Episodes
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Episode 66 - Midterms & Markets: What History Actually Shows
Midterms are just weeks away — but how much do they actually move markets? In this episode, Isaac Pisarczyk and Brayden Disbrow break down historical S&P 500 data, what a divided government means for investors, and why timing the market around elections can be hard to do. Sources: Dimensional…
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Episode 65 - IPOs Explained
In this returning episode of The Momentous Wealth Podcast, hosts Isaac Pisarczyk and Brayden Disbrow break down everything you need to know about Initial Public Offerings (IPOs). From the seven-step IPO process to the role of underwriters, pricing, and SEC review, we cover the technical mechanics...
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Episode 64 - Update on Mortgage Rates (feat. Jason Fleming)
Mortgage rates have been on a rollercoaster—so what’s really happening in the housing market? In this episode, Todd Pisarczyk and Nik Miner sit down with mortgage expert Jason Fleming to break down current interest rate trends, what’s driving the recent shifts, and what buyers and homeowners…
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Episode 63 - Private Equity
Private equity has become a major force in today’s investment landscape—but is it right for your portfolio? In this episode, Todd and Aiden Pisarczyk break down what private equity really is, how it differs from public markets, and why it’s typically reserved for accredited investors. They…
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Episode 62 - National Debt
In this episode of the Momentous Wealth Podcast, Todd Pisarczyk and Aiden Pisarczyk unpack the complexities of the U.S. national debt and what it really means for investors. They explain how government debt differs from personal debt, why rising debt levels often make headlines, and whether it...
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Episode 61 - Politics and the Market
In this episode of The Momentous Wealth Podcast, Todd Pisarczyk and Nik Miner discuss how political environments influence investor sentiment—and why most political headlines don’t translate into long-term market impact. They explore common misconceptions around politics and investing, explain…
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Episode 60 – What Washington Residents Need to Know About the New Capital Gains & Estate Tax Hikes
Todd Pisarczyk and Nik Miner dive into Washington State’s newly passed Senate Bill 5813 — and it’s a big one. This legislation brings significant increases to capital gains and estate taxes for Washington residents. In this episode, we unpack what’s in the bill, what it could mean for your...
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Episode 59 - What Investors Need to Know About the Big Beautiful Bill
In this episode, Todd Pisarczyk and Nik Miner break down the buzz around the newly passed “Big Beautiful ”Bill”— and why it matters to your money. From major planning updates to subtle shifts that could impact your portfolio, we highlight the most important takeaways for investors. Whether you’re…
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Episode 58 - Why You Need a Plan for Long-Term Care – Featuring Special Guest Nathan Sanow
In this episode, we’re joined by special guest Nathan Sanow for an honest, insightful conversation on long-term care—what it is, why it matters, and why having a plan before you need it is one of the smartest financial decisions you can make. If you’re in your 40s or 50s and haven’t thought much...
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Episode 57 – Part 2 of 2: Navigating Market Volatility Using The Buckets of Money Approach
The Momentous Wealth Podcast with Todd Pisarczyk In Part 2 of our market volatility series, we’re shifting the focus to investors who are nearing or already in retirement. Todd walks through what we call the Buckets of Money approach—a practical framework we use at Momentous Wealth to help…
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Episode 56 – Part 1 of 2: Navigating Market Volatility
The Momentous Wealth Podcast with Todd Pisarczyk. 2025 has been a volatile year for the markets, and at Momentous Wealth, we know that uncertainty can raise a lot of questions for investors. In this two-part series, we’re breaking down timely strategies to help you stay grounded and make…
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Episode 55 - Smart Money Moves in Your 40s: The Keys to Building Lasting Wealth
Welcome to a pivotal decade! In this episode, we dive into the crucial strategies every investor in their 40s needs to master. Whether you’re a business owner looking to maximize your wealth or a professional navigating career shifts, we’ll cover the essential moves to grow and protect your nest...
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Episode 54 – Balancing Saving for the Future and Enjoying Life Today (with Special Guest Linde Carroll, CFP)
We all know saving for the future is important, but how do you balance that with living your best life right now? In this episode, Todd sits down with special guest Linde Carroll, CFP and co-owner of Momentous Wealth Management, to unpack this very question. Together, they explore practical...
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Episode 53 - Emergency Episode: Fed Rate Cuts
In this “emergency episode,” we break down what you need to know about the Federal Reserve's latest move to lower interest rates. We give several actionable tips along with information about real-life impacts and the typical reaction of the stock market during rate-cut cycles. The historical...
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Episode 52 - Separately Managed Accounts
It goes by many names, including Seperately Managed Accounts, SMAs, Custom Indexing, Personalized Investing, and more. But no matter what you call it, we have to take notice of the growing popularity of this investment vehicle. According to data from The Cerulli Edge, SMA assets under management...
