All Episodes
Money Wise — 261 episodes · page 1 of 3
Trends vs. Trades, Looking Past the Headlines, & The Best Investment Advice Ever
Oil Market Speculation, Rethinking Roth Conversions, & Equity-Indexed Annuities
A Surprise Rate Hike, AI Anxiety, & What Wall Street Won’t Tell You
Interest Rates in Perspective, Midterm Elections, & Equity-Indexed Annuities
Fed Talk Fuels Volatility, Fundamentals Tell a Different Story, & What Wall Street Won’t Tell You
Bond Vigilantes Return, Wall Street’s Latest Speculation, & RIA vs. Broker
Interest Rates in Focus, Getting Rich Slowly, & The Best Investment Advice Ever
Markets Recover, Avoiding Speculation, & Equity-Indexed Annuities
Technical Selloffs, Active Management, & What Wall Street Won’t Tell You
Roth Conversions, Portfolio Liquidity, & RIA vs Broker
Managing Risk, Semiconductor Opportunities, & The Best Investment Advice Ever
Estate Planning Matters, AI's Growth Continues, & Equity Indexed Annuities
Market Breadth Improves, SpaceX Hype Fades, & What Wall Street Won't Tell You
SpaceX IPO Fuels Excitement, Fundamentals Still Matter, & 401(k) Rollovers
Good News Becomes Bad News, Investing vs Gambling, & RIA vs. Broker
Fundamentals Win Again, Opportunity in Overlooked Sectors, & Best Investment Advice Ever
Earnings Growth Stays Strong, Inflation Remains in Focus, & Equity Index Annuities
Markets Hit New Highs, Earnings Strength Leads the Way, & What Wall Street Won’t Tell You
Earnings Take Center Stage, Institutional Buying Leads, & RIA vs. Broker
V-Shaped Recovery Continues, Speculation Concerns Rise, & The Best Investment Advice Ever
Markets Rally on Ceasefire, Oil Prices Remain in Focus, & Equity Index Annuities
Dow in Correction, Media Noise & What Wall Street Won’t Tell You
Markets Break Key Levels, Indiscriminate Selling Spreads, & RIA vs Broker
Market Volatility Continues, Private Credit Concerns & Best Investment Advice Ever
Markets React to Middle East Tensions, Oil Prices Rise, & Equity Index Annuities
AI Speculation Sparks Volatility, Treasury Yields Dip Below 4%, & What Wall Street Won’t Tell You
Market Resilience During Policy Shifts, Consolidation Continues, & RIA vs Broker
Artificial Intelligence Headlines, Volatility Returns in a News-Driven Market, & Best Investment Advice Ever
Dow Strength, NASDAQ Pressure, & Equity Index Annuities
When Markets Pause, Precious Metals in Focus, & What Wall Street Won’t Tell You
Algorithmic Trading vs Human Judgement, Political Headlines, & RIA vs. Broker
Short-Term Volatility, Long-Term Investor Behavior, & The Best Investment Advice Ever
A Strong January Start, Why Rebalancing Matters, & Equity Index Annuities
Another Solid Year for Stocks, How History Frames Expectations, & What Wall Street Won’t Tell You
The Santa Claus Rally, Looking Ahead to 2026, & RIA vs Broker
Volatility in AI Stocks, Thoughtful Portfolio Construction, & The Best Investment Advice Ever
AI Panic, Predictive Markets, & Equity Index Annuities
The AI Bubble Myth, Dangers of Media Hype, & What Wall Street Won’t Tell You
The 50-Day Test, When Momentum Meets Resistance, & 401(K) Rollovers
A Goldilocks Market, Washington Gridlock, & RIA vs. Broker
All-Time Highs, a Government Shutdown, & The Best Investment Advice Ever
Climbing the Market Mountain, When Negativity Meets a Bull Market & 401(K) Rollovers
Politics Heat Up, Markets Stay Cool, & Equity Index Annuities
PCE Data, Sticky Inflation, & 401(K) Rollovers
Fed Moves, Markets Soar, & What Wall Street Won’t Tell You
Markets Eye Fed’s Next Move, Bad News vs. Good News, & RIA vs Broker
Record Cash on the Sidelines, GDP Surprise, & The Best Investment Advice Ever
Jackson Hole Shifts the Tone, Small-Cap Momentum, & Equity Index Annuities
The True Driver of Inflation, Market Momentum & What Wall Street Won’t Tell You
Apple’s Big Investment, Market Momentum and RIA vs. Broker
Markets Slip, Economic Confusion Grows & The Best Investment Advice Ever
