Podcast Episodes
Back to SearchSeries 7 Exam Prep:529 Plans.. Absolutely Testable
Season 2
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529 plans show up on the Series 7 more than people expect — and most students miss points because of tax timing, not definitions.
In t…
5 months ago
Open End Funds vs Closed End Funds:A casual conversation
Season 2 Episode 146
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Open-End vs. Closed-End Funds: The Real Difference (Without the Fluff)Let’s clear something up — not all funds are created equal. You…
6 months, 2 weeks ago
Private Credit: what the heck is it?
Season 5 Episode 144
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Real-world finance explained the way exams and real life actually test it.
Ideal for the SIE, Seri…
7 months, 1 week ago
Series 65 and Series 66 Exam: Behavioral Finance
Season 3 Episode 145
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Real-world finance explained the way exams and real life actually test it.
Ideal for the SIE, Seri…
7 months, 1 week ago
Series 7 Exam prep: What is an ADR?
Season 2 Episode 143
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Real-world finance explained the way exams and real life actually test it.
Ideal for the SIE, Seri…
7 months, 1 week ago
ISO Versus NSO Stock Options Showdown
Season 5 Episode 142
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extensive, comparative analysis of two primary types of employee compensation: Incentive Stock Options (ISOs) and Nonqualified Stock …
7 months, 1 week ago
EA Just Leveled Up… to $55 Billion
Episode 141
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structure and context of a potential $55 billion leveraged buyout (LBO) of the major gaming company Electronic Arts (EA), which could…
7 months, 1 week ago
SIE Exam Content Outline part 3
Season 1 Episode 140
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Real-world finance explained the way exams and real life actually test it.
Ideal for the SIE, Seri…
7 months, 2 weeks ago
Series 7 Exam Content Outline Part 1
Season 2 Episode 139
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n this first installment of our Series 7 Content Outline walkthrough, we dive deep into Function 1 and Function 2—critical foundation…
10 months ago
SIE Complete PArt 2 ( Offerings )
Season 1 Episode 138
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I am going through the SIE exam content outline and covering the important topics
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Real-world finan…
10 months, 4 weeks ago