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Election Effects
Election Effects

To start the week we tackle:

0:03 Election Biases and Money 2:17 Overcoming Recency Bias 3:34 Strategies Against Bias 6:42 Understanding Market C…

1 year, 7 months ago

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Election Effects
Election Effects

Questions? Comments?

To start the week we tackle:


0:03 Election Biases and Money


2:17 Overcoming Recency Bias


3:34 Strategies Against Bias


6:42 Understand…

1 year, 7 months ago

Short Long
View Episode
A (Very) Few Qs
A (Very) Few Qs

In the shortest Friday Q&A show ever:

2:20 Retirement Lump Sum Concerns 4:28 Transitioning Investment Accounts 6:58 Disclaimers and Financial Advice …

1 year, 7 months ago

Short Long
View Episode
A (Very) Few Qs
A (Very) Few Qs

Questions? Comments?

In the shortest Friday Q&A show ever:

2:20 Retirement Lump Sum Concerns

4:28 Transitioning Investment Accounts

6:58 Disclaimers and …

1 year, 7 months ago

Short Long
View Episode
High Return Dangers
High Return Dangers

In this episode we discuss:

3:17 The Illusion of High Returns 6:23 The Importance of Second Opinions 20:42 Charitable Giving Strategies 24:04 Tra…

1 year, 7 months ago

Short Long
View Episode
High Return Dangers
High Return Dangers

Questions? Comments?

In this episode we discuss:


3:17 The Illusion of High Returns


6:23 The Importance of Second Opinions


20:42 Charitable Giving Strateg…

1 year, 7 months ago

Short Long
View Episode
Reached the TIPping Point
Reached the TIPping Point

In this episode,

We explore the tip request explosion in America. We discuss the stock markets' recent performance. A caller shares his thoughts on …

1 year, 7 months ago

Short Long
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Reached the TIPping Point
Reached the TIPping Point

Questions? Comments?

In this episode,

We explore the tip request explosion in America.

We discuss the stock markets' recent performance.

A caller shares …

1 year, 7 months ago

Short Long
View Episode
Your "Magic" Number?
Your "Magic" Number?

In today's post-holiday episode:

2:42 Preparing for Retirement: Key Considerations 8:54 The Importance of Professional Financial Help 10:58 Embr…

1 year, 7 months ago

Short Long
View Episode
Your "Magic" Number?
Your "Magic" Number?

Questions? Comments?

In today's post-holiday episode:


2:42 Preparing for Retirement: Key Considerations



8:54 The Importance of Professional Financial He…

1 year, 7 months ago

Short Long
View Episode

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