All episodes
Are Bonds Still Worth Owning? With Doug Longo of Dimensional Fund Advisors
Perspectives: Investing in a Future We Cannot Predict
Beyond the Will: Leaving Your Family Clarity, Not Chaos with Rachel Donnelly
Perspectives: Will AI Replace Financial Advisors?
Beyond the Liquidity Event: Finding Purpose After Financial Success
Perspectives: What Advice Would Your 90-Year-Old Self Give You?
Preparing for the Psychological Side of Retirement with Dr. Joy Lere
What's the Difference Between a Great Company and a Great Investment?
Beyond Stocks and Bonds: Rethinking Diversification for Retirement with Peter Nakada
May Perspectives: When Life Circumstances Become Investment Risk
Evaluating Financial Advice and Planning Decisions with Jason Lina
April Perspectives: War, Oil Prices, and Staying Grounded as an Investor
March Perspectives: Navigating AI Headlines
Success Is Not an Accident: Clarity, Habits, and the Four Ds with Tommy Newberry
January Perspectives: Expectations vs. Forecasting
Tax-Efficient Charitable Planning with Fidelity Charitable’s Harrison Miller
November Perspectives: The Self-Healing Markets: Lessons from History, Behavior & Diversification
Investing with Taxes in Mind: A Conversation with Kacie Walsh of Dimensional
October Perspectives: Why Retirement Planning Is About Resilience, Not Certainty
Purpose-Driven Planning and the Last Paycheck with Rob Hoxton
Perspectives: Navigating Tax Changes and Opportunities Before Year-End
Carl Richards on Reimagining Wealth, One Sketch at a Time
Perspectives: Balancing Economic Concern with Rational Optimism
Funded Contentment and the Science of Better Financial Decisions with Neil Bage
June Perspectives: Rethinking Retirement in a Longevity Economy
Building Resilient Portfolios and Reducing Risk with Larry Swedroe
May Perspectives: 3 Mindset Shifts for Navigating Long-Term Investing
From Wall Street to Meaning: Rubin Miller on Investing, Education, and Purpose
Think Bigger Than the Headlines: Long-Term Investing Perspective
Answering the Call: Embracing Life’s Transitions with Ben Katt
Perspectives: Weathering the Storm — Smart Strategies for Uncertain Markets
Rethinking Portfolio Diversification with Phil Huber
February Perspectives
Understanding Risk Management with Hunter Ewing
Aligning Wealth with Purpose: Dr. Daniel Crosby on “The Soul of Wealth”
Navigating Midlife Transitions and Financial Empowerment with Sherry Finkel Murphy
Elections and Markets 🗳️ with Apollo Lupescu, Vice President of Dimensional Fund Advisors
Financial Wellness and Purpose with James Grace
Unpacking Reverse Mortgages: Myths, Benefits, and Strategic Uses with Gabrielle Welter
Evidence-Based Investing with Larry Swedroe
Finding Purpose Beyond Financial Success with Paul Ollinger
Navigating Longevity and Place Planning for a Fulfilling Second Half 📌 with Guest Ryan Frederick
In the Zone 🧘♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison
Mapping Joy 🗺️ A Conversation on Travel, Career, and Embracing Life with Guest Rachael Levine
Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth
Investment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast
The Year-End Positive Focus: Finding Optimism Amidst Challenges
Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy
Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space
A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors
Embracing an Investment Philosophy: Guiding Your Journey with Rationality and Resilience
From the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce Johnsen
Unlocking the Wisdom of the Dying: 8 Regrets of the Dying and 5 Keys to Living and Dying Regret-Free with Dr. Allen Hunt
Build A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron Passmore
Maximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the program
How to Achieve ”Funded Contentment” in Your Life with guest Brian Portnoy
How to Create Significance in Your Second Half with guest Dick Gygi, Founding Partner of FUEL
Why Should I Care About the Medicare Annual Election Period? with Special Guest Chase Carey
How Should I Prepare for Open Enrollment? with Special Guests from BIS Benefits
Are you ready for the ”Big Four” transitions of aging?
”Hey Alexa, is the 60/40 portfolio dead?”
Why is Cyber Crime on the Rise and How Can You Protect Yourself?
What Can You Do to Maintain Perspective Amid Volatile Times?
Special Needs Planning: Navigating the public benefits maze with special guests Nadler Biernath LLC
What Can a Financial Planner Do For You? with Special Guest Wealth Advisor Mona Fahmy, MBA, CFS, AIF®
Evolution of Investment Management: Go Where the Financial Science Leads? with guest Eduardo Repetto, Ph.D.
What is an estate plan and do you need one?
Welcome to Flight 2022! Are you prepared to take off into the New Year?
How to become more empowered and rational as an investor--with special guest Dr. Daniel Crosby
Why Do You Need An Investment Philosophy?
Purpose-Driven Burnout: Who Needs a Day Off When You‘re Not Really Working?
Evidence-Based Investing: What Is It?
3 Top Questions from Investors Answered
What You Need to Know About Recent Tax Changes and How Tax Planning Can Impact Your Financial Plan
A Hero's Journey: Do you have what it takes to RETIRE?
How to Create Meaning in Retirement
Ever wonder what is discussed in Investment Committee meetings?
Have you found yourself overwhelmed with the idea of GOALS?
Which common myths surrounding Medicaid are untrue
What Does a Mortgage Loan Officer Think About Debt and if Now is a Good Time to Refinance
Why Politics and Investing Don't Mix
Why Risk Management should be a part of a Holistic Wealth Management Plan--with special guest Tyler Smith, a specialist in income protection
Everything I Learned About Investing I Learned in Court
Investment Update for Midyear 2020
Navigating the complexities of Medicare with special guest Melinda Caughill
How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans
Take the opportunity to carve out time for Deep Work
The impact of the SECURE Act on your retirement savings
Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson
A New Year’s buffet: Make 2020 your best year yet!
How and when to claim Social Security—with special guest Alicia Lipscomb
End-of-Year Planning: What’s on your checklist?
Minds, Markets & Money—with special guest Dr. Daniel Crosby
The Path to Purpose—with special guest Rick Thompson
The Power of Decisions: Moulaye Niang’s path from star athlete to valued portfolio advisor
The Experience Transformer: Turning every experience into a learning experience
Getting rational: Lessons from Hans Rosling on how real data about the real world can drive better investment decisions
Millennials and Money: Special guest Cam Marston shares how to talk money with your next generation
The true cost of ‘certainty’ when investing for the future
Achieve life-long financial freedom by creating an income stream that can actually rise in retirement