Podcast Episodes
Back to SearchStatistical Models for Core Satellite Crypto Portfolios
Episode 405
Trail Boss Radio: Statistical Models for Core Satellite Crypto Portfolios
Every trail needs a core and a scout. In this episode, the Trail Boss bre…
1 day, 20 hours ago
Professional Stock Research for Your Roth IRA
Episode 397
Professional Stock Research for Your Roth IRA
What if you could research stocks for your Roth IRA using the same basic process professional investors…
1 day, 20 hours ago
Avoid the Social Security Tax Torpedo
Episode 404
Avoid the Social Security Tax Torpedo
One extra $1,000 withdrawal. That's all it takes to accidentally hand the IRS an effective tax rate of over 40%…
2 days, 19 hours ago
2026 Roth Rules Protect Social Security
Episode 403
2026 Roth Rules Protect Social Security
There's a quiet reason Roth accounts get called the crown jewel of retirement planning — and it has nothing t…
2 days, 20 hours ago
Consolidate Your Scattered 401k Accounts
Episode 398
Consolidate Your Scattered 401(k) Accounts: Take Control of Your Retirement Money
What happens to your 401(k) when you change jobs?
For many people, …
2 days, 21 hours ago
Robinhood s 3 Percent IRA Match Fine Print
Episode 399
Robinhood's 3% IRA Match — And Why Your Beneficiaries Need Attention Too
A 3% match on your IRA sounds like free money — and technically, it is. But …
3 days ago
Build an Automated ETF Cash Machine
Episode 394
Build an Automated ETF Cash Machine
What if your investments could become your own automated cash register—working 24 hours a day, whether you're at …
3 days, 11 hours ago
Avoid the 20 Percent Rollover Tax Trap
Episode 395
Avoid the 20% Rollover Tax Trap
What if one simple mistake during a retirement rollover could turn your hard-earned savings into an unnecessary tax b…
3 days, 11 hours ago
How to Survive the Compounding Mud
Episode 393
How to Survive the Compounding Mud
Every successful investor has to make it through the Compounding Mud—that frustrating season when you're investing…
4 days, 3 hours ago
Stop Leaving Your 401k Behind
Episode 396
Stop Leaving Your 401(k) Behind
Every time someone changes jobs, there's a hidden financial decision waiting to be made. Unfortunately, millions of A…
4 days, 3 hours ago