Tall Oaks Podcast cover art

All Episodes

Tall Oaks Podcast — 112 episodes

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Title
1

The Social Security Claiming Mistake Almost Every Retiree Makes

2

Paying Off Your Mortgage Early: The Part Nobody Tells You

3

You Don't Actually Understand Risk (And Why That's Dangerous) | Dr. Ron Picanini

4

Does Your Rental Deal Actually Pencil? (We Run The Real Numbers)

5

Is Private Credit Actually Safe? March 2026 Market Recap

6

Which Letters Actually Matter?

7

Lost Decades Can Break A Retirement Plan If You Ignore Sequence Risk

8

Gold vs S&P 500: 25-Year Results & A Different Way to Think About Risk

9

7 in 10 Retirees Need Long-Term Care

10

The February Market Nobody's Explaining

11

Your Personality Is Costing You Money

12

Alternatives to 100% Stocks: Managed Futures and Real Diversification Explained with Drew Feldman

13

They Lied About "Missing the Best 10 Days"—Here's What the Data Actually Shows

14

Markets Look Calm But Momentum Is Breaking—Here's What to Watch

15

Intermountain Health Froze Your Pension—Here's Exactly What to Do Next

16

The Hedge Fund Manager Who Keeps $0 (His Cancer Research ETF Beats the Market)

17

2025 Tax Law Changes

18

Your Estate Plan Is Probably Broken (Fix These 5 Things in Q1 2026)

19

What Actually Makes You Wealthy (It's Not What You Think)

20

The Private Credit Illusion: Smooth Returns Are Just Hidden Volatility

21

Why Gold Just Had Its Best Run Since the 1970s (and What Comes Next)

22

The BlackRock Playbook for Retail Investors (with Joe Hegener from PIMCO & BlackRock)

23

Bob Elliott: Markets Are Euphoric, But the Economy Isn't (What Happens Next)

24

Liquid Alternatives Explained: The Missing Piece in Your Portfolio

25

The One Thing That Protects You From Money Losing Value

26

How to Actually Own Gold (And Why Most People Get It Wrong)

27

Real Estate Without the Hype: When Property Actually Works (And When It Doesn't)

28

What You Actually Own When You Buy a Stock (And Why It Matters Now)

29

Navigating Quad 2, Gold's Dollar Paradox & Inelastic Markets with Hedgeye

30

Your Paycheck Buys Less Every Year—Here's Our 5-Asset Defense

31

If risk only converts, what are you converting it into?

32

A family story shows how patience, education, and long-term thinking can grow wealth that lasts

33

What Happens When You Put Humans Before Numbers?

34

Tax Hacks That Won't Leave You Broke

35

Breaking Down Bad Social Media Financial Advice

36

You can't eliminate risk, only decide which ones to take

37

Your money should reflect your values, not random social media advice

38

The Real Cost of Franchise Ownership

39

Why Bitcoin's Scarcity Is Actually Its Greatest Flaw

40

Decoding Digital Currency | Gold Standard of the Digital Age

41

Using Insurance to Build Wealth

42

Your Family's Financial Safety Net: How to Calculate the Right Life Insurance Coverage

43

The Investment Strategy Used by Hedge Funds to Reduce Risk

44

Markets Don't Always Go Up, But Good Investments Eventually Will

45

Contractor Red Flags: Avoiding Financial Disaster at Home

46

Mortgage Expert Reveals Tips for Lowering Your Payment

47

How Private Money Creates Real Estate Opportunities

48

What's Really Happening in Real Estate Today

49

When Do You Actually Need a Financial Advisor?

50

Why the Next Market Cycle Could Finally Favor Mid and Small Caps

51

When Buyers Don't Care About Value: How Passive Money Distorts Everything

52

Rising Interest Rates Are Squeezing Commercial Real Estate Profits

53

Avoid Budget Battles With Your Partner

54

Transparent Protection: How Buffered ETFs Change the Investment Game

55

Who Gets Your Stuff? The Documents That Speak When You No Longer Can

56

Portfolio Construction in a Volatile Market

57

Ready to Take Control of Your Tax Situation?

