Podcast Episodes
Back to SearchGold 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 2 months, 3 weeks 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 2 months, 3 weeks 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 2 months, 3 weeks 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 2 months, 3 weeks 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 2 months, 4 weeks 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 3 months 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 3 months 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 3 months 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 3 months ago
Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings
When you refinance your mortgage in 2025, there are both tax implications and opportunities for deductions that can boost your savings.
Today's Stocks & Topics: Salesforce Inc. (CRM), Market Wrap, Ma…
Published on 3 months ago