All Episodes
Financial Detox® Show — 255 episodes · page 1 of 3
Private Credit Explained: What Wall Street Knows That Most Investors Don't
The Retirement Risks Nobody Talks About
Should You Buy the SpaceX IPO?
What a REAL Financial Plan Looks Like
The Truth About Private Credit Redemptions & "Retail Panic"
Is AI Giving You Bad Financial Advice?
High Yield Doesn't Mean High Income
Is AI the Next Dot-Com Bubble?
Should You Hold Cash Waiting for the Market to Crash?
Is This 2008 All Over Again? How to Handle Market Volatility in 2026
The Retirement Tax Trap Most Investors Don't See Coming
Tax Drag: The Silent Wealth Killer Most Investors Ignore
Should You Be Nervous About 2026? What Smart Investors Do Now
6 Year-End Tax Moves That Can Save You Thousands
The First 1,000 Days of Retirement – Avoid Regret & Live with Confidence
AI, Politics & Your Money: Are You Truly Free?
Trusts in California: Avoid Probate & Protect Assets
How to Raise Money-Smart Kids (at Any Age!)
AI, Investing & Risks: What Smart Money Is Doing
Dry Powder: How to Invest in 2025
Real Estate in 2025: Opportunity or Risk?
Tax Drag: The Hidden Cost Sinking Your Financial Performance
Stop Overpaying Taxes! 7 Proven Strategies to Save BIG in 2025
Markets in Chaos: What Tariffs, Trump & Emotions Mean for Your Investments
How to Build an Estate Plan That Actually Works
All Things Markets: Tesla, Tariffs & Turmoil
This ONE Tax Strategy Could Add MILLIONS to Your Retirement!
AI Disruption, the Fed & Trump: What Investors Must Know in 2025!
Bitcoin, AI, & Market Insights: Year-End Strategies for Financial Success
Maximize Your Wealth: Exploring Alternative Investments with Bob Long of StepStone Private Wealth
15 Years of Wealth Management: Lessons Learned and Avoiding Toxic Financial Advice
Is Your Wealth Prepared for Global Uncertainty?
Let's get REAL: How Inflation, Political Divide & Assassination Attempts Affect Your Wealth
Ep. 222-Securing Your Legacy: Estate Planning for Generational Impact
Ep. 221- Maximizing Returns: Avoiding Common Investor Errors
Ep. 220-Navigating Election Year Volatility: What does history show us?
Ep. 219-Financial Futures: Navigating Retirement and Building Wealth
Ep. 218-Reflecting on 2023!
Ep. 217-What to do if you won the $1.7 billion Powerball lottery? How to Make Good Investment Decisions
Ep. 216-Financial Detox® Summer Series
Ep. 215-The Benefits of Fully Integrating Your Taxes and Wealth Management
Ep. 214-What is True Financial Peace of Mind and How to Accomplish It?
Ep. 213- Reflecting on 2022
Good Tax Planning Defined and Why You Should Consider Alternative Investments
Interest Rates are Up, What to do Next?
Is it Time to Time the Market?
Where did the year go?
Attributes Most Valued in a Financial Advisor
How to Maximize Your Business's Value
Inflation- Is it Transitory or Long Term?
Cryptocurrency, Inflation and Impending Tax Increases
What is Debt?
Impacts of Inflation and How to Prepare
Alternative Investments, the Why and When
Human Behavior and Patterns in Investing
Options Explained and What Happened with GameStop
Tax Planning and Reducing your Maximum Exposure
Rating Systems and Target Rate of Returns
Financial Detox® Listener Questions
Inauguration and Beyond
2021 Predictions
S.M.A.R.T Goals
Charitable Giving and the Impact on a Financial Plan
Future Ready 401(k) Style
Questions Asked and Lessons Learned from 2020
Thanksgiving and Rebalancing
Investing 101 – Tax Harvesting & Value Propositions
Qualified Opportunity Zone Fund ("QOZs")
Bearing the Fruits of Proper Wealth Management Through Travel
Medicare Insurance with Special Guest: Brian McArthur
Investing 101- Delivering Value
Investing 101- Asset Class Selection
Conflicts of Interest in the Financial World
Prepping for End of Year Financial Decisions
The Social Dilemma
The Three Headed Hydra
Tax Efficiency and Investing
Financial Products- What's Best?
Stress Testing and the Future
New School Factor Investing
Financial Detox® Listener Questions
Long Term Investing Amidst the Election
The Good the Bad and the Ugly About Annuities
The Pros, Cons and How to Implement An Annuity into Your Portfolio & Tax Planning Under the CARES Act
The Evolution of Factor Investing
Planning for Small Business Owners Amidst the New Normal of Continuous Change - with special guest Scott Palka, CPA, MBA, CFA
Navigate Uncharted Waters with Intelligence and Discipline
Inflation ahead? Stay cool PLAN ahead, with special guest Brad Holland
Long Term Care with Scott Heinila
The Financial Detox for Financial Advisers - Part 2
The Financial Detox for Financial Advisers
Government Detox and Your Freedom
Are you an Investor or Not?
28% in 14 Days
The $2 Trillion CARES Act and What It Means For You
IQ, EQ and the Financial Quotient
Don't Panic, Instead Do This
Unleashing the Power of Private Enterprise Against Coronavirus
Investing in the Face of Coronavirus
Multifamily Investing with Special Guest Jeff Gleiberman