Episodes

  • Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)

    Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)
    Jul 7 2025
    This week's show covers direct indexing, a walkthrough on how to buy T-bills, estate planning, and more!
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    1 hr and 18 mins
  • Municipal Bonds, Long Term Care Insurance Premium Increases, Managing an Inheritance (6.28.25)

    Municipal Bonds, Long Term Care Insurance Premium Increases, Managing an Inheritance (6.28.25)
    Jun 30 2025
    This week's show covers the long overdue return of municipal bonds, managing an inheritance, how to deal with long term care, and more!
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    1 hr and 18 mins
  • Private Markets, Diversifying from the Dollar, Consolidating Accounts (6.20.25)

    Private Markets, Diversifying from the Dollar, Consolidating Accounts (6.20.25)
    Jun 24 2025
    This week's show covers private markets, how to diversify away from the US Dollar, portfolio rebalancing for retirees, consolidating investment accounts, and more!
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    1 hr and 18 mins
  • Not All Investment Accounts Are Created Equal, Corporate Bonds, Delaying Social Security (6.14.25)

    Not All Investment Accounts Are Created Equal, Corporate Bonds, Delaying Social Security (6.14.25)
    Jun 16 2025
    This week's show covers which accounts your beneficiaries would rather inherit, corporate bonds, how to delay early filing of Social Security, and more!
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    1 hr and 18 mins
  • Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)

    Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)
    Jun 9 2025
    This week's show covers budget deficits and the bond market, international developed market stocks, the modern 529 plan, and more!
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    1 hr and 18 mins
  • Why Deficits Matter, Municipal Bonds, Estate Planning Pitfalls (5.31.25)

    Why Deficits Matter, Municipal Bonds, Estate Planning Pitfalls (5.31.25)
    Jun 2 2025
    This week's show covers why fiscal budget deficits matter, municipal bonds, estate planning pitfalls, and lots of emails!
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    1 hr and 18 mins
  • Making Your Portfolio a Paycheck, Conflicts of Interest, Starting the Estate Planning Talk (5.24.25)

    Making Your Portfolio a Paycheck, Conflicts of Interest, Starting the Estate Planning Talk (5.24.25)
    May 27 2025
    This week's show covers how to turn your portfolio into a paycheck, financial advisor conflicts of interest, starting the estate planning talk, and more!
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    1 hr and 18 mins
  • Tribute to the Oracle of Omaha, Donor Advised Funds, Asset Classes you Shouldn't Own (5.17.25)

    Tribute to the Oracle of Omaha, Donor Advised Funds, Asset Classes you Shouldn't Own (5.17.25)
    May 21 2025
    This week's show includes a Warren Buffett tribute, beneficiary roadmap, Donor Advised Funds, and asset classes you own but shouldn't.
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    1 hr and 18 mins