All Episodes
Best In Wealth Podcast — 204 episodes
The Four Keys to a Truly Satisfying Retirement, Ep #272
Avoiding the 5 Biggest Retirement Pitfalls, Ep #271
Preparing Your Retirement Portfolio for a Grizzly Bear Market, Ep #270
The Retirement Trap Nobody's Talking About, Ep #269
Should You Stay the Course? War, Oil, and Your Investments, Ep #268
How Data, Discipline, and Human Ingenuity Shape Long-Term Wealth, Ep #267
Are We in an AI Bubble? And What That Means for Investors, Ep #266
Why Artificial Intelligence Can’t Replace Human Wisdom with Your Finances, Ep #265
The Most Important Changes in the One Big Beautiful Bill Explained, Ep #264
Balancing US and International Stocks to Diversify Your Investments, Ep #263
The Secret to Stress-Free Investing, Ep #262
The Truth About Bitcoin, Gold, and Safe Investing Strategies, Ep #261
Common Retirement Myths You Shouldn’t Fall For, Ep #260
The Secret to Thriving Between Midlife and Retirement, Ep #259
How to Handle Stock Market Downturns, Ep #258
Experts, Predictions, and the Uncertainty of the Stock Market, Ep #257
The Ultimate Planner to Jumpstart Your 2025, Ep #256
Why I Don’t Want You to Spend the Money in Your HSA, Ep #255
The Importance of Remaining Disciplined with Asset Allocation, Ep #254
Are You in the Top 5% of Income-Earners or Net Worth? Ep #253
Demystifying Financial Advisors, Ep #252
Does the Outcome of the Presidential Election Impact My Investments? Ep #251
6 Lessons from Fritz Gilbert’s 6 Years of Retirement, Ep #250
The 3 Big Rules of Investing, Ep #249
Buying a New Car: What to Learn from My Experience, Ep #248
How Much Should You Spend on Vacations? Ep #247
4 Questions to Help You Decide When to Retire, Ep #246
How to Teach Your Kids How to Budget, Ep #245
How to Overcome “The Wall of Worry,” Ep #244
Understanding the Mutual Fund Landscape, Ep #243
Solving the Two Biggest Retirement Problems, Ep #242
Do Roth Conversions Make Sense For You? Ep #241
The Positive Impact of Uncertainty, Ep #240
Why Your Portfolio Should Be Internationally Diversified, Ep #239
How Often Should You Look at Your Investments? Ep #238
Should You Invest in the Magnificent Seven? Ep #237
Charlie Munger’s Life Lessons, Ep #236
The Average Net Worth of US Households by Age, Ep #235
Is American Household Wealth Growing? Ep #234
5 Life Lessons Kids Need to Learn, Ep #233
Will We See a 4th Quarter Rally? Ep #232
End-of-Year Financial Planning Issues to Consider, Ep #231
The 9 Traits of a Happy Retirement, Ep #230
3 Important Observations on Wealth and Health, Ep #229
Will Social Security Run Out by 2033? Ep #228
The Pros and Cons of Owning a Second Home, Ep #227
Dissecting the Illusion of Moral Decline, Ep #226
How to Choose a Financial Power of Attorney, Ep #225
The Importance of Staying Disciplined in Asset Classes, Ep #224
Are You Rich? Ep #223
The Concept of Work Ethic vs. Life Ethic, Ep #222
Why A Recession Shouldn’t Be Scary, Ep #221
Inflation: Why There’s Reason to Remain Hopeful, Ep #220
March Madness: Your NCAA Bracket vs. Investing, Ep #219
How Vacations Make You Wealthier, Ep #218
What is Your TRUE Net Worth? Ep #217
Savings Accounts: Earn the Interest Rate You Deserve, Ep #216
Withstanding the Roller-Coaster of Investing, Ep #215
The Psychology of Spending, Ep #214
Can Your Investment Plan Withstand the Stock Market? Ep #213
Stick With It: How to Build Good Habits in the New Year, Ep #212
Say Goodbye to Bad Habits in 4 Steps, Ep #211
What is Driving the Stock Market Gains? Ep #210
