PODCAST · business
Can't Take It With You
by Austin Wealth Management
Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tackle these themes and more with the aim of being open minded, curious and practical.
Episodes
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#42: Guide to S-Corporations
Many business owners consider whether an S-corporation is a good choice for their companies. In the right situations, S-corporations create opportunities for tax savings. However, there are also tradeoffs. In this episode, CPA Joe Pachuca of Dobl Consulting discusses key factors to consider when...
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#41: The Acquisition Entrepreneur's Guide to Wealth
Entrepreneurship can be a powerful path to wealth, but it comes with unique challenges. In this episode, Pioneer Capital Advisory founder Matthias Smith joins Derek Ripp and Carlos Cardenas of Austin Wealth Management to walk through the full journey of buying a business and building long-term...
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#40: Money Communication in Marriage
Money can cause lots of stress in marriage. Couples don't have to fight, though - there are healthy ways to talk about financial decisions and get on the same page! Licensed professional counselor Amy Spears provides a helpful framework for how couples can communicate about money. Listen in for...
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#39: Medicare Enrollment Options
Medicare planning is complex, and people often receive a confusing flurry of insurance marketing material when they turn 65. In today's episode, we talk to Medicare expert Dana Lasman. Dana explains the basics of Medicare in an understandable way so you can make sense of your options. Dana…
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#38: Avoiding Surprise Tax Bills
It's great to earn a big bonus, receive a vesting of company stock, or achieve a profitable business year. Unfortunately, without good tax planning, extra income and insufficient withholdings can result in a big tax bill and/or penalties. In this episode, Joe Pachuca, CPA, discusses how proactive...
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#37: Making Your Business a Top-Performing Team
There are many ways to increase business value. Owners often focus on the tangibles, but the intangibles are equally important. In this episode, business coach Dan Dowdy highlights the importance of cultivating a team and its core values. Dan shares his insights about: Finding and retaining...
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#36: Personalizing the College Preparation Process
College consultant Marina Glava discusses key strategies for the increasingly competitive world of college admissions. Marina also shares how students can make the most of their high school years to identify their academic interests. Marina offers details on these topics: Strategies for…
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#35: Riding the Waves of Managed Futures
Matt is joined by Andrew Beer of Dynamic Beta Investments (DBi) to explore the world of managed futures. In this episode we cover: Managed Futures 101 What is a futures contract? What are managed futures strategies? The role managed futures can serve in a broader portfolio including the case for…
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#34: Last Will or Living Trust?
Estate planning attorney, Kyle Robbins, helps us understand how the probate process actually works (in Texas, but the big concepts apply elsewhere), and what the Executor of an estate should expect to experience. Most people don't learn about this until they have been assigned the Executor of a...
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#33: A Holistic Approach to Systematic Value
Matt is joined by Phil McInnis, Chief Investment Strategist for Avantis Investors, to explore the story and strategy behind the newest investment manager to our client portfolio lineup. In this episode we cover: Avantis' founding and why Phil personally embarked on a new career journey Defining...
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#32: Winning the Credit Card Game
Kevin goes deep into the topic of credit cards with colleague, John Toungate, a self-taught expert with plenty of real life examples to share. How credit cards impact credit scores Strategies to improve credit scores using credit cards Using the 'soft benefits' of credit cards Strategies to...
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#31: Seeking High Interest and Low Risk
Derek Ripp meets with Gary Zimmerman of MaxMyInterest to discuss the fragility of banks, risks to cash depositors, and strategies to reduce risk and optimize yield on cash in bank accounts. · Cash is King or Cash is Trash? · What should investors learn from the Silicon Valley Bank fiasco? · What…
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#30: Mortgages – Every Point Counts
Veteran mortgage professional, Russ Laing of Vista Lending, joins us with insight about the dramatic changes in mortgage lending since rates more than doubled in the past year, and what borrowers can do to improve their terms on new mortgages. Has the market really cooled off? How do lenders make...
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#29: All that Glitters: A Brief History of Gold
Matt interviews George Milling-Stanley, Chief Gold Strategist for State Street Global Advisors. Spanning the historical to the practical, George gives a breakdown of gold's role over the years, the investment case for gold, and surveys the present state of the market. George's personal 50 year...
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#28: Questioning the Nature of Passive Investing Reality
Today Matt interviews Michael Green, CFA from one of our newest fund partners, Simplify Asset Management where he serves as Portfolio Manager and Chief Strategist. In a wide ranging conversation, Michael shares the unique lens through which he analyzes markets and articulates his concerns around...
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#27: Adapting to a Different Real Estate Market
Real estate entrepreneur, Mark Strub, visits the podcast to give us an update on the rapidly changing residential real estate market. We cover so many topics! The market transitioning from blazing hot to warm Supply and demand forces in Austin The impact of higher mortgage rates on buyers and...
