Podcast Episodes
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Future Proof Jobs?
A graduation-season episode turns into a surprisingly deep conversation about careers in the age of AI, anchored by a New York Times article from Jod…
6 months ago
Friday Querisode
Don flies solo for a Friday Q&A, fielding questions on switching into financial services careers, the risks and reality of “enhanced” direct indexing…
6 months, 1 week ago
Emerging Markets Matter
This podcast audio was accidentally posted yesterday, so you might want to listen to our 4/29 episode, if you’ve already heard this one.
A listener-in…
6 months, 1 week ago
Smart Money Myths
Private equity gets sold as exclusive, sophisticated, and “what the smart money does,” but the reality is far less compelling. Don and Tom break down…
6 months, 1 week ago
Booking Scams
This episode shifts from investing to protection, starting with increasingly sophisticated scams—from fake Microsoft emails to deceptive hotel bookin…
6 months, 1 week ago
Okay, Boomer
Boomers take the blame (with a grin) while unpacking the real retirement mistakes that still trip people up today—failing to plan, claiming Social Se…
6 months, 1 week ago
Flood of Questions
A rapid-fire Friday Q&A dives into one of retirement’s biggest debates—flexible withdrawals versus the traditional 4% rule—with Don explaining why ad…
6 months, 2 weeks ago
AI Trading Trap
AI-powered trading is the latest shiny object designed to make investors feel smarter while quietly encouraging more trading (and more profits for pl…
6 months, 2 weeks ago
War vs. Markets
War headlines dominate attention, but history shows they rarely have lasting impacts on stock markets. Don and Tom break down why geopolitical events…
6 months, 2 weeks ago
Hard to Save
Roxy Butner joins the show to break down practical retirement saving strategies—especially for entrepreneurs who struggle to pay themselves first. Th…
6 months, 2 weeks ago