Podcast Episodes
Back to SearchKeys to a Happier Life
Episode 76
In recent decades, there’s been a lot of academic research on the topic of happiness — and the resulting insights can benefit us all. Peter and Jonat…
10 months ago
The Federal Budget Deficit
Episode 75
With the recent downgrade on U.S. government debt by Moody’s and a tax bill making its way through Congress that’s projected to widen the federal def…
11 months ago
Seizing Opportunities Amid Market Volatility
Episode 74
Why do many feel this year’s stock market volatility rivals much worse declines of the past? And why are the market’s moments of weakness such a gift…
1 year ago
U.S. Stocks: Where Do We Go From Here?
Episode 73
The U.S. stock market has had a rocky start to the year, with some indexes falling more than 10%. Peter and Jonathan discuss what triggered the decli…
1 year, 1 month ago
All About Alternatives
Episode 72
Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get else…
1 year, 2 months ago
How Trump Administration Policies May Affect the Economy
Episode 71
The Trump administration has issued a flurry of proposals and pronouncements affecting trade, taxes, immigration, energy policy and more. What might …
1 year, 2 months ago
Financial Resolutions for 2025
Episode 70
With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share se…
1 year, 4 months ago
What Investors Can Expect in 2025
Episode 69
With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes — cash…
1 year, 5 months ago
Financial Moves to Consider Before Year-End
Episode 68
With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and …
1 year, 6 months ago
Don't Let Uncertainty Derail Your Portfolio
Episode 67
Almost two years into the current stock market rally, worries over the economy, interest rates and this year’s presidential election have many invest…
1 year, 7 months ago