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Episode | Date |
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2025 Market Outlook: Planning for Uncertainty
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Jan 16, 2025 |
How to Evaluate Financial Advisors: A Step-by-Step Guide
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Jan 09, 2025 |
12 Insightful (and Unbelievable!) Statistics About Markets & Investing
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Dec 19, 2024 |
Fixing the Housing Market, Trump's Tariffs, What's Next for Our Economy (and More!)
|
Dec 12, 2024 |
5 Steps to Overcome Retirement Spending Challenges
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Dec 05, 2024 |
How to Invest In Emerging Markets
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Nov 21, 2024 |
Why You Are (Probably) Planning for the Wrong Things in Retirement
|
Nov 07, 2024 |
4 Ways to (Tax-Efficiently) Diversify Concentrated Investments
|
Oct 24, 2024 |
Small Cap Value (Part 3): How to Choose the Right Fund and Take Action
|
Oct 10, 2024 |
Small Cap Value (Part 2): How to Reduce Risk + Improve Returns
|
Sep 26, 2024 |
Small Cap Value (Part 1): Is This Popular Strategy Dead?
|
Sep 12, 2024 |
Retirement, Taxes, and Investment Underperformance
|
Aug 29, 2024 |
5 Surprising Investing Facts That You've (Probably) Never Heard
|
Aug 15, 2024 |
Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
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Jul 31, 2024 |
5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)
|
Jul 18, 2024 |
Dividend Investing (Part 4): Answering Top Listener Questions
|
Jun 27, 2024 |
Dividend Investing (Part 3): A More "Flexible" Dividend Strategy
|
Jun 06, 2024 |
Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform
|
May 22, 2024 |
Dividend Investing (Part 1): Making Money While You Sleep
|
May 09, 2024 |
How to Protect Yourself From Financial Scams (+ New Resources)
|
Apr 25, 2024 |
The Best Retirement Account, Making Investment Changes, and More!
|
Apr 03, 2024 |
Inflation: Why Does Everything (Still) Feel So Expensive?
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Mar 21, 2024 |
Roth Conversions and the 5-Year Rule (Explained!)
|
Mar 07, 2024 |
4 (Little-Known) Retirement Planning Misconceptions
|
Feb 21, 2024 |
How to Invest During an Election Year
|
Feb 08, 2024 |
Why We Need to Stop Talking About “Paying Off the National Debt”
|
Jan 25, 2024 |
How to Evaluate (and Choose) a Financial Advisor
|
Jan 11, 2024 |
2024 Market Outlook: Why We Should Prepare for a Crash
|
Jan 04, 2024 |
4 Retirement and Tax Planning Updates for 2024
|
Dec 21, 2023 |
Is Tax-Loss Harvesting Worth It?
|
Dec 14, 2023 |
3 Big Medicare Pitfalls to Avoid (In 2024)
|
Nov 30, 2023 |
Part 2: What the %@#! Is Happening to Bonds
|
Nov 08, 2023 |
Part 1: What the %@#! Is Happening to Bonds
|
Oct 26, 2023 |
9 Fun (and Useful!) Facts About Investing & Retirement
|
Oct 19, 2023 |
Credit Freeze: Top 5 (Listener!) Questions Answered
|
Oct 04, 2023 |
What the Media Won't Tell You About Inflation
|
Sep 27, 2023 |
The Behavior Gap: How Retirement Investors Can Avoid It
|
Sep 14, 2023 |
3 Financial Scams to Watch Out For in 2023
|
Sep 06, 2023 |
Listener Q&A: Early Retirement Pitfalls, Best Index Funds to Invest In, and More!
|
Aug 30, 2023 |
Why You Shouldn't Care About Your Credit Score
|
Aug 23, 2023 |
Backdoor Roth IRA: What It Is, Pros + Cons, and How to Execute
|
Aug 16, 2023 |
How to Prepare Loved Ones for When You Die
|
Aug 09, 2023 |
A New (and Simple!) Strategy to Boost Retirement Income
|
Aug 02, 2023 |
The Best Investment
|
Jul 26, 2023 |
3 (More) Reasons NOT to Do Roth Conversions
|
Jul 12, 2023 |
Why Cash Is Not a Great Investment (Even With a 5% Yield!)
