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| Episode | Date |
|---|---|
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Ep #274 - Government Bonds, Data Centers and Mortgage Rates, Oh My!
|
Oct 07, 2026 |
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Ep #273 - Why Did Stocks Go Up So Much in August?
|
Sep 02, 2026 |
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Ep #272 - Fed Chairman Kevin Warsh: New Sheriff in Town
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Aug 05, 2026 |
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GMB EP #271 - SpaceX IPO, Fed Independence, and Saylor Selling Bitcoin
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Jul 08, 2026 |
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Ep #270 - Should We Be Including the SpaceX IPO in Stock Indexes?
|
Jun 03, 2026 |
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Ep #269 - Why Does Everything Feel More Expensive Even Though the Market is Going Up?
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May 05, 2026 |
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Ep #268 - Should You Collect Social Security Early Since It's Running Out of Money?
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Apr 01, 2026 |
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Ep #267 - Is the AI Trade Still the Place to Be in 2026?
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Mar 04, 2026 |
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Ep #266 - Grant & Sean Debate Where the Markets Are Headed Next
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Feb 04, 2026 |
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Ep #265 - 2025 In Review: Gold, Tech, and the Weak Dollar
|
Jan 07, 2026 |
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Ep #264 - NVDA Earnings & AI Bubbles
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Dec 03, 2025 |
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Ep #263 - The Government Shutdown, Gold, and AI Spending
|
Nov 05, 2025 |
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Ep #262 - Are We in a Stock Market Bubble? Should I Buy Gold or Bitcoin?
|
Oct 01, 2025 |
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Ep #261 - Fed Independence and Active Management in Bonds
|
Sep 03, 2025 |
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Ep #260 - Everything You Need to Know About the Big Beautiful Bill
|
Aug 06, 2025 |
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Ep #259 - The Report is In: Here's When Social Security Will Be Insolvent
|
Jul 02, 2025 |
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Ep #258 - How Markets Are Reacting to Tariff Negotiations and the US Debt Downgrade
|
Jun 04, 2025 |
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Ep #257 - Tariffs, Policy, Politics and Your Portfolio
|
May 07, 2025 |
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Ep #256 - How Much Should We Really Be Saving for Our Kids' College?
|
Apr 02, 2025 |
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Ep #255 - I'm Concerned About What's Happening in Washington. How Can I Protect My Portfolio?
|
Mar 05, 2025 |
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Ep #254 - I'd Like to Retire at 55. How Can I Access My Retirement Without Paying Penalties or Touching My Roth Accounts?
|
Feb 05, 2025 |
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Ep #253 - The Market Seems Expensive Right Now. Should I Be Worried?
|
Jan 08, 2025 |
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Ep #252 - What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets?
|
Dec 04, 2024 |
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Ep #251 - We're Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks?
|
Nov 06, 2024 |
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Ep #250 - Should I Roll My 401k Into an IRA?
|
Oct 02, 2024 |
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Ep #249 - We Just Retired. Should We Downsize?
|
Sep 04, 2024 |
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Ep #248 - I'd Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?
|
Aug 28, 2024 |
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Ep #247 - Should I File for Social Security Before It Runs Out?
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Aug 21, 2024 |
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Ep #246 - Using Tech Tools to Bypass IRS Hold Times with Tomas Nally
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Aug 14, 2024 |
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Ep #245 - Should We Move to Tennessee, Texas, or Florida to Reduce Costs in Retirement?
|
Aug 07, 2024 |
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Ep #244 - Do I Really Need a Living Trust?
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Jul 31, 2024 |
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Ep #243 - I'd Like to Retire Early but I'm Concerned About the Penalties
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Jul 24, 2024 |
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Ep #242 - Why Would I Ever Want to Invest in Other Countries?
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Jul 17, 2024 |
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Ep #241 - Should I Invest in Bitcoin ETFs?
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Jul 10, 2024 |
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Ep #240 - What Should I Do With the $850,000 Inheritance I Just Received?"
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Jul 03, 2024 |
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Ep #239 - The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour and US Stock Market Concentration
|
Jun 26, 2024 |
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Ep #238 - Should I Adjust My Withholdings This Year?
|
Jun 19, 2024 |
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Ep #237 - Michelle Seiler Tucker on Business Valuations & Interest Rates
|
Jun 12, 2024 |
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Ep #236 - The Trump Verdict, T+1 Trade Settlement, and Special Purpose Acquisition Companies
|
Jun 05, 2024 |
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Ep #235 - The Three Golden Rules of Investing
|
May 29, 2024 |
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Ep #234 - Is It Possible to Live Off Dividend Income Alone in Retirement?
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May 22, 2024 |
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Ep #233 - Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It?
|
May 15, 2024 |
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Ep #232 - Don't Let All Time Highs Scare You
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May 08, 2024 |
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Ep#231 - Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson
|
May 01, 2024 |
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Ep #230 - The Top 4 Investing Themes I'm Tracking Right Now
|
Apr 24, 2024 |
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Ep #229 - Modern Financial Literacy with Vince Shorb
|
Apr 17, 2024 |
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Ep #228 - Tax Relief for American Families and Workers Act of 2024
|
Apr 10, 2024 |
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Ep #227 - The Economy Is Not As Bad As You Think With Eric Mason
|
Apr 03, 2024 |
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Ep #226 - How to Tell Whether An Annuity Is Right For Your Retirement
|
Mar 27, 2024 |
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Ep #225 - ESOP Opportunities for Business Exits With Michael Koeppel
|
Mar 20, 2024 |
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Ep #224 - Mailbag! Should I Sell My Bond Funds That've Lost Money?
