Podcast Episodes
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Roth Conversions: You May WANT To Pay Taxes
Pay taxes now or later? It's one of the biggest decisions in retirement planning and the Roth conversion strategy sits at the center of it.
We break …
10 months, 2 weeks ago
Government Shutdowns, Paycheck Panic, & the Power of Planning (11/1/2025)
Brian Wiley takes on one of the most frustrating issues facing Americans today — the ongoing government shutdown — and what it reveals about our coll…
10 months, 2 weeks ago
Alternative Investments: What They Are, Who Qualifies, & When They Matter
Alternative investments have become a buzzword—but are they really the secret weapon of the ultra-wealthy, or just another tool in a diversified port…
10 months, 3 weeks ago
Open Enrollment Shock: How 2026 Could Upend Health Insurance Costs
Jeremiah Bates and Alex Lundgren team up with Steve Marsh from Medical Plans of Idaho to unpack a huge issue looming over millions of Americans — the…
10 months, 3 weeks ago
Speculation, Strategy, and Self-Control: Today's "Bubble" Market & Investor Behavior (10/25/2025)
Brian and Jeremiah pull back the curtain on what's really driving the markets—and investors themselves. From the emotional highs of stock speculation…
10 months, 3 weeks ago
Dr. David Kelly of JP Morgan | Full Interview
The economy might feel uncertain, but according to JPMorgan's Chief Global Strategist Dr. David Kelly, there's more stability and opportunity than th…
10 months, 4 weeks ago
Beef, Budgets, & Behavioral Finance: What Argentina and Furloughs Teach Us About Money
Brian dives into an unexpected connection between global trade, the cattle industry, and personal finance. With news of the U.S. considering deals to…
11 months ago
Dr. David Kelly of JP Morgan: Markets, AI, and the Future of Opportunity (10/18/2025)
In this very special episode, we have a powerful conversation with Dr. David Kelly, Chief Global Strategist at JP Morgan Asset Management, to unpack …
11 months ago
When the Music Stops: Why Investors Need a Reality Check
This week on The Money Hour, Brian Wiley uses a clever metaphor — musical chairs — to describe today's high-anxiety markets. With stocks soaring and …
11 months, 1 week ago
The Cost of Fear: Why Investors Keep Missing Market Opportunities (10/11/2025)
This week, Brian and Jeremiah unpack one of the biggest forces shaping today's markets—fear. They talk about how investor emotions can cloud judgment…
11 months, 1 week ago