The Best in Wealth Guide to Understanding Medicare, Ep #209
The Pros and Cons of Being Rich, Ep #208
How 17 Different Countries Define Meaningful Lives, Ep #207
How Do You Earn More Time? Ep #206
7 Tips to Help You Navigate Money in Your Marriage, Ep #205
8 Reasons to Remain Positive about the Stock Market, Ep #204
What Should Your Net Worth Be Right Now? Ep #203
Giving Money to Loved Ones: 4 Things You Need to Consider, Ep #202
Three BIG Questions to Ponder, Ep #201
The FIRE Movement Retirement Strategy, Ep #200
The 6 Traits that Make You a Smart Person, Ep #199
Timing the Market? Here’s What It’ll Cost You, Ep #198
The Basics of Tax-Loss Harvesting, Ep #197
Don’t Let Recency Bias Destroy Your Retirement, Ep #196
Should You Buy I Bonds? Ep #195
To Buy or to Lease? How to Choose the Right Option for You, Ep #194
Teach Your Kids that Investing is NOT a Game, Ep #193
3 Types of Retirement: Which One is Right for You? Ep #192
Retirees: You Might Be Able to Spend MORE Money, Ep #191
How the Russia-Ukraine Crisis Will Impact Your Investments, Ep #190
Reframe How You Think About Retirement, Ep #189
Market Predictions: Where is the Stock Market Heading? Ep #188
Why it Pays to be Optimistic about the Market, Ep #187
How Family Goal Sessions Can Move Your Family To The Next Level, Ep #186
Reflecting on the Past to Build a Better Future, Ep #185
Why Health Savings Accounts Are A WIN For Most People, Ep #184
Greenlight: A Great Tool to Teach Your Kids about Money, Ep #183
3 Tips to Boost Financial Satisfaction in your Marriage, Ep #182
How to Avoid These 5 Mistakes in Retirement, Ep #181
How a Family Steward Should React to Record-High Stock Market Prices, Ep #180
How Your Home Can Benefit You in Retirement, Ep #179
The 22 Age Milestones in Your Financial Journey, Ep #178
The Unexpected Way You’re Timing the Market, Ep #177
Retirement Savings Research: Are You on the Right Track? Ep #176
Everything Screams Inflation: What Does it Mean For Your Portfolio? Ep #175
The 4 Pillars of the “New” Definition of Retirement, Ep #174
Don’t Let Your Investments Drift Away, Ep #173
4 Factors that Help Determine What You Need to Save for Retirement, Ep #172
Should You Buy the Top 10 Companies in the US? Ep #171
3 Things People Question about Dave Ramsey’s Baby Steps, Ep #170
Start with the End in Mind, Ep #169
The Next New Normal Is On the Horizon, Ep #168
The 5 Types of Retirement Savers: Which One Are You? Ep #167
3 Reasons Why Bitcoin is a Speculative Investment—At Best, Ep #166
6 Behavioral Biases that Can Negatively Impact Your Long-Term Investments, Ep #165
Your Guide to Strategic Rebalancing, Ep #164
Take Your Family Stewardship to the Next Level with These 5 Steps, Ep #163
The GameStop Stock Frenzy: Do You Want In? Ep #162
Chase the Expected Returns—Not the Unexpected, Ep #161
The Best in Wealth One-Word Challenge, Ep #160
Why You Need to Know Your Benchmark, Ep #159
End-of-Year Financial Planning: 5 Things to Look at, Ep #158
The Six Stages of Retirement, Ep #157
How to Build Your Family Fortress, Ep #156
Will the Outcome of the Election Impact Your Investments? Ep #155
How Do Millionaires Become Millionaires? Ep #154
Want to Refinance Your Mortgage? Here’s What You NEED to Know, Ep #153
How to Execute a Mega Backdoor Roth IRA Contribution, Ep #152
THE Best in Wealth Business Startup Checklist, Ep #151
Accounts that Will Help You SAVE More, Ep #150
How to Get on Track for Retirement, Ep #149
