All episodes
Retirement Habits: The In’s and Out’s of Portfolio Rebalancing
So, When Can I Retire?
The Price You Pay for Safety
Teenagers with Investment Accounts: Good or Bad?
The Risks with Alternative Investments
Do You Have an Investment Plan?
How the Computer Chip Shortage Could Impact the Economy/Market
Capital Gains Rates and Market Pain Points
The ‘Silly Stage’ of Day Trading
4 Lessons from 35 Years in the Business
A Generational Buying Opportunity
Technology Stocks and the US Economy
Recession: The Only Way Out is Through
Pullbacks Always Feel Bad
Beware of Tax Scams!
What is the Real Price of College?
Taxes, Trading, and Asset Location
Short-Selling, Margin, Risk Management & GameStop
Our Process: What to Know
The Market Rotation of 2020
The Market Doesn’t Have Feelings
The Most Important Messages of 2020
Potential Advisor Rule Changes in 2021
The Dangers of Day Trading Apps
10 Personal Finance Tips to Consider
2021 Price Targets Don’t Matter
The State of the Stock Market and the Economy
What’s Worked in 2020?
2020 Year-End Tax Tips
The Value of a Fiduciary in Volatile Markets
The Advantage We All Have But Throw Away
Watch What They Do, Not What They Say
Volatility is a Feature, Not a Bug
How are People Saving For Retirement?
How Interest Rates Impact Investments
Stocks Can Go Down, Too
Why Diversification Works
How Should You Diversify From Stocks?
How the Election Could Impact Taxes
Politics are Not in the Portfolio
Debunking a Myth About Active Management
Making Sense of the GDP Numbers
Do We Need More Incentives to Save?
The Big Social Security Decision
A Few Reminders About Unemployment
All Upside, No Downside
Opening Pandora’s Box
Managing Risk in Retirement
“Living Off of the Interest”
How to Lose Your Shirt in 10 Days With Leverage
What is Your Money REALLY For?
Making Sense of the Unemployment Numbers
What Will the Economic Recovery Look Like?
Is Leverage a Good Investment Strategy?
Is Gold a Good Diversifier?
Do You Need More Exposure to Oil?
What Would Warren Buffett Do?
Don’t Check Your Account Daily
Is Now the Time to Pick Stocks?
Stress-Adjusted Returns
The Game Plan From Here
What Do You Say to Worried Investors?
What to Do With Market Uncertainty
Managing Risk with the Coronavirus
Changes to the Kiddie Tax
What Happens to Old 401(k)’s?
How to Avoid Lifestyle Creep
Why Stocks Go Up & Down
Have You Done Your 2019 Taxes?
What’s the Most Reliable Indicator?
What Should We Expect in 2020?
The Building Blocks of Investing
‘Tis the Season for 2020 Market Forecasts
What to Know About Your Retirement
How Long Can Bull Markets Last?
Cash on the Sidelines
The Problem with Car Loans Today
Investing Armageddon
Should You Trade Because of Elections?
Decision Making 101: Student Loan Edition
Is the 60/40 Portfolio Dead?
Let’s Talk About 403(b) Plans
Pros and Cons of Commission-Free Trading
Informational Edges are Extinct
Our Thoughts on Gold
Do You Have a Good 401(k) Plan?
How Hurricanes and Markets are Similar
Navigating a Down Market Before Retirement
Markets Don’t Repeat Themselves, But They Often Rhyme
Is Now the Time to Refinance?
You’re Allowed to Buy Lattes
Gaming the Financial Aid System
Retirement Can Be Longer Than You Think
Capital Gains are GOOD
Does Your Checking Account Pay For Your Hulu?
Don’t Go Chasing Interest Rates
What is Regulation Best Interest?
Lessons From Market Crashes
The Benefits of Health Savings Accounts
IPO’s Don’t Fit in Your Financial Plan