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Episode | Date |
---|---|
AJ Ayers on The Long Term Investor: Got Stock Options? Don’t Miss These Year-End Moves
|
May 02, 2025 |
NSOs Explained: Don't Let Your Non-Qualified Stock Options Expire Worthless
|
Apr 25, 2025 |
7+ Lessons from 7 Years: Entrepreneurship, Taxes & Building a Business
|
Apr 18, 2025 |
Tariff Chaos, Circle IPO & Angel Investing
|
Apr 11, 2025 |
Corporate Espionage, AI Exam Hacks & Money Questions From Reddit
|
Apr 04, 2025 |
Stock Market Volatility, Long-Term Investing & Dave Ramsey’s “Morality”
|
Mar 21, 2025 |
Qualified Small Business Stock (QSBS): The $10 Million Tax-Free Secret with Attorney Christopher Karachale
|
Mar 14, 2025 |
CoreWeave IPO + Real Talk on Starting a Business
|
Mar 07, 2025 |
The Middle Class Poor, Friendship Demographics, and Elon Musk's DOGE Claims
|
Feb 28, 2025 |
Incentive Stock Options (ISOs) Explained: Tax Strategies to Avoid a $100k Surprise
|
Feb 21, 2025 |
Spotify's Soaring Stock Price & the Great Wealth Transfer
|
Feb 14, 2025 |
Trump's Trade War, Humanoid Robots, and the Wealth of Baby Boomer Women
|
Feb 07, 2025 |
Deep Seek, Dropping Rents, & Gaming Credit Scores
|
Jan 31, 2025 |
Restricted Stock Units (RSUs): Understanding Your Equity Comp & Advanced Tax Planning Strategies
|
Jan 24, 2025 |
Alaska Airlines, FinTech Fails & Timing Your Exit
|
Jan 17, 2025 |
2025 IPO Outlook: Is the Freeze Finally Over?
|
Jan 10, 2025 |
Sudden Wealth, Vacation Homes, and New Year's Resolutions: The 2024 Finale
|
Dec 20, 2024 |
Tax Planning Tips for Business Owners, Bitcoin BS, and a Bad Hair Day
|
Dec 06, 2024 |
Year-End Tax Planning Strategies (While You Still Can!)
|
Nov 29, 2024 |
Delta Diamond is a Girl's Best Friend
|
Nov 22, 2024 |
Trump Tax Policy 2025—Fact vs Fiction
|
Nov 15, 2024 |
Donor Advised Funds (The Good, The Bad, & The Ugly)
|
Nov 08, 2024 |
Open Enrollment: Because Your Future Self Will Thank You
|
Oct 25, 2024 |
OpenAI News: Funding, Valuation & Tender Offer for Employees
|
Oct 11, 2024 |
A Beige Flag Economy? 2024 Q3 Market & Investment Commentary
|
Oct 03, 2024 |
Turistas Go Home: Should I Buy a Vacation Home Abroad?
|
Sep 27, 2024 |
Trust Me: Kids, Money & Savings Lessons from our Youth
|
Sep 20, 2024 |
Cash Stash: How much should you keep liquid?
|
Sep 13, 2024 |
IPO Roadshow Caught in the Burning Man Desert Storm
|
Sep 06, 2024 |
Millennial Wealth: Lost and Found!
|
Aug 30, 2024 |
Having the Talk with Your Parents (No, not THAT Talk)
|
Aug 23, 2024 |
Lifestyle Creep & What It Can Cost You
|
Aug 16, 2024 |
Monday's Market Madness and Why Everyone is Getting Scammed
|
Aug 09, 2024 |
How to Pick a Business Partner
|
Jul 26, 2024 |
Annuities Dummies
|
Jul 19, 2024 |
Summer Wedding Budget Nightmare
|
Jul 12, 2024 |
Gallivanting 4% Closer to Retirement
|
Jun 28, 2024 |
You Are Not the Beneficiary
|
Jun 21, 2024 |
How to Solve The Housing Crisis
|
Jun 14, 2024 |
A Personal Finance Columnist on Destination Weddings, Financial Scams, and Loaning Your Boyfriend Money
|
Jun 07, 2024 |
Looking for a Man in Finance
|
May 31, 2024 |
Unlimited Shrimp FIRE
|
May 24, 2024 |
Was the 401(k) a Mistake?