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#26: Broken Bonds
Matt and Kevin analyze the worst year for bonds since the industry began recording data in 1926. They talk about what caused this and where the market might go from here. They review the main categories of bonds, the recent outcomes for each, and what investors should be prepared for when…
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#25: Levels of Tax Efficiency
Jeff Socha shares insights about how to achieve lower tax liability while adhering to IRS tax laws. We talk about: Levels of tax strategies Understanding your relationship with the IRS Business deductions often overlooked How to get the most out of your CPA Perspectives on audit risk
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#24: Not stocks, not bonds, what else? Part 2: Trading Strategies
Matt and Kevin crack open the 'other' category of investments, sometimes called 'alternative' investments. The broadest definition is any investment other than traditional stocks and bonds. With both stocks and bonds facing difficult economic conditions, many investors are asking the question…
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#23: Not stocks, not bonds, what else? Part 1: Real Assets
Matt and Kevin crack open the 'other' category of investments, sometimes called 'alternative' investments. The broadest definition is any investment other than traditional stocks and bonds. With both stocks and bonds facing difficult economic conditions, many investors are asking the question…
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#22: You got company stock! Now what?
Meg Bartelt, founder of Flow Financial Planning, joins us to discuss a method for weaving employer stock into personal financial planning. Trends in employer stock plans What are you actually getting from your employer? The simplest way to get your head around buy/sell decisions What type of...
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#21: All I Want for Christmas is an NFT
Matt and Kevin delve into the wild west of cryptocurrency: NFTs. What the heck is an NFT? How does this relate to Bitcoin and Ethereum? What are the current uses of NFTs? What is the hope of NFTs in the future? How do you actually buy an NFT? How to deal with risks and scams Investment...
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#20: Optimizing Health Insurance
When we enroll for health insurance through an employer, through the individual plan marketplace, or Medicare, the options are vast and complicated - anything but consumer friendly. When we need to use our insurance the financial impact can be massive. We are joined by Christine Simone…
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#19: Investing for the Next Decade
Matt Pierce makes his inaugural debut on the podcast to discuss the different ways markets might play out over the next decade and how investors can prepare accordingly. We talk about the following scenarios: More of the same - market outcomes look a lot like the last 10 years Mean reversion -...
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#18: Passwords Are Not Enough
Kevin was inspired to take action upgrading his online security and shares the most practical and effective measures he has taken: Long and random passwords Password managers 2-factor authorization: basic and advanced Wireless network security
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#17: So Much Cash, So Little Interest
Cash is how we participate in the economy every day. But it pays almost no interest while it sits in the bank, and inflation is constantly eating away its purchasing power. My partner, Derek Ripp, joins us to talk about how much cash to hold, where to keep it, and strategies to get the most out…
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#16: Investing in Commercial Real Estate
The thought of investing in commercial real estate can be daunting, even for someone very comfortable with traditional residential investing. The transactions are bigger, the leases are different, financing is different, and on and on. We are joined by Austin-based commercial real estate...
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#15: Maverick Investing
Kevin explores the (surprising!) origins of what it means to be a 'maverick' and how that relates to investing differently from the masses. He talks about the reasons to consider being a maverick investor and the challenges of enduring the psychological torment that comes with the territory. He...
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#14: Inflation and Aliens
Inflation and aliens are on the minds of many. They are big, scary concepts that haven't played much of a role in our lives recently, but some fear they might. Inflation is personal, so Kevin breaks down a typical household budget and analyzes the impact of inflation. He considers the causes of...
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#13: What to do with all that equity?
Kevin expands on his recent blog post about the sudden increase in home prices over the last 12 months and the options homeowners are considering to make the best of it, including: Sell and Move Stay and Improve Buy a Rental Rent and Move Do Nothing
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#11: Medicare Guidance from an Advocate
Medicare is a complicated topic filled with jargon, confusing enrollment periods, and all sorts of private insurance bolt-on options. Cindi Gatton of Caribou joins us to make sense of it all. Timeline for enrollment - when do people need to start taking action? What are the common reasons people...
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#10: Estate Planning is for Everyone
We are joined by attorney Chris Hildreth of Hildreth Legal (https://www.hildrethlegal.com/) to discuss the more common questions people have about estate planning. What happens when someone dies without a Will in Texas? What to prepare for when meeting with an attorney to create your Will. What…
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#9: Property Insurance - Price vs. Quality
We are talking all things property insurance with industry veteran, David Mescher. We look under the hood of insurance companies, how they differ, and how to find a proper price-to-value fit. Topics include: What should we know about an insurance broker's incentives? How are independent and…
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ABOUT THIS SHOW
Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tackle these themes and more with the aim of being open minded, curious and practical.
HOSTED BY
Austin Wealth Management
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Frequently Asked Questions
How many episodes does Can't Take It With You have?
Can't Take It With You currently has 42 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Can't Take It With You about?
Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tackle these themes and more with the aim of being open minded, curious and practical.
How often does Can't Take It With You release new episodes?
Can't Take It With You has 42 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Can't Take It With You?
You can listen to Can't Take It With You on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Can't Take It With You?
Can't Take It With You is created and hosted by Austin Wealth Management.
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