All Episodes
The Wise Money Guys — 158 episodes · page 1 of 2
Beware the Tech Wreak
Have You Been Through a Stress Test?
AI Stocks and Improved Revenues
Everything Begins & Ends with Energy Infrastructure
Happy 250th America!
Planning When Rate Hikes Are Possible
When There's Nowhere to Run or Hide
Taking the Euphoria Out of Investments
Energy, Infrastructure, and other Renewables
History Is the Best Predictor of Future Performance
The Evolution of Your Portfolio
Beware the AI Crap dot-com Mirage
Meet Our Newest Team Members
Sometimes We Just Wait & See
Rebalancing to De-risk Your Portfolio
Battle Tested and Ready to React
Avoid Working in Financial Silos
Big Picture Financial Planning
Speed Bumps & Head Winds; We Have Years of Experience
You Only Have One Shot to Financially Plan Right
We Told You About the Weakening Dollar
Back To The Basics Of Financial Planning
New Year, New You & Your Portfolio
What The Year 2026 Will Bring Our Retirement Portfolios
God Rest Ye' Merry, Interest Rates
The Evolution Of Your Retirement Portfolio
Let's Capture, Secure, and Draw from "The Mag 7"
The AI Data Center Debate
This Is Why You Need A Financial Advisor
Ready?? Get Set!! Is a Rate Hike coming?
The Fundamentals of Investing
Should We Be Concerned About A Bubble?
Pay Attention Or The Market Could Bite
Your Everyday Retirement Blueprint
Diversify with Alternatives in Your Retirement Accounts
Strategies For Your Financial Goals
Balancing Inflation vs Unemployment
The Importance Of A Financial Plan
Ammunition To Be Preemptive
Timely Strategies For Your Retirement
Are You 'Climbing The Wall of Worry'?
Meeting And Beating The Stock Market
How Diversified Are You In These New Markets?
Zigging and Zagging For Our Clients
News, Events, Volatility, and Your Retirement
Now Powered by the Further Advantage
Preparing to Invest During Tariff Turnover
Living Longer and Costing More
Seeing Green on the Big Screen
Does The Data = Recession Coming?
Don't Panic; Rebalance, Rinse, Repeat
Now Is Your Buying Opportunity
Beware Emotional Decisions When Investing
What A Wild Week Its Been
'What's My Income Rate in Retirement?'
Brace for Volatility; Prepare for Value
Biggest Mistakes Retiring Investors Make
Look For A Bumpy Ride in 2025
The Investing Power of AI
Wages vs. Spending vs. Inflation
A Couple of Financial Experts
Contributions & Distributions; The Takeaways
Reducing Risk and Increasing Return
2025: A Great Year for Investing
Can This BIG Rally Continue??
Our Specialty: Value, Growth, and You
The Same Ole' Feds Shenanigans
A Lot Less File Cabinets with Digital Data
What Role Bitcoin Might Play...
Playin' With The House's Money
The History of Tariffs
Burning Embers Build Bigger Fires
Working Under a New Mandate
Fostering a Prosperous Portfolio
Beating The Earnings Reports
Protecting Your Property and Investments
Too Much and Too Soon?
New Government Debt Means New Government Inflation
The US Market from 2021 Through Today...
The High Cost of U.S. Government Debt $$
From A Bull To A Bear
The Feds and The Election Effect
First In the Markets; Second to None
The Window Of Opportunity is Shrinking
Balance, Balance, and Rebalance
Healthy Markets Make For Strong Portfolios
Timing The Selloffs In A Bull Market
Benefiting From Lofty Markets
Our Road Map for Your Plan of Attack in Retirement
Avoid These Epic Mistakes From Market Greed
Rebalance The News
Like The Days Before Y2K
The Bigger Social Security Question
Truly Independent Risk-Adverse Money Management
Investing at the Speed of Data & Information
Structured Investments For A Balanced Portfolio
Tame Roller Coaster Risk to Retirement w/ our Proper Planning
Spending. Consumption. Taxes. Rates; The Wise Money Guys Debate
Defensive Portfolios to Fortify Your Retirement
2% vs 5% vs 9% Risk. What Is Your Tolerance?