Podcast Episodes

Invest Without Fear, Whether the Market’s High or Low

Episode 430

This week, Matt, John, and Lee unpack several charts exploring the financial consequences of trying to “time the market” or letting personal fears, e…

7 months, 2 weeks ago

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Top 10 Things You Should Know About the One Big Beautiful Bill

Episode 429

This week, Matt, John, and Isaac, dive deep into the groundbreaking "One Big Beautiful Bill" — a sweeping piece of legislation that could reshape you…

7 months, 2 weeks ago

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Retirement Regrets and Market Updates

Episode 428

This week, Lee, John, and Eli discuss some of the latest market updates but also dive deeper into the most common retirees’ regrets. Some of the mark…

8 months ago

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Mid-Year Financial Check-Up

Episode 427

This week, John, Eli, and Isaac talk about taking a mid-year financial check-up. This means looking at your finances, maybe even your taxes or tax st…

8 months, 1 week ago

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Climbing the Walls of Worry

Episode 426

This week, the market has reached all-time highs and Matt, John, and Eli are breaking it down on the podcast. Together, they discuss the market “clim…

8 months, 2 weeks ago

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Rising Tensions in the Middle East, Tariffs, and Rate Cuts

Episode 425

This week, Matt, Isaac, and John are tackling three major headlines from the finance world: tariffs, The Fed being pressured to lower rates, and whet…

9 months ago

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If You're Thinking About Retirement, Answer These Questions

Episode 424

This week, Matt, Isaac, and John are taking a break from this week’s headlines to focus on questions you need to answer before retirement. Too many p…

9 months, 1 week ago

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Our National Debt, Tariff Drama, Rate Cuts, and the Younger Investor

Episode 423

This week, Lee, John, and Isaac discuss a variety of topics such as the constant uncertain tariff situation, the data pointing against the U.S. headi…

9 months, 1 week ago

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You Can't Predict the Market

Episode 422

This week, Lee, John, and Isaac sit down in the studio to unpack some major issues and how (and if) they impact the American consumer: tariffs and st…

9 months, 2 weeks ago

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Discussing Current Market Trends with Meera Pandit from J.P. Morgan

Episode 421

This week, Matt and Lee invited Meera Pandit of J.P. Morgan on the podcast to dive deep into current market trends. Meeta is an Executive Director an…

9 months, 3 weeks ago

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