Podcast Episodes
Back to SearchTop 18 U.S. Cities That Don’t Tax Your 401(k) or Pension
In this episode we will look at 18 U.S. cities, in various states, that impose no taxes on 401(k) or pension withdrawals — and how choosing one can stretch your retirement dollars further.
Today's Sto…
Published on 4 weeks, 1 day ago
Gold Rush or Golden Trap? The Truth About Precious Metals IRAs
We will explore the risks and rewards of a precious metals IRA, detailing how these accounts offer diversification and a hedge against inflation but come with "gotchas".
Today's Stocks & Topics: Mart…
Published on 4 weeks, 2 days ago
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 on an after-tax Roth basis (a key tax shift mandate…
Published on 1 month 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 hike that contributes to overall inflation. (We will …
Published on 1 month 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 story.
Today's Stocks & Topics: Fox Factory Holding…
Published on 1 month 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 truly enough.
Today's Stocks & Topics: Everest Grou…
Published on 1 month 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 performance and often consistent dividends.
Today's Stocks …
Published on 1 month, 1 week 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, innovation, and overall economic growth.
Today's St…
Published on 1 month, 1 week 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 protection.
Today's Stocks & Topics: XPO, Inc. (XPO)…
Published on 1 month, 1 week 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 future.
Today's Stocks & Topics: Richtech Robotics …
Published on 1 month, 1 week ago