Podcast Episodes
Back to SearchIs 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…
8 months, 3 weeks 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…
8 months, 3 weeks 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 …
8 months, 3 weeks 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…
8 months, 3 weeks ago
How Asset Tokenization is Revolutionizing Global Finance
We will explain how leveraging blockchain to digitize and fractionalize assets is poised to make investing cheaper, faster, more transparent, and rad…
8 months, 3 weeks ago
Should You Panic? The Real Impact of a Government Shutdown on Your Investments
We will break down the historical data from Fidelity to reveal how a government shutdown truly affects the stock market, fixed income, and the broade…
8 months, 4 weeks ago
The Home Equity Strategy: Can Retirees Use a Reverse Mortgage to Buy a New Home?
Seniors looking to relocate or downsize can use a little-known, specialized financial tool which will allow retirees to finance a new primary residen…
9 months 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
The Sunbelt Paradox: Why Retirement Hotspots Like Florida and Arizona Face a Social Security Crisis
States like Florida and Arizona are top destinations for retirees, but residents in these areas face a disproportionate risk in the event of any redu…
9 months ago
3 Costly Mistakes Novice Investors Need to Avoid Right Now
Emotional, impulsive reactions can sabotage long-term returns, we will explain the disciplined strategies you will need to adapt and navigate today's…
9 months ago