|
May 17, 2024 |
We're Back Witches!
|
May 10, 2024 |
White Lines and White Lies
|
Jul 07, 2023 |
The 100 Things We’ve Done to Level Up Our Business (And Our Lives)
|
Jun 30, 2023 |
My Big Fat Greek IPO
|
Jun 23, 2023 |
Manic Pixie Dream IPO
|
Jun 16, 2023 |
How Not To Get Scammed
|
Jun 09, 2023 |
Golden Visas for The Golden Years
|
Jun 02, 2023 |
Big Tech, Big Sharks, and Big Boomer Billionaires
|
May 26, 2023 |
Summer John Rented a Boat
|
May 19, 2023 |
Episode 93: The Debt Ceiling vs. The Glass Ceiling
|
May 12, 2023 |
Episode 92: We have an IPO people!
|
May 05, 2023 |
Episode 91: Speed Dating the Banking Meltdown
|
Apr 28, 2023 |
The Past, Present and Future of AI
|
Apr 21, 2023 |
Mega Yachts on the Supreme Court, EVs at Walmart, and an IRS Glow-Up
|
Apr 14, 2023 |
Let’s Not Die Rich
|
Apr 07, 2023 |
A Cooler Housing Market and Hot Takes from Nvidia on AI and Crypto
|
Mar 31, 2023 |
Cord Spaghetti, Chat GPT4, and Big Macs
|
Mar 24, 2023 |
Just Don’t Call it a Bailout
|
Mar 17, 2023 |
Longevity, Mail Fraud, and an 8 Billion Dollar IPO
|
Mar 10, 2023 |
Tough Tax Times Ahead for TikTok Influences
|
Mar 03, 2023 |
Stripe’s Reluctant March Toward an IPO
|
Feb 24, 2023 |
Psychotropics, Small Businesses, and Supplements
|
Feb 17, 2023 |
Bleeding Hearts Sink All Ships
|
Feb 10, 2023 |
Mars for Memorial Day
|
Feb 03, 2023 |
ChatGPT, More Layoffs, and WALL-E
|
Jan 27, 2023 |
Value for Nothing
|
Jan 20, 2023 |
Aaand we're back!
|
Jan 13, 2023 |
New Year, Same Me
|
Jan 06, 2023 |
Don't Chase the Dragon
|
Dec 30, 2022 |
Trains, Space Planes, and E-Scooters
|
Dec 23, 2022 |
It's Always Wire Fraud or Mail Fraud
|
Dec 16, 2022 |
'Tis the Season to Spend Money
|
Dec 09, 2022 |
Alexa, Play Yourself Out
|
Dec 02, 2022 |
Fresa con Crema
|
Nov 25, 2022 |
Why FBARs Can Leave You FUBAR
|
Nov 18, 2022 |
Snip, Snip
|
Nov 11, 2022 |
The Year of the Rabbit
|
Nov 04, 2022 |
The One With Dr. Shots & Underwater-Stock-Options Ariel
|
Oct 28, 2022 |
We're Well-qualified to Represent the ESG
|
Oct 21, 2022 |
Rising Tides Sink all SPACS
|
Oct 14, 2022 |
Rick Scott Says the IRS Wants to Kill You
|
Oct 07, 2022 |
Just Don't Call it a Layoff
|
Sep 30, 2022 |
The IPO is Dead, Long Live the Faux-P-O
|
Sep 23, 2022 |
The Ramen Girl Goes Public
|
Sep 16, 2022 |
Loans of Power
|
Sep 09, 2022 |
Fraud it Till You Make It
|
Sep 02, 2022 |
Biden Cancels Student Loans and Serena Serves Up Financial Independence
|
Aug 26, 2022 |
The Unbearable Lightness of Being a Tech Billionaire
|
Aug 19, 2022 |
The Inflation Reduction Act Just Gave Me MonkeyPox
|
Aug 12, 2022 |
Glossier, Golf Courses, and, Generational Wealth
|
Aug 05, 2022 |
Keep Your Friends Close and Your Enemies Out of the Supply Chain
|
Jul 29, 2022 |
Time is Fun When You're Having Flies
|
Jul 22, 2022 |
Two Guys, a Girl and Some Financial News
|
Jul 15, 2022 |
Aaron Burr Sir
|
Jul 08, 2022 |
Small Potatoes
|
Jul 01, 2022 |
Boats + Capitalism = Inflation
|
Jun 24, 2022 |
Uncut Gems
|
Jun 17, 2022 |
Toilet Paper Is the Best Inflation Hedge
|
Jun 03, 2022 |
Talk to My Lawyer!
