All Episodes

Allan Roth Shares Client Stories, Taking Less Risk When You’ve Won the Game, Moving Towards Simplicity, Private Investments, and Combating Inflation.

The 4% Rule Nobody Talks About: How a Tiny Slice of Stocks Built All of America's Wealth

Guest Samuel M. DiPietro on Estate Planning, Changing State Residency, Trust Types, Why Wealth can be like Gasoline, and How Much is Enough.

Seasn 2, Episode 4: What Does It Really Mean to Be a Fiduciary?

Season 2 Episode 3- Adding Private Real Estate to you Portfolio with Adam Cohen

Season 2 Episode 2 - Saving the Family Cottage with Tim Borchers

Season 2 Episode 1 - Why Transparent Financial Advice Matters with Sara Grillo

Episode 21 – Season One Finale: Bill Bengen on A Richer Retirement and the Future of Safe Withdrawal Rates 

Episode 20- Wealth Audits, The ABC's of Trusts, and Changing Your State Residency: Part 2 of our conversation with Alex Popovich, JD, LLM

Episode 19: Shifting to Conservative – Market Timing or Long-Term Strategy?

Episode 18: The First Door: How a New Investor Bought His First Multifamily.

Episode 17: Retiring on His Own Terms: Tech Exec Randy Von Feldt Gets Candid About Crunching the Numbers, Stand-Up Comedy, and Life After the Corner Office.

Episode 16 —The Generous Are Wealthy: Dr. Jacob Liberman on Purpose, Presence & True Abundance

Episode 15: Adding Real Estate to your Portfolio with Adam Cohen.

Episode 14: We Answer Listener Questions on Annuities, Discuss Advance Directives, Asset Allocation, and a Powerful Retirement Inflation Hedge.

Episode 13: Avoid Costly Planning Mistakes with Alex Popovich

Episode 12:We Answer Listener Questions about Stocks, How to Save, Selling a Primary Residence, Medicare and more

Episode 11: We Discuss All Things Medicare with Maura Carley from Healthcare Navigation

Episode 10: Thinking About Risk, Options for Handling Concentrated Stock Positions, Exchange Funds

Episode 9: Estate Planning: Wills, Trusts, Power of Attorney, Healthcare Proxy

Episode 8: Thoughts on Passive Income and Income Tax Minimization Strategies

Episode 7: The Nevada Pension System Ideal, Creating a Retirement Paycheck, Equity Compensation

Episode 6: Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio

Episode 5: Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth

Episode 4: How Much is "Enough?"

Episode 3: Exit the "Fee Matrix" and Take Control of your Investments

Episode 2: Emotions, UTMA's, and Stay the Course

Episode 1: Introduction to the Advice-only model of Financial Education and Advice.