Podcast Episodes
Back to SearchDo This Today If You Want a Successful Retirement
We're sharing 5 key insights from retirees with facts to support them. Based on the data, we then provide key takeaways and how you can prepare for y…
4 months, 2 weeks ago
Financial Advisors React to RIDICULOUS Money Clips
Is the Rolex worth the investment? We react to the internet's wildest financial advice, from "turn $60 into $1,000" to meme stock traders crediting a…
4 months, 3 weeks ago
How to Become A Millionaire (By Age)
As financial advisors, we've learned from our hundreds of millionaire clients what it takes. We walk you through the behaviors we've seen lead to suc…
4 months, 3 weeks ago
The BEST and WORST Cars (And Which Brands We Avoid)
Car buying is a big financial decision...and new data from Edmunds reveals a troubling trend about how Americans are financing cars. Then we give our…
4 months, 3 weeks ago
The $75K Lesson That Changed Their Financial Future | Making a Millionaire
Jonah (28) and Caroline (28) understand the power of their dollars, but a series of financial missteps keeps slowing their progress. From 401(k) loan…
4 months, 4 weeks ago
The Financial Plan that Could Change Your Life
You might know the FOO (Financial Order of Operations ), but what does it look like in action? We walk through FOO-Following Freddie and his journey …
5 months ago
Best Investing Accounts for Kids (New Trump Accounts?)
We've seen your questions and we're here to answer them! Are the new Trump Accounts worth using? How do they compare to other investment accounts for…
5 months ago
Financial Advisors React to Their FAVORITE Finance Creators
We're back to provide a Financial Advisor's perspective on GOOD advice from the Internet! From Humphrey Yang's revealing that median household income…
5 months ago
Why Some People Become Rich, But Most Don’t
Building wealth isn't a competition, but this episode might be! We walk you through a battle between Average Allen (based on typical American data) a…
5 months, 1 week ago
X% of Young Americans Expect To NEVER Retire…
According to new data from YouGov, almost 30% of Gen Z and Millennial respondents expect to never retire or don't know when they'll retire. We walk y…
5 months, 1 week ago