All Episodes
Creating Richer Lives — 345 episodes
Twice the Return? The Truth About Leveraged Single-Stock ETFs
Is Investing Just Gambling? After 30 Years, Here's My Honest Answer
Grantham Says 70% Crash. Should You Listen This Time?
The $390,000 Family: The Federal Deficit at Your Kitchen Table
The Trillionaire Who Broke Every Rule: What Elon Musk's $1 Trillion Means for Your Money
The Truth About IPOs - Pros, Cons & What's Coming in 2026
The Wealth Effect: Why Inflation Hits Different When You Have Assets
The Illusion of Diversification
When Investing Starts Looking Like Gambling
Proceed With Discipline
A Tale of Two Months
What This Rally Is Telling Us
Down the Middle of the Fairway
The Selloff and the War Continue
Making Sense of the Markets: What's Really Driving Prices
Markets Under Fire: What Two Weeks of War Have (and Haven't) Changed
Helping Adult Children Financially: Support Without Enabling
Beneath the Waterline: The Hidden Forces Moving Today's Markets
Too Much Money… Now What?
Trump Accounts Explained: A New Way to Build Wealth for the Next Generation
Inside the Market Rotation Behind Dow 50,000
Was This a Warsh Case Scenario?
Life Insurance Over 60: How to Make the Right Choice
Why Paying off Debt Can Make You Poorer
It's a New Year… But Is It a New Market?
What Made 2025 So Unique?
They Did It—Now What?
Your Questions Answered
Some Cracks in the Market
Structured Notes: Opportunity or Trap?
Risk, Return, and Taxes: An Investor's Dilemma
Are You Leaving Money on the Table?
You May Not Be as Diversified as You Think
A Stale Green
The Ultimate Guide to Selling Your Business
Analyzing a Commercial Real Estate Investment
I've Had Enough
From Riches to Ruin: The Dark Side of the Powerball Dream
Strategic Stakeholding: Navigating Government Investments in Business
Steer Your Retirement: Avoid the Autopilot Trap
Your 401(K) May Be Getting More Alternatives
One Day Doesn't Make a Market
The Most Resilient Market in History?
Exploring the One Big Beautiful Bill: What You Need to Know
From Chaos to Clarity: Balancing Investments for Your Dream Life
Going Global: Why International Investing Matters Now
What Are Rare Earth Minerals?
The Cash Cow Hiding in Your Home
Should You Buy a Second Home?
Cutting Retirement Expenses by 60%
Have You Been Penny Wise and Pound Foolish?
Buyer Beware: The Hidden Dangers of Car Shopping
I've Never Seen Anything Like This in the Financial Markets
The Death Cross Indicator: A Bear Sign?
The Biggest Mistake Most Investors Make
Navigating Market Turbulence: Surviving the Tariff Sell-Off
It's So Bad, It's Good
This Strategy Is Working Great in 2025
Indicators Over Noise: Why Data Beats Drama in Portfolio Management
Can Gold Be Overvalued or Undervalued?
You Might Be Getting a Big Refund
What's Really Boosting the Stock Market?
Should You Lease a Vehicle?
Is Artificial Intelligence Going to Replace Me?
FOMO Isn't a Strategy
This Is a Big Factor in Your Portfolio
This Is Extreme
Navigating the Markets: 2024 Recap and 2025 Insights
The Dow Jones Hasn't Done This Since 1974
Dow's 7-Day Slide vs. Tech's Surge: A Bifurcated Market
The Best Way to Execute Your Financial Goals
Cryptocurrencies 101
Do as I Say, Not as I Do
Your Post-election Investing Playbook
It Just Happened Again
A Dire Warning
Could This Be an Opportunity?
The Eye of the Storm
Is Everything Fine?
When Risky May Not Be Risky
From Cash to FOMO
You Sold Your Company, Now What?
It's That Time of Year
What Does Wine Have to Do with Your Portfolio?
Can You Have Too Much Income?
Investors Have Changed Their Focus
There Was a Crash This Week
That Escalated Quickly
The Rules Are There Ain't No Rules
Don't Get Duped
The Craziest Thing Just Happened
Starting Over: Finding Your Path After Divorce
Opportunities Within Your Tax Return: Maximizing Benefits and Savings
I've Got Too Much Money
The Event That Changed My Perspective
Did the Stock Market Break?
Check These Items on Your Tax Return
Should Investors Fear the Election?