|
Jun 21, 2023 |
International Stocks: 3 Reasons Why Retirement Investors Should Own Them
|
Jun 07, 2023 |
Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio
|
May 03, 2023 |
The Bond Market is Flashing a Recession Warning
|
Apr 26, 2023 |
Why You Shouldn't Be Surprised By Your Investment Returns
|
Apr 05, 2023 |
The Banking Crisis: 3 Things Retirement Investors Need to Know
|
Mar 29, 2023 |
Two (Real Life) Retirement Planning Case Studies
|
Mar 22, 2023 |
The Biggest Risk
|
Mar 15, 2023 |
Alternative Investments: Should You Invest in Them?
|
Mar 01, 2023 |
January Inflation: Why Prices Are Rising Again
|
Feb 15, 2023 |
How to Invest for Retirement in an Uncertain Market
|
Feb 08, 2023 |
Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions
|
Feb 02, 2023 |
Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor
|
Jan 25, 2023 |
Financial Advisors (Part 3): What Fees Do Financial Advisors Charge
|
Jan 18, 2023 |
Financial Advisors (Part 2): The 5 Different Types of Advisors
|
Dec 15, 2022 |
Financial Advisors (Part 1): What Are They + What Do They Do
|
Dec 08, 2022 |
Should Retirement Savers Own Bonds?
|
Nov 22, 2022 |
3 Important Facts About State Taxes in Retirement
|
Nov 08, 2022 |
3 Retirement and Tax Planning Updates for 2023
|
Oct 19, 2022 |
How to Invest During a Lost Decade
|
Oct 11, 2022 |
Why Are Markets Falling (and How Did We Get Here)
|
Oct 04, 2022 |
What Does an Inverted Yield Curve Mean for Retirement Investors
|
Sep 20, 2022 |
Tax-Loss Harvesting (Part 3): Answering Three Important Questions
|
Sep 13, 2022 |
Tax-Loss Harvesting (Part 2): Who Benefits the Most?
|
Aug 30, 2022 |
Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know
|
Aug 24, 2022 |
Zero Inflation, Buffer ETFs, and Social Security Increases
|
Aug 16, 2022 |
The Risk of Deflation
|
Aug 09, 2022 |
The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy
|
Jul 26, 2022 |
How to Invest for Kids (and Grandkids!)
|
Jul 19, 2022 |
Series I Bonds: Should Retirement Savers Invest in Them for Inflation Protection?
|
Jul 12, 2022 |
Huge Tax Bills at Vanguard: What Retirement Savers Need to Know
|
Jul 05, 2022 |
10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL)
|
Jun 28, 2022 |
How to Reduce Medicare IRMAA in 2022
|
Jun 23, 2022 |
Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
|
Jun 21, 2022 |
3 Key Takeaways on Inflation from the May CPI Report
|
Jun 15, 2022 |
Why Are TIPS (Inflation-Protected Bonds) Losing Money?
|
Jun 09, 2022 |
3 Big Retirement Mistakes (and How to Sidestep Them)
|
Jun 07, 2022 |
Bonds, Recessions, and Withdrawing Money in Retirement
|
May 25, 2022 |
Financial Scam Alert + 3 Ways to Protect Yourself (and Your Loved Ones!) in Retirement
|
May 04, 2022 |
Why You Shouldn’t “Buy the Dip”
|
Apr 19, 2022 |
Inflation Spiked: How Should Retirement Savers Respond
|
Apr 14, 2022 |
Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You
|
Apr 05, 2022 |
Roth Conversions Part 1: What, How, and Why
|
Mar 23, 2022 |
Why I Was Wrong About Inflation + The Probability of a Recession
|
Mar 15, 2022 |
5 Reasons NOT to Do a Roth Conversion in 2022
|
Mar 01, 2022 |
Inflation Part 2: How Inflation Will Affect Your Tax Bill
|
Feb 22, 2022 |
Inflation Part 1: Five Things Retirement Savers Need to Know
|
Feb 09, 2022 |
Why the Stock Market Is Falling (And How to Respond!)
