Podcast Episodes

Buffett's $382 Billion Cash Pile

We will talk about Warren Buffett's pile of cash and the concept of "controlled greed" in today's market.

Today's Stocks & Topics: Prologis, Inc. (PLD…

4 months, 2 weeks ago

The "Dovish" Pivot: December Rate Cut Odds Jump

Just as markets were looking shaky, NY Fed President John Williams dropped dovish comments that spiked the odds of a December rate cut.

Today's Stocks…

4 months, 2 weeks ago

Gold or Bitcoin? The New Safe-Haven Showdown

We will examine the case for gold and bitcoin as alternative assets, and look at how each fits (or doesn’t) into a diversified portfolio, and what ty…

4 months, 3 weeks ago

Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?

We tackle the classic investing dilemma of putting your money in slowly versus investing it all at once, and explain when each strategy can make the …

4 months, 3 weeks ago

High-Yield Savings vs. T-Bills: Where Should Your Cash Live?

We compare high-yield savings accounts and Treasury bills, breaking down liquidity, safety, and after-tax returns so you can choose the best parking …

4 months, 3 weeks ago

Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?

We will dig into the market’s obsession with the “Magnificent Seven” tech giants, the hidden concentration risk in many portfolios, and how to rebala…

4 months, 3 weeks ago

“The Forgotten 401(k): Are You Leaving Money on the Table?”

In this episode, we will explore how abandoned 401(k) plans can quietly drain your long-term wealth and we’ll talk about the simple steps you can tak…

4 months, 3 weeks ago

Don’t Outlive Your Nest Egg: Strategies to Make Savings Last

We'll talk about practical ways to stretch retirement dollars-- such as adjusting withdrawals, delaying Social Security, integrating annuities, and m…

4 months, 4 weeks ago

Annuities Demystified: Types, Payouts, and Trade-Offs

We will look into a plain-English guide on how annuities work, from fixed to variable and indexed options, plus fees and guarantees to watch.

Today's …

5 months ago

Boomers are less bullish on ETFs—should they be?

New research shows that despite ongoing investor demand for exchange-traded funds, baby boomers appear to be bucking the trend, and there may be a go…

5 months ago