The Cons and Cons of Day Trading
But Why?
Too Early or Too Late to Buy or Sell?
What's Your Number?
Can You Overdo It?
Did Something Just Change?
Should You Convert?
Did This One Thing Extend the Bull Market?
Is Stagflation Next?
An All-Time Record High
The Greatest Investor of All Time
What If?
The 5 Biggest Investing Mistakes
Why Invest in International Stocks?
What's Your Risk Management Strategy?
What Is A Family Office?
Renewable Energy Explained
Longevity Planning
The Great Reset
This Could Cost You $500 Per Day
The Perfect Environment for Stocks
Which Method for Buying and Selling Stocks Works Best?
Who Do You Think You Are?
Year End Strategies for W-2 Employees
Is This The Best Thing That Could Have Happened?
Gifting Strategies in a Challenging Housing Market
When Bad is Good
It Must Be Nice
Don't Make The Mistake I Did
This Changes Everything...or Does It?
Just What The Doctor Ordered?
It's 2022 All Over Again
Could Higher Oil Prices Help Your Investment Portfolio?
Where to Find Hidden Money
Should I Sell My Rental Property?
What's the Deal with Bonds?
What is the Retail Sector Telling Us?
This Hasn't Happened in 100 Years
Cash is an Option
A Systematic Approach to Riskier Investments
When to Change Your Mind
The Biggest Obstacle To Becoming A Successful Investor
You Think Stocks Are Going Down? Then What?
The Pros and Cons of Mutual Funds
A Tale of Two Markets
How Not to Get Rich
How Do You Track Your Finances?
Back to Normal
Have You Done This for Your Heirs?
Living Off The Interest
The Next Big Thing? Artificial Intelligence (AI)
Making A Temporary Loss A Permanent One
Your Debt Is Golden
Do You Have FOMO?
Markets Are Not Efficient
Is This The End Of The Dollar?
Avoid The Blowup Holes
Is It Really That Simple?
What Did She Say?
You Can't Avoid Risk, But You Can Manage It
Did They Just Break Something?
The Correct Stock Allocation
Getting Financially Organized
How To Build An Income Portfolio
The Biggest Secret on Wall Street
You've Sold Your Company...Now What?
Investing Based On Your Beliefs And Goals
Why 2023 Will Look Different Than 2022
There's A Price For Your Comfort
Are You Playing The Market?
A New Year And The Same Market?
Tax & Retirement Changes for 2023
Start Focusing On This
What Successful Investors Do
Don't Do This
It's A Little Harder At This Point
Is The Bear Market Over?
Actions Speak Louder Than Words
What Is Sequence Of Returns Risk?
Bonds Are Back: How To Build A Bond Portfolio
This Is What Makes Investing Hard
Is Dave Ramsey's Philosophy On Debt Correct?
A Stock Market Veteran Shares Some Wise Words With Me
What Are You Going To Do?
5 Mistakes When Considering Restricted Stock Units (RSUs)
Stocks Are Cheaper Than You Think
Is The Worst Behind Us?
I Mean It
Should An Aggressive Portfolio Be In Stocks All The Time?
They're Back
You've Lost A Loved One...Now What?
There's Now A Place For Your Savings
The E Is The Key
Capitalism Meets Philanthropy
The Truth Behind Gold As An Investment
This Asset Class Is Starting To Go Back Up
This Change Could Be Extremely Bullish
This Is The Test
Are We On A Collision Course?
Reaching Your Financial Goals Is An Art, Not A Science
Ways To Benefit From A Bear Market
The Outlook For The Stock Market Just Got Better
Investing Is Hard
Sometimes You Get What You Pay For
Stocks Are Having Their Worst Start Ever
This Study Could Change Your Retirement
The Number One Question I'm Getting
Short Term Pain, Long Term Gain
When Will The Recession Begin?
There Is An Alternative, TIAA
Is Real Estate A Good Investment?
This Time Really Is Different
The Range Of Outcomes Is Widening
The Stock Market Did What?
The Fastest Businessman In Texas
How To Choose A Financial Advisor
What's The Stock Market Telling Us?
What Is An Interval Fund?
Playing Yesterday's Game
The Truth Behind The High Interest Series I Savings Bonds
Do You Have A One Dimensional Portfolio?
Can I Retire?
What Else Are You Going To Do With Your Money?
The End Of The Party?
