All Episodes

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Investing through Uncertainty: Our Perspective on the Iran Conflict and Markets

A New Chapter for Financial Perspectives with Gretchen Muller

How Tax Strategy Fits into Your Financial Plan

Market Volatility in 2026: Don’t Let Headlines Drive Your Financial Plan

Cybersecurity in 2026: Phishing, AI, Deepfakes, & IoT

Year-End Giving Checklist: Make Every Gift More Intentional

Why Market Highs Aren't a Reason for Worry

2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions

OBBBA Explained: What the 2025 Tax Bill Might Mean for You

AI Explained: Hype vs. Reality | A Conversation with Stephen de Man, Dimensional Fund Advisors

2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations

5 Market Downturns and the Surprising Lessons We Learned

How Much Income Do I Need in Retirement?

"Am I Ok" Income Planning & Portfolio Preparedness

Tariffs, Turmoil, and Market Decline

The Troubles with Tariffs

What Moves the Market? A Conversation with Vanguard

What if Inflation Isn't Quite Done?

The Intersection of Finance & Life Well-Being: A Conversation with Best-Selling Author, Professor Meir Statman

Transform Your Holidays: Giving Stories & Family Activities

Two Ideas for Year-End Tax Savings

What Are You Waiting For?

Understanding Mortgage Rates: A Conversation with Todd Smith of Bank Iowa

Understanding ETFs and Factor Investing with Blackrock's Bob Hum

Why We're Having Wrong Thoughts About the Election

Are You Getting the Top 4% of the Market?

Advisor Spotlight: Stacie Neussendorfer

ROMO: Regret Over Missing Out

Whenever Possible, Don't Do Dumb Things

What's Up (or Down) with the Bonds?

Is Investing a Science Project?

The Market: The Original AI

3 Reasons to Own Foreign Stocks ... Now!

A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek

March: Predictable Madness and Markets

2024 Looks as Uncertain as Ever

Basketball, Movies, and the Transformed Investor

Advisor Spotlight: Ryne Oller

Is a Bitcoin ETF a Fit for Your Plan?

Compound the Growth of Your 2024 Plans

The "Gift" You Shouldn't Open: Predictions

That's Not What I Expected!

Financial Perspectives: The Podcast - A Concise and Informative Guide to Finance, Markets, and the Economy