All episodes
The Real Costs of Long-Term Care, Ep #274
How Survivor Stress Tests Protect Your Family’s Financial Future, Ep #273
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