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Episode 51 - Interview with Ryland Puzzitiello from Dimensional Fund Advisors
In this episode, Todd sits down with special guest, Ryland Puzzitiello, Regional Director at Dimensional Fund Advisors. Dimensional Funds is one of the world’s leading Mutual Fund and ETF providers with over $740 billion under management (as of June 30, 2024). They were one of the pioneers of the...
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Episode 50 - Big Potential Tax Changes Ahead
This week's episode is a solo episode hosted by Nik Miner about the potential rollback of the current tax laws. As it currently stands, the tax law changes that were implemented in 2017 are set to end (aka "sunset") at the end of 2025. Nik will be discussing what these changes would bring and how...
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Episode 49 - 2024 Mid Year Market Update - A Tale of Two Markets
According to data from Bloomberg and Charles Schwab, as of July 16th, 2024, the top 10 companies in the S&P 500 now account for over 38% of the index. This type of concentration has not been seen since the 1970's, when the top 10 companies accounted for around 35% of the index. Much of this has…
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Episode 48 - How Much Should I Have in Cash?
How much should you keep in cash is a very common question we get from clients. With the significant rise in interest rates we have seeing over the last several years investors now have more attractive options for earning interest on their savings than they have in while. In this episode, Todd…
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Episode 47 - How Does the National Debt Affect Markets?
In this episode, Todd and Nik discuss the topic of the national debt and its potential long-term impacts on the economy and financial markets. Check out the article mentioned in this episode: https://www.schwab.com/learn/story/deficits-debt-and-markets-myths-vs-realities
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Episode 46 - The Magic Number
Recently the Wall Journal published an article saying the new “magic number” one most have saved in order to retire is $1.46 million. In this episode Nik and Todd attempt to dissect the reasoning behind the number, how applicable numbers like this are, and how to determine what your “magic…
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Episode 45 – Business Continuity Planning with Business Coach Rick Campfield
In this episode, Todd sits down with Rick Campfield to discuss how to plan for a successful business transition. Todd even gets some advice on his own situation for the time when he starts to consider when it may be appropriate to begin planning his exit strategy. Rick lays out a framework for...
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Episode 44 - Focus on the Controllables
Todd and Nik return for the second episode in a 2-part series tackling the do’s and don’t of successful investing. This week’s episode highlights the importance of focusing on the elements of investing that are controllable. These 5 tips will keep you on the right financial track in a world...
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Episode 43 – Common Investing Mistakes
Today Todd and Nik discuss three common mistakes investors make and potential pitfalls you should avoid as investor. This is episode one of a two part series where we discuss “what not to do,” and in our next episode we will discuss “what to do”. Link to an article mentioned in the podcast: Three...
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Episode 42 – How Election Years Impact the Market
In this episode host Todd Pisarczyk and special guest Linde Carroll, CFP discuss how election years have historically impacted financial markets. 2024 will bring not only a US Presidential Election, but it has been called “Electionpalooza” as 76 countries around the world are holding elections as...
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Episode 41 – Will 2024 Bring a Change to the Investment and Economic Climate?
As we turn the calendar year to 2024 Todd and Nik discuss the potential longer term “seasonal” outlook for stocks, interest rates, and the economy. What investors experienced in markets and the economy since 2009 has been abnormal for many reasons. Will 2024 bring a change in the seasons and a...
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Episode #40 - Ideas for Teaching Savings and Investing to Your Children with Todd & Nik
In this episode Todd and Nik discuss tips and ideas for teaching your children about budgeting, savings, and investing. They also discuss their own experience and exposure to the world of finance as teenagers and Todd shares some practical tips he has used with his own family to help them become...
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Episode #39 - How Bonds Work with Todd & Nik
Interest rates in the US have gone up substantially over the past two years making investments like bonds and other “fixed income” investments more attractive than they have been for a long time. In this episode Todd and Nik break down the bond market, how bonds work, and how they may fit in your...
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Episode #38 - AI as an Investment Opportunity
AI is all over the news now, but what is it, and how can we invest in it? Sources: What is AI: https://www.hcltech.com/blogs/artificial-intelligence-defined-simple-terms Washington Wise podcast from Charles Schwab: https://www.schwab.com/learn/story/artificial-intelligence-investor-considerations...
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Episode #37 - Market Timing
Investors have likely heard many times over the years that is very hard to “time the market.” With the recent volatility in the market – and the potential for markets to remain volatile with an upcoming election year – geopolitical uncertainty, and the Federal Reserve’s continued battle with...
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Episode #36 - Five Charitable Giving Strategies
Today Nik & Todd talk about five different strategies to maximize your charitable giving.
