Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
Is Tax-Loss Harvesting Right For You?
|
Nov 01, 2024 |
A 1031 Exchange for Real Estate Investments: Is it Right for You?
|
Sep 13, 2024 |
How to pick a Financial Advisor? Part 1 - Fiduciary Duty
|
Sep 06, 2024 |
Investment Champagne Tower - Where To Invest Your Money?
|
Aug 23, 2024 |
Which is More Important: Risk Mitigation or Return Maximization?
|
Jul 19, 2024 |
How Do High Interest Rates Impact Your Daily Life
|
Jun 28, 2024 |
How Do High Interest Rates Impact Your Investments?
|
Jun 14, 2024 |
Retirement Investment Accounts for Self-Employed People
|
May 24, 2024 |
2024 First Quarterly Commentary: Stock Markets, Inflation, And The US Election
|
Apr 19, 2024 |
Financial Planning For New Parents (and Parents-To-Be)
|
Aug 25, 2023 |
Performance: Why Are My Stocks Not Doing As Well As The S&P 500?
|
Aug 18, 2023 |
What Happens To Your Digital Assets After Death?
|
Aug 04, 2023 |
Private Investments - The Top 1%'s Favorite (Dangerous) Game
|
Jul 28, 2023 |
Twitter vs Threads: Who Gets To Sit On The Iron Throne?
|
Jul 14, 2023 |
Investing In Music
|
Jun 30, 2023 |
Spending Habits Part II: Things About Budgeting That People DON’T Talk About
|
Jun 23, 2023 |
Spending Habits I: Do You Have These Red Flags?
|
Jun 16, 2023 |
The New Trend: Investors Flee From Crypto to AI
|
Jun 09, 2023 |
4 Hot Industries We Will Not Invest In & Our Exceptions
|
Jun 02, 2023 |
What If The U.S. Defaults On Its Debt?
|
May 19, 2023 |
Warren Buffett & Charlie Munger's Take On Investing, Elon Musk, & Life Advice
|
May 12, 2023 |
ChatGPT vs. Google Bard: How Will They Change Financial Planning? Part 2
|
Apr 21, 2023 |
ChatGPT vs. Google Bard: How Will They Change Financial Planning? Part 1
|
Apr 14, 2023 |
Disney World vs Florida: Ready? Fight!
|
Apr 07, 2023 |
Can Money Buy Happiness?
|
Mar 31, 2023 |
Social Pressure - Do I Really Need That Beach House/Porsche/Hermes?
|
Mar 24, 2023 |
Silicon Valley Bank - Are My Deposits Safe?
|
Mar 14, 2023 |
SECURE ACT 2.0 - How Does It Impact Me?
|
Mar 10, 2023 |
Ten Simple(ish) Things to Consider for Estate Planning
|
Mar 03, 2023 |
Best Friend Or The Terminator? - Our Take On Robo/AI Advisors
|
Feb 24, 2023 |
Oh Baby, Talk Finance To Me! - How to Discuss Money In A Relationship? (Part II)
|
Feb 17, 2023 |
Oh Baby, Talk Finance To Me! - How to Discuss Money In A Relationship?
|
Feb 10, 2023 |
The Era Of Digital Currency - Pros & Cons
|
Feb 03, 2023 |
Is This The End Of The US Dollar Dominance? - A Chat About U.S. National Debt
|
Jan 27, 2023 |
Money Is About Feelings - How To Discuss Finances With Your Aging Parents
|
Jan 20, 2023 |
2023 New Year's Resolutions For Finance
|
Jan 06, 2023 |
Year-End Personal Finance Checklist - Retirement Contributions
|
Dec 23, 2022 |
Year-End Personal Finance Checklist - Roth Conversion
|
Dec 16, 2022 |
Real Estate Investing In Inflationary Times - Part II
|
Dec 09, 2022 |
Real Estate Investing In Inflationary Times - Part I
|
Dec 02, 2022 |
House Of Cards: What Happened To Crypto Exchange FTX?
|
Nov 18, 2022 |
Here Comes The Down Market - How To Keep Your Emotions In Check?
|
Nov 11, 2022 |
S3EP37 Elon Musk's Twitter Circus: Land of Freedom or Just Another Capitalist Game?
|
Nov 04, 2022 |
One Person Cannot Make A Team - How To Communicate With Your Business Partners
|
Oct 28, 2022 |
It's Not A Taboo - Talking To Your Kids About Money
|
Oct 21, 2022 |
Why Are Treasury Bonds Suddenly Sexy Again?
