Podcast Episodes

Why Investors Shouldn’t Ignore AI’s Impact

AI is rapidly transforming investment strategies and financial services, driving innovation and personalization in wealth management while presenting…

8 months, 3 weeks ago

What Is Identity Theft and How Can You Prevent It?

Identity theft occurs when someone uses another person's private data without permission and then commits fraud, so it is important to learn the warn…

8 months, 3 weeks ago

Gold Moves Beginner Investors Should Make Before the Next Price Surge

With gold prices nearing record highs, beginner investors should be exploring different gold investment options— before prices go higher.

Today's Stoc…

8 months, 3 weeks ago

Generation X Faces Unique Retirement Challenges — Can They Catch Up?

With strategic planning, Generation X still has a path to financial security— but they have to overcome significant retirement hurdles—including limi…

8 months, 3 weeks ago

How a Fed Interest Rate Cut Could Impact Your Finances Soon

An anticipated Fed rate cut this month could lower borrowing costs, reduce savings yields, and influence mortgage rates. 

Today's Stocks & Topics: AMP…

8 months, 4 weeks ago

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…

9 months ago

Best of Caller Questions - Labor Day Special

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

9 months ago

Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?

To ensure smooth, multi-generational inheritance real estate wealth transfer in 2025 requires strategic use of gifting, trusts, and tax-efficient str…

9 months ago

Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years?

If you’ve got thirty years to go before retirement, you have time to learn how strategic asset allocation, consistent contributions, and adjusting fo…

9 months ago

Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers.

There are fresh risks to the labor market, including slowing job growth and rising long-term unemployment, and this may be opening the door to intere…

9 months ago