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Oil Surges 35% After Iran Escalation: Market Impact, Inflation Risks & Tax Filing Traps (3/7/2026)
A surge in oil prices following escalating tensions between the U.S., Israel, and Iran sent energy markets sharply higher, raising new questions abou…
6 months, 1 week ago
What Diversification Really Means (And Why Most Investors Get It Wrong)
Everyone thinks they're diversified... Until the market proves otherwise. In this podcast episode, Nic Daniels breaks down what diversification reall…
6 months, 2 weeks ago
Iran, Oil Shock Risks & The New Tax Rules Creating Filing Chaos (2/28/2026)
As U.S. and Israeli strikes on Iran dominate headlines, Brian Wiley and Jeremiah Bates break down what a Middle East escalation could mean for oil pr…
6 months, 3 weeks ago
From Tariffs to Trusts: Building a Financial Plan That Holds Up Under Pressure (2/21/2026)
Jeremiah and Nic start with a volatile week in the markets following the Supreme Court's decision to strike down President Trump's tariff authority a…
6 months, 4 weeks ago
Self-Representing in Real Estate, Overconcentration Risk, & AI Disruptions (2/14/2026)
This Saturday, Brian and Jeremiah dig into a timely and controversial topic: self-representation in real estate. Using a real client example, they ex…
7 months, 1 week ago
Is Bitcoin Crashing—or Doing Exactly What It Always Does? (2/7/2026)
Brian and Jeremiah talk about a volatile week in the markets with a deep dive into cryptocurrency, investor psychology, and why emotional reactions o…
7 months, 1 week ago
Avoiding Costly Decisions: Precious Metals, Political Fear, & Roth Conversion Taxes (1/31/2026)
This episode blends financial psychology with practical planning. Brian Alex open by discussing a core principle of advice: why seeking guidance only…
7 months, 2 weeks ago
Stock Overconcentration: When One Winner Becomes Your Biggest Risk
One stock can change your life — and then quietly become your biggest retirement risk.
Nic Daniels breaks down the dangerous side of a "winning" port…
7 months, 3 weeks ago
RMD Planning, Social Security Filing, & The Credit Card Crisis (1/24/2026)
Brian and Jeremiah tackle a fast-moving financial landscape—where market volatility, tariff headlines, and economic uncertainty can push investors in…
7 months, 3 weeks ago
Hidden Advisor Fees, Mutual Fund Traps, & How to Avoid Bad Money Advice (1/17/2026)
Brian and Jeremiah dive one of the biggest questions investors should be asking: how do you know if your financial advisor is truly working in your b…
8 months ago