Episodes

Friday Nov 10, 2023
Parent-Child Banking | Global Portfolios
Friday Nov 10, 2023
Friday Nov 10, 2023
Episode 511: John and Matthew discuss the downside of adding an adult child to your bank account and recommend some better options. They also discuss the value of owning international stocks in your portfolio.

Friday Oct 27, 2023
Saving a Million | Managing Volatility
Friday Oct 27, 2023
Friday Oct 27, 2023
Episode 509: This week, John and Steve tell the story of a husband and wife who saved a million dollars by the age of 35 by following 11 simple money rules. They also explore the stock market's recent volatility and how to manage it.

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!