|
May 27, 2022 |
Travel Tips for the End of the World
|
May 20, 2022 |
Pegging the Dollar
|
May 13, 2022 |
Rate Hikers Guide to the Galaxy
|
May 06, 2022 |
Scam-a-lama-ding-dong
|
Apr 29, 2022 |
Happy Birthday Brooklyn FI
|
Apr 22, 2022 |
The Richest Man in Staten Island
|
Apr 15, 2022 |
Celebrity Makeover: Roth Edition
|
Apr 08, 2022 |
The Witch Tax
|
Apr 01, 2022 |
America's Got Startups
|
Mar 25, 2022 |
We’ve Solved the Housing Crisis!
|
Mar 18, 2022 |
Vaxxed and Taxed
|
Mar 11, 2022 |
Free Grandparents?
|
Mar 04, 2022 |
Tax Season 2022 - Stranger Than Fiction
|
Feb 25, 2022 |
Kanye’s Candy
|
Feb 18, 2022 |
Casualty Insurance in Space
|
Feb 11, 2022 |
Taxing the Metaverse
|
Feb 04, 2022 |
Miss Market Frizzle
|
Jan 28, 2022 |
Microsoft Activates a Blizzard of Competition
|
Jan 21, 2022 |
Is Your Mattress Firm?
|
Jan 14, 2022 |
What Rhymes with Sconce?
|
Jan 07, 2022 |
Beefy Powerboats Going Nowhere
|
Dec 31, 2021 |
Enter the Oliverse
|
Dec 24, 2021 |
Grand Slams and Gaming Grandpas
|
Dec 17, 2021 |
Iron Domes and Dumb Dolphins
|
Dec 10, 2021 |
You Can’t Lead a Dead Horse to Water
|
Dec 03, 2021 |
A Heartfelt Thanksgiving Special
|
Nov 26, 2021 |
This Episode is in Retrograde
|
Nov 22, 2021 |
Inflating Elon’s Taxes
|
Nov 15, 2021 |
Rivians and Rivalries
|
Nov 08, 2021 |
For Whom The Wealth Tax Tolls
|
Nov 01, 2021 |
Meme Stonks, Dune, and The Fashionable Future of Co-working
|
Oct 25, 2021 |
Gotta IPO Them All
|
Oct 18, 2021 |
Fat Bears, Orcs, and Therapy
|
Oct 11, 2021 |
Mom's Spaghetti
|
Oct 04, 2021 |
Rats!
|
Sep 27, 2021 |
Roomba Thinks Your Allbirds Are Shit
|
Sep 24, 2021 |
Superfund my Government
|
Sep 20, 2021 |
Why is it Always Wire Fraud
|
Sep 13, 2021 |
How to Win Fans and Influence Vans
|
Sep 06, 2021 |
Two Billionaires, One Boat
|
Aug 30, 2021 |
SPACs, Burritos, and Electric Vehicles
|
Aug 23, 2021 |
Space Dicks and Mega Roth IRAs
|
Aug 16, 2021 |
Why Are We Here?
|
Aug 09, 2021 |
Welcome to The Liquidity Event
|
Jul 15, 2021 |