Episodes

  • Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)

    Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)
    Sep 30 2024
    This week's show covers the specifics of account consolidation, the importance of tax-efficient investing, the process of taking income from your accounts, and Roth conversions.
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    1 hr and 18 mins
  • What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)

    What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)
    Sep 23 2024
    This week's show covers the implications of lower rates for certain asset classes, the disappearance of 5% yields, and our favorite HSA's.
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    1 hr and 19 mins
  • More on the Annuity Tax Bomb, Donor Advised Funds, and LOTS of emails! (9.14.24)

    More on the Annuity Tax Bomb, Donor Advised Funds, and LOTS of emails! (9.14.24)
    Sep 17 2024
    This week we cover annuities and their tax implications, donor advised funds, account consolidation, and tons of emails.
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    1 hr and 20 mins
  • Best-Of (9.7.24)

    Best-Of (9.7.24)
    Sep 9 2024
    Our producer is taking a bucket-list trip, so we're on hiatus this week. Please enjoy a week of our best-of content.
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    1 hr and 19 mins
  • Small Caps, How to Combat Recency Bias, Lessons Learned from the Last Correction (8.31.24)

    Small Caps, How to Combat Recency Bias, Lessons Learned from the Last Correction (8.31.24)
    Sep 3 2024
    This week's show covers our favorite small-cap ETF's, combating recency bias, lessons learned from the last correction, and lots of emails!
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    1 hr and 18 mins
  • Annuities: The Last Big Surprise, Lessons Learned From the Last Correction, RMD Options (8.24.24)

    Annuities: The Last Big Surprise, Lessons Learned From the Last Correction, RMD Options (8.24.24)
    Aug 26 2024
    This week's show covers non-qualified annuities (the tax-bomb that just keeps giving), RMD options, investing beyond your 401k, and lessons learned from the last correction.
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    1 hr and 17 mins
  • Gold Bugs, Bad Employer-Sponsored Plans, Bonds, and Three Investment Fallacies (8.17.24)

    Gold Bugs, Bad Employer-Sponsored Plans, Bonds, and Three Investment Fallacies (8.17.24)
    Aug 20 2024
    This week's show covers the value (or lack there-of) of portfolio allocations to gold, bad employer-sponsored retirement plans, three investment fallacies, and lots more emails!
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    1 hr and 19 mins
  • Putting Volatility in Perspective, Low-Vol Stocks, ETF's, and Tons of Emails (8.10.24)

    Putting Volatility in Perspective, Low-Vol Stocks, ETF's, and Tons of Emails (8.10.24)
    Aug 14 2024
    This week's show covers volatility in perspective, low-vol stocks, proprietary funds, ETF's, and lots of emails as always.
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    1 hr and 19 mins