Welcome to The New Normal, Ep #148
3 Decisions That Could RUIN Your Retirement Plan, Ep #147
Your Investment Mix: Small Companies or Large Companies? Ep #146
4 Steps to WIN with Money in Your Marriage, Ep #145
Credit Scores 101: Everything You Should Know, Ep #144
5 Tips to Prepare for a Recession, Ep #143
Dissecting 3 Market Timing Strategies, Ep #142
What you NEED to Know About the CARES Act, Ep #141
3 Unexpected Ways to Build Wealth During the Coronavirus, Ep #140
Will the Coronavirus Outbreak Affect my Investments? Ep #139
You Need Retirement Goals, Ep #138
Best In Wealth Trailer
Set Up a Budget in 7 Steps, Ep #137
New Retirement and Tax Opportunities provided by the 2019 Secure Act, Ep #136
2019 Year In Review. Ep #135
The Number 1 Reason You Won’t Reach Your Goals, Ep #134
A Recession is Coming! Ep #133
Are Value Stocks Dead? Ep #132
3rd Quarter 2019 Stock Market Review, Ep #131
The ONE Thing You Need to Teach Your Adult Children! Ep #130
A Tale of Two Decades, Ep #129
Key Questions for the Long Term Investor Part 2, Ep #128
Key Questions for the Long Term Investor Part 1, Ep #127
2nd Quarter 2019 Stock Market Review, Ep #126
You Need to Know These Things Before Retirement, Ep #125
Stay in Control! Ep #124
Making the Most of Your 401(k), Ep #123
The NFL Draft & The Stock Market, Ep #122
Q1 2019 Stock Market Review, Ep #121
Will I Run Out of Money in Retirement? Ep #120
119 – Beware of Investment (and diet) Fads
118 – Dave Ramsey’s Baby Steps
117 – 2018 Stock Market Review
116 – Why is the Stock Market Freaking Out?
115 – Midterm Elections: What Do They Mean for Markets?
114 – 3RD Quarter 2018 Market Summary….Plus Recent Volatility
113 – Taking Initiative in your Career Cornerstone
112 – Mentally Preparing for Retirement
111 – HOW MUCH IS MY ANNUITY COSTING ME?
110 – To Roth or NOT to Roth
109 – The Family Stewardship Approach to Investing (part 2)
108 – 2nd Quarter 2018 Market Update
107 – The Family Stewardship Approach to Investing (part 1)
106 – The Pros (and cons) of Index Investing
105 – The Results of Conventional Investing
104 – What is Conventional Investing?
103 – How Do I Access the Power of the Stock Market
102 – Diversify Like a Family Steward
101 – Investing Perspective
100 – Should I buy Bitcoin?
099 – 2017 Market Review
098 – Catchphrase Investing
097 – Nine Key Questions for the Long-Term Investor…..and Being Thankful YOU Know the Answer
096 – 3 Ways to MAKE Your Money Goal
095 – HELP! Is My 401(k) Going to Tank?
094 – 3rd Quarter 2017 Stock Market Review
093 – Risk defined
092 – Diversification Means having to Say Your Sorry
091 – Excess Is Never Permanent
090 – Forecasting is for Weathermen
089 – Your Life is the Best Benchmark
088 – You Are Not That Special
087 – 2nd Quarter 2017 Stock Market Review
086 – If You’re Excited, it’s a Bad Idea
085 – Trouble is Opportunity
084 – You Control What Matters Most
083 – 7 Steps to Financial Peace
082 – Quantifying the Value of Financial Planning Advice
081 – Are You Hands-On or Hands-Off when it comes to investing?
080 – 6 Steps to Buying a New Car
079 – This is Why You Should Never Retire
078 – The Stock Market Hates Uncertainty
077 – 5 Things that Stress You Out the Most About Money
076 – 3 Questions You Must Ask Yourself
075 – 1st Quarter 2017 Stock Market Review
074 – 8 Reasons You Won’t Plan For Your Future
073 – Goals Based Financial Planning
072 – Investment Shock Absorbers
071 – The Dynamic Index Fund Approach
070 – The Index Fund Approach: Pros & Cons