Episodes
Friday Oct 20, 2023
Generational Finances | Master’s Exemption
Friday Oct 20, 2023
Friday Oct 20, 2023
Episode 508: Zach and Ryan explore how changing times have shaped money mindsets over the years and point out some of the common money mistakes each generation makes. They also fill you in on the latest upgrade to the ‘Master’s Exemption’.
Friday Oct 13, 2023
Retirement Destinations | Pint-Sized Savers
Friday Oct 13, 2023
Friday Oct 13, 2023
Episode 507: Steve and Zach navigate through a labyrinth of financial, social, and healthcare factors you should consider as you plan where to live in retirement. The guys also look at a unique experiment involving 600 kindergarteners that ends up transforming not only their financial habits over the years, but their family’s as well!
Friday Sep 29, 2023
Retirement Plans | Golden Investments
Friday Sep 29, 2023
Friday Sep 29, 2023
Episode 505: Matthew and Ryan break down the various types of retirement accounts and explore ways to maximize your contributions in your workplace plan. They will also discuss the risks and rewards of investing in gold.
Friday Aug 18, 2023
Investing Together | Insurance Insights
Friday Aug 18, 2023
Friday Aug 18, 2023
Episode 499: John and Matthew discuss six strategies couples can use to safeguard their investments and retirement objectives. They also do a deep dive into permanent life insurance.
Friday Jul 07, 2023
Stock Surge | AI and Finances
Friday Jul 07, 2023
Friday Jul 07, 2023
Episode 491: John and Matthew explore the stock market’s unexpected surge and its possible implications for investors and the economy. They also delve into the potential role of artificial intelligence in the world of personal finance.
Friday Jun 09, 2023
S&P Rethink | AI vs. Market
Friday Jun 09, 2023
Friday Jun 09, 2023
Episode 489: Don't be fooled by the number “500” – Ryan and Zach reveal why your investment in the S&P 500 index may be far less diversified than you think. They also ponder an enthralling question: Is AI capable of beating the market?
Friday Jun 02, 2023
Giving Anyway | The Debt Ceiling
Friday Jun 02, 2023
Friday Jun 02, 2023
Episode 488: Feeling the financial squeeze? Matthew and Zach lay out three practical ways to maintain charitable giving amidst rising costs and falling returns. They also pull back the curtain on the US debt ceiling and what it may mean for you and your pocketbook.
Friday May 26, 2023
Retirement Resilience | The 401(k)
Friday May 26, 2023
Friday May 26, 2023
Episode 487: Join Steve and Matthew as they unveil smart strategies to help safeguard your retirement funds against the unpredictability of market downturns. They also delve into 401(k)s, exploring everything from contributions and matching to vesting and withdrawal penalties. Don't miss out!
Friday May 19, 2023
Investing Insights | Beneficiary Blunders
Friday May 19, 2023
Friday May 19, 2023
Episode 486: John and Zach explore why short-term market events and volatility may not be as important as you think. They also explain how an “easy fix” could turn into a big problem when it comes to IRA beneficiaries.
Friday May 12, 2023
EV vs. Gas | Bear Lessons
Friday May 12, 2023
Friday May 12, 2023
Episode 485: Don't miss this week's electrifying episode, as Steve and Ryan compare the pros and cons of electric and gas vehicles! They also explore the investment journeys of three bear market survivors and the insights they gained along the way.