All Episodes
Wealthy Behavior — 92 episodes
AI’s Impact, Middle East Conflict & Market Volatility
Investing in Transition: Fed Leadership, Cycles & Tech Disruption
2025 Reflections and 2026 Forecasts
Inside Private Markets, Data Trends, and AI
All the Presidents' Money
Cybercrime Today: Scams, AI & Safety
Resilient Markets, Uncertain Times & Diversifying Beyond the U.S.
Timeless Lessons: Advisors Share Their Favorite Financial Advice
Bonds, Gold, and the Government Shutdown
Inside the Bond Market: Risks, Rates & Expectations
Strong Markets, Rising Risks: What Investors Should Watch
Markets Are Up, Jobs Are Cooling: What Investors Should Know
OBBBA: Key Impacts on Individuals & Business Owners
Bull Markets Climb a Wall of Worry
Estate Planning Strategies and Common Mistakes
Second Chances, The Budget Deficit & Foreign Bonds
How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them
Markets, GDP, Small Caps, and Buffett’s Wisdom
What Is Happening & Where Do We Go From Here?
Q1 Insights, Market Momentum & The Power of Direct Indexing
Between The (Head)Lines with CNBC’s Michael Santoli
Market Update & Navigating Uncertainty
International vs. U.S. Markets: A Shift in Opportunity
Is Your Portfolio Ready for 2025?
2025 Market Outlook: Bridging the Divide
Market Update: A Look Back, A Peek Ahead & A Cybertruck Review
6 Favorite Investment Lessons Shared This Year
Politics, Portfolios, and Predictions
Impacts of the Election on the Markets & Economy
3 Financial Challenges Women Face & How to Overcome Them
Market Update: China, U.S. Consumers & Allocations
How to Retire Successfully: There’s More to it Than Money
Market Update: Carry Trades, Rebalancing & The Fed
How to Cut Through the Noise
Rates, Rotations & Recession Risks
In This Economy? How Money & Markets Really Work
July Market Update: Escalator Up, Elevator Down
Planning For The Tax Cut Sunset
June Market Update: Signs of a Slowdown
Lessons in Risk: From Brothels to Retirement
May Market Update: Bad News Is Good News
Inflation, Markets, and the Magnificent 7
April Market Update: A Resilient First Quarter
Global Elections; The “Swift” Expansion; Home Country Bias & More with Jeffrey Kleintop
March Market Update & A Primer on Private Equity vs. Venture Capital
Get Smart, Stay Smart with Caleb Silver
Monthly Market Review: A Strong Start
What's in Store for the Markets in 2024
Monthly Market Update: A Merry December
Today’s Housing Market
December Market Update: November’s Historic Rally
Shut Up & Keep Talking with CNBC’s Bob Pisani
November Market Update: Three Things to Watch
Through the Lens of An Optimist
October Market Update: A Yield Explosion
A Primer on Mortgage-Backed Securities
September Market Update: A Look Back & A Look Ahead
Investing in China
August Market Update: What Caught Our Eye In July
The Beat on the Street with CNBC’s Michael Santoli
July Market Update: The End Is Near
Keep More of What You Earn-Taxes
June Market Update: Resiliency Remains
New Rules for Using Debt to Build Wealth
May Market Update: A Game Of Wait & See
What Are You Leaving On The Table?
April Market Update: Bonds Are Back
The Man Who Solved the Market
March Market Update: February’s Swoon
Chip War with Author Chris Miller
February Market Update: Politics and Portfolios
The Health & Wealth Connection
January Market Update: Finding Balance in 2023
What’s In Your Portfolio?
December Market Update: Does The Fed See What We See?
Getting Into Holiday “Spirits”
November Market Update: The Beginning of the End?
The Worst Financial Advice On the Internet
October Market Update: Is the Fed Overshooting?
Who Says Bonds Are Boring?
September Market Update: A New Direction?
Not All Investments Are A Bust This Year
August Market Update: Why Are Stocks Up In the Face of a Recession?
Presidents and Your Wealth
It IS Different This Time. It’s Actually Not As Bad
Are you getting paid for the money you spend?
Is the worst behind us for stocks or is this a good entry point?
A Quarter Century of Investment Insight
What’s Going On With the FAANG Stocks?
Is NOW the right time to invest in stocks?
Minimizing Personal Risk and Liability to Protect your Wealth
A Crypto Currency Primer