Podcast Episodes
Back to SearchEpisode 141: Pump and Dump Schemes and Short Squeezes: The Hidden Dangers of Individual Stock Investing
Season 3 Episode 141
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Have you ever heard of a hot stock tip and debated if you should jump on it? Or been invited to join a group where they discuss promi…
1 year, 8 months ago
Episode 140: The Costs of Buying and Owning a Home (Why You May Want to Keep Renting)
Season 3 Episode 140
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For many people, the largest amount of money spent in a single purchase is buying real estate. The average home price in the United S…
1 year, 9 months ago
Episode 139: New IRS Updates for 2025
Season 3 Episode 139
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This episode discusses the adjustment in tax brackets and changes in contribution limits for tax advantaged accounts for 2025.
Margin…
1 year, 9 months ago
Episode 138: The How of Happiness Expressing Gratitude
Season 3 Episode 138
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In Episode 131: Escaping the Hedonic Treadmill, we learned that hedonic adaptation is the tendency to return to a relatively stable l…
1 year, 9 months ago
Episode 137: Flexible Spending and Heathcare Savings Accounts
Season 3 Episode 137
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Flexible Spending and Heathcare Savings Accounts are both ways to pay for your medical expenses with pre-tax money. Anytime you can u…
1 year, 9 months ago
Episode 136: New Year Resolutions, Goal Setting, and Reaching Those Goals
Season 3 Episode 136
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The roots of making New Year Resolutions can be traced to Ancient Babylonia and well as Roman traditions. It’s still something many p…
1 year, 10 months ago
Episode 135: When it Feels Hard to Spend Money
Season 3 Episode 135
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Some of us are spenders while some of us are savers. Personally, I’m a saver. I like to always have a money cushion. The idea of livi…
1 year, 10 months ago
Episode 134: Overcoming Money Scarcity With Income Fluctuation with Dr Amy Vertrees
Season 3 Episode 134
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Amy Vertrees, MD is a board-certified general surgeon, Army veteran, certified coach, author and founder of the BOSS Business of Surg…
1 year, 10 months ago
Episode 133: What To Do With Your Retirement Accounts When You Leave a Job
Season 3 Episode 133
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Most physicians will change where they work at least once during their career. Some estimates are as high as 70% of physicians leavin…
1 year, 10 months ago
Episode 132: End of the year tax tips that you must complete by Dec 31
Season 3 Episode 132
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While filing taxes may still feel like a long time away, December is the time to strategize what you can do before the end of the ye…
1 year, 10 months ago