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All Episodes

The Wise Money Guys — 145 episodes

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Title
1

Sometimes We Just Wait & See

2

Rebalancing to De-risk Your Portfolio

3

Battle Tested and Ready to React

4

Avoid Working in Financial Silos

5

Big Picture Financial Planning

6

Speed Bumps & Head Winds; We Have Years of Experience

7

You Only Have One Shot to Financially Plan Right

8

We Told You About the Weakening Dollar

9

Back To The Basics Of Financial Planning

10

New Year, New You & Your Portfolio

11

What The Year 2026 Will Bring Our Retirement Portfolios

12

God Rest Ye' Merry, Interest Rates

13

The Evolution Of Your Retirement Portfolio

14

Let's Capture, Secure, and Draw from "The Mag 7"

15

The AI Data Center Debate

16

This Is Why You Need A Financial Advisor

17

Ready?? Get Set!! Is a Rate Hike coming?

18

The Fundamentals of Investing

19

Should We Be Concerned About A Bubble?

20

Pay Attention Or The Market Could Bite

21

Your Everyday Retirement Blueprint

22

Diversify with Alternatives in Your Retirement Accounts

23

Strategies For Your Financial Goals

24

Balancing Inflation vs Unemployment

25

The Importance Of A Financial Plan

26

Ammunition To Be Preemptive

27

Timely Strategies For Your Retirement

28

Are You 'Climbing The Wall of Worry'?

29

Meeting And Beating The Stock Market

30

How Diversified Are You In These New Markets?

31

Zigging and Zagging For Our Clients

32

News, Events, Volatility, and Your Retirement

33

Now Powered by the Further Advantage

34

Preparing to Invest During Tariff Turnover

35

Living Longer and Costing More

36

Seeing Green on the Big Screen

37

Does The Data = Recession Coming?

38

Don't Panic; Rebalance, Rinse, Repeat

39

Now Is Your Buying Opportunity

40

Beware Emotional Decisions When Investing

41

What A Wild Week Its Been

42

'What's My Income Rate in Retirement?'

43

Brace for Volatility; Prepare for Value

44

Biggest Mistakes Retiring Investors Make

45

Look For A Bumpy Ride in 2025

46

The Investing Power of AI

47

Wages vs. Spending vs. Inflation

48

A Couple of Financial Experts

49

Contributions & Distributions; The Takeaways

50

Reducing Risk and Increasing Return

51

2025: A Great Year for Investing

52

Can This BIG Rally Continue??

53

Our Specialty: Value, Growth, and You

54

The Same Ole' Feds Shenanigans

55

A Lot Less File Cabinets with Digital Data

56

What Role Bitcoin Might Play...

57

Playin' With The House's Money

58

The History of Tariffs

59

Burning Embers Build Bigger Fires

60

Working Under a New Mandate

61

Fostering a Prosperous Portfolio

62

Beating The Earnings Reports

63

Protecting Your Property and Investments

64

Too Much and Too Soon?

65

New Government Debt Means New Government Inflation

66

The US Market from 2021 Through Today...

67

The High Cost of U.S. Government Debt $$

68

From A Bull To A Bear

69

The Feds and The Election Effect

70

First In the Markets; Second to None

71

The Window Of Opportunity is Shrinking

72

Balance, Balance, and Rebalance

73

Healthy Markets Make For Strong Portfolios

74

Timing The Selloffs In A Bull Market

75

Benefiting From Lofty Markets

76

Our Road Map for Your Plan of Attack in Retirement

77

Avoid These Epic Mistakes From Market Greed

78

Rebalance The News

79

Like The Days Before Y2K

80

The Bigger Social Security Question

81

Truly Independent Risk-Adverse Money Management

82

Investing at the Speed of Data & Information

83

Structured Investments For A Balanced Portfolio

84

Tame Roller Coaster Risk to Retirement w/ our Proper Planning

85

Spending. Consumption. Taxes. Rates; The Wise Money Guys Debate

86

Defensive Portfolios to Fortify Your Retirement

87

2% vs 5% vs 9% Risk. What Is Your Tolerance?

88

With Financial Negativity Comes Investment Opportunity

89

Data Dependent; Stock Market Resilient

90

Don't Fight The Fed - Align Your Investments For the Market

91

Being Prepared for your Financial Future

92

Wow. Look At This Run Up In The Market

93

Relax. Sleep With Both Eyes Closed While You're Retired

94

Best In Class Retirement Information

95

Experience: It All Add$ Up In Retirement

96

Planning for $18 Big Macs in Retirement

97

BONUS Episode: Our March 13th Retirement Workshop and More

98

Solid Investments For Your Company 401K Strategies

99

Using a Blueprint To Determine Your Best Financial Path

100

40+ Years of Combined Experience. Two Wise Money Guys

101

A Couple-ah' Wise Guys, Huh?! Yes. Meet our New Friend and Colleague

102

Don't Be A Stubborn Investor. Lock In Those Profits.

103

Time Flies As We Sail Into The New Year. Get Ready, Retirement.

104

Maximizing Downside Risk and Upside Potential

105

Life is Short. Invest Your Savings Appropriately with John Scambray

106

The Three "D"s We're Watching For In 2024

107

The Gift of High Interest Rates and High Inflation

108

Greedy Pigs Get Slaughtered

109

How to Resist Fear and Greed while Investing

110

Experience Matters in Times Like These

111

Finding Your Successful Money Manager - The Lost Episode

112

So Much Money To Be Made

113

Strategies to Stay Ahead of Uncertainty

114

He's Battle Tested: Reliable and Efficient Money Management

115

The Difference Between Prosperity and Failure

116

Thrive in Retirement, Don't Dive

117

Don't Hire Just Any Joe Blow from Idaho

118

Dollar Cost Averaging the One Source Way

119

Wall Street and Main Street; Working Together

120

Know Your Financial Goals

121

US Credit Degrades. Now What?

122

Recession - No Recession

123

What you Oughta Wanna Know

124

Investing in the Rest of 2023

125

Fixed and Guaranteed Peace of Mind

126

Breaking the Debt Ceiling with Solid Money Management

127

Honoring the Americans who Make the U.S. Great

128

The Investment Types We Like

129

Don't Put All Your Eggs in One Basket

130

It's how we Manage Money Differently

131

Alternative Investments during Inflation

132

The REIT of MPW, and more

133

When the Debt Ceiling comes Crashing Down

134

There's Black Gold in them there Hills

135

Golden Energy Opportunities

136

The #1 Sector in Equity

137

Fed Rates and Asset Allocation

138

Hedging Strategies

139

This Is How We Do It

140

Part 2 of our explanation of General Obligation Bonds. They work.

141

The Benefits of Information, and General Obligation Bonds

142

The Q1 Fed Rate Hike and 2023 Projections

143

Two Heads make better Advisors than One

144

Investing with Confidence

145

Introducing The Wise Money Guy