|
Feb 01, 2022 |
Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More!
|
Jan 25, 2022 |
Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks
|
Jan 18, 2022 |
How to Prepare for Tech Bubble 2.0
|
Jan 11, 2022 |
Why You Should Pay Attention to Stock Market Forecasts
|
Jan 05, 2022 |
Stay Wealthy Giveaway + What You Need to Ask Your Insurance Company (ASAP!)
|
Dec 21, 2021 |
Should You Include Social Security in Your Retirement Plan?
|
Dec 07, 2021 |
Investing in Real Estate: Key Findings from a Comprehensive 22-Year Study
|
Nov 30, 2021 |
11 Surprising Facts About Tax Planning, Investing, and Retirement
|
Nov 23, 2021 |
I Made a Mistake + Equity Compensation Part 2
|
Nov 16, 2021 |
Equity Compensation Part 1: RSU's, ESPP's, and Little-Known Risks
|
Nov 02, 2021 |
Inflation: The SPOOKIEST Threat to Your Retirement...or is It?
|
Oct 26, 2021 |
Preferred Stocks: Everything Retirement Savers Need to Know
|
Oct 19, 2021 |
U.S. National Debt: How Will We Ever Pay Off $28 Trillion?
|
Oct 05, 2021 |
The Top 3 Benefits of Market Cap Weighted Index Funds
|
Sep 28, 2021 |
How to Earn a 7% Return in Today's Environment
|
Sep 21, 2021 |
Why Investors Underperform by 2% Per Year + How to Improve Your Returns
|
Sep 14, 2021 |
Can Required Minimum Distributions (RMDs) Cause You to Overwithdraw in Retirement?
|
Sep 07, 2021 |
Retirement Income Part 4: Using Dynamic Withdrawal Strategies to Maximize Income
|
Aug 31, 2021 |
Retirement Income Part 3: Immediate Annuities and Dividend Stocks + Their Pros & Cons
|
Aug 24, 2021 |
Retirement Income Part 2: The 4% Rule + Why the Creator Doesn't Follow It
|
Aug 17, 2021 |
Retirement Income Part 1: Why Most Retirees Will Never Draw Down Their Savings
|
Aug 10, 2021 |
Buying vs Leasing: The True Cost of Owning a Car
|
Aug 03, 2021 |
What Are I-Bonds + Are They a Good Investment
|
Jul 27, 2021 |
Tax Planning, Legacy Planning, and Listener Q&A!
|
Jul 20, 2021 |
LTC Part 2: Everything You Ought to Know About Maximizing Long Term Care Insurance Coverage
|
Jul 13, 2021 |
LTC Part 1: A Step-by-Step Process to Determine if You Can Self-Fund for Long Term Care
|
Jul 06, 2021 |
6 Ways to Access Retirement Funds Early
|
Jun 29, 2021 |
Why I Don't Invest in Gold or Oil
|
Jun 22, 2021 |
5 Reasons Index Funds May Be Bad for America
|
Jun 15, 2021 |
How to Use the COVID Crash to Make Better Investing Decisions
|
Jun 08, 2021 |
When Timing the Stock Market Can Actually Work
|
Jun 01, 2021 |
Two Simple Tax Planning Tips + A Fun (Personal) Update
|
May 25, 2021 |
The Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie
|
May 18, 2021 |
The Bitcoin Counterargument
|
May 11, 2021 |
The Bullish Case for Bitcoin With Isaiah Douglass
|
May 04, 2021 |
How I Invest My Money + The Importance of Human Capital With Lazetta Braxton
|
Apr 27, 2021 |
Big Investing Mistakes, Financial Media, and More With Caleb Silver
|
Apr 20, 2021 |
Robo-Advisors Part 2: Pros and Cons + Pitfalls to Watch Out For
|
Apr 13, 2021 |
Should You Invest at Stock Market Highs?