|
Mar 13, 2024 |
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Ep #223 - Everything You Need to Know About SBA Lending With "SBA Ray", Ray Drew
|
Mar 06, 2024 |
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Ep #222 - Stock Concentration and the Magnificent 7
|
Feb 28, 2024 |
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Ep #221 - Profit First With Rocky Lalvani
|
Feb 21, 2024 |
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Ep #220 - Mea Culpa 2023 & Predictions for 2024
|
Feb 14, 2024 |
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Ep #219 - Asset Protection, Elder Law and Estate Planning With Asha Paulose
|
Feb 07, 2024 |
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Ep #218 - How to Rebalance Your Portfolio for 2024
|
Jan 31, 2024 |
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Ep #217 - The Tech Landscape With Professor Scott Christianson: Generative AI, CBDCs, and Cryptocurrency
|
Jan 24, 2024 |
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Ep #216 - Should You Add Precious Metals to Your Portfolio?
|
Jan 17, 2024 |
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Ep #215 - Best Practices for Raising Capital With Karl Dakin
|
Jan 10, 2024 |
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Ep #214 - How to Pick Index Funds
|
Jan 03, 2024 |
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Ep #213 - Social Security Horror Stories With Larry Kotlikoff
|
Dec 27, 2023 |
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Ep #212 - 5 Year End Financial Moves to Consider
|
Dec 20, 2023 |
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Ep #211 - How to Buy Real Estate in Your IRA With Alex Perny
|
Dec 13, 2023 |
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Ep #210 - Here's What To Do If Your SSN is Compromised
|
Dec 06, 2023 |
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Ep #209 - The Do's and Don'ts of Selling Your Company with Chris Younger
|
Nov 29, 2023 |
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Ep #208 - Mailbag! Cutting Through Jargon & Interpreting Financial Statements
|
Nov 22, 2023 |
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Ep #207 - The New Law Impacting 30 Million Small Businesses With Kenny Dettman
|
Nov 15, 2023 |
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Ep #206 - Roth Accounts & Your Retirement Plan: New Options for Business Owners
|
Nov 08, 2023 |
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Ep #205 - The Structure of Success With Patrick Esposito
|
Nov 01, 2023 |
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Ep #204 - What Does Inflation Mean for Your Retirement Plan?
|
Oct 25, 2023 |
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Ep #203 - Everything You Need to Know About Medicare With Christian Worstell
|
Oct 18, 2023 |
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Ep #202 - T-Bills, I-Bonds, and Government Debt, Oh My!
|
Oct 11, 2023 |
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Ep #201 - Tax Strategy For Business Owners With Jeff Trapp
|
Oct 04, 2023 |
|
Ep #200 - How and When To Get Out of An Annuity Policy
|
Sep 27, 2023 |
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Ep #199 - Mailbag: Do Annuities Make Sense With Higher Rates?
|
Sep 20, 2023 |
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Ep #198 - Should You View Your House As An Investment?
|
Sep 13, 2023 |
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Ep #197 - Checking In on Inflation
|
Sep 06, 2023 |
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Ep #196 - Don't Bet Your Retirement On a Monte Carlo Projection
|
Aug 30, 2023 |
|
Ep #195 - What is the Bond Market Trying to Tell Us?
|
Aug 23, 2023 |
|
Ep #194 - Everything You Need to Know About Biden's SAVE Student Loan Repayment Program
|
Aug 16, 2023 |
|
Ep #193 - What the US Debt Downgrade Means for Stock & Bond Markets
|
Aug 09, 2023 |
|
Ep #192 - How to Invest in AI
|
Aug 02, 2023 |
|
Ep #191 - Reviewing Your Cash Savings Options: The SEC Is Changing Money Market Mutual Funds Again
|
Jul 26, 2023 |
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Ep #190 - Top 5 Insurance Coverages Business Owners Need to Consider
|
Jul 19, 2023 |
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Ep #189 - Here Come Spot Bitcoin ETFs
|
Jul 12, 2023 |
|
Ep #188 - Asset Protection Using LLCs with Lee Phillips
|
Jul 05, 2023 |
|
Ep #187 - Teaching Our Kids to Use Credit Responsibly With Dionne Perry
|
Jun 28, 2023 |
|
Ep #186 - Financial Planning for the Child Free With Jay Zigmont
|
Jun 21, 2023 |
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Ep #185 - Everything You Need to Know About the Employee Retention Tax Credit With Kenny Dettman
|
Jun 14, 2023 |
|
Ep #184 - How & When to Take Cash Out of Your Business
|
Jun 07, 2023 |
|
Ep #183 - Tax Free Capital Gains & Qualified Small Business Stock
|
May 31, 2023 |
|
Ep #182 - Unmasking the Flaws in Dividend Investing
|
May 24, 2023 |
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Ep #181 - How to Choose a Financial Advisor
|
May 17, 2023 |
|
Ep #180 - How To Get the Most Out Of Your FDIC Insurance
|
May 10, 2023 |
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Ep #179 - Everything You Need to Know About the Debt Ceiling
|
May 03, 2023 |
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Ep #178 - Managing Your Mindset For Small Business Success with Alicia Cramer
|
Apr 26, 2023 |
|
Ep #177 - How Long Will the U.S. Dollar Remain the World's Reserve Currency?
|
Apr 19, 2023 |
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Ep #176 - Navigating the Financial Side of Divorce with Rachael Burns
|
Apr 12, 2023 |
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Ep #175 - Using Creative Trust & Estate Planning to Minimize Taxation with Dohn Thornton
|
Apr 05, 2023 |