Podcast Episodes
Back to SearchTax Strategies You Might Be Missing, with Natalie Kolodij
Episode 598
#598: Tax day is approaching, and if you're like most people, you might be overlooking deductions that could save you money.
In our latest podcast epi…
1 year, 2 months ago
Are We Heading for a Recession?, with Bob Elliott, former Head of Ray Dalio’s Investment Team at World's Largest Hedge Fund
Episode 597
#597: A recession is coming, and it might be worse than most people expect. That's the sobering assessment from Bob Elliott, former Head of Ray Dalio…
1 year, 2 months ago
First Friday: Tariffs Grab Headlines, But These Financial Changes Nobody Is Talking About Will Impact You Too
Episode 596
#596: Yesterday, the White House rolled out the biggest tariffs in a century, sending markets into their worst decline since the pandemic. While head…
1 year, 2 months ago
Q&A: The Scary Shift from Saving to — Gulp! — Actually Spending Your Money
Episode 595
#595: Eva is finally closing in on her financial independence goals, but she’s grappling with how to make a smooth transition from accumulation to de…
1 year, 2 months ago
How to Travel on $75 Per Day, with Nomadic Matt Kepnes
Episode 594
#594: Ever wonder if you could afford to travel for months at a time? According to Nomadic Matt, who's visited more than 100 countries over the last …
1 year, 2 months ago
Q&A: You Made a Money Mistake. Now What?
Episode 593
#593: An anonymous caller is brooding over a mistake he made in 2023 when he decided to contribute to his Roth instead of a pre-tax account. How does…
1 year, 2 months ago
Why Your Brain Rewards You for Avoiding Your Boss, with Dr. Joel Salinas
Episode 592
#592: Ever wonder what's happening in your brain right before you knock on your boss's door to ask for a raise? Dr. Joel Salinas, neurologist and bra…
1 year, 2 months ago
The Hidden Tax of Avoiding Tough Conversations, with Harvard Law Senior Fellow Bob Bordone
Episode 591
#591: Imagine you're about to ask your boss for a raise. Your stomach tightens. You've rehearsed what to say, but doubt creeps in. Should you be more…
1 year, 3 months ago
Small Cap Showdown! Paul Merriman vs. Dr. Karsten Jeske Battle … with Millions Hanging in the Balance
Episode 590
#590: In the left corner, we have Paul Merriman, the seasoned finance veteran weighing in at 183 pounds. In the right corner, Dr. Karsten Jeske, the …
1 year, 3 months ago
Q&A: How Much Risk Should My Mom Take in Retirement?
Episode 589
#589: Kimmy is worried that her mom’s retirement portfolio is invested too conservatively. Is she right to advise her to take on more risk?
Peyton has…
1 year, 3 months ago