|
Apr 06, 2021 |
Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One
|
Mar 30, 2021 |
What Are NFTs and Should Retirement Savers Invest In Them
|
Mar 23, 2021 |
Stock Market Update + 3 Portfolio Analysis Tech Tools
|
Mar 16, 2021 |
ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals
|
Mar 09, 2021 |
3 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!)
|
Mar 02, 2021 |
Are We In a Stock Market Bubble?
|
Feb 23, 2021 |
Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them
|
Feb 16, 2021 |
Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors
|
Feb 09, 2021 |
Gamestop & Reddit: Why Individual Investors Didn't Win
|
Feb 02, 2021 |
How to Maximize Your Return on Cash w/ Gary Zimmerman
|
Jan 26, 2021 |
Two Economic Stories You're Not Hearing About
|
Jan 19, 2021 |
Value Stocks, Bitcoin, and Investing at the Top of Market
|
Jan 12, 2021 |
3 Simple Year-End Tax Planning Strategies
|
Dec 15, 2020 |
Tax Gain Harvesting: What is It and When to Use It
|
Dec 01, 2020 |
How to Offset a Year-End Roth Conversion Tax Bill
|
Nov 17, 2020 |
Investing in Bonds #4: How to Take Action and Implement
|
Oct 27, 2020 |
Investing in Bonds #3: Rollin’ Down the...Yield Curve
|
Oct 20, 2020 |
Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns
|
Oct 13, 2020 |
Investing in Bonds #1: How to Invest in Bonds + Pros & Cons
|
Oct 06, 2020 |
Retirement Investing #4: Taking Action & Investing in Stocks
|
Sep 29, 2020 |
Retirement Investing #3: The 4 Primary Drivers of Stock Market Returns
|
Sep 22, 2020 |
Retirement Investing #2: How to Invest in Stocks + Pros and Cons
|
Sep 15, 2020 |
Retirement Investing #1: The Psychology of Money with Morgan Housel
|
Sep 08, 2020 |
How Much Should You Allocate to Stocks As You Approach Retirement
|
Aug 18, 2020 |
The Seven Deadly Sins of Investing
|
Aug 04, 2020 |
The FI/RE Movement
|
Jul 28, 2020 |
The Four Lies Told by Stock Charts
|
Jul 21, 2020 |
Why I Don't Buy Dividend Stocks
|
Jul 14, 2020 |
The True Cost of a Car Payment
|
Jul 07, 2020 |
The Power of Proximity with Tyrone Ross
|
Jun 30, 2020 |
Dr. Moira Somers: How to Have Productive Conversations About Money
|
Jun 16, 2020 |
What You Need to Know About Medicare with Ashby Daniels
|
Jun 02, 2020 |
Taylor Schulte: Why You Might DIY, Tax Planning, and More!
|
May 19, 2020 |
Why Do We Invest in the Stock Market
|
May 05, 2020 |
[BONUS] How Retirement Investors Can Manage Market Volatility
|
Apr 23, 2020 |
5 Things Retirement Savers Need to Know About the CARES Act
|
Apr 21, 2020 |
Pragmatic Thinking on COVID-19 With Cullen Roche
|
Apr 07, 2020 |
Navigating the Global Financial Markets With Jan van Eck
|
Apr 02, 2020 |
How to Manage Stress & Anxiety During Volatile Markets With Dave Goetsch
|
Mar 31, 2020 |
COVID-19 + What You Should Be Doing Right Now With Your Financial Plan
|
Mar 24, 2020 |
10 Things You Should Do If You're 10 Years From Retirement with Peter Lazaroff
|
Mar 17, 2020 |
Why Rent vs. Buy Is the Wrong Question with Jeremy Schneider
|
Mar 03, 2020 |
What Every Retirement Saver Needs to Know About Variable Annuities
|
Feb 18, 2020 |
The Correct Order for Saving & Investing Your Money
|
Feb 04, 2020 |
Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary
|
Jan 21, 2020 |
Financial Myth #4: A Traditional 401(k) is Better Than a Roth 401(k) When Saving for Retirement
|
Jan 07, 2020 |
Financial Myth #3: Election Years Influence Stock Market Returns
|
Dec 10, 2019 |
Financial Myth #2: It's Dangerous to Invest at Market Highs
|
Nov 26, 2019 |
Financial Myth #1: If Interest Rates Rise, Bonds Will Lose Money
|
Nov 12, 2019 |
How to Invest in Emerging Markets and Why Most Are Doing it Wrong with Perth Tolle
|
Oct 29, 2019 |
These 3 Social Security Changes in 2020 Don't Just Affect Retirees
|
Oct 15, 2019 |
ETFs Rule, Mutual Funds Drool with Ryan Kirlin
|
Oct 01, 2019 |
What is a Target Date Fund and Should you Invest in One for Retirement?
