Podcast Episodes
Back to SearchThe Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie
Episode 109
Today we're diving into ESG investing.
ESG stands for Environmental, Social, and Corporate Governance.
And because the world of ESG is messy and …
5 years, 1 month ago
The Bitcoin Counterargument
Episode 108
Want to learn how to lower your tax bill, optimize investments, and improve retirement success?
Click to get your FREE Retirement Assessment
========…
5 years, 1 month ago
The Bullish Case for Bitcoin With Isaiah Douglass
Episode 107
Today I'm joined by Isaiah Douglass, MBA, CFP®.
Isaiah is wildly knowledgeable (and passionate!) about Bitcoin.
He's also very optimistic about its f…
5 years, 1 month ago
How I Invest My Money + The Importance of Human Capital With Lazetta Braxton
Episode 106
Today I'm joined by special guest, Lazetta Braxton, MBA, CFP®.
It's almost impossible to miss Lazetta these days!
She's been seen on NBC Nightly Ne…
5 years, 2 months ago
Big Investing Mistakes, Financial Media, and More With Caleb Silver
Episode 105
A quick reminder that we're currently offering a FREE retirement & tax return analysis.
Learn how to lower your tax bill, optimize investments, and i…
5 years, 2 months ago
Robo-Advisors Part 2: Pros and Cons + Pitfalls to Watch Out For
Episode 104
Today I'm wrapping up our two-part series on robo-advisors.
Specifically, I'm sharing THREE things:
The pros and cons of using a robo-advisor Major …5 years, 2 months ago
Should You Invest at Stock Market Highs?
The stock market has been screaming upwards for over 10 years.
In fact, the S&P 500 just crossed 4,000!
Many retirement savers are starting to get wo…
5 years, 2 months ago
Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One
Episode 103
Today I'm kicking off a two-part series on robo-advisors by sharing:
What a robo-advisor is (in plain English!) Why I argue they've been around sinc…5 years, 3 months ago
What Are NFTs and Should Retirement Savers Invest In Them
Episode 102
Today I'm talking about Non-Fungible Tokens (NFTs).
Specifically, I'm sharing:
What an NFT is (in plain English!) Why they are so valuable If this …5 years, 3 months ago
Stock Market Update + 3 Portfolio Analysis Tech Tools
Episode 101
Today I'm sharing 3 of my favorite portfolio analytics tools for retirement investors.
I'm also using these tools to provide an update on some of the…
5 years, 3 months ago