All episodes
There are 3500 ETF's: what will be next?
Fed Rate Cuts, the Yield Curve, and Social Security Decisions
Recent Small Cap Action Shows Asset Allocation Key
New ETF Strategy Sparks Immediate Interest
Tax Underpayment Penalties
Diversification: always needing to say "Sorry!"
Rate Cuts in 2024?
Dissecting the Fed's Strategy in May 2024
Two Incomes, Two Outcomes: The Science of Spending Wisely
Discussing the Social Security Break Even Podcast 475
Taming Inflation's Fury: Paul Volcker's 1979 Financial Revolution and Today's Investment Strategies
The Munger Effect: Unlocking Investment Wisdom and the Power of Simplicity
Navigating February 2024: Market Commentary
When Will The Fed Lower Rates? Episode 471
NY Community Bank & the Federal Reserve
Decoding Tax Mysteries
Junk Fees and the Truth About Fiduciary Duty
The Mortgage Rate Mirage: Navigating Homeownership’s Treacherous Waters
Unmasking the Hidden Risks of 401K Loans: A Critical Financial Deep-Dive
Interpreting the Economy's Pulse: Episode #465
Navigating the Retirement Vortex: Understanding Financial Challenges and Strategies for a Secure Future
Protecting Your Future: Irrevocable Trusts, Medicaid, and Long-Term Care in New Jersey
Stocks, Treasury Bills, and Market Predictions: Your Questions
Unleashing Financial Freedom: Sustainable Living and Debt Reduction
All Hail the Mighty Consumer: Spending Carries the Economy
Your 60-40 Portfolio Is Not Dead
Would You Buy This Investment (Annuities)?
Does Claiming Social Security Early Affect Medicare?
When is the BEST Time to Claim Social Security?
Better to Take a Lump Sum or Monthly Pension?
The Stock Market Looks Forward
Communicating With Your Investment Advisor
Interest Rates Rise Again
In Retirement: Being OK with Spending Money
What You Can Expect From the TD Ameritrade – Charles Schwab Merger
How to Read Your Form 1099
Should You Work 1 More Year Before Retiring?
What You Can Actually Expect From Life Insurance Seminars
How to Save Your Retirement
Where Should You Keep Your Cash?
Always Assuming Average Returns Causes Mistakes
Why Your Net Worth is Important
Is it Okay to Change Plans in Retirement?
The Biggest Financial Stories of 2022
Changes are Coming to Retirement Plans
The Stock Market’s Reaction to the Latest CPI and Fed News
The Truth About Alternative Investments
How Are Millionaires Feeling About Retirement?
What to Make of the Latest Inflation Reading
Making Sense of the Latest Move in Interest Rates
Don’t Expect Investment Returns to Make up for Underfunded Goals
The Latest on the Economy, Interest Rates and the Stock Market
The Role of Bonds in Your Portfolio
Is it Better to Invest Through Recessions or to Avoid Them?
Watch What Investors Do, Not What They Say
What Can I Expect My Investments to Earn?
Which is Better in Retirement: Higher $ Total or Lower Monthly Expenses?
Investing is All About Managing Your Expectations
Required Minimum Distributions Will NOT Drain Your Retirement Account
Teachers Beware of High Fees in Your Retirement Account
The Dangers of Margin Investing
Does the Stock Market Move Ahead of the Economy?
What if There is No Recession?
What Should We Make of Conflicting Economic Data?
What Does Quantitative Tightening Mean?
An Update on Earnings and the Latest Economic Data
How Are Retirement Plans Affected by Down Markets?
What’s Going to Bring the Stock Market Back?
2022 Capital Gains Tax Rates
Is 2022’s Economy the 1970’s All Over Again?
Should We Be Worried About the Yield Curve?
Should You Use Retirement Assets to Pay Off Your Mortgage?
Financial Planning Tips for 2022 (Part One)
Is the Stock Market Being Held Up By 5 Stocks?
The Latest on Interest Rates and the Federal Reserve
Is the 4% Rule Right for Your Retirement?
Withdrawing Money For Retirement
Should You Move in Retirement?
What Should We Do About Inflation?
3 Misconceptions About Inflation and Your Investments
Social Security: 5.9% Cost of Living Adjustment
Are Target Date Funds Right For You? Part 2
Are Target Date Funds Right for You? Part 1
Investing History: Top 10 Companies in the S&P 500 1980-Today
Tax Planning: Lifetime Tax vs. Yearly Tax
Investing Decisions: Should You Follow the Trend?
Why Do Investors Underperform the Funds They Own?
Can Expense Ratios Go Any Lower?
8 Months, 8 Stock Market Highs
Pension Funds are Lowering Expectations
Is the Stock Market Overvalued?
Money in the Right Places: Retiring Before Your 60’s
Beware of High Bond Yields
Investing Best Practices: Robinhood Edition
This Stock Market Index Has Doubled Off the Pandemic Lows
What to Do When Your Bank Cancels Your Line of Credit
Financial Calculators: What You Don’t See
Our Thoughts on Cryptocurrencies for Retirement
Why Does Money Stress Everyone Out?
Our Financial Planning Process