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Episode | Date |
---|---|
REPLAY - Portfolio Management Done Right
|
Mar 08, 2024 |
How to Save Time on Your Finances
|
Feb 23, 2024 |
REPLAY - How to Avoid Putting All Your Eggs in One Basket
|
Feb 09, 2024 |
REPLAY - Why Volatility is Good
|
Jan 26, 2024 |
REPLAY - Faith In The Future
|
Jan 11, 2024 |
REPLAY - What is Financial Planning?
|
Dec 28, 2023 |
REPLAY - 7 Mistakes Investors Make
|
Dec 14, 2023 |
REPLAY - Rely on the Wisdom of the Crowd
|
Dec 01, 2023 |
REPLAY - Protect Your Assets by Understanding Your Exposure
|
Nov 17, 2023 |
REPLAY - I Just Sold Some Stock—Now What?
|
Nov 02, 2023 |
REPLAY - How to Manage Your RSUs
|
Oct 20, 2023 |
REPLAY - Get Value (and Joy) Out of Your Spending by Knowing Where Your Money Goes
|
Oct 05, 2023 |
REPLAY - Give a Job to Every Dollar You Have
|
Sep 21, 2023 |
REPLAY - Make Your Extra Cash Work For You
|
Sep 07, 2023 |
REPLAY - Successful Investing: The Value Of A 5-Year Cash Flow Plan
|
Aug 24, 2023 |
Strategize Your Finances: Put Your Cash Where It Counts
|
Aug 10, 2023 |
Get the Most From Your HSA
|
Jul 27, 2023 |
The Limited Significance of Your Money: Exploring its True Value
|
Jul 13, 2023 |
Optimizing Your Cash: Where to Put It
|
Jun 29, 2023 |
Why You Need a Family Trust
|
Jun 15, 2023 |
Don’t Set It and Forget It
|
Jun 01, 2023 |
Unlocking the Power of Diversification: The Key to Financial Success
|
May 18, 2023 |
Maxing and Relaxing
|
May 04, 2023 |
The Rising Price of A Good Time
|
Apr 20, 2023 |
Why SVB Is Important For Your Portfolio
|
Apr 06, 2023 |
How to Use Roth Accounts
|
Mar 23, 2023 |
How to Use Traditional Retirement Accounts
|
Mar 09, 2023 |
Where to Put Your Extra Money
|
Feb 23, 2023 |
Why Diversification Works
|
Feb 10, 2023 |
Why Use a Trust?
|
Jan 27, 2023 |
The Three Types of Account Taxability
|
Jan 12, 2023 |
The Rising Cost of a Good Time
|
Dec 29, 2022 |
Retirement May Not Mean You Actually Retire
|
Dec 15, 2022 |
Why It’s Best to Ignore Individual Stocks
|
Dec 01, 2022 |
The Upside To A Market Crash
|
Nov 17, 2022 |
The Importance of Having Access to Your Money
|
Nov 03, 2022 |
Your Investments Should Be Experienced
|
Oct 20, 2022 |
Use The Markets Like a Tool
|
Oct 06, 2022 |
Realize That…You Just Don’t Know
|
Sep 22, 2022 |
A Guarantee That’s Not Truly Guaranteed
|
Sep 08, 2022 |
Don’t Just Do Something! Stand There!
