All Episodes

#62 Nash Subotic: CEO of WestPac Wealth Partners

#61 War in Iran, Hormuz and Your Portfolio

#60 Young Adult Financial Series: Advising the Next Generation #2

#59 The Risk of Individual Stocks

#58 Young Adult Financial Series: Advising the Next Generation #1

#57 US and the Iranian Conflict

#56 Why Cheap Indexing Isn't the Best

#55 For Business Owner Listeners

#54 2026 Midterm Elections

#53 What Do Billionaires Worry About

#52 The Worst Decision a Client Has Ever Made

#51 2026 Portfolio Prep and Predictions

#50 Banks are Sitting on Massive Unrealized Losses

#49 Super Smart People Can't Beat Markets

#48 Same Game, New Name: Wall Street’s Repeat Offense

#047 U.S. Debt and the Government Shutdown

#046 AI and Your Portfolio

#045 The Magnificent Seven are Down to Terrific Two

#044 How Risk Premiums Shape Investment Outcomes

#043 Why Didn't You Buy NVIDIA Ten Years Ago?

#042 Should you buy a sports franchise or the S&P 500???

#041 Price vs Cost: The Truth Behind Investment Fees

#040 The Big Beautiful Bill

#039 The Risks of Speculating on the Market

#038 Did the Economy Crash?

#037 The Crash that Wasn't

#036 Buffet Retires

#035 Its ok to Open Your Statement

#034 Where the Markets are Headed

#033 Tariffs

#032 Inflation and Your Portfolio

#031 Is This Y2K All Over Again?

#030 The SECOND Retirement Mistake

#029 Retirement Mistakes

#028 Scary Markets and The Case For Bonds

#027 Joe's Story

#026 Is It Time To Sound The Alarm On Stocks?

#025 2025 Portfolio Prep

#024 Uncertainty is GOOD???

#023 2024 Presidential Election

#022 Is The Stock Market Safe?

#021 Should My Portfolio Be More Sophisticated?

#020 The Future of Taxation?

#019 Fears of a Recession?

#018 A 30 Second Budget

#017 Reducing Financial Stress in Retirement

#016 Market Meltdowns and Retirement

#015 Presidential Election Part 3

#014 Huge News In The Presidential Election, Is It Time To Panic?

#013 Don't Overlook Sequence of Return Risk!

#012 Stagflation And Your Money

#011 The Media Wants You Scared

#010 A Different Way To Think Of Your Stock Portfolio

#009 How Much Insurance Should I Have?

#008 Is The Market Too High To Invest In Right Now

#007 5 Tips To Help Aging Parents

#006 The Top Three Things You Control In Retirement Planning

#005 Wow! That's a lot of International!

#004 Election Year 2024

#003 Remember When

#002 Do You Want To Retire?

#001 Prepare your portfolio for 2024