All Episodes
Playbook of the Wealthy — 73 episodes
What are Buffered ETFs and should you have them in your portfolio? | EP074
The financial news we're paying attention to | EP073
The mistakes we saw in tax season | EP072
Where does our financial advice differ? | EP071
How Not to Invest (Book Review) | EP070
To Buy or Lease a Car | EP069
Five reasons why the MONTH you retire MATTERS
Ask the Advisor: Rapid-fire questions, real-world answers | Ep. 67
"Dividends and Interest": The Outdated Retirement Income Strategy | EP066
5 mistakes we see in DIY financial plans | EP065
Mastering the world of credit card points | EP064
Common Mistakes Wealthy People Make and How You Can Avoid Them | Ep. 63
Trump Accounts Explained (Before You Open One) | Ep. 62
Inflation, Medicare Increases, and How to Design Your Portfolio
Bonds Don’t Work Like Stocks (Here’s Why) | Ep. 60
When “Good” Investments Go Bad | Ep. 58
The Wealthy Dilemma: ACTUALLY spending your Money | Ep. 57
Most People Guess This Savings Number—and Get It Wrong | Ep. 56
Designing Your Retirement Income Stream | Ep. 55
Real Questions Wealthy Families Actually Ask | Ep. 54
The Retiree’s Wealth Playbook for 2026 | Ep. 53
The High Earner’s Wealth Playbook for 2026 | Ep. 52
Funding your Remodel | Ep. 51
Sell Your Business for More - Secrets Nobody Tells You | Ep. 50
Big Changes Coming to Your 401(k) | Ep. 49
Making Required Minimum Distributions Less Complicated | Ep. 48
Managing Uneven Cash Flow | Ep. 47
Ep 46 - What do the wealthy do with their cash in retirement
Ep 45 - The Wonderful World of Health Savings Accounts
Ep 44 - Crushing Your Employee Benefits Open Enrollment
Ep 43 - Investing in 2026
Ep 42 - Mistakes we see with Estate Planning
Ep 41 - Asset Protection
EP 40 - Tax Planning Happens Now
Ep 39 - Hot Topics
Ep 38 - should I invest in Crypto or private equity in my 401k?
Ep 37 - When, Why and How to Hire a Financial Planner
Ep 36 - Small Business Retirement Plans
Ep 35 - What to do with your 401(k) when leaving or retiring
Ep 34 - Asset Location
Ep 33 - Answering Listeners' Questions
Ep 32 - Selling Real Estate
Ep 31 - How Trump’s “Big Beautiful Bill” Impacts Retirees: What You Need to Know
Ep 30 - Trump's BBB for High Income Earners and Business Owners
Ep 29 - Avoiding the Investment Real Estate Tax "Gotcha"
EP 28 - Our Controversial Financial Advice
Ep 27 - Navigating Tax Optimization in Real Estate
Ep 26 - Pros and Cons of Real Estate Investing
Ep 25 - Social Security Updates
Ep 24 - Concentrated Stock Positions
Ep 23 - Optimize Your 401(k)
Ep 22 - Q and A
Ep 21 - What You Need to Know about Inheriting Wealth
Ep 20 - Tax Loss Harvesting
Ep 19 - Dealing with Rapidly Increasing Income
EP 18 - Correctly Diversifying Your Assets
Ep 17 - Retirement Income
Ep 16 - Housing in Retirement
Ep 15 - Handling Your Emotions When Investing
Ep. 14 - Answering ALL the questions!
Ep 13 - Tax Return Mistakes
Ep 12 - Housing Decisions Before Retirement
Ep. 11 - Current Events, March 2025
Ep 10 - Focusing on Retirement Matters
Ep. 9 - Smart Tax Moves with your RSUs
Ep. 8 - Everything "Kids and Money"
Ep. 7: Current Events to be Aware of in the Financial World
Ep 6 - Setting yourself up for a wealthy 2025 (Retired edition)
Ep 5 - Setting yourself up for a wealthy 2025: Non-retired edition
Ep 4 - Learning from the LA fires: How to adequately insure your home
Ep 3 - How Our Clients Became Wealthy
Ep 2 - Chubby, Fat or Lean: Which FIRE are you?
Ep 1 - Meet the Planners