Podcast Episodes

What The Gold?!

It’s one of the oldest stocks ever...GOLD. 
It’s over though, right?  That’s the late-night TV infomercial stuff?  Your grandpa had it in a safe but you’re living in the future and everything’s digita…

Published on 11 hours ago

Crypto Goes Legit?

Season 2 Episode 26

First came seashells, then gold, then paper, and now, hold your breath, crypto. 
That last one is hard to swallow because of it’s mysterious, scandalous, and in one case truly unknown origin.  But lik…

Published on 1 month ago

8 Secrets Learned Retiring Thousands

Season 2 Episode 25

(00:00:00) 8 Secrets Learned Retiring Thousands
(00:02:16) Don’t retire away, retire to something
(00:06:19) The go-go years, the slo-Go years, and the no-go years
(00:11:40) People are living longer…

Published on 1 month, 3 weeks ago

From The Ritz To Cotati: The Amazing Business Story Of Acme Burger

Season 2 Episode 24

It’s 2025!  Every business is Robots! Franchises!  CORPORATE! 
...then how is an upstart local restaurant with humans expanding from 1 to 5 locations in under 6 years? Through a global pandemic? In on…

Published on 2 months, 1 week ago

Why Bitcoin Is Different Than Other Cryptos

Season 2 Episode 23

Imagine 17,134 grains of sand in zen garden sand box.  ONE is an absolute winner.  Could you pick it?  Could you pick it from a much smaller box of 534 even? 
That’s essentially cryptocurrency right n…

Published on 3 months, 1 week ago

4 Strategies When Interest Rates Won’t Drop

Season 2 Episode 22

We’re in year 3 of interest rates being basically 2-4x what they were the prior 3 years. Just this past month, June 2025, Fed Chair Jerome Powell said “For the time being, we are well positioned to w…

Published on 3 months, 4 weeks ago

CERTIFIED FINANCIAL PLANNER® Reacts To Bad Internet Money Advice

Season 2 Episode 21

We’ve all been doomscrolling on a phone at god-knows-AM when some stranger in a video says something that makes “sense” about money. Ever wonder what a CERTIFIED FINANCIAL PLANNER® might say to that …

Published on 4 months, 1 week ago

What Actually Happens When Social Security "Goes Broke"?

Season 2 Episode 20

Everybody knows ‘Social Security is going to go broke’...but is it? 
A Social Security discussion often becomes a political one, and a key question often gets ignored for a retiree-  what functionally…

Published on 4 months, 3 weeks ago

Getting Real About Real Estate in 2025

Season 2 Episode 19

Real Estate Headlines hurt these days don’t they? 

“Pending Sales Hit All Time Low” 
“Forecast Downgraded” 
“Commision Litigation Could Impact Sales” 
“REAL ESTATE HALTED” 

While trends, data and comps ma…

Published on 6 months ago

You Don't Want To Hear This Episode...About Estate Mistakes

Season 2 Episode 18

You don’t want to hear this episode.
No one does.

But you probably need to watch this episode.If you’re in the orbit of Sonoma Wealth, then you’re a planner.  You’ve planned your whole life, and yes, y…

Published on 7 months, 2 weeks ago