning Wins into Strengths
If All Your Friends Did It...
Oh, the Prossibilities!
Whitney, for the Win!
Sinking Feeling or Sinking Fund?
The Weirdest Recession Ever?
65+ and Single
Oh Yay! Oh Yay! Oh Yay! It’s Here!
Beginnings and Endings
Humbug-Free Financial Planning
Conspicuous Consumption or Subtle Savoring?
Here Be Dragons!
Selling Out Is a One-Way Ticket
The Job-Jumper's Treasure Hunt
Nothing Succeeds Like Success
The Stability Tax: A Smoother Ride to Foregone Gains
On Getting a Tattoo
It’s Second Look—and Second Opinion!—Season
When a Hunch Is Good Enough
Saving Summer
Portfolio Themes: Fall 2022 Edition
Collaboration: It's a Team Effort!
Retire Now, Work Later?
Longing to Be Elsewhen
Connection, through the Ages
Live It Like You Mean It
Which Came First? The Bargain or the Growth Stock?
Slow and Steady
The Plan that Grows with You
Warning: Enthusiasm Ahead!
Don't Let Your Anchor Drown You
Rough Markets: When the Wisdom of the Crowd Becomes Herd Mentality
It Goes Up and Down: Some Questions for a Moment Like This
The Dragon and the Hobbit
Never the Same Normal Twice
Pump Up the Prices: Putting Inflation in Perspective
The View from the Top
Lessons from the Open Road: Just Change the Tire
Feel the Churn
A Birthday Approaches
If I Had a Million Dollars…
Social Security: Facts and Feelings
Serendipity, or, the Mark and Larry Story
Portfolio Themes: Spring 2022 Updates
Keeping a Singular Focus in a Global Whirlwind
Choosing the Slow Way, Or, See Ya Soon?
Solid Ground and Serious Conflict
Here We Grow Again: Welcome, Whitney!
Growing Market Geniuses
What's the Magic Word?
Is Your Relationship in Trouble?
It's a Market of Socks!
When Your Household Membership Changes
A Ripple Is a Full Circle Is a Ripple
Lining Up the Dominoes of Financial Planning
SMART Goals in a Dumb Pond?
On Roots and Wings
A Loving Plan for Your Relationship With Money
Seek Perfection or Change Perception? What My Travels Taught Me
On Having a Seasonal Bout of Whiplash
A Gift-Giving Season, All the Year Round
What the IRS Knows: Getting Down to Brass "Tax"
What Do We Mean by "Plans" and "Planning"?
When We Overcrunch the Numbers
It's Not All Bad News? A Closer Look at Newsworthy Numbers
We Walk a Bridge to the Future
Worried about the Folks? Some Notes about Intergenerational Planning
If All Your Friends Did It...
It's All About the Numbers and Feelings but Also Numbers and Don't Forget Feelings
The Great Myth of Mind-Reading
Half-Century Headlines: The 50-Year Financial Times of You
Growth Expectations and Searching the Bargain Bin
Life Is Short... Pick What's Precious
Market Outlook 2022
Glitch Your Heart Out
In Which the Old Hound Dog Teaches Us about Retirement
A Lesson at One Chapter's End
What Do I Do With All These Retirement Accounts? Some IRA Strategies and Tactics
Do We Reap What We Sow? Some Notes on Trust
For One Life Only!
An Attitude of Gratitude: Get Yourself a Slice
How to Invest to Beat Inflation
Constellations and Connectivity
In the News: Supply Chains and Yoyos
What Is Social Security Telling Us?
The High and Rising Cost of Stability
Happy Roth Year!
Checking the Couch Cushions
Fast Times, Slow Times
Flashing Lights, Bells, and Whistles
In Business to Talk All Day
Fresh as a Rose
Financial Planning, Starring You!
525,600 Minutes
A 100% Chance of Weather
Flashy Clues and Second Opinions
The Funny Business of Fear-Based Peddlers
Resilient Parents, Resilient Wallets?
That Unimaginable Future
Duck Season! Rabbit Season! Earnings Season!
Resolution, Two Ways
College Funding Ideas When There’s More Than One Kiddo
DIY, DIFM, or In-Between?
If You Lived Here, You'd Be Home Right Now
Our Schedule Is Your Schedule
Old Guys, New Chapters?
The Good Enough Place
ESG & You: Investing in Worthy Ways
Why Don't We Just Pull Back?
Where Risk Mitigation Misses Its Mark
Money Two Ways: Balances and Flows
Seasons and Cycles: Things Grow and Things Rest
Big Trust
"Fed" Up With Inflation
Value Will Out: Living With the Streaky In-Between
Does Money Go Stale?
On Not Hulking Out
Three Rocks
Reviewing the Essentials: What’s in the Kit?
Time Well Spent: How To Create Time Dividends
Got To Do It? Get To Do It!
What a Nice Problem to Have!
The Stuff of Wealth
Working What We've Got
Living on Purpose
Dimes for Sale: 8 for $1!
The One and Only Us
To Cheap or Not To Cheap: It's Not Really a Question!
The Twenty Stock Concept
Probabilities Versus Possibilities
Minding the Bears
Sinking Fund, for the Win! (Again!)
That ‘70s Post
Why the Headlines Don’t Matter
The News About Discomfort
Your Safety Net Is Not a Hammock
Make Your Best Friends Better
A Certain Set of Skills
Timeless Design
Rolling into Retirement?
A Luck-Proof Mindset
We're in the Orchard for the Fruit Crop
Depth Is a Choice
The Sun Will Come Out
A Stylish Fit
Is the Market Too High?
When the Going Gets Tough
Catching FOMO: Homebuyer Edition
The Curse of Cash on the Sidelines
Batter Up!
Streams of Consciousness
Raphael, Donatello, da Vinci... Markelangelo?