Podcast Episodes
Back to SearchEp 319. The Ideal Health Insurance Model
Episode 323
Can I open a 401(k) on my own or can it only be done through an employer? What should I do with an old 403(b) account from my previous job? And what …
5 months, 2 weeks ago
Ep 318. Blindsided by IRMAA, with Alex Murray
Episode 322
Today, David welcomes back Alex Murray, CFP, for a deep dive into IRMAA—how it works, why it catches so many people off guard, and what proactive pla…
5 months, 2 weeks ago
Ep 317. In the Wake of the Shutdown of the Shutdown
Episode 321
David and Chip unpack the market’s response to the shutdown’s resolution and the concerning job trends that agencies haven’t been able to report. The…
5 months, 2 weeks ago
Ep 316. Diane Keaton's $5M Dog Trust
Episode 320
David and Chip dive into global headlines around the massive $80 trillion wealth transfer and what it could mean for future inheritance and estate ta…
5 months, 3 weeks ago
Ep 315. Solving National Debt with Crypto?
Episode 319
What are the most effective methods to reduce mandatory spending? What tax increases will have the least negative impact on retirement income? And wa…
5 months, 3 weeks ago
Ep 314. Federal Employee Retirement, with Charles Dzama
Episode 318
David sits down with advisor Charles Dzama, a guest from Southern California specializing in financial planning for federal employees. Together, they…
5 months, 3 weeks ago
Ep 313. New York Vs. Texas
Episode 317
David and Chip celebrate their 400th episode with gratitude for listeners and a look at how recent elections could trigger major shifts in the U.S. e…
5 months, 3 weeks ago
Ep 312. No Property Taxes for Florida!?
Episode 316
David and Chip explore two headlines that highlight America’s economic divide — California’s proposed wealth tax and Florida’s push to eliminate prop…
5 months, 4 weeks ago
Ep 311. Demand for AI vs. Diminished Workforce
Episode 315
With the disconnect between record market returns and the weak job market, what is happening in this economy? Do we see a bust in AI due to no workfo…
5 months, 4 weeks ago
Ep 310. IRS Backlogs in the Wake of Govt. Shutdown
Episode 314
In this episode, David and CPA Evan Marshall break down how the government shutdown is creating IRS backlogs while filing and payment deadlines remai…
6 months ago