Podcast Episodes
Back to SearchEp 339. What Are Stock Options?
Episode 343
What strategies should I look for from financial advisors who focus on retirees, rather than everyone else? Is there a good rule of thumb for how muc…
4 months, 1 week ago
Ep 338. Price Swings for Bitcoin, with Brad Starken
Episode 342
We welcome back financial advisor, Brad Starken, who is here to talk about what’s been happening in the world of digital assets, including Bitcoin’s …
4 months, 1 week ago
Ep 337. Chile & Japan's Major Political Shifts
Episode 341
Today, David and Chip look at major political and economic changes happening around the world -- from leadership changes in Chile and Japan to what p…
4 months, 1 week ago
Ep 336. Trump Accounts for Children
Episode 340
In this episode, we explore major shifts impacting affluent families — from the rise of modern family offices to the growing need for fully coordinat…
4 months, 2 weeks ago
Ep 335. Lump Sum or Pension?
Episode 339
After selling a 7-figure commercial property, I’m expecting a hefty tax bill; how should prepare for that? Should my husband, who is to retire next y…
4 months, 2 weeks ago
Ep 334. Proactive Crisis Planning, With Colin Kastrick
Episode 338
We welcome back elder law and estate planning attorney Colin Kastrick, and focus on how estate planning and long-term care strategies work together t…
4 months, 2 weeks ago
Ep 333. More Fed Rate Cuts and "Changing of the Guard" for the Fed Reserve
Episode 337
Today’s conversation reflects on the importance of education, community involvement, and smart planning—highlighting everything from Social Security …
4 months, 2 weeks ago
Ep 332. Turning Up the Heat for Venezuela
Episode 336
David and Chip break down global headlines shaping markets—from Switzerland’s rejection of a wealth tax to rising tensions in Venezuela. They dig int…
4 months, 3 weeks ago
Ep 331. Can I Retire Without a 401(k)?
Episode 335
As a married 64-year-old, is it a bad idea to take money out of our IRA for a house downpayment? At 66, My wife thinks we need to be planning for a s…
4 months, 3 weeks ago
Ep 330. The Season of Giving, with Candace Gregory
Episode 334
David welcomes back Candice Gregory from Open Door Mission to talk about the growing needs in our community during the holiday season. They discuss t…
4 months, 3 weeks ago