Podcast Episodes

Emergency Savings: More Than Just a Cushion

We've got practical advice on how much to save for unexpected life events, where to keep the money, and why it matters far beyond simple budgeting.

 T…

6 months, 3 weeks ago

The “Go Live Your Life” Rule: Rethinking Retirement Spending

Why the so-called “guardrails approach”, that is adjusting spending up or down based on market performance, is gaining traction over the fixed “4% ru…

6 months, 4 weeks ago

Babies, Capitalism & a Demographic Crossroads

We will discuss how falling birth-rates are becoming more than just a social issue because they are intertwined with economic systems and capitalist …

6 months, 4 weeks ago

Global Portfolio Insights: Lessons from Around the World

We'll take a deep dive into what investor behavior across 14 key markets reveals about building a truly global portfolio.

Today's Stocks & Topics: Uni…

7 months ago

AI, Jobs & Investors: Growing Divides in the Workplace

We will look into how advances in AI are creating a rift between workers and investors, even as major tech companies continue job cuts. 

Today's Stock…

7 months ago

Generative AI in Finance: 5 Ways to Budget, Plan, and Save

We will talk about the five key personal finance use cases for Generative AI, including how to use it for creating personalized budgets, setting fina…

7 months ago

Is a Securities-Based Line of Credit (SBLOC) Right for You?

We will explore the risks and rewards of an SBLOC, a credit line secured by your investments, to help you decide if it's the right financial tool for…

7 months ago

Decoding the Market: 4 Strategies to Anticipate Stock Trends

We will break down how investors can combine momentum indicators, fundamental and technical analysis, mean reversion theory, and sentiment signals to…

7 months ago

What's Behind the Incredible Gold rally?

Interestingly, gold and Bitcoin (BTC-USD) have decoupled, with gold actually outperforming Bitcoin. So, how should investors think about their asset …

7 months, 1 week ago

When and How to Change Financial Advisors

I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication ski…

7 months, 1 week ago