58

Are You Ready for the New Economic Reality?

59

Risk: A Fundamental Force That Shapes Our World

60

The Burden & High Costs of Long-Term Care

61

Maximizing Returns: The Strategy of Return Stacking

62

Navigate and Tackle IRS Challenges

63

Converting Motels Into Apartments

64

Retirement Accounts: Approaching Tax Season

65

Ease the Burden of Student Loans

66

3 Things You Can Do To Prepare For A Smoother Tax Season

67

Achieve Long-Term Success with Factor Investing

68

3 Reasons Business Owners Should Invest In Commercial Real Estate

69

Protect Your Identity From Hackers

70

Estate Planning Basics

71

Start the New Year on the Right Financial Foot

72

Valuation Mysteries and Market Momentum

73

Myth Busting: ETFs Vs. Mutual Funds

74

Election Is Over: What Now?

75

Tax Planning Success Stories

76

Divorce Preparation: The Do's and Don'ts

77

Lessons From A Former Investment Banker

78

Hiring A Property Manager: Do's And Don'ts With Trent Collins

79

Reverse Mortgages To Create Wealth? With Chantry Abbott

80

Financial Freedom Through Real Estate & Financial Literacy

81

Jim Rickards Scare Tactics | Branden and Carisa Break It Down

82

Medicaid Planning and Asset Protection: Navigating Elderly Care

83

Redefining Retirement: Annuities Versus Traditional Investments

84

Age-Proof Homes: Making Aging At Home Comfortable & Safe

85

Self-Directed IRAs, Mortgage Decisions, & Breaking Down Dave Ramsey's Baby Steps

86

Trust and Integrity in Medicare Insurance Decisions

87

David McKnight Sounds Off: IUL's Vs. Life Insurance

88

Central Banks, Inflation, and the Future of Commodity Investments

89

Lessons From Losing $28 Million | Navigating Sudden Wealth with Paul Deloughery

90

Teacher Retirement Planning: Securing Their Futures

91

Breaking into Real Estate: Rob's First-Year Triumph with 71 deals

92

What To Expect On The Buying Side Of Real Estate With Michelle Evans

93

Understanding Risks In Financial Plans with Carisa Bertrand

94

Is your 60/40 Portfolio Dead?

95

What Should You Do After An Auto Accident? With Personal Injury Attorney, Marshall Witt

96

Don't Let the Tax Tail Wag the Dog

97

Behavioral Biases, Pitfalls, and Proactive Strategies

98

Ethical Mortgage Practices, Rates, and Trustworthy Advisors

99

Global Currency Shifts and the Rise of Gold: Investment Strategies for a New Era

100

Aligning Wealth with Values: Strategies for a Meaningful Life

101

Wealth Management Secrets of the Ultra-Rich

102

Du Charme Legacies and the Ethics of Wealth Building

103

The Entrepreneur's Guide to Navigating Business Loans | Art of Business Financing

104

Crafting the Perfect Insurance Plan for Financial Peace of Mind

105

Power of Carry Trades: Maximizing Gains and Minimizing Risks in Financial Markets

106

Navigating Divorce: Mediation, Financial Planning, and Real Estate Investments

107

Maximizing Your Inheritance: Expert Tips on Estate Planning and Tax Strategies

108

Navigating the Complexities of Special Needs Financial Planning

109

Master Your Financial Future: Expert Retirement Planning Strategies Revealed!

110

Unlocking the Secrets to Financial Freedom: Credit Cards, Homeownership, and Retirement Planning

111

Navigating the Economic Landscape: Insights on GDP, Inflation, and Investment Strategies

112

From Tax Planning to Retirement Strategies: Financial Prosperity in Entrepreneurship