Podcast Episodes

New Data: Active Investments Are Better Than Index Funds?

A new research paper is out that claims active funds from two large providers, Vanguard and Fidelity, beat their own index funds. Are active funds be…

2 years, 7 months ago

"I Took Out a 401(k) Loan - What Should I Do?"

How can you course-correct after taking out a 401(k) loan for a down payment?

We'll walk you through that question and more in today's Q&A episode!

2 years, 7 months ago

Why Americans Are Actually Broke! (2023 Edition)

Americans might be bad with money, but you don’t have to be. In this episode, we discuss the underlying reason why Americans are so bad with money an…

2 years, 8 months ago

Do I Still Need an Emergency Fund When I'm Retired?

Once you're retired and have access to different sources of money, should you still keep an emergency fund - and if so, how much?

We'll walk you thr…

2 years, 8 months ago

Is the U.S. Dollar On its Way Out?

There's been a lot of conversation recently about the U.S. Dollar and other currencies/economies. So what should you make of it all, and how should t…

2 years, 8 months ago

Build Wealth With the 3 Bucket Strategy! (By Age) 2023 Edition

We believe there are three distinct taxable buckets you have the option of investing in for retirement. We’ll talk about how to balance those buckets…

2 years, 8 months ago

Debt Ceiling Crisis: World’s Financial System at Risk?

Should you be worried about the debt ceiling crisis? Although political leaders have so far been unable to come to an agreement, we'll …

2 years, 8 months ago

"Should I Pause Investing to Pay Off My Mortgage?"

Here's a question we get a lot that always elicits strong reactions - should you pause retirement savings to finish paying off your mortgage?

We'll …

2 years, 8 months ago

Is NOW the Best Time to Invest in Real Estate? (With Scott Trench from BiggerPockets Money)

Is NOW the Best Time to Invest in Real Estate? (With Scott Trench from BiggerPockets Money)

Jump start your journey with our FREE financial resources…

2 years, 8 months ago

Will Artificial Intelligence Replace Financial Advisors?

How will artificial intelligence affect personal finance - and will it impact financial advisors?

We'll walk you through that question and more in t…

2 years, 8 months ago