Podcast Episodes
Back to SearchMutual Funds vs ETFs vs SMAs: Which is the Best For You?
Episode 219
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Mutual funds, ETFs, and SMAs all give you access to the market — but the way they handle taxes, costs, and…
Published on 2 months, 1 week ago
How Evidence-Based Advice Adds Up to 3% In Net Returns With Fran Kinniry
Episode 218
Not all financial advisors are created equal. Before you hire one, make sure you're asking the right questions. Use my structured interview worksheet to compare advisors and avoid costly mistakes. G…
Published on 2 months, 2 weeks ago
Reset Your Portfolio Expectations (Before It's Too Late)
Episode 217
Get updates for my new book: https://Theperfectportfoliobook.com
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Recently, I joined Jesse Cramer on The Best Interest Podcast for a conversation on volatility, investor behavior, and how to a…
Published on 2 months, 3 weeks ago
The Power of Humility in Investing with Dan Rasmussen
Episode 216
Get updates for my new book: https://Theperfectportfoliobook.com
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Dan Rasmussen, author of The Humble Investor, joins me to unpack the overlooked superpower of humility in investing. We discus…
Published on 2 months, 4 weeks ago
Why Tax Benefits Shouldn't Drive Your Investment Decisions with Adam Cmejla
Episode 215
See exactly how I invest my own money. I break down my asset allocation, cash reserves, and why I keep my portfolio simple. Download the guide now.
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I recently joined the 20/20 Money podcast to …
Published on 3 months ago
The Wealth Ladder: How Income, Spending, and Happiness Are Connected With Nick Maggiulli
Episode 214
Most financial mistakes happen because people don't see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay informed. Get it now.
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In this episode, Nick…
Published on 3 months, 1 week ago
Why Is the U.S. Dollar Declining—and What Does It Mean for Investors?
Episode 213
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In this episode, we explore one of 2025's most surprising financial trends: the significant decline of the U.S. dollar and the remarka…
Published on 3 months, 2 weeks ago
2025 Midyear Market Update: Navigating Volatility, Tariffs, and Global Opportunities
Episode 212
Access my recorded quarterly webinar by signing up for my newsletter. Get an inside look at what's shaping my thinking, plus see what I've been reading about investing and financial planning.
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Published on 3 months, 3 weeks ago
5 Investing Lessons Hidden In Market History
Episode 211
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What can the past teach us about today's ever-changing, volatile market?
In this episode, Peter shares fiv…
Published on 4 months ago
How Not to Invest: Avoiding Common Mistakes and Dangerous Financial Advice with Barry Ritholtz
Episode 210
Get updates for my new book: https://Theperfectportfoliobook.com
In this engaging episode, Barry Ritholtz—author of the influential Big Picture blog, host of the renowned Masters in Business podcast…
Published on 4 months, 1 week ago