Podcast Episodes

The "6-Figure HSA" Retirement Strategy

A growing trend is emerging where a Health Savings Account (HSA) is treated not as spending money, but instead as a "Super IRA" for retirement. Could…

5 months, 4 weeks ago

Black Friday - Best of Caller Questions

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States…

6 months ago

Thanksgiving Day Special - Best of Caller Questions

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States…

6 months ago

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…

6 months 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…

6 months 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…

6 months 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 …

6 months, 1 week 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 …

6 months, 1 week 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…

6 months, 1 week 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…

6 months, 1 week ago