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Episode #35 - Washington State Capital Gains Tax
Today we talk about the capital gains tax coming soon to residents of Washington State.
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Episode #34 - Yield Curve w/ Nik Miner & Todd Pisarczyk
Today we are talking about the yield curve. What is a yield curve, what are the different types of yield curve, and what does a yield curve predict?
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Episode #33 - The Real Estate Market w/ Jeff Walters from Hines
Today we hear about the state of the real estate market from Jeff Walters.
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Episode #32 - Recessions (Again!) w/ Nik Miner & Linde Carroll
We're addressing the concept of recessions again, as talk of a current recession is still out there! Today we'll answer some commonly asked questions and concerns that investors may have when it comes to the US's current financial state. Thanks again for tuning in!
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Episode #31 - The US Dollar w/ Todd Pisarczyk
Today, Todd Pisarczyk and Nik Miner will discuss the current state of the US dollar - where it's headed, how it looks compared to other currencies in today's market, and how we should approach the value of our dollar. Thanks for tuning in!
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Episode #30 - The Debt Ceiling
Hey everybody! We're so excited to have reached 30 episodes us Sustainable Conversations - thank you for supporting us! Today, Nik Miner will be reviewing the United States debt situation and addressing potential concerns. We hope you enjoy!
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Episode #29 - Social Security
Are you wondering about changes to the Social Security system and budget? Nik Miner and Taylor Vilhauer are here to answer all of your questions. Tune in to learn about the current situation with Social Security and as always, thank you for supporting our podcast!
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Episode #28 - Maria Quinn From Vanguard
Today, we have the pleasure of speaking with Maria Quinn, a representative of Vanguard, about the quantifiable impact that working with an advisor can have on personal investors' finances. Vanguard has done a number of studies on this topic, and Maria goes deeper into how these studies were...
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Episode #27 - Asset Protection: Banks vs. Brokerage Firms
Welcome back to the show! In this episode, Todd Pisarczyk and Nik Miner will examine the difference between how your assets are protected at banks and brokerage firms, and the main differences between the two.
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Episode #26 - Secure 2 Act
Welcome back to Sustainable Conversations! Today, Nik Miner discusses the implications of the newly introduced Secure 2 Act; following the previous Secure Act. This makes drastic changes to the 401k contributions structure and other retirement planning in businesses. Thank you for listening!
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Episode #25 - Direct Indexing w/ Nik Miner
We're back! This week, we'll be breaking down the complexities of indexes. In the market, indexes can be a confusing topic to wrap your head around, but Todd and Nik do a wonderful job speaking on the current market climate, the rise of ESG investing, and of course, what index investing looks…
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Episode #24 - The New Normal May Look Like The Old Normal
Listen to Todd Pisarczyk's latest take on the condition of the markets and financial wellness in the last few months. (Recorded November 24th)
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Episode #23 - NFT's & The Metaverse w/ Mason Bertrand
On this week's episode, we'll be discussing the new and highly discussed concept of Web3 - specifically NFT (Non-Fungible Tokens) and the Metaverse. We'll hear the expertise of our special guest Mason Bertrand as well as a professional take by Todd Pisarczyk about the implications of Web3 on the...
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Episode #22 - Interest Rates In The Mortgage Sphere
On today's episode, we'll be talking with Taylor Vilhauer and special guest Abe Lodwick about interest rates and how they affect both the mortgage business and financial planning. Abe, a mortgage loan officer, will be giving us his insight on the situation from the perspective of someone in his...
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Episode #21 - Recessions
This is an upload from a few months ago, when questions about the US going into a recession arose. We'll be discussing the subject with Todd Pisarczyk, as he illustrates his opinion and experiences with recessions and the possibility of one in the future.
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Episode #20 - Mutual Funds w/ Linde Carroll
We've hit 20 episodes! Thank you to everyone who's listened along with us. Today we'll be breaking down the different types of Mutual Funds - how to invest in them, how they're looking on today's market, and what they can do for YOU!
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Episode #19 - Behavioral Finance
Guess what - we have 2 guests today! This week we'll discuss the ins and outs of behavioral finance, how to control your behavior when it comes to investing, and what to do if emotions get in the way. We understand that emotions can play a huge part in our money, so tune in to hear what Todd...
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Episode #17 - Bonds
Let's talk about bonds! They've always been here, but who really knows what they are and how they work? Tune into Sustainable Conversations to finally get an accurate breakdown of the alternative side of investing - bonds.
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Episode #16 - Fed Raising Interest Rates
Tune in this week to hear SWM's take on the Fed raising interest rates. It's a controversial topic, but we'd love to break it down for you!
About this show
A candid look at the world of finance and investments.
Hosted by
Momentous Wealth Management
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