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| Episode | Date |
|---|---|
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I'd Retire Tomorrow… If It Weren't for Health Insurance
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May 14, 2026 |
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Medicaid Myths, IRMAA, & Proper Long-Term Care Preparedness (5/9/2026)
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May 11, 2026 |
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Micron's 600% Surge: Why Large Gains Don't Solve Cash Flow (5/2/2026)
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May 04, 2026 |
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Taking Money Out of Retirement Isn't So Simple
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Apr 30, 2026 |
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Self-Employment Tax Shock, Social Security Insolvency, & A Widow's Retirement Plan (4/25/2026)
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Apr 27, 2026 |
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Estate Planning Failures, HSA Tax Strategies, & When DIY Backfires (4/18/2026)
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Apr 20, 2026 |
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Certainty vs. Flexibility in Retirement Income Planning
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Apr 16, 2026 |
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Iran Market Reversal, Estate Planning Pitfalls, & Annuity Income Debate (4/11/2026)
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Apr 13, 2026 |
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Pension Lump Sum vs. Monthly Income: What's the Right Choice?
|
Apr 09, 2026 |
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Why Is Paying Taxes So Complicated? Roth Conversions, Rollovers, & Expensive Mistakes (4/4/2026)
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Apr 06, 2026 |
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Are You Getting Real Financial Planning… or Just Investment Management?
|
Apr 02, 2026 |
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Handling Market Pullbacks, Reduce Taxes, & Know If Your Advisor Is Doing Enough (3/28/2026)
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Mar 30, 2026 |
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Widow's Tax Penalty: The Retirement Tax Bomb Couples Miss
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Mar 26, 2026 |
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Tax-Loss Harvesting, Gifting Strategies, & IRA Rules Every Investor Should Know (3/21/2026)
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Mar 23, 2026 |
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Oil Over $100, Roth Conversion Strategy & Big Retirement Planning Decisions (3/14/2026)
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Mar 16, 2026 |
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Long-Term Care: The Cost That Can Derail Retirement
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Mar 12, 2026 |
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Oil Surges 35% After Iran Escalation: Market Impact, Inflation Risks & Tax Filing Traps (3/7/2026)
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Mar 09, 2026 |
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What Diversification Really Means (And Why Most Investors Get It Wrong)
|
Mar 05, 2026 |
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Iran, Oil Shock Risks & The New Tax Rules Creating Filing Chaos (2/28/2026)
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Mar 02, 2026 |
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From Tariffs to Trusts: Building a Financial Plan That Holds Up Under Pressure (2/21/2026)
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Feb 23, 2026 |
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Self-Representing in Real Estate, Overconcentration Risk, & AI Disruptions (2/14/2026)
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Feb 16, 2026 |
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Is Bitcoin Crashing—or Doing Exactly What It Always Does? (2/7/2026)
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Feb 09, 2026 |
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Avoiding Costly Decisions: Precious Metals, Political Fear, & Roth Conversion Taxes (1/31/2026)
|
Feb 02, 2026 |
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Stock Overconcentration: When One Winner Becomes Your Biggest Risk
|
Jan 29, 2026 |
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RMD Planning, Social Security Filing, & The Credit Card Crisis (1/24/2026)
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Jan 26, 2026 |
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Hidden Advisor Fees, Mutual Fund Traps, & How to Avoid Bad Money Advice (1/17/2026)
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Jan 19, 2026 |
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How to Profit From the Headlines: Venezuela, Oil Opportunities, and Critical Tax Moves for 2026 (1/10/2026)
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Jan 12, 2026 |
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Tax Traps to Avoid, Cash Mistakes, & Smarter Year-End Planning (12/20/2025)
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Dec 22, 2025 |
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Gift Tax Explained: Do I Pay Taxes For My Christmas Giving?
