Podcast Episodes
Back to SearchESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals
Episode 100
Today I'm tackling three listener questions with my good friend, Roger Whitney:
Why you don't have to invest in ESG stocks to make an impact How to …5 years, 3 months ago
3 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!)
Episode 99
Today I'm sharing my 3 favorite tech tools for retirement savers...that have nothing to do with money!
Why?
Because if technology can improve your li…
5 years, 3 months ago
Are We In a Stock Market Bubble?
Episode 98
Today I'm answering a great question from one of our listeners:
"Are we in a stock market bubble?" ~Nancy K., Minnesota
In this episode, I share:
Wh…5 years, 4 months ago
Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them
Episode 97
Today I'm wrapping up our mini-series on Portfolio Rebalancing.
Specifically, I'm sharing the 5 biggest pitfalls to watch out for.
Why?
Because makin…
5 years, 4 months ago
Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors
Episode 96
Today I'm kicking off a 2-part series on Portfolio Rebalancing.
In part one, I'm sharing:
What portfolio rebalancing is How and where it fits into y…5 years, 4 months ago
Gamestop & Reddit: Why Individual Investors Didn't Win
Episode 95
Today I'm sharing two thoughts on Gamestop and Reddit.
Specifically, I'm sharing why individual investors aren't winning this battle + who benefits t…
5 years, 4 months ago
How to Maximize Your Return on Cash w/ Gary Zimmerman
Episode 94
Today we're talking about cash! I'm joined by Gary Zimmerman, founder of MaxMyInterest (MAX), an online platform that helps you earn a higher retur…
5 years, 5 months ago
Two Economic Stories You're Not Hearing About
Episode 93
Today - with help from Morgan Housel - I'm highlighting two economic stories that are flying under the radar.
The first story is that Americans might…
5 years, 5 months ago
Value Stocks, Bitcoin, and Investing at the Top of Market
Episode 92
Happy New Year! To kick off 2021, I'm digging into the three BIG topics I know are on every investor's mind right now:
Small Cap Value Stocks Bitcoi…5 years, 5 months ago
3 Simple Year-End Tax Planning Strategies
Episode 91
Today I'm sharing 3 simple tax planning strategies to consider before year-end.
We have two weeks left in 2020 and my goal is to help you take action…
5 years, 6 months ago