Episodes

Friday Nov 02, 2018
Market Update & High-Income Investments
Friday Nov 02, 2018
Friday Nov 02, 2018
Episode 249: Concerned about the recent market correction? Get the facts from Steve and John. You'll also learn some additional tax-favored investment options you can take advantage of after maxing out your IRA's and 401(k)s for the year.

Friday Oct 12, 2018
Portfolio Rebalancing & Budgeting Strategies
Friday Oct 12, 2018
Friday Oct 12, 2018
Episode 246: Learn why rebalancing is so vital to a healthy portfolio. Then hear about six budgeting strategies that can help you get control of your spending.

Friday Oct 05, 2018
The FAANG Fad & Emotional Spending
Friday Oct 05, 2018
Friday Oct 05, 2018
Episode 245: Steve and John discuss the pros and cons of adding the hugely popular FAANG stocks to your portfolio. They also warn you of seven emotional triggers that can lure you away from your budget.

Friday Sep 28, 2018
Early Retirement & the ABCs of HSAs
Friday Sep 28, 2018
Friday Sep 28, 2018
Episode 244: Steve and John weigh in on the new millennial FIRE movement – a lifestyle driven by the goal of "Financial Independence and Retiring Early." You'll also learn whether a tax-advantaged Health Savings Account makes sense for your situation.

Friday Sep 14, 2018
Passive Income & Recession Protection
Friday Sep 14, 2018
Friday Sep 14, 2018
Episode 242: Discover ways to supplement your income with passive income streams. Also, hear five steps you can take to help protect your assets before the next recession.

Friday Sep 07, 2018
Medical Expenses & Retirement Shortfalls
Friday Sep 07, 2018
Friday Sep 07, 2018
Episode 241: Learn what you can do to make sure your medical bills don't catch you by surprise! Also, find out your options if your retirement fund just isn't going to be enough.

Friday Aug 31, 2018
Retirement Myths & the Next Crisis
Friday Aug 31, 2018
Friday Aug 31, 2018
Episode 240: On this episode, hear seven common misconceptions about retirement. John and Steve also take a look at the global markets and discuss areas of strength and potential problems.

Friday Aug 24, 2018
Everyday Millionaires & College Savings
Friday Aug 24, 2018
Friday Aug 24, 2018
Episode 239: Steve and John discuss Chris Hogan's new book, Everyday Millionaires. Also, hear what the president of USC, Harry Pastides, has to say about lowering your college costs.

Friday Jul 13, 2018
Investing DNA & Retirement Talks
Friday Jul 13, 2018
Friday Jul 13, 2018
Episode 233: Steve and John discuss the results of a genetic study involving 35,000 Swedish twins and their investments. You know you're curious! You'll also learn how to broach the touchy subject of retirement with your spouse without stirring up a hornet's nest.

Friday Jul 06, 2018
Fat 401(k)s & Enticing Internationals
Friday Jul 06, 2018
Friday Jul 06, 2018
Episode 232: Don't leave hundreds of thousands on the table! Learn how to get the most out of your 401(k)! Also, hear the pros and cons of investing internationally.