Podcast Episodes

Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026

Starting in 2026, workers aged 50 and older who earned over $145,000 in the prior year will be required to make their 401(k) catch-up contributions o…

6 months, 1 week ago

The Shrinkflation Problem: How You're Paying More for Less at the Grocery Store

In this episode, we will reveal how manufacturers secretly decrease the size of products like coffee and paper towels—resulting in a hidden price hik…

6 months, 2 weeks ago

The Sunk Cost Fallacy: Why You Can't Walk Away

The Sunk Cost Fallacy is a psychological trap that tricks rational investors and leaders into throwing good money after bad. We will break down the s…

6 months, 2 weeks ago

Is $2 Million Enough to Retire Comfortably?

I will look into what a $2 million nest egg really means for retirement— and how lifestyle, spending, and smart planning can determine whether it’s t…

6 months, 2 weeks ago

What Is a Blue-Chip Stock?

Here's a one-sentence Description: A blue-chip stock is a share in a large, financially stable company with a long track record of reliable performan…

6 months, 2 weeks ago

Trump’s H-1B Visa Fee and Its Impact on the U.S. Economy

There is concern that the new $100,000 H-1B visa fee could discourage companies from hiring foreign workers, potentially affecting U.S. businesses, i…

6 months, 3 weeks ago

Top 4 Signs You’ve Over-Diversified Your Portfolio

Owning too many overlapping investments can water down returns, so we will explain how spreading your portfolio too thin may create more risk than pr…

6 months, 3 weeks ago

The Retirement Generation Gap: Boomers vs. Gen X

We will break down the contrasting retirement strategies and financial mindsets of Baby Boomers and Gen X to uncover key lessons for your financial f…

6 months, 3 weeks ago

Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings

When you refinance your mortgage in 2025, there are both tax implications and opportunities for deductions that can boost your savings. 

Today's Stock…

6 months, 3 weeks ago

Is Your 401(k) Doing Everything It Could Be?

If you know the secrets of top-performing 401(k)s, you can begin transforming your retirement savings from good to great. 

Today's Stocks & Topics: RK…

6 months, 3 weeks ago