Podcast Episodes
Back to SearchTax Deferred Contributions
Episode 183
Today we discuss 401(k)’s, 403(b)’s, as well as 457 plans & if they still make sense.
5 years, 10 months ago
Options - Puts, Calls & Everything In Between
Episode 182
Today we have a guest on our podcast from Zega Financial - Jay Pestrichelli. We discuss options - what are they and how they are used?
5 years, 10 months ago
Social Security
Episode 181
Today we answer the most frequently asked questions that we get asked regarding Social Security, and share our opinions.
5 years, 10 months ago
Roth IRA's & Roth 401(k)'s
Episode 180
Today we are going to discuss the pros and cons of Roth IRA's & Roth 401(k)'s.
5 years, 11 months ago
What Do You Do With a Lump Sum Of Money?
Episode 179
Today we are discussing what to do if you come across a lump sum of money. Whether you've just won the lottery, gained some inheritance, sold a prope…
5 years, 11 months ago
Current Events
Episode 178
Today we are discussing current events. What is going on in the world today & what does that mean moving forward from an investment standpoint?
5 years, 11 months ago
Using Artificial Intelligence To Invest
Episode 177
Today we have a friend of ours, Wayne Ferbert from Alpha DNA, on the show explaining investing while using artificial intelligence.
5 years, 11 months ago
Asset Allocation
Episode 176
Last week we talked about Modern Portfolio Theory and it touched on 'asset allocation'. Today we are going to dive in a bit more & define what 'asset…
5 years, 11 months ago
Investing During Times of Uncertainty
Episode 175
Today we talk about the traditional solution for investing - the 'Modern Portfolio Theory'. We discuss what ‘Modern Portfolio Theory’ is & if it's st…
6 years ago
Financial Planning
Episode 174
What does 'financial planning' mean & should you have a financial plan? We discuss how important it is to have a plan, prior to investing, and how we…
6 years ago