|
Oct 07, 2022 |
Don't Time The Market, Give The Market Time!
|
Sep 23, 2022 |
Invest In Your Favorite Sports team? - A Chat About Sports & Media Investing With Danan Kirby
|
Sep 16, 2022 |
Ying & Nathaniel's Home Tour: VA Loan, Emotional Rides & More
|
Sep 02, 2022 |
Reactions To TikTok Financial Advice 1 - Mortgages & Crypto
|
Aug 26, 2022 |
LBW Book List - "Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts"
|
Aug 12, 2022 |
What's Your Legacy For This World? - Estate Planning 101
|
Jul 29, 2022 |
Is Socially Responsible Investing A Marketing Hoax?
|
Jul 22, 2022 |
Student Loans: History & Forgiveness
|
Jul 15, 2022 |
Should I Start An LLC, S Corp, or C Corp For My Side Business?
|
Jul 01, 2022 |
When Social Security Funding Runs Out: What To Do?
|
Jun 24, 2022 |
An Investment Designed For Inflation: I Bonds
|
Jun 17, 2022 |
Value Investor James Davolos: Investing, Inflation, Indexing, Crypto & Energy
|
Jun 10, 2022 |
Self-Storage - A Shining Star Of Real Estate Investments
|
Jun 03, 2022 |
Born To Be A Planner - Meet Caroline Kahl
|
May 27, 2022 |
Doing It Differently – A Chat with Real Estate Private Equity Investor Moses Kagan Part 2
|
May 20, 2022 |
Doing It Differently – A Chat with Real Estate Private Equity Investor Moses Kagan
|
May 13, 2022 |
Sociology Major + Anthropology Minor = A Great Financial Planner: Welcome Kennidy Briggs
|
May 06, 2022 |
Vroom, Vroom: Everything To Know About Buying A Car
|
Apr 29, 2022 |
SECURE Act 2.0, Inflation, Interest Rates, Student Loans, Taxation And The Ukraine/Russian Conflict - Quarterly Commentary
|
Apr 22, 2022 |
SECURE Act 2.0: How Does It Impact Your Retirement?
|
Apr 08, 2022 |
Private Real Estate Investing: Is It For Me?
|
Apr 01, 2022 |
How To Invest "F**k You Money"? - Personal Financial Asset Mapping
|
Mar 25, 2022 |
Should I Borrow From My 401(k)? Well...
|
Mar 18, 2022 |
The Ever-Growing Housing Market - Madison 2022 Edition
|
Mar 11, 2022 |
Mr. Sensitive: The Volatile Ride of Oil Prices
|
Mar 04, 2022 |
Experiencing Loss: How To Cope & What To Say?
|
Feb 25, 2022 |
Self-Imposed Financial Tragedies: Why & What Not To Do (Part 2)
|
Feb 18, 2022 |
Self-Imposed Financial Tragedies: Why & What Not To Do
|
Feb 11, 2022 |
Surrogacy: A Dream Comes True
|
Feb 04, 2022 |
What To Do When There's a Market Downturn
|
Jan 28, 2022 |
Investing In Alternative Assets For Retirement? - A Guide to Self-Directed IRAs
|
Jan 21, 2022 |
Welcome Her Majesty Ying - The Queen Bee Of LBW
|
Jan 14, 2022 |
Inflation, Interest Rates, Home Buying, Student Loans - Quarterly Commentary
|
Jan 07, 2022 |
Guardians of Personal Finance: Awesome Mix Vol. 2021
|
Dec 31, 2021 |
The Art Of Gifting - Limits, Transfers, Taxes, etc...
|
Dec 17, 2021 |
LBW's Journey-Part II
|
Dec 10, 2021 |
LBW's Journey-Part I
|
Dec 03, 2021 |
Tax Bias - The Less Tax, The Better! Right?
|
Nov 19, 2021 |
Meet "GareBear" - An Interview With Gary Grosskopf
|
Nov 12, 2021 |
Laughter And Tears - The Emotional Roller Coaster of Home Purchasing
|
Nov 05, 2021 |
Personal Household Merger Part II – Communicate and Conquer!
|
Oct 23, 2021 |
Household Finance Merger Part I: To Combine, Or Not To Combine...
|
Oct 15, 2021 |
The Future of Financial Planning: Data, Data, & Data
|
Oct 08, 2021 |
Nathaniel's Not-So-Secret Recipes: Dos & Don'ts For Investments
|
Oct 01, 2021 |
Stock Options/RSUs/ISOs... How To Choose & Exercise My Equity Package?
