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Do Markets Perform Better Under Democratic or Republican Presidents?   What Data Tells Us

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We Celebrate Our 50th Episode with a Midyear Market Check-up. And You Finally See Our Faces!

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We Celebrate Our 50th Episode with a Midyear Market Check-up. And You Finally See Our Faces!

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Retiring Soon? How to Create Sustainable Retirement Income You Won't Outlast

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If AI Skips Taxes In Creating Your Financial Plan, What Else Will It Miss?

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How Prediction Markets Turn Bets Into Real-Time Forecasts

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Women Advisors Rising And Keeler And Nadler Leads The Way

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Living Boundless.  How A Large Non-Profit Scales With The Right Plan

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If Your CPA Was Not Proactive on Your Tax Return, Who Pays?  You Do

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Special Needs Planning Made Clear - Legally and Financially

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VIP Medical Care.  Great Perks But No Panacea

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From Paychecks To Purpose:  Designing A Fulfilling Retirement

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Savvy Tax Moves for Small Business Owners

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Should I Pay Off My Mortgage?   Buy or Lease A Car?   It's Mind Vs. Math

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When Sentiment Sours, Long-Term Discipline Wins.  Case In Point - 2025

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How To Spot A Good Business And Sell It Well

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Garage Dreams on a Smart Budget.  Collecting Cars the Right Way

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What's Your Number?  Savings Goals Decade By Decade

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From Spice Routes to Sharpe Ratios:  Building Smarter Portfolios with a History Lesson

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The $16,000 Medicare Mistake You Can't Afford to Make

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Hidden Savings Strategies Beyond Your 401k

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The Blind Spots That Cost DIY Investors Thousands

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Free Money for Schools: The Tax Credit No One Told You About

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The Hidden Gems of the 2025 Tax Bill You Need to Know About

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Demystifying Advisor Fees: What You're Really Paying For

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Why Smart People Make Dumb Bets: The Science Behind Gambling (Re-release)

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Trapped by Low Interest Rates: Solving Today's Housing Conundrum

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How did Warren Buffett build an empire one 'moat' at a time?  Think ketchup.

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Beyond the numbers. Holistic financial strategies built on strong relationships (re-release)

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Why Smart People Make Dumb Bets: The Science Behind Gambling

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Modern solutions for the inevitable need of long-term care

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Balancing Your Physical and Financial Well-being: Surprising Parallels and Practical Strategies

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When 'Bull Markets' need a break: Understanding today's market correction

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Amplifying gains or amplifying losses? The truth about leveraged ETFs

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Beyond the numbers. Holistic financial strategies built on strong relationships

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Got some short-term cash to save?  Don't go stocks.  Go here.

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Tempted to invest in cryptocurrency? Ask yourself THIS question first

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Cryptocurrency: To understand it, you first have to define it.

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The 'millionaire next door' has these 3 investment strategies in common

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Nearly 40% of college students do this and it increases college costs every time

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So why has your home and auto insurance gone up?   Well .. it's complicated.

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This *one* thing is the cheapest and first line of defense in your cybersecurity protection

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Understanding inflation.  From straw hats and wearable technology to GDP and CPI.

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The gifts of asset protection and estate planning: explaining wills, trusts and probate. All bets point to you having at least one asset tied up in probate

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If your retirement script isn't written, a leading expert and MIT say - that's okay

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Navigating college costs: are you a Chevy, a Honda or BMW?

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Want a raise or a new car? How not to negotiate against yourself

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To snag those travel deals and save money on vacations, you have to do *one* thing

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Gold: bullion blunder or hopeful hedge for your investments?

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How to win friends, avoid impulse buys and influence yourself - using 'Decision Architecture' to optimize outcomes

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Should you buy, sell or re-balance as the Dow keeps breaking records? (Hello 40K!) History gives us a guide.

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From burpees to 'Blue Zones', let's celebrate May as Women's Health Month

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Are you making a $28,000 tax mistake?