Deciding Where To Give Charitable Dollars? 3 Tips
These Stocks Ain't What They Used To Be
Red Friday
A Simple Way To Keep Your Portfolio Balanced
Investing In A Runaway Market
Do Bonds Even Belong In A Portfolio?
Some Spooky Things In The Market
Are Your Shelves Stocked?
Several Ways To Invest In Real Estate
Creating Richer Lives 20211009
An "Alternative" Investment For Your Portfolio
"I Sure Am Glad I Have You"
Will You Be Affected By The Proposed Tax Changes?
Is Mailbox Money Always A Good Thing?
Financial Literacy Starts Early
The Beginning Of The End?
Starting Down The Right Path
How To Handle Finances In A Relationship
Reasons To Keep Working
Real Estate Investing 101
24-Hour Bear Markets
The Pros And Cons Of Target Date Funds
How To Manage A Portfolio
What Is An RIA?
The Largest Roth IRA In History?
This Is Why We Diversify
What It Takes To Analyze A Stock
Do You Know About These Risks?
Go Into Retirement With Confidence
Crypto Crash
Covenant State Of The Economy
Major Tax Changes In 2021?
How Much Risk Do You Need To Take?
Capital Gains Taxes And Your Money
Are You Saving too MUCH?
Tips For Protecting Yourself Against Cyber Attacks
Best Ways To Protect Your Business
Money 101: A Podcast For Young Adults
One Year Ago
What Are NFTs?
Til Death Do Us Part
A Guide To Educational And College Planning
Were You Prepared?
Is 1970s Inflation Right Around The Corner?
It's A Great Time To Buy OR Sell A Business
David vs. Goliath
Speculation Is Rising
When Do I Sell A Stock?
The Market Has To Go Down, Doesn't It?
More Changes Means More Financial Planning
Lessons from 2020
Don't Look At Us
Hit It Down The Middle Of The Fairway
Give The Gift Of Financial Education
This Is What You Want To See
It's That Time Of Year
How A Vaccine Changed The Character Of The Market
Too Close To Call
Lockdown 2.0
A Comprehensive Discussion About Risk Management
Behind The Scenes of Covid-19
A Win Win Scenario?
Historical Impact Of Elections On Stocks
Financial Planning For Older Adults
Are You Properly Positioned For The Rotation?
How To Position Your Portfolio Through The Election
Reality Sets In
Did The Fed Just Extend The Bull Market?
12 Tax Scams You Need To Know About
Ollie Interviews The Host
A Low Investment Income Solution
Big Tax Changes Coming? Creative Planning Ideas
Is Your Financial House In Order?
What's In Store For The 2nd Half?
The Most Polarizing Stock Of Our Lifetimes
Retirement Expenses Explained
What Is The F.I.R.E. Movement?
Should I Take The Early Retirement Package?
3 Reasons For Last Week's Stock Market Drop
The Estimates Were Way Off
Financially Supporting Adult Children
A Guide To Dividend Investing
The Billionaires Have Spoken
Using Trusts As Beneficiaries
Your Mind And Your Money
The Big Unknown
Planning Techniques For The Current Environment
A Few Improvements
It's A Start
Another Week To Forget
This Generation's 1987
Avoid These 5 Mistakes During A Divorce
Are You A Forced Seller?
A Tale Of Two Decades
China Has An Arithmetic Issue
Tesla Goes Bonkers (Audio Podcast)
Could The Coronavirus Eventually Help The Economy?
Here's What The World's Best Investors Think About The Stock Market
Buy Now Or Wait?
More Investments Doesn't Necessarily Equal A Safer Portfolio
Does A New Year Mean A New Strategy?
What Will 2020 Bring In the Financial Markets?
Active or Passive? Does It Matter?
Not A Lot To Complain About
3 Year End Tax Strategies
How Are You Preparing For 2020?
An Inside Look At Running Your Own Business (Audio Podcast)
Be Careful What You Read
Easy Ways To Safeguard Yourself Today
Revisions, Revisions
A Critical Point For The Economy, But Does It Matter?
Items To Consider When Dealing With A Death
Trade War Truce
Investors Breathe A Sigh Of Relief
Too Much Confidence May Be A Bad Thing
The Most Painful Part Of Investing
Did You See It?
Are You Spending Enough?
No News Is Good News
I "Order" You To Listen To This Podcast
Is A Recession Certain?
Is Your Retirement SECURE?
A New Beginning