All Episodes

Year-End Tax Planning

Breaking Down Active Management, AI, and the S&P 500 with Baird's SAM Team

Tariffs, AI, Succession Planning & the Future of Financial Advice — Justin Nichols Returns

Can You Really "Retire Early"? The FIRE Movement Explained

Let's Talk About Taxes

How To Retire Part 8: Safety-First or Probability-Based? Choosing Your Retirement Income Style

Gold in a Portfolio: Diversifier or Distraction?

NUA 101: Turning Company Stock in Your 401(k) into Long-Term Capital Gains

FinTok Reacts: "3 Money Rules," Dropshipping-to-Retire, the Truth About Annuities + Emergency Fund 101

Scott Reacts to WallStreetBets: Meme Stocks, Market Mania, and the Value of Discipline

How to Retire Part 7- Retirement Game Plan: Vision, Spending, Social Security & RMDs

Is Your Home Really an Investment?

ExxonMobil Segment Rates Explained | Pension Lump Sum vs. Annuity | Retirement Planning 2025

Financial Advisors are a Scam for Most People?

How To Retire Part 6: Mastering Retirement with the Bucket System

Financial Advisors React: Viral TikTok Finance Tips on Investing, Leasing Cars, and Laundromat Side Hustles

The Stealth IRA: Unlocking the Power of Health Savings Accounts with Andrew Atkinson

What You Need To Know: One Big Beautiful Bill Act

The Power of Doing Nothing: Market Wisdom with Michael Antonelli

Principles Over Predictions: The Richard Ashcroft Interview Part Two

Principles Over Predictions: A Financial Philosophy That Lasts with Richard Ashcroft

How to Retire Part 5: Navigating the Complexities of Retirement Planning

Financial Mythbusters: Reacting to "FinTok" Early Retirement Advice at 33

Things You Pretend to Know: Mortgage Rates

The Family Conversation: What to Discuss With Your Children Before You Pass Away

Keep it in the Fairway: 27 Years in Financial Advisory with Justin Nichols

529 Plans: When They Work, When They Don't, and Smarter Ways to Pay for College

Untangling Global Trade: Tariffs, Deficits, and Sandwich Economics

Unlocking the Power of SLATs: Estate Planning Before the Sunset

How to Retire Part 4: Tax Planning in Retirement

How to Retire Part 3: The Art of Portfolio Design

Financial Pitfalls in your 20s

Should I buy a long-term care policy?

Credit Cards: Helpful Tool or Financial Trap

How To Retire Part Two: A Conversation on Real-Life Trends, Annuities, and Withdrawal Strategies

Things You Pretend To Know: Mutual Funds vs. ETFs

Financial Myth Busters: Should You Really Invest 100 Minus Your Age in Stocks?

Things You Pretend To Know: Tariffs

Retirement Checklist

BRM Book Club: How To Retire, Part One

Managing Debt in Retirement

Inflation And Your Retirement Nest Egg

Financial Myth Busters: 60/40 is Dead... or is it?

BRM Book Club: The Invisible Gorilla and the Illusions That Shape Our Lives

Inherited IRA Rules and What You Need to Know

Busting the Myth of Tax Write-Offs: Luxury Travel, Private Jets, and the IRS

Post Election Chat

BRM Book Club: Die With Zero

Retirement Reimagined: Navigating the Transition from Saving to Spending

Myth Busted: Should You Take Social Security at 62 to Invest the Benefits?

BRM Book Club: Happy Money- The Science of Happier Spending

Hold On for Dear Life – Lessons from Stock Picks and Investment Philosophy

Qualified Charitable Distributions and Giving Strategies for Retirees

Behind the Financial Advisor: A Conversation with Scott Bartosh

Behind the Financial Advisor: A Conversation with Greg Ashcroft

Episode 6: If You're Worried About Everything

Episode 3: Tax Code Sunset: What Retirees Need to Know with Scott Bartosh & Greg Ashcroft

Episode 4: Market Volatility and Retirement with Greg Ashcroft

Episode 2: Cross Examination of Roth Conversions with Scott Bartosh and Greg Ashcroft

90 Days Out