Podcast Episodes
Back to Search2025 Market Outlook: Planning for Uncertainty
Episode 235
Markets tend to operate in cycles—yesterday's winners often become tomorrow's losers (and vice versa).
The most unloved asset classes can quietly become the best performers, while the most popular o…
Published on 8 months, 3 weeks ago
How to Evaluate Financial Advisors: A Step-by-Step Guide
Episode 234
Looking to hire a financial planner with retirement & tax planning expertise?
My team and I have availability for 25 Discovery Meetings over the next 8 weeks.
If you're seeking professional retiremen…
Published on 9 months ago
12 Insightful (and Unbelievable!) Statistics About Markets & Investing
Episode 233
Grab your Tax Planning Cheatsheet (updated for 2025!) by clicking here.
The 2-page PDF guide includes every important number you'll need for your retirement & tax planning next year.
Updated federal …
Published on 9 months, 2 weeks ago
Fixing the Housing Market, Trump's Tariffs, What's Next for Our Economy (and More!)
Episode 232
How do we fix the housing affordability problem in the U.S.?
Will lower interest rates really improve the real estate market?
How have Zillow and Airbnb contributed to the current housing challenges?…
Published on 9 months, 3 weeks ago
5 Steps to Overcome Retirement Spending Challenges
Episode 231
Today, I’m discussing the challenges of spending money in retirement.
To help, Brian Portnoy, one of the world’s leading experts on the psychology of money, joins us to discuss three big things:
➤ W…
Published on 10 months ago
How to Invest In Emerging Markets
Episode 230
Emerging Markets are the world’s primary drivers of global growth (and wealth accumulation).
Just over 50% of the world's economic output comes from these countries. 🤯
They play a crucial role in sha…
Published on 10 months, 2 weeks ago
Why You Are (Probably) Planning for the Wrong Things in Retirement
Episode 229
Why are most people planning for the wrong things in retirement?
What should they be planning for that they’re not?
To help answer these important questions, Psychologist & Behavioral Finance Expert …
Published on 11 months ago
4 Ways to (Tax-Efficiently) Diversify Concentrated Investments
Episode 228
Today, I'm talking about navigating the risks of concentrated investments.
Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions:
➤ How do you know if you have a "conc…
Published on 11 months, 2 weeks ago
Small Cap Value (Part 3): How to Choose the Right Fund and Take Action
Episode 227
Today, I'm sharing how retirement investors can take action in this final episode of our Small Cap Value series.
Specifically, I’m discussing three things:
➤ Why paying MORE for an investment can p…
Published on 11 months, 4 weeks ago
Small Cap Value (Part 2): How to Reduce Risk + Improve Returns
Episode 226
Today, I’m diving into part two of our Small Cap Value investing series.
Specifically, I’m addressing three big questions:
➤ How do small-cap value stocks reduce risk + improve returns
➤ What criter…
Published on 1 year ago