Podcast Episodes
Back to SearchBuild 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 …
4 days, 7 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…
4 days, 7 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, 23 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, 23 hours ago
Your Seven Day Roth IRA Action Plan
Episode 392
Your Seven-Day Roth IRA Action Plan
What if building a better retirement didn't require a finance degree, endless research, or a Wall Street advisor?…
4 days, 23 hours ago
Build a Professional Investment Research Rig
Episode 391
Strategic Insights for Selling, Investing, and Financial Analysis
This episode draws together nine sources spanning sales philosophy, decision-making…
4 days, 23 hours ago
Precision Roth IRA Stock Research Workflow
Episode 390
Precision Roth IRA Stock Research Workflow
This episode tackles the "analysis paralysis" trap that keeps investors stuck bookmarking tickers instead …
5 days, 15 hours ago
Avoid the 401k Rollover Tax Trap
Episode 389
Avoiding Tax Traps and Bank Freezes
This episode exposes the hidden mechanics behind 401(k)-to-IRA rollovers that can quietly cost retirees a chunk o…
5 days, 15 hours ago
Tax Efficient 401k to Roth IRA Conversions
Episode 388
Tax Efficient 401k to Roth IRA Conversions
This episode breaks down the strategic thinking required to move funds from a traditional 401(k) into a Ro…
5 days, 15 hours ago
The Catch Behind Orchid Island’s $20 Yield
Episode 387
The Catch Behind Orchid Island's 20% Yield | ETF & Dividend Deep Dive
A 20% dividend yield sounds almost too good to be true. So what's the catch?
In…
6 days, 6 hours ago