|
Sep 17, 2019 |
How George Kinder Revolutionized the Financial Advice Business
|
Sep 03, 2019 |
Yield Inversions, Recession Worries, RMD Timing, and More!
|
Aug 20, 2019 |
Everything You Ought to Know About Donor-Advised Funds
|
Aug 06, 2019 |
How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin
|
Jul 23, 2019 |
Five Wishes: America's Most Popular Living Will with Paul Malley
|
Jul 09, 2019 |
How to Invest for a 30+ Year Retirement with Ashby Daniels, CFP®
|
Jun 25, 2019 |
Home & Auto Insurance: How to Maximize Your Policies and Save Money
|
Jun 11, 2019 |
Should You Get in on the Next Big IPO?
|
May 28, 2019 |
Why You May Need Disability Insurance — Even if You Are Approaching Retirement
|
May 14, 2019 |
Want to Retire? Avoid These Three Tragic Investing Mistakes
|
Apr 30, 2019 |
Saving for a Home? Don’t Make These Mistakes With Your Down Payment
|
Apr 16, 2019 |
When to Take Social Security + How to Fix a Common Mistake
|
Apr 02, 2019 |
How to Protect Your Digital Assets with Jamie Hopkins
|
Mar 19, 2019 |
How to Lower Taxes in Retirement
|
Mar 05, 2019 |
10 Biggest Mistakes to Avoid When Hiring a Financial Advisor
|
Feb 19, 2019 |
Avoid Massive Investment Mistakes by Using an Investment Policy Statement (IPS)
|
Feb 05, 2019 |
3 Super-Easy (and Important!) Year-End Planning Tips
|
Dec 18, 2018 |
Your Old 401(k): to Rollover, or Not to Rollover
|
Nov 20, 2018 |
Do Not Invest Your Money Until You Listen to This Interview with Dr. Daniel Crosby
|
Nov 06, 2018 |
529 Accounts: Three Things That Are More Important
|
Oct 23, 2018 |
Cybersecurity: Everything You Need to Know to Stay Safe Online
|
Oct 09, 2018 |
Stacking Benjamins Interview: Taylor's First Home Purchase Did Not Go As Planned [REPLAY]
|
Sep 25, 2018 |
Top 3 Tax Saving Tips That Fly Under the Radar
|
Sep 11, 2018 |
How to Buy Life Insurance the Smart Way
|
Aug 28, 2018 |
International Stocks: Do I Really Need to Own Them?
|
Aug 14, 2018 |
Your Questions Answered...Live!
|
Jul 17, 2018 |
Dividend Stocks: 5 Reasons to Stay Away
|
Jul 03, 2018 |
Traditional or Roth: Breaking Down Retirement Accounts
|
Jun 19, 2018 |
Should You Sell Stocks Now?
|
Jun 05, 2018 |
Millennial Money Podcast: Taylor Schulte on The Top Five Investing Taboos
|
Apr 17, 2018 |
Retirement Starts Today Radio: Taylor Schulte on Navigating Turbulent Markets
|
Mar 06, 2018 |
Stacking Benjamins: How Taylor Schulte Nearly Lost $90k Buying His First Home
|
Dec 26, 2017 |