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Dec 18, 2025 |
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Self-Employed Retirement Plans, BetterBuckets & Investing Through Market Volatility (12/13/2025)
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Dec 16, 2025 |
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Trump Accounts, Educating The Next Gen, & Best Year-End Tax Moves (12/6/2025)
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Dec 08, 2025 |
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Must Do's Before Dec. 31st: Taxes, Markets, & Planning Deep Dive (11/22/2025)
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Nov 24, 2025 |
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Why the Market Feels Crazy: Insights from Profitscore
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Nov 18, 2025 |
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Roth Conversions, ACA Subsidy Changes, & Smart Real Estate Decisions (11/15/2025)
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Nov 17, 2025 |
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50-Year Mortgages: Debt Until Death
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Nov 11, 2025 |
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Social Security Secrets, Home Sale Tax Breaks, & Hidden Money You Forgot About (11/8/2025)
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Nov 10, 2025 |
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Roth Conversions: You May WANT To Pay Taxes
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Nov 06, 2025 |
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Government Shutdowns, Paycheck Panic, & the Power of Planning (11/1/2025)
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Nov 03, 2025 |
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Alternative Investments: What They Are, Who Qualifies, & When They Matter
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Oct 30, 2025 |
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Open Enrollment Shock: How 2026 Could Upend Health Insurance Costs
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Oct 28, 2025 |
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Speculation, Strategy, and Self-Control: Today's "Bubble" Market & Investor Behavior (10/25/2025)
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Oct 27, 2025 |
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Dr. David Kelly of JP Morgan | Full Interview
|
Oct 23, 2025 |
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Beef, Budgets, & Behavioral Finance: What Argentina and Furloughs Teach Us About Money
|
Oct 21, 2025 |
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Dr. David Kelly of JP Morgan: Markets, AI, and the Future of Opportunity (10/18/2025)
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Oct 20, 2025 |
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When the Music Stops: Why Investors Need a Reality Check
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Oct 14, 2025 |
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The Cost of Fear: Why Investors Keep Missing Market Opportunities (10/11/2025)
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Oct 13, 2025 |
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Beef Prices, Grocery Inflation, & How Your Choices Shape the Market
|
Oct 07, 2025 |
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Building Wealth Without the Gaps: 401ks, Real Estate, & Risk (9/27/2025)
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Sep 29, 2025 |
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Politicians Can't Fix Your Finances (9/20/2025)
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Sep 22, 2025 |
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457 Plans: Hidden Benefits, Early Retirement Strategies, & Crucial Pitfalls
|
Sep 18, 2025 |
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Should You Pay Off Debt First, Invest In The Market, Or Buy Gold? (9/13/2025)
|
Sep 15, 2025 |
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Inherited IRAs: A Beneficiary's Need-to-Knows
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Sep 11, 2025 |
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How Tariffs, Shopping, and Investing Are Changing Fast
|
Sep 09, 2025 |
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Chasing Gold, Chasing Wealth: What History Teaches Us About Risk (9/6/2025)
|
Sep 08, 2025 |
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SEP IRAs Explained: A Smart Retirement Tool for the Self-Employed
|
Sep 04, 2025 |
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Don't Get Left Behind: Preparing For The AI Investment Boom (8/30/2025)
|
Sep 01, 2025 |
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Structured Notes: A Better Annuity Alternative?
