Podcast Episodes
Back to SearchHow Tariffs Actually Work (And Why They're Shaking the Market)
Episode 240
Today I'm diving into the tariff-induced market mania that has been dominating every news headline.
Specifically, I'm joined by Cullen Roche, monetar…
1 year, 2 months ago
ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype
Episode 239
ESG investing is exploding in popularity—but it's also a giant, confusing mess.
Over $35 trillion in global assets now follow ESG guidelines. 🤯
But d…
1 year, 3 months ago
3 Ways to Boost Retirement Income
Episode 238
Morningstar recently published its annual "State of Retirement Income" research report.
This year's report finds the highest 30-year safe withdrawal …
1 year, 3 months ago
The Biggest Retirement Investment Risk: How to Protect Your Portfolio
Episode 237
Today I'm discussing the biggest retirement investment risk.
As Morgan Housel put it, "It's the hardest risk for people to understand...
...and it's…
1 year, 4 months ago
3 Ways to Reduce Medicare IRMAA (Now and in the Future!)
Episode 236
Worried about Medicare IRMAA eating into your retirement savings?
Whether you're 10+ years away from Medicare or already enrolled, this episode will…
1 year, 5 months ago
2025 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 be…
1 year, 5 months 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…
1 year, 5 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 ret…
1 year, 6 months 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 Air…
1 year, 6 months 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 o…
1 year, 6 months ago