Podcast Episodes
Back to SearchEp 409. The Weight of Global Debt
Episode 413
A second attempted assassination made headlines, but with no injuries, markets largely shrugged it off. Meanwhile, global tensions around oil and tra…
5 hours ago
Ep 408. The Fraudulent Comptroller of Dixon, IL
Episode 412
Cracks may be forming in the housing market as price cuts rise and transactions slow, forcing sellers to rethink expectations in a higher-rate enviro…
4 days, 5 hours ago
Ep 407. "Blue Wave" Midterm Effects for the Markets
Episode 411
What might a “blue wave” midterm do to the market? If retired, is it worth it to take money out of a 401(k) and put it in a Roth IRA? And can AI redu…
5 days, 5 hours ago
Ep 406. Overlooked Risks for Real Estate Investors
Episode 410
Today, David sits down with estate planning attorney Colin Kastrick to unpack the legal and financial risks real estate investors often overlook—from…
6 days, 5 hours ago
Ep 405. Market Reactions Amidst Iran Conflict
Episode 409
This episode dives into the market’s surprisingly calm reaction to global tensions, including Iran, and what it signals about where the economy may b…
1 week ago
Ep 404. Hidden Risks of HOA Policies
Episode 408
This episode dives into the shifting financial landscape, from wealth migration trends pulling assets toward lower-tax states like Florida to the hid…
1 week, 4 days ago
Ep 403. What is a DOLLAR?
Episode 407
How can I ensure I’m paying out enough taxes for railroad retirement? What might a “blue wave” midterm do to the market? And what is a dollar? David …
1 week, 5 days ago
Ep 402. From Intern to Advisor
Episode 406
Today, we sit down with CFP® Alex Murray to unpack what happens after tax season—and why now is actually the most important time for proactive tax pl…
1 week, 6 days ago
Ep 401. Millions in Minutes
Episode 405
This week, we kick things off with a behind-the-scenes look at an unforgettable trip to Sir Richard Branson’s private island—and the powerful busines…
2 weeks ago
Ep 400. Taxing the Rich VS Educating the Poor
Episode 404
This episode explores the real-world impact of tax policy, from Norway’s wealth tax driving capital outflows to similar trends across U.S. states, hi…
2 weeks, 4 days ago