|
Aug 28, 2025 |
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Should the U.S. Bail Out Intel? The High Stakes of America's Chip Future
|
Aug 26, 2025 |
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Business Owners & The Gig Economy: How Do We Save? (8/23/2025)
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Aug 25, 2025 |
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Spousal Benefits, Tax Code Changes, & AI in the Workplace
|
Aug 19, 2025 |
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The Ripple Effect: Inflation, Housing, & the Future of Money (8/16/2025)
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Aug 18, 2025 |
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Trump Accounts: The New Tax-Free Savings Plan for Kids
|
Aug 14, 2025 |
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Pay Raises & Staying Relevant in a Changing Economy
|
Aug 12, 2025 |
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Interest Rates Freeze, Markets Get Hotter: What You Need to Know (8/9/2025)
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Aug 11, 2025 |
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529 Plans: Big Expansions for K–12 Through Career
|
Aug 07, 2025 |
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Profit from Uncertainty: Inflation, Tariffs & Market Psychology
|
Aug 05, 2025 |
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Trust Us: Estate Planning Mistakes That Could Cost Your Family (8/2/2025)
|
Aug 04, 2025 |
|
Student Loan Shake-Up in the OBBB: Changes in 2026
|
Jul 31, 2025 |
|
How Much House Can You Really Afford? Housing Costs, Mortgage Myths & Financial Freedom
|
Jul 29, 2025 |
|
You Can't Save Your Way to Retirement (7/26/2025)
|
Jul 28, 2025 |
|
Life Changes, Your Team Shouldn't: Why You Hire an Advisor
|
Jul 24, 2025 |
|
Crypto, Stablecoins & The Future of Payments (7/21/2025)
|
Jul 22, 2025 |
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From the Fed to Fintech: Rates, Stablecoins, & Worry (7/19/2025)
|
Jul 21, 2025 |
|
UBIT in Your IRA? What That Surprise Tax Notice Actually Means
|
Jul 17, 2025 |
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From Bitcoin to Bots: The Shift You Can't Ignore (7/14/2025)
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Jul 15, 2025 |
|
Overtime, Tariffs & Trusts: What the Big Beautiful Bill Means for You (7/12/2025)
|
Jul 14, 2025 |
|
The Big Beautiful Bill: What It Really Means for You (7/7/2025)
|
Jul 08, 2025 |
|
Gold Scams, Buried Rifles & Drone Fishing: What Could Go Wrong?
|
Jun 30, 2025 |
|
Cutting Taxes on Your 401(k) Stock: The NUA Strategy Explained
|
Jun 26, 2025 |
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War & Volatility: Why Boring Portfolios Still Win (6/23/2025)
|
Jun 24, 2025 |
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The Future of Money: Stablecoins (6/21/2025)
|
Jun 23, 2025 |
|
What 5% APY Really Means: The Truth Behind Bank Rates
|
Jun 19, 2025 |
|
$5 Trillion More? Debt, Taxes, and the 'Big, Beautiful' Bill (6/16/2025)
|
Jun 18, 2025 |
|
The Bucket Strategy: Our Retirement Planning Guide (Jeremiah's Take)
|
Jun 17, 2025 |
|
The Bucket Strategy: Our Retirement Planning Guide (Brian's Take)
|
Jun 16, 2025 |
|
Smart Strategy for Dumb Times (6/9/2025)
|
Jun 10, 2025 |
|
Elon vs. Trump: Another Investor Distraction (6/7/2025)
|
Jun 09, 2025 |
|
Saving for the Future—Even When the Rules Don't Make Sense (6/2/2025)
|
Jun 03, 2025 |
|
Cash Mistakes, Tariff Chaos, & Why Indexing Works (5/31/2025)
|
Jun 02, 2025 |
|
Company Stock in 401(k)? NUA. (5/24/2025)
|
May 27, 2025 |
|
Tariffs: Who Really Pays? (5/19/2025)
|
May 20, 2025 |
|
Fixing The BROKEN Retirement System (5/17/2025)
|
May 19, 2025 |
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Is Your Strategy Built for This? (5/10/2025)
|
May 12, 2025 |
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Mitigating Market Risk: What You Can Control (5/3/2025)
|
May 05, 2025 |
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Tariffs Are Already Being Priced In (4/28/2025)
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Apr 29, 2025 |
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Debt, Tariffs, & Market Turbulence (4/26/2025)
|
Apr 28, 2025 |
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What This Market Is Really Telling Us (4/21/2025)
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Apr 22, 2025 |
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Rebalancing, Roth, & Rising Care Costs (4/19/2025)
|
Apr 21, 2025 |
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Opportunity Among Chaos (4/14/2025)
|
Apr 15, 2025 |
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Markets Are Predictable (4/12/2025)
|
Apr 14, 2025 |