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Episode | Date |
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Roth vs Traditional 401(k)s: Which Is Right For You? (EP.150)
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May 01, 2024 |
Financial Planning for Female Breadwinners ft Sara Gelsheimer (EP.149)
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Apr 24, 2024 |
Investing at All-Time Highs and Preparing For the Next Market Crash (EP.148)
|
Apr 17, 2024 |
What is the Retirement Podcast Network? ft Taylor Schulte and Benjamin Brandt (EP.147)
|
Apr 10, 2024 |
Is the S&P 500 Too Concentrated? (EP.146)
|
Apr 03, 2024 |
Behind The Scenes: How Peter Views Portfolio Construction (EP.145)
|
Mar 27, 2024 |
Why You Must Take Capital Gains to Rebalance Your Portfolio (EP.144)
|
Mar 20, 2024 |
How to Define What is “Enough” Financially with Manisha Thakor (EP.143)
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Mar 13, 2024 |
Why Nvidia's Boom Isn’t a Missed Opportunity (EP.142)
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Mar 06, 2024 |
Evaluating Retirement Withdrawal Strategies with Christine Benz (EP.141)
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Feb 28, 2024 |
5 Reasons You Need a Financial Plan That Have Nothing to Do With Money (EP.140)
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Feb 21, 2024 |
Advanced Executive Compensation Strategies With Derek Jess (EP.139)
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Feb 14, 2024 |
Equity Compensation Strategies: Everything You Need to Know With Derek Jess (EP.138)
|
Feb 07, 2024 |
Investing in Stocks at All-Time Highs (EP.137)
|
Jan 31, 2024 |
Decoding 2024's Investment Landscape with Callie Cox (EP.136)
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Jan 24, 2024 |
Bitcoin ETF’s Are Here, Should You Invest? (EP.135)
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Jan 17, 2024 |
Mastering Change in Life and Work ft. Brad Stulberg (EP.134)
|
Jan 10, 2024 |
Setting Meaningful Money Resolutions (EP.133)
|
Jan 03, 2024 |
Investing in Retirement (Rewind) (EP.132)
|
Dec 27, 2023 |
Investing in Your 60s (Rewind) (EP.131)
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Dec 20, 2023 |
Investing in Your 50s (Rewind) (EP.130)
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Dec 13, 2023 |
Investing in Your 40s (Rewind) (EP.129)
|
Dec 06, 2023 |
Investing in Your 30s (Rewind) (EP.128)
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Nov 29, 2023 |
Investing in Your 20s (Rewind) (EP.127)
|
Nov 22, 2023 |
25 Financial Thought Leaders Define “What Does It Mean To Be A Long-Term Investor? (EP.126)
|
Nov 15, 2023 |
Why Recessions Are So Hard To Predict with Morgan Housel [LIVE] (EP.125)
|
Nov 08, 2023 |
The Four Pillars of Investing ft. William Bernstein (EP.124)
|
Nov 01, 2023 |
Form ADV: How to Research Financial Advisory Firms (EP.123)
|
Oct 25, 2023 |
Connecting With Your Future Self to Make Better Decisions ft. Hal Hershfield (EP.122)
|
Oct 18, 2023 |
What is Evidence-Based Investing? (EP.121)
|
Oct 11, 2023 |
Crucial Year-End Tax and Estate Planning Strategies with Plancorp’s Susan Jones (EP.120)
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Oct 04, 2023 |
The Evolution of Behavioral Finance ft. Meir Statman [LIVE] (EP.119)
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Sep 27, 2023 |
4 Ways to Diversify Concentrated Stock Positions (EP.118)
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Sep 20, 2023 |
What’s the Best Strategy For Investing a Large Amount of Cash? (EP.117)
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Sep 13, 2023 |
The Astounding Math Behind Car Ownership with Jesse Cramer (EP.116)
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Sep 06, 2023 |
Debunking Myths About FedNow (EP.115)
|
Aug 30, 2023 |
How to Strategically Pay Down Your Student Debt with Tyler Olson (EP.114)
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Aug 23, 2023 |
High Income, High Debt: Strategies for Tackling Massive Student Loans Cait Howerton (EP.113)
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Aug 16, 2023 |
The Uncertainty Solution with John Jennings (EP.112)
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Aug 09, 2023 |
How to Determine Your Investment Risk Tolerance (EP.111)
|
Aug 02, 2023 |
Index vs Factor Investing and the Impact on Retirement Savings ft. Mathieu Pellerin (EP.110)
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Jul 26, 2023 |
Should You Hold Cash Instead Of Bonds Right Now? (EP.109)
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Jul 19, 2023 |
The Great Money Reset with Jill Schlesinger (EP.108)
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Jul 12, 2023 |
Are US Stocks Enough For Your Portfolio? (EP.107)
|
Jul 05, 2023 |
Lessons from the World’s Most Successful People with Polina Pompliano (EP.106)
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Jun 28, 2023 |
