Episodes

Friday May 02, 2025
Q1 Takeaways | Tariff Turbulence
Friday May 02, 2025
Friday May 02, 2025
Episode 588: John and Steve reflect on Q1’s volatility and highlight why diversification remains one of the smartest strategies for long-term investors. Next, they dive into how tariffs are shaking up the market, what it means for your portfolio, and how diversification can help you stay on track.

Friday Apr 11, 2025
Tariff Talk | Bumpy Ride
Friday Apr 11, 2025
Friday Apr 11, 2025
Episode 585: The new tariff hikes are making headlines—John and Ryan unpack what they could mean for the economy and your portfolio. Next, the guys share three simple strategies to help you stay buckled in and on track when the market gets bumpy.

Friday Mar 28, 2025
International Markets | Money Safeguards
Friday Mar 28, 2025
Friday Mar 28, 2025
Episode 583: Global markets are stirring—tune in as Abbie and Justin explain why diversifying with international stocks could be a smart play. Next, Abbie and Justin explain how FDIC, NCUA, and SIPC protect your money. Discover what's covered and how these safeguards work for you.

Friday Feb 21, 2025
Economic Tightrope | Retirement Tactics
Friday Feb 21, 2025
Friday Feb 21, 2025
Episode 578: John and Zach explore the delicate balance between employment, inflation, and the Federal Reserve’s strategic rate adjustments. Next, they delve into effective healthcare planning and tax strategies for a financially secure retirement.

Friday Nov 15, 2024
Holiday Budgeting | Medicare Overhaul
Friday Nov 15, 2024
Friday Nov 15, 2024
Episode 564: Join John and Ryan as they explore eight practical tips for managing your finances through the holiday season without missing out on the fun! Next, they address the 2025 Medicare changes, offering insights on how to manage fewer options and higher expenses.

Friday Nov 08, 2024
Election Impact | Save or Repay?
Friday Nov 08, 2024
Friday Nov 08, 2024
Episode 563: Steve and Matthew explore the potential effects of the 2024 election on the markets and your investments. Up next, they’ll dive into how young professionals can manage both student loans and retirement contributions effectively.

Friday Oct 18, 2024
Parental Finances | Social Security
Friday Oct 18, 2024
Friday Oct 18, 2024
Episode 548: John and Matthew dive into the delicate process of helping manage your parents’ finances, offering practical tips to avoid pitfalls and make the transition smoother. Then, with the future of Social Security and Medicare uncertain, they explore potential solutions and what they mean for you.

Friday Sep 27, 2024
Fed Impact | Cyber Defense
Friday Sep 27, 2024
Friday Sep 27, 2024
Episode 548: Will the Fed’s rate cut spark opportunity or challenge? John and Zach explore what’s next for savers and investors. They also break down the benefits of freezing your credit in response to increasing data breaches and cyber threats.

Friday Sep 06, 2024
Savings Shortfall | Election Anxiety
Friday Sep 06, 2024
Friday Sep 06, 2024
Episode 548: Retirement savings not where they should be? You're not alone! Zach and Justin share insights on what's holding us back and how to step up our savings game. They also dive into strategies for tackling election-related stress, sharing practical tips to keep you cool, calm, and collected throughout the political frenzy.

Friday May 31, 2024
Social Security | Bull & Bear Basics
Friday May 31, 2024
Friday May 31, 2024
Episode 540: Ryan and Zach get into the nitty-gritty of Social Security's looming shortfall and what it means for Americans counting on disability and retirement benefits. They also unpack bull and bear markets and share key strategies for navigating both, ensuring you're prepared no matter the market's mood!