Podcast Episodes
Back to SearchHow the 2024 Presidential Election Could Affect Your Financial Health
The upcoming presidential election may significantly influence personal finances and investment strategies, particularly in areas such as taxes, heal…
1 year, 7 months ago
Understanding Trusts: Secure Your Wealth and Legacy
Trusts serve as powerful tools in estate planning, offering a secure way to protect assets and facilitate smooth wealth transfer to beneficiaries. Th…
1 year, 7 months ago
Fraud Detection: Who Should Cover Scam Losses—Banks or Consumers?
The financial industry grapples with the question of who should bear the cost of scam-induced fraud losses: consumers or banks. Authorized push payme…
1 year, 7 months ago
3 Essential Mortgage Moves Before the Fed Cuts Rates
As the Federal Reserve hints at potential rate cuts, now is the time to optimize your mortgage strategy. Learn how to assess your current mortgage ra…
1 year, 7 months ago
Bank Run Alert: 91 US Lenders, Including JPMorgan, at Serious Risk
A recent report reveals that 91 US lenders, including major banks like JPMorgan Chase, BNY Mellon, and State Street, are at serious risk of bank runs…
1 year, 7 months ago
Massive Data Breach: 2.9 Billion Records Exposed
In a shocking data breach, hackers have allegedly stolen 2.9 billion records, including Social Security numbers, from National Public Data. This brea…
1 year, 7 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…
1 year, 7 months ago
Biden's Rent Control Proposal: What It Means for Landlords and Tenants
President Biden's proposal aims to cap rent increases at 5% for corporate landlords or risk losing federal tax breaks, impacting over 20 million rent…
1 year, 8 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…
1 year, 8 months ago
Exploring Fractional Real Estate: A New Investment Opportunity
Fractional real estate investing allows multiple investors to own shares of a property, making it accessible without the need to purchase an entire p…
1 year, 8 months ago