Podcast Episodes
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Gen Z's Retirement Edge?
Gen Z may just be schooling the rest of us in retirement savings—sort of. Don breaks down why the kids are all right… and also why they’re misled. Auto-enrollment rules, social media misinformation, …
Published on 5 months, 3 weeks ago
Highs Hype
The market hit another “all-time high”—shocking no one. Don dismantles the myth that record highs are reasons to panic or pull back, reminding listeners that long-term investing and diversification r…
Published on 5 months, 3 weeks ago
Dr. Doom or Dr. Boom
Don and Tom tear into the lunacy of financial predictions—starting with famed doomsayer Nouriel Roubini suddenly turning optimistic (is that a good sign or a terrifying one?). Then it’s onto Ron Baro…
Published on 5 months, 3 weeks ago
Question Time with Tom & Roxy
Tom welcomes Roxy Butner back to field listener questions on retirement income, Roth vs. traditional 401(k) choices, car financing math, leftover 529 rollovers, and bond price confusion. Listeners he…
Published on 6 months ago
Behavior Beats Brilliance
In this episode, Don and Tom dive into a revealing YouGov survey that shows Americans might not be as overconfident as we thought—except when it comes to trustworthiness, loyalty, and… mechanical ski…
Published on 6 months ago
Can't Have Everything
Don tackles the dangerous myth of “safe” high-yield investments, calling out misleading financial advice around covered call funds and non-traded real estate deals. He takes calls on 529 plans vs. UT…
Published on 6 months ago
Gold Medal Worthy?
Don flies solo from Florida while Tom continues his Euro-tour, tackling the deep flaws in Morningstar’s mutual fund and target-date fund ratings. He skewers their cozy relationship with high-fee fund…
Published on 6 months ago
Low Risk Fantasies
Don and Tom expose the seductive illusion of “wealth without risk” by dissecting the explosion of equity-hedged ETFs and mutual funds. They tear into the high fees, low returns, and false promises so…
Published on 6 months ago
Fast Paced Friday
Don tackles a stack of listener questions in this rapid-fire Friday Q&A, covering what a financial plan should cost, how tipping might work in a cashless future, and how to fine-tune a retirement por…
Published on 6 months, 1 week ago
Math Over Models
Don and Tom dive into the human obsession with prediction—especially in finance—and why models fail us more than they help. They dissect the CAPE ratio, Fama vs. Shiller, and why “knowing” the market…
Published on 6 months, 1 week ago