|
Aug 25, 2022 |
Guns vs. Butter
|
Aug 11, 2022 |
You Can Never Go Back
|
Jul 28, 2022 |
Here’s a Secret: Your Financial Plan Is Wrong
|
Jul 15, 2022 |
Do Not Consider Investing in Real Estate (Including Your Own Home) With More Than 20% of Your Assets
|
Jun 23, 2022 |
Sell Your RSU and ESPP As They Vest
|
Jun 16, 2022 |
Make No Predictions of Markets Over Short Periods of Time
|
Jun 09, 2022 |
Rebalance Your Portfolio
|
Jun 02, 2022 |
Structure a Portfolio Whose Behavior in Market Crashes is Acceptable
|
May 26, 2022 |
Keep the Same Investment Strategy Regardless of Your Stage in Life
|
May 19, 2022 |
Pay No Attention to the Financial Media
|
May 12, 2022 |
Invest Everything Above Your Savings Target in Your Long-Term Portfolio
|
May 05, 2022 |
Do What's Always Worked
|
Apr 28, 2022 |
Be Optimistic
|
Apr 21, 2022 |
Be Patient
|
Apr 14, 2022 |
Be Diversified
|
Apr 07, 2022 |
Have an Investment Philosophy
|
Mar 31, 2022 |
Create a Savings Target
|
Mar 24, 2022 |
Build Margin of Error in Your Cash Flow Plan
|
Mar 17, 2022 |
Keep 5 Years of Net Cash Needs Out of the Market
|
Mar 10, 2022 |
Understand How Big Financial Changes Affect You in the Long Run
|
Mar 03, 2022 |
Have a Cash Flow System
|
Feb 24, 2022 |
Keep Your Spending Categories Manageable
|
Feb 17, 2022 |
Don’t Be Afraid to Spend More Than Your Plan
|
Feb 10, 2022 |
In Your Spending, Target Only Things You Can Actually Control
|
Feb 03, 2022 |
Create a Spending Plan
|
Jan 27, 2022 |
Match Your Spending with Your Values
|
Jan 20, 2022 |
Create an Emergency Fund
|
Jan 13, 2022 |
Focus on Cash Flow Over Your Entire Life
|
Jan 06, 2022 |
Work Your Finances Consistently, Even If Gradually
|
Dec 30, 2021 |
Never Take Advice that Drives Compensation for the Advisor (Without Knowing It)
|
Dec 23, 2021 |
Get to Clarity, Control & Intention
|
Dec 16, 2021 |
Optimize Your Finances For YOU, Not Your Neighbors
|
Dec 09, 2021 |
Understand Your Plan Will Not Come True
|
Dec 02, 2021 |
Change Your Financial Plan
|
Nov 25, 2021 |
Know the Price Tag of Your Lifestyle
|
Nov 18, 2021 |
Focus on Actual Cash Flow
|
Nov 11, 2021 |
Know What Is Important About Money to You
|
Nov 04, 2021 |
Review Your Estate Plan Each Year
|
Oct 28, 2021 |
Only Own Life Insurance to Replace Income for Those Dependent on You
|
Oct 21, 2021 |
Understand Your Homeowners Insurance Coverage
|
Oct 14, 2021 |
Get Liability Protection on Your Entire Net Worth
|
Oct 07, 2021 |
Get All of Your Property and Casualty Insurance from One Carrier
|
Sep 30, 2021 |
Plan to Leave Highly Appreciated Assets to Your Heirs
|
Sep 23, 2021 |
Consider Taxes When Making Withdrawals
|
Sep 16, 2021 |
Use a Professional Tax Preparer
|
Sep 09, 2021 |
Work Your HSA
|
Sep 02, 2021 |
When to Consider a 1031 Exchange
|
Aug 26, 2021 |
Manage Your Gifts in a Taxwise Manner
|
Aug 19, 2021 |
Maximize the Use of Your Retirement Plans
|
Aug 12, 2021 |
Take Advantage of Lower Capital Gains Tax Rates
|
Aug 05, 2021 |
Consider Using a Donor Advised Fund
|
Jul 29, 2021 |
Consider Making Roth Conversions Regularly
|
Jul 22, 2021 |
Use All 3 Tax Structures for Your Long-Term Portfolio
|
Jul 15, 2021 |
Level Your Income to Minimize Your Taxes
|
Jul 08, 2021 |
Pay Your Taxes and Be Happy
|
Jun 30, 2021 |
Have a Long-Term Portfolio Strategy in Place for Your Cash from Selling Company Stock
|
Jun 18, 2021 |
Have a Strategy for Each Block of Vesting Shares
|
Jun 11, 2021 |
Know the Tax Effect of Selling Your Company Stock
|
Jun 09, 2021 |
Understand the Risk Your Company Stock Creates in Your Financial Life
|
Jun 03, 2021 |