How Will AI Impact Your Portfolio? (EP.105)
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Jun 21, 2023 |
Challenging Conventional Wisdom With Ashby Daniels (EP.104)
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Jun 14, 2023 |
HSAs – Supercharge Your Retirement Savings With This Powerful Account (EP.103)
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Jun 07, 2023 |
AI and the Evolution of Financial Advice with Michael Kitces [LIVE] (EP.102)
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May 31, 2023 |
Debt Ceiling Standoff: 3 Possible Outcomes ft. Chris Kerckhoff (EP.101)
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May 24, 2023 |
What Real Financial Advice Means with Carl Richards (EP.100)
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May 17, 2023 |
The Problem With Investing in Bond Indexes (EP.99)
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May 10, 2023 |
Financial Steps to Take After the Death of A Spouse With Mike Piper (EP.98)
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May 03, 2023 |
Individual Bonds vs Bond Funds (EP.97)
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Apr 26, 2023 |
The 3 Components of Successful Investing with Rick Ferri (EP.96)
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Apr 19, 2023 |
What Is Direct Indexing? (EP.95)
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Apr 12, 2023 |
A History of Investment Vehicles From 1774-2023 with Jamie Catherwood (EP.94)
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Apr 05, 2023 |
What the Silicon Valley Bank Failure Means For You (EP.93)
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Mar 29, 2023 |
Stocks for The Long Run with Jeremy Schwartz (EP.92)
|
Mar 22, 2023 |
When Will the Bear Market End? (EP.91)
|
Mar 15, 2023 |
Planning Opportunities from SECURE 2.0 Act ft Plancorp’s Brian King (EP.90)
|
Mar 08, 2023 |
How to Create a Budget That Actually Works (EP.89)
|
Mar 01, 2023 |
Evidence-Based Investing with Robin Powell (EP.88)
|
Feb 22, 2023 |
How to Measure the Success of Your Portfolio (EP.87)
|
Feb 15, 2023 |
Improving Diversity & Inclusion in Financial Planning ft. Dasarte Yarnway (EP.86)
|
Feb 08, 2023 |
What’s The Right Way to Measure Yield? (EP.85)
|
Feb 01, 2023 |
CIO Roundtable with Rubin Miller and Phil Huber (EP.84)
|
Jan 25, 2023 |
4 Simple Steps to Improve Your Financial Wellbeing (EP.83)
|
Jan 18, 2023 |
A Random Walk Down Wall Street with Dr. Burton Malkiel (EP.82)
|
Jan 11, 2023 |
How To Interview An Advisor (Rewind) (EP.81)
|
Jan 04, 2023 |
Do it Yourself or Hire an Advisor? (Rewind) (EP.80)
|
Dec 28, 2022 |
IRMAA Fees In Retirement & How To Avoid Them with Taylor Schulte (EP.79)
|
Dec 21, 2022 |
What To Do With RMDs You Don’t Need (EP.78)
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Dec 14, 2022 |
When Spreadsheets and Reality Collide with Ben Carlson (EP.77)
|
Dec 07, 2022 |
Is the 60/40 Portfolio Dead? (EP.76)
|
Nov 30, 2022 |
Charitable Giving and Tax Strategies to Consider ft. Plancorp’s Sara Gelsheimer (EP.75)
|
Nov 23, 2022 |
The Failure of Active Management (EP.74)
|
Nov 16, 2022 |
Why Active Management Fails with Dr. Andrew Berkin (EP.73)
|
Nov 09, 2022 |
The Collective Wisdom of Financial Markets (EP.72)
|
Nov 02, 2022 |
Making Behavioral Finance Actionable with Bob Seawright (EP.71)
|
Oct 26, 2022 |
Thinking of Markets Like Piles of Sand (EP.70)
|
Oct 19, 2022 |
ESG Bonds with Steve Liberatore (EP.69)
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Oct 12, 2022 |
Wealth Manager vs. Financial Advisor: What’s the Difference? (EP.68)
|
Oct 05, 2022 |
What Is Sustainable Investing? (Feat. Sam Adams) (EP.67)
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Sep 28, 2022 |
6 Questions People Don't Ask Their Financial Advisor, But Should (EP.66)
|
Sep 21, 2022 |
What is Going on In the Market with Gargi Pal Chaudhuri (EP.65)
|
Sep 14, 2022 |
Where to Invest For Yield Today (EP.64)
|
Sep 07, 2022 |
Should You Invest in Individual Stocks? (EP.63)
|
Aug 31, 2022 |
Investing for Higher Expected Returns with Eduardo Repetto (EP.62)
|
Aug 24, 2022 |
Investing in Retirement (EP.61)
|
Aug 17, 2022 |
Investing in Your 60s (EP.60)
|
Aug 10, 2022 |
Investing in Your 50s (EP.59)
|
Aug 03, 2022 |
Investing in Your 40s (EP.58)
|
Jul 27, 2022 |
Investing in Your 30s (EP.57)
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Jul 20, 2022 |
Investing in Your 20s (EP.56)
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Jul 13, 2022 |
Why Do Stocks Go Up? with Brian Feroldi (EP.55)
|
Jul 06, 2022 |
How Much Money Do You Need to Retire? (EP.54)
|
Jun 29, 2022 |
Making Sense of Confusing Advisor Conflicts with Professor Nicole Boyson (EP.53)
|
Jun 22, 2022 |
How to Manage a 529 Plan During a Market Downturn (EP.52)
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Jun 15, 2022 |
Investment Planning vs Investment Management with Dr. Preston Cherry (EP.51)
|
Jun 08, 2022 |