All episodes
268 - The Average 401(k) Fell by 20%+ in 2022
267 - Will AI Replace Your Financial Advisor?
266 - Ochocinco's Financial Advice for You!
265 - Jim Cramer's picks for 2023
264 - Are You Rich?
263 - Secure Act 2.0 and your Retirement Plan
262 - Cathie Wood and the Arc of the Ark
261 - Happy Chrisma-Hanu-Kwanza-kah
260 - "Short-Term Agnostic, Long-Term Optimistic
259 - Talking Beyond Finance
258 - Reacting to Dave Ramsey Losing His Mind
257 - What do you Want to be Thankful for Next Thanksgiving?
256 - Seeing Through Media Falsehoods
255 - FOMO Can Ruin Your Finances
254 - Can Millennials Retire Early?
253 - Should You Sell Now?
252 - Mortgage Rates are Not What They Seem
251 - Real Estate Rent or Sell? Tips on Getting Started
250 - Investing In a Recession
249 - Self Insurance is a Scam
247 - Hidden Costs of IRA Rollovers
244 - Equations for Happiness
248 - Is Your Mutual Fund Manager Doing This?
246 - College Funding & a Swimming Pool Full of Spaghetti
245 - I Bonds, Inherited IRA Rules & surviving the lottery.
243 - Medicare – Unscrambling the Alphabet Soup
242 - Market Debacle or Market Maintenance?
240 -The Best Performing Tech Fund You Never Knew You Owned
239 - Income Investing in Retirement
238 - Crypto and Principles for Investing
237 - Why Spouses Should Plan Together
236 - "Big Changes" Small Differences
235 - The Debt We Owe To Our Future Selves
234 - Countering What Your Kids Are Learning In School
233 - Does the Headline Match the Data?
232 - Ugly Retirement Decisions in a Wild Market!
231 - Holding Strategy in the Midst of Crisis
230 - Re-assess, Re-balance and Re-trench
229 - Our Thoughts on Vanguard's Value Proposition
228 - Real People Getting Real Advice
227 - Could a Car Accident Cost You Everything
226 - Stop Trying to Catch a Falling Knife
225 - Treasure Hunting, Bond Investing, and Unexpected Taxes.
224 - BONUS EPISODE: A Look Behind the Curtain at Sound Financial Group
223 - Leaning in on Financial Faux Pas
222 - What Elon Wants to Teach Kids Can Help You!
221 - Asset Allocation in Early Retirement, Backdoor Roth Back On and Debunking High-Yield Funds
220 - Financial Independence at age 52, earning less than $100k
219 - Planning for YOUR Personal Aims, Not Anyone Else's
218 - When Your Parents Didn't Save Enough, Are Active Fund Managers Worth Their Cost?
217- Is the 4% Rule in Retirement Dead? Tips on 529 Plans
216 - Gratitude vs. Cultivating Contentment - Thanksgiving Special Episode
215 - Risky Zillow, Risky Crypto and Why do they hate ROTH?
214 - 401(k) Stolen, Family Tries to Kill Father
213 - Are you taking Social Security at the right time?
212 - Celebrity Attorney Shares Estate Planning Horror Stories
211 - The 2021 Reconciliation Spending Bill & Its Impact on Your Retirement
210 - Beyond Meat Stock Prices, Retirement Questions & Tax Traps
209 - We Think They Should Build a Vacation Home, The Wall Street Journal Doesn't
208 - Day Trading to High Tax Bills & Suze Orman's 5 Best Pieces of Financial Advice
207 - Houses, Truckloads Of Crypto, And James Brown's 100 Million Dollar Estate
206 - Shocking retirement stats, how long you will live and TIPs funds may not be as good as they look.
205 - How Target Date Funds Are Being Misused And What Millionaires Do Different
204 - Why Pausing Can Bring You Value
203 - Getting Vaccinated Against Lifestyle Addiction
202 - The White Coat Window
201 - Warren Buffets (Not So Secret) Secret Sauce
200 - Learning to Invest in Real Estate - With Robert Slattery (Blackwell Real Estate)
199 - A Cure For Retirement: The Wealth Coordination Account
198 - HSA The Triple Tax-Free Account
197 - Grandpa Said Invest In Gold
196 - Fun With The CPI… The Christmas Price Index
195 - Solutions To The Illusions Of Investing
194 - Illusions of Investing (Condensed)
193 - What Last Week Taught Us About Market Timing & Other Ways the Media Steers Us Wrong
192 - Your Financial Sacred Cows Could Be Milking You
191 - Where We Actually Have the Most Control, But Think We Have the Least
190 - COVID CARES Act Roth Conversation + What We Learned From Trump's Tax Returns
189 - Brock Blake CEO of Lendio - Saving The American Dream
188 - The Whole life Timeline (pt.2)
187 - The Market Crashed, Now What? (Time Machine Episode)
186 - The Whole Life Timeline (pt. 1)
185 - Three Big Accounting Mistakes That Can Take Your Business Down
184 - The Trick Question of 30YR v 15YR Mortgages
183 - What Is Your ROR On Home Equity?
182 - If You Want To Build Wealth, You Have To Talk About Money
181 - Should You Stop Investing in "The Market"? A conversation with Joe Riggio of Dimensional Fund Advisors
180 - What Investor Mindset Will You Choose?
179 - Where are Tactics Overtaking Strategy in Your Financial Plan?
178 - The Best Performing Tech Fund You Never Knew You Owned
177 - Speed Dating Sound Financial Group
*BONUS EPISODE* Coronavirus Opportunities
176 - Freshbooks CEO Mike McDerment on Leadership, Partners and Coronavirus
175 - IS THE CORONA VIRUS INFECTING YOUR BRAIN?
174 - The Hidden Costs of Investing: An Interview with Dr. Stefan Sharkansky
173 - Investing In You from the Influence Ecology Annual Member Conference
172 - Want to Heat Up Your Bedroom this Valentine's Day? Talk About Money!
171 - Are Your 2020 Plans Going to Create the Life You Want?
170 - Does the Presidential Election Cycle Hold the Secret to Beating the Market?
169 - Are You Grounding Your Assessments with Kari Granger