All episodes
Episode 66 - Midterms & Markets: What History Actually Shows
Episode 65 - IPOs Explained
Episode 64 - Update on Mortgage Rates (feat. Jason Fleming)
Episode 63 - Private Equity
Episode 62 - National Debt
Episode 61 - Politics and the Market
Episode 60 – What Washington Residents Need to Know About the New Capital Gains & Estate Tax Hikes
Episode 59 - What Investors Need to Know About the Big Beautiful Bill
Episode 58 - Why You Need a Plan for Long-Term Care – Featuring Special Guest Nathan Sanow
Episode 57 – Part 2 of 2: Navigating Market Volatility Using The Buckets of Money Approach
Episode 56 – Part 1 of 2: Navigating Market Volatility
Episode 55 - Smart Money Moves in Your 40s: The Keys to Building Lasting Wealth
Episode 54 – Balancing Saving for the Future and Enjoying Life Today (with Special Guest Linde Carroll, CFP)
Episode 53 - Emergency Episode: Fed Rate Cuts
Episode 52 - Separately Managed Accounts
Episode 51 - Interview with Ryland Puzzitiello from Dimensional Fund Advisors
Episode 50 - Big Potential Tax Changes Ahead
Episode 49 - 2024 Mid Year Market Update - A Tale of Two Markets
Episode 48 - How Much Should I Have in Cash?
Episode 47 - How Does the National Debt Affect Markets?
Episode 46 - The Magic Number
Episode 45 – Business Continuity Planning with Business Coach Rick Campfield
Episode 44 - Focus on the Controllables
Episode 43 – Common Investing Mistakes
Episode 42 – How Election Years Impact the Market
Episode 41 – Will 2024 Bring a Change to the Investment and Economic Climate?
Episode #40 - Ideas for Teaching Savings and Investing to Your Children with Todd & Nik
Episode #39 - How Bonds Work with Todd & Nik
Episode #38 - AI as an Investment Opportunity
Episode #37 - Market Timing
Episode #36 - Five Charitable Giving Strategies
Episode #35 - Washington State Capital Gains Tax
Episode #34 - Yield Curve w/ Nik Miner & Todd Pisarczyk
Episode #33 - The Real Estate Market w/ Jeff Walters from Hines
Episode #32 - Recessions (Again!) w/ Nik Miner & Linde Carroll
Episode #31 - The US Dollar w/ Todd Pisarczyk
Episode #30 - The Debt Ceiling
Episode #29 - Social Security
Episode #28 - Maria Quinn From Vanguard
Episode #27 - Asset Protection: Banks vs. Brokerage Firms
Episode #26 - Secure 2 Act
Episode #25 - Direct Indexing w/ Nik Miner
Episode #24 - The New Normal May Look Like The Old Normal
Episode #23 - NFT's & The Metaverse w/ Mason Bertrand
Episode #22 - Interest Rates In The Mortgage Sphere
Episode #21 - Recessions
Episode #20 - Mutual Funds w/ Linde Carroll
Episode #19 - Behavioral Finance
Episode #17 - Bonds
Episode #16 - Fed Raising Interest Rates
Episode 15 - Russia's Impact On The US Economy
Episode #14 - Markets at Record Highs
Episode #13 - Trading & Investing
Episode #12 - How Is Inflation Affecting Us?
Episode #11 - Learn About ESG Investing!
Episode #10 - Understanding PE Ratios
Episode #9 - Women In Investing w/ Linde Carroll
Episode #8 - Post Election Outlook w/ Todd Pisarczyk
Episode #7 - Life Insurance w/ Justin Curtiss
Episode #6 - Markets During Elections w/ Linde Carroll
Episode #5 - S&P 500
Episode #4 - National Debt
Episode #3 - A Stock Market On The Rise?
Episode #2 - Market Volatility
Sustainable Conversations Episode #1 - Introduction