|
Sep 24, 2021 |
Nanny To The Rescue - A Chat With Katie Provinziano
|
Sep 17, 2021 |
Insurance And Beyond - A Chat With Skip Schrayer
|
Sep 10, 2021 |
Keeping it Permanent with Brent Beshore - A Discussion About Private Equity Investing II
|
Sep 03, 2021 |
Keeping it Permanent with Brent Beshore - A Discussion About Private Equity Investing
|
Aug 27, 2021 |
Make Your House Work For You - What Is A Reverse Mortgage?
|
Aug 20, 2021 |
Buyer Beware III: 529 Plans & College Saving
|
Aug 13, 2021 |
Buyer Beware II: Everything About A Mortgage
|
Aug 06, 2021 |
Buyer Beware I: The Myth of 0-3% Down Payment
|
Jul 30, 2021 |
Should I Take the Advanced 2021 Child Tax Credit?
|
Jul 23, 2021 |
The Business of Death - What is Funeral Planning?
|
Jul 16, 2021 |
Inflation, Waiving Home Inspections, and Fractional Shares - Quarterly Commentary
|
Jul 09, 2021 |
Matchmaker, Matchmaker, Make Me A Match
|
Jul 02, 2021 |
Cannabis: The Plant That Keeps Giving Part II
|
Jun 25, 2021 |
Cannabis: The Plant That Keeps Giving
|
Jun 18, 2021 |
S2EP24 The Evolution Of Financial Advisors: Age of Change
|
Jun 11, 2021 |
Out of School & Into The Real World
|
Jun 04, 2021 |
"This Wine Pairs Perfectly With More Of This Wine!" - A Visit To Wollersheim
|
May 28, 2021 |
Swipe Left Or Right: An New Era Of Dating
|
May 21, 2021 |
So, You Want To Start A Business - Part II
|
May 14, 2021 |
So, You Want To Start A Business!? - Part I
|
May 07, 2021 |
"To Be, Or Not To Be..." - Create The Framework For Your Life
|
Apr 30, 2021 |
Picture Perfect - A Chat With Photographer Francis Son
|
Apr 23, 2021 |
Self-Leadership: How to Achieve Kung Fu Panda’s Inner Growth – A Chat With Zach Ketterhagen
|
Apr 16, 2021 |
Inflation, Rising Rates, Stimulus Package & NFTs Quarterly Update
|
Apr 09, 2021 |
You Are Not Buying A Car, You Are Buying A Story - A Chat With Luxury Car Dealer Alex Schremp
|
Apr 02, 2021 |
Create A New Reality With Your Own Narrative: A Chat With Artist Jônatas Chimen
|
Mar 26, 2021 |
Standing on the Shoulders of the Giants - Saran Ouk's Journey to Starting an NPO
|
Mar 19, 2021 |
How To Sell A Multigenerational Family Business - An Inspiring Businesswoman Diane Seder's Story
|
Mar 12, 2021 |
Eat, Donate, & Love - A Chat With Betsy Hughes
|
Mar 05, 2021 |
Cybersecurity: How To Protect Your Data In This Matrix World - A Chat With Will Robus
|
Feb 26, 2021 |
Fantastic Credit Cards And Where To Find Them
|
Feb 19, 2021 |
Real Estate Investment Is A Full-Time Job - A Chat With Tony Bickmore
|
Feb 12, 2021 |
GameStop's Maniacal Rise - Social Media's Role In The Investing World
|
Feb 05, 2021 |
How To Create The Right Mindset For Success - A Chat With Brian Levenson
|
Jan 29, 2021 |
The Reality Of Remodeling - A Chat With Tony Bickmore
|
Jan 22, 2021 |
IPOs, Airbnb, Tesla, and Bitcoin - Quarterly "Trendy Talk"
|
Jan 15, 2021 |
Space: The Final Frontier - A Chat With Rick Tumlinson
|
Jan 08, 2021 |
Rocking The Music Industry - A Chat With Drew Brown From OneRepublic
|
Jan 03, 2021 |
Not Just Another Nerd - An Interview With Nathaniel Leach
|
Dec 18, 2020 |
Wicked Smart Since 1982 - An Interview With Dan Weiss
|
Dec 11, 2020 |
Go Scooter, Go! - An Interview With Tim Bickmore
|
Dec 04, 2020 |
An Education On Education: How To Apply For College
|
Nov 20, 2020 |
Virtual, or not Virtual, that is the question
|
Nov 13, 2020 |
"How To Move To Canada?" Is Trending - Let's Talk About It
|
Nov 06, 2020 |
"What's Up?" Series - 2020's 3rd Quarter Commentary
|
Oct 23, 2020 |
What Does It Mean To Be A Part Of An Index?
