Podcast Episodes

Is Roth Really A Solid Financial Strategy?

After watching Discovery Channel’s Shark Week, we realized the financial world has its own ferocious apex predator. Roth assets sit on the top of the…

6 years, 11 months ago

Top Secret Planning Strategies of the Rich

You're not going to believe we're giving away this advice for free! We're so excited to share these untold secrets and help you take your finances to…

6 years, 11 months ago

5 Levels of Wealth and How to Achieve Each

There are five levels of wealth that can let you know where you stand in your financial journey and how comfortable you really are when it comes to …

6 years, 11 months ago

7 Financial Rip-Offs to Avoid at All Costs!

No one wants to feel like a chump! We're helping you recognize and avoid 7 financial rip-offs people are falling for each day.

For more information, …

7 years ago

How to Maximize Your Investment Performance

Yes, YOU can make money investing! And no, it's not gambling! 

Investing is a powerful tool that can help you put your army of dollar bills to work a…

7 years ago

The Money Guy Take on Dave Ramsey's 7 Baby Steps

When you get serious about taking control of your finances, one of the first names or resources you may come by is Dave Ramsey. He is a beast in the…

7 years ago

Should You Pay Off Debt Before Investing? Here Is The Real Answer.

So often, we are asked whether someone should pay off an outstanding loan or invest. 

In today’s show, we put the rubber to the road and focus on the…

7 years ago

Avoid These 7 Common Estate Planning Mistakes

Estate planning can seem like a complex undertaking, and not knowing how to approach it can lead to inaction. Lucky for you, you know us! And like an…

7 years, 1 month ago

How Much Does It Cost to Buy Happiness?

Can you buy happiness? How much does it cost to buy happiness? What is the relationship between money, wealth, and how happy you are about life?

Whil…

7 years, 1 month ago

9 Pieces of Financial Advice You Should Ignore

It seems like you can’t go anywhere without someone having an opinion or a piece of advice regarding your finances. We are inundated with financial a…

7 years, 1 month ago