“The Big Beautiful Bill,” Wall Street Records & Equity Index Annuities
Wall Street’s Uneasy Summer, Tariff Drama, & What Wall Street Won’t Tell You
Tariff Fears Fade, Markets Take a Breather & RIA vs. Broker
Markets Surge into Q3, Supreme Court Shake-Ups & The Best Investment Advice Ever
A Market Rally on Fed Hints, Fading Geopolitical Risks & Equity Index Annuities
Sideways Markets, Product Pitches, & What Wall Street Won’t Tell You
Geopolitical Risk Sparks a Pullback, Insurance-Based Investments, & RIA vs Broker
A Surprisingly Steady U.S. Market, Global Economic Warnings & The Best Investment Advice Ever
May Market Momentum, A Gloomy Wall Street, & Equity Index Annuities
Markets Drop Before the Holiday, Tech Takes the Spotlight, and What Wall Street Won’t Tell You
Tariff Tantrum Ends, Recovery Takes Shape, & RIA vs Broker
Sideways Markets, Trade Deal Hopes, & The Best Investment Advice Ever
Market Resilience, the 90-Day Tariff Countdown, & Equity Index Annuities
Earnings Season Kicks Off, Managing the Noise & What Wall Street Won’t Tell You
Market Holds in Uncertainty, The L-Shaped Recovery Debate, & RIA vs. Broker
Markets Rebound, Emotional Investing, & The Best Investment Advice Ever
Historic Market Drop, Tariff Tantrums & Equity Index Annuities
Market Dips Amid Sentiment Swings, ‘Liberation Day’ Anticipation, & What Wall Street Won’t Tell You
Fed Signals Support, Triple Witching Volatility, & RIA vs Broker
A Wary Market, Trump’s Trade Strategy & The Best Investment Advice Ever
Tariff Turmoil, The Fear-Driven Selloff & The Best Investment Advice Ever
Traders Gonna Trade, A Year of Heightened Swings & Equity Index Annuities
A Cacophony of Mixed Signals, Negative News, & What Wall Street Won’t Tell You
Tariff Tantrums, The Fed’s Next Move & RIA vs. Broker
The Broader Economic Impact of Tariffs, Media-Driven Sentiment, & The Best Investment Advice Ever
Algorithmic Trading, AI and Market Volatility & Equity Index Annuities
Equally Weighted Strategies vs. Market-Cap-Weighted Indices, A Shift From the ‘Magnificent 7’ & What Wall Street Won’t Tell You
A Portfolio Rebalance, Shifting Fed Expectations, and RIA vs. Broke
A Surprisingly Strong Jobs Report, A Perversion of the Markets, & The Best Investment Advice Ever
Saying Goodbye to 2024, The Impact of Rising Bond Yields, & Equity Index Annuities
The Powell That Stole Christmas, Predicted Volatility, & What Wall Street Won’t Tell You
A Sideways Moving Market, The Santa Claus Rally, & RIA vs. Broker
Dow’s November Surge, The Trump Bump Continues & The Best Investment Advice Ever
Nvidia Joins the Dow, What’s Fueling the Bull Market & Warnings About Equity Index Annuities
Pullback After the ‘Trump Bump’, Fed Chatter & What Wall Street Won’t Tell You
Conviction Buying, Market Spikes, & RIA vs. Broker
The Numbers Don’t Lie, Political Talk & Equity Index Annuities
A Market Cha-Cha, Technical Charts & The Best Investment Advice Ever
Why You Can’t Let Politics Drive Your Strategy, Market Seasonality & 10 Myths of Retirement Planning
Market Breadth, Yield Curves & A Retirement Readiness Quiz
A September to Remember, Real Talk on Current Market Valuations & 401(k) Rollovers
The Dow Outperforms NASDAQ in Q3, We Get a 0.5% Interest Rate Cut & RIA vs. Broker
The NASDAQ Corrects Itself, Federal Reserve’s Upcoming Interest Rate Cut, & 401(K) Rollovers
Market Divergence, NVIDIA, & 5 Things Every Retirement Portfolio Should Have
Falling Interest Rates and the Housing Market, A Soft Landing for the Economy & Retiree Spending Rules
The Volatility Index, Federal Reserve Policy Outlook, & Equity Index Annuities
Market Seasonality, Leaving Politics Out of It, & The Best Investment Advice Ever
Earnings Reports, Federal Reserve Announcements, & The 10 Myths of Retirement Planning
The Impact of Tech Earnings and Algorithmic Trading, Chat GPT, & The ‘Are You Ready for Retirement’ Quiz