|
Oct 17, 2020 |
What's All The Buzz? The Truth About The Stock Split
|
Oct 09, 2020 |
Taking Retirement Abroad - A Chat With Tony Bickmore
|
Oct 02, 2020 |
What Will The Presidential Election Do To The Market?
|
Sep 25, 2020 |
Midwest Real Estate Digest with Lindsay Koch & Leslie Haverland
|
Sep 18, 2020 |
Los Angeles Real Estate Digest With Tiffany Chin
|
Sep 11, 2020 |
The Fed Uncaps Its 2% Inflation Without Increasing The Federal Funds Rate - What Does That Mean For The Market And Me?
|
Sep 03, 2020 |
Employee Stock Options Galore - Do You Understand Your Full Pay Package?
|
Aug 28, 2020 |
Long Term Care Insurance: How to Protect Yourself in the Future
|
Aug 21, 2020 |
"Ready... Go!" Mini-Series: Top 5 Financial Topics of 2020 So Far
|
Aug 14, 2020 |
Dance With the Devil - The effective Use of Leverage AKA Debt
|
Aug 06, 2020 |
The Secrets of Home Ownership - A Chat With Mortgage Professional Ryan Grant
|
Aug 03, 2020 |
What's Wrong With Our Healthcare System and Where Do We Go From Here? - A Chat With Mike Gibbons
|
Jul 23, 2020 |
Am I Really Underperforming VS the S&P 500? - The Secrets Within the Benchmark
|
Jul 17, 2020 |
Concentration VS. Risk: How to Maximize Your Return with Concentration and Minimize Risk at the Same Time
|
Jul 10, 2020 |
Cognitive Bias Series Part 3: Bandwagon Bias
|
Jul 01, 2020 |
A Chat With Mike Steadman (Captain, USMC): Race and Entrepreneurship
|
Jun 25, 2020 |
Price VS Value...Fight! Part 2 - The Disconnect Between the Stock Price & the Company's Value
|
Jun 18, 2020 |
Price VS Value...Fight! Part 1 - The Disconnect Between the Stock Price & the Company's Value
|
Jun 18, 2020 |
Is it Better to Not Lose $900 Than to Find $900?: Loss Aversion Bias - Financial Bias Part 2
|
Jun 11, 2020 |
What is it Like to be a Restaurant Owner in Today's Market? - An Interview with Lance Ratze
|
Jun 04, 2020 |
What is a Financial Planner - Part 2
|
May 29, 2020 |
What is a Financial Planner - Part 1
|
May 29, 2020 |
Cognitive Bias Series Part 1: Anchoring Bias & Recency (Availability) Bias
|
May 20, 2020 |
Self-Reflecting Through the Mirror of this Pandemic: What's Important to You and How to Plan Your Finances Around It?
|
May 13, 2020 |
The Doctor Is In: Dr. Ross Goldberg's Take on our Healthcare System During and After COVID-19, Part 2
|
May 07, 2020 |
The Doctor Is In: Dr. Ross Goldberg's Take on our Healthcare System During and After COVID-19, Part 1
|
May 07, 2020 |
The Crazy World of Oil Market: the History, and the Future Part 1
|
Apr 30, 2020 |
The Crazy World of Oil Market: the History, and the Future Part 2
|
Apr 30, 2020 |
How Hard is it to Invest? Buy Low and Sell High, Right? - The Myth of Market Timing
|
Apr 16, 2020 |
What's the Core Asset of any Business? - You, and Me! The Power of Human Capital
|
Apr 14, 2020 |
Well the Market Downturn is Here, What Now? - How to Take Advantage of the Crisis
|
Apr 07, 2020 |
Small Business isn't for the Faint of Heart - How to Run a Small Business in this Crazy Market
|
Apr 01, 2020 |
Cash is King - the Importance of Having an Emergency Fund in a Market Downturn Like This
|
Mar 22, 2020 |
What Happened to the market? Panic happened: Corona Virus, Oil Prices, and the end of an 11-Year Bull Market?
|
Mar 11, 2020 |