Podcast Episodes
Back to SearchHow to Win With Money in 2023!
Financial resolutions are always near the top of the list of Americans’ most popular New Year’s resolutions. Whether you want to save and invest more…
2 years, 11 months ago
"I'm Changing Careers - How Should I Prepare?"
If you're planning on making a career switch, what should that process look like, and how do you make it work financially?
We'll walk you through th…
2 years, 11 months ago
How Should You Donate Using Investment Accounts?
What are some ways to donate to organizations through your different invested assets?
We'll walk you through that question and more in today's Q&A e…
2 years, 11 months ago
How to Invest When Your Income Changes Monthly
If you work in sales or a similar job where your monthly pay fluctuates, how does that impact your investing habits?
We'll walk you through that que…
3 years ago
"Should I Put More Money Toward My Loans or Retirement?"
How much money should you put toward high-interest debt vs saving for retirement?
We'll walk you through that question and more in today's Q&A episo…
3 years ago
How Should You Invest During a Market Downturn?
It can be frustrating and scary investing when the markets don't look great. So what should you do during a market downturn?
We'll walk you through …
3 years ago
5 Levels of Wealth AND How to Achieve Them! (2023 Edition)
We believe there are five distinct levels of wealth, but they aren’t solely dependent on income or net worth. We’ll walk you through each of the five…
3 years ago
Will the SECURE Act 2.0 Negatively Impact Your Finances?
The SECURE Act 2.0 was signed into law by President Biden, and could have some big impacts on your investing and retirement saving. We’ll break down …
3 years ago
"I'm Buying a Car Soon - Where Should I Park My Cash?"
If you're planning on making a big purchase soon, like a car or house, where should you park your money until you need it?
We'll walk you through th…
3 years ago
Average Net Worth By Age in 2023!
It’s time for one of our most anticipated shows of the year: our annual Net Worth By Age show! In this year’s edition, we’ll shared updated numbers a…
3 years ago