Podcast Episodes
Back to SearchEp 405. Market Reactions Amidst Iran Conflict
Episode 409
This episode dives into the market’s surprisingly calm reaction to global tensions, including Iran, and what it signals about where the economy may b…
2 months, 1 week ago
Ep 404. Hidden Risks of HOA Policies
Episode 408
This episode dives into the shifting financial landscape, from wealth migration trends pulling assets toward lower-tax states like Florida to the hid…
2 months, 2 weeks ago
Ep 403. What is a DOLLAR?
Episode 407
How can I ensure I’m paying out enough taxes for railroad retirement? What might a “blue wave” midterm do to the market? And what is a dollar? David …
2 months, 2 weeks ago
Ep 402. From Intern to Advisor
Episode 406
Today, we sit down with CFP® Alex Murray to unpack what happens after tax season—and why now is actually the most important time for proactive tax pl…
2 months, 2 weeks ago
Ep 401. Millions in Minutes
Episode 405
This week, we kick things off with a behind-the-scenes look at an unforgettable trip to Sir Richard Branson’s private island—and the powerful busines…
2 months, 2 weeks ago
Ep 400. Taxing the Rich VS Educating the Poor
Episode 404
This episode explores the real-world impact of tax policy, from Norway’s wealth tax driving capital outflows to similar trends across U.S. states, hi…
2 months, 3 weeks ago
Ep 399. The "Weight" of Precious Metals
Episode 403
How important is it to have gold or silver in a portfolio? What advantages are there to storing precious metals at home versus paying storage fees? A…
2 months, 3 weeks ago
Ep 398. Unpacking Social Security Myths, With Brad Starken
Episode 402
Fresh off a trip to Las Vegas, Financial Advisor Brad Starken joins the show to share his Pop-A-Shot tournament run before diving into what really ma…
2 months, 3 weeks ago
Ep 397. Ceasefires and Market Surges
Episode 401
Markets surged on news of a potential Iran ceasefire, highlighting how global trade routes like the Strait of Hormuz impact far more than just oil. T…
2 months, 3 weeks ago
Ep 396. The 50 State 'Tug-of-War'
Episode 400
From corporate relocations to shifting population trends, this episode dives into the economic tug-of-war happening across all 50 states. The convers…
3 months ago