Podcast Episodes
Back to SearchRethinking Your Retirement Timing
Why do some people delay retirement when they’re more than ready, while others want out the moment they hit the financial edge? In this episode, we explore the emotional weight behind retirement deci…
Published on 5 months, 3 weeks ago
What’s the Purpose of Your Money?
What should you do with extra cash when markets feel shaky? In this episode, we break down why your savings rate is the real engine of wealth, and how understanding the purpose behind your money brin…
Published on 6 months ago
Liberation Day, Trade Wars, and Your Portfolio: What Investors Need to Know
Is market volatility really all about tariffs? In the wake of the unexpectedly aggressive “Liberation Day,” headlines would have you believe so. But the bigger culprit isn’t trade policy—it’s uncerta…
Published on 6 months, 2 weeks ago
The Art of Knowing When to Save or Spend
Balancing today’s lifestyle with tomorrow’s goals isn’t easy, but it’s doable. In this episode, we answer a listener's question about 401(k) contribution limits and employer matching, which opens up …
Published on 7 months ago
Try Before You Buy: How to Test-Drive Big Life Transitions
Major financial transitions don't have to be binary choices – testing your assumptions before making big moves can prevent costly mistakes and regrets. In this episode, Nick and Scott talk about test…
Published on 7 months, 2 weeks ago
Taking Control of Your Financial Future: Planning, Investing & Risk Management
In the face of the uncertainty of life, it’s difficult knowing that many things are out of your control. Focusing on your financial well-being can often feel daunting, especially with the unpredictab…
Published on 8 months ago
How To Spend More In Retirement With a Dynamic Withdrawal Rate
This week, we welcome new co-host Nick Covyeau, a Certified Financial Planner and owner of Swell Financial Partners, to discuss safe retirement spending strategies. We talk about the different approa…
Published on 8 months, 2 weeks ago
The Diversification Illusion of the S&P 500
The S&P 500 was up 25% in 2024, so is that all you need for a strong financial future? Not so fast. Putting all your money in one place—even a good one—is risky.
Smart investors look beyond the U.S. t…
Published on 9 months ago
Investing Principles to Keep in Mind in 2025
If you’re tired of checking on your portfolio every day, we’ve got good news! In this episode, we go back to Investing 101 to look at the basic principles of a healthy outlook on the markets.
Join us …
Published on 9 months, 2 weeks ago
The 5 Steps of a DIY Annual Investments Review
The new year is a great time to do an annual review. In this episode, we look at five things to look at regarding your investments to help you make the most of your money.
Join us as we look at some …
Published on 9 months, 4 weeks ago