Podcast Episodes

The Child Tax Credit and Asset Allocation

Millions of families will receive monthly cash payments thanks to the new Child Tax Credit plan. In this episode I'll explain who qualifies and how m…

5 years, 2 months ago

Help! I Need a Financial Plan.

In your 20s with all sorts of financial questions from saving for a house to allocating your portfolio. Sounds like you're in need of a financial pla…

5 years, 2 months ago

Are We Okay Using ONE Fund?

Is it a bad idea if your overall portfolio consists of just one fund? Or are you likely to achieve better returns by using multiple funds?

Have a mone…

5 years, 2 months ago

Concerned About Putting Money in the Market

You've got a lot of money sitting on the sidelines, and you know you should get it to work, yet you're a bit spooked by current market conditions. Wh…

5 years, 2 months ago

The FINE (Not FIRE) Movement

Forget the FIRE movement, I'm all about the FINE movement, a new acronym that was sent to us by a listener. Financial Independence, Next Endeavor. Ha…

5 years, 2 months ago

Should I Buy Bitcoin?

After reaching some pretty crazy highs, bitcoin has come back down to earth a bit, so does that mean it's a good time to invest in some cryptocurrenc…

5 years, 2 months ago

Are We Investing Too Aggressively?

If you know you've got some guaranteed pensions coming your way, does that give you permission to go pedal to the metal when it comes to your overall…

5 years, 2 months ago

What to Do With Extra Cashflow

In your 30s with an extra $1500 or so each month, what's the best course of action? Should you be investing the extra money? Beefing up the emergency…

5 years, 2 months ago