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| Episode | Date |
|---|---|
|
Stewards, Not Recipients: Raising the Next Generation & Transferring Wealth
|
May 28, 2026 |
|
Building Multigenerational Wealth: Where to Start
|
May 14, 2026 |
|
Q2 2026 Economic & Investment Outlook | Iran War, Oil Prices, Market Outlook & Portfolio Strategy
|
Apr 09, 2026 |
|
Navigating Healthcare Expenses in Retirement: Medicare, TRICARE, & the "Insurance Bridge"
|
Mar 05, 2026 |
|
2026 Tax Strategy Guide | New OBBBA Rules for Huntsville
|
Feb 12, 2026 |
|
Is Your Investment Portfolio Really Diversified?
|
Feb 05, 2026 |
|
2026 Economic & Investment Outlook: Physics 101
|
Jan 06, 2026 |
|
Wall Street vs. Reality: Who Got 2025 Right?
|
Dec 09, 2025 |
|
Alternative Investments: What You Need to Know
|
Nov 18, 2025 |
|
Year End Financial Tips for 2025
|
Oct 24, 2025 |
|
Economic + Investment Outlook: Two Speed Economy
|
Oct 09, 2025 |
|
When Should I Claim Social Security?
|
Sep 18, 2025 |
|
Are We In A Stock Market Bubble?
|
Aug 28, 2025 |
|
How to Plan and Pay for College in 2025
|
Aug 14, 2025 |
|
One Big Beautiful Podcast
|
Jul 10, 2025 |
|
2025 Mid Year Investment Outlook: Slow Grind
|
Jun 20, 2025 |
|
Market Update: Summer Road Trip
|
May 14, 2025 |
|
Play Offense During Down Markets: 5 Strategies to Consider
|
Apr 25, 2025 |
|
Tariffs = Recession: 2nd Quarter Investment Outlook
|
Apr 15, 2025 |
|
Should I Consider A ROTH Conversion?
|
Mar 20, 2025 |
|
What Should I Do About Investment Risk and Uncertainity
|
Mar 06, 2025 |
|
Your Guide to Reducing Taxes in 2025 and Beyond! Do You Pay Your Fair Share?
|
Feb 13, 2025 |
|
Trump 2.0's Impact on Your Wallet
|
Jan 28, 2025 |
|
Will the Fed Cause a Recession? - 2025 Outlook
|
Dec 30, 2024 |
|
How Accurate Were 2024 Market Forecasts? We Have the Receipts!
|
Dec 10, 2024 |
|
Myths & Misconceptions: "Alternative" Investments
|
Nov 25, 2024 |
|
Year End Financial Planning Tips + Election Implications
|
Nov 07, 2024 |
|
Year End Outlook: Soft Landings, Mag 7 and the Trump Trade
|
Oct 23, 2024 |
|
IRA vs. 401k. vs. ROTH: Which Retirement Accounts to Use and When
|
Sep 24, 2024 |
|
Election 2024 Economic Proposals: Real Insight
|
Aug 27, 2024 |
|
Is College Worth it? How to Save and Pay for College in 2024
|
Aug 15, 2024 |
|
What Does it Mean to "Be a Good Steward?”
|
Aug 01, 2024 |
|
Should I Buy An Annuity?
|
Jul 19, 2024 |
|
Is a Recession on the Horizon? Midyear Economic and Investment Outlook
|
Jun 21, 2024 |
|
Is Social Security going bankrupt? How does that impact my retirement?
|
Jun 06, 2024 |
|
Retirement Planning 201: Real Advice on Taxes, Social Security, Healthcare and Investing
|
May 09, 2024 |
|
5 Common Challenges of Investing for Non-Profits, Endowments and Churches
|
May 03, 2024 |
|
Are Immigrants Stealing Jobs? The Real Story Around Immigration in 2024
|
Apr 18, 2024 |
|
Economic & Investment Outlook: Perception Isn't Reality Q2 2024
|
Apr 04, 2024 |
|
Investing in Bitcoin and Cryptocurrency
|
Mar 21, 2024 |
|
Reducing Taxes in 2024! Short and Long-Term Tax Planning.
|
Feb 15, 2024 |
|
What Impact Will the 2024 Election Have on the Stock Market?
|
Jan 31, 2024 |
|
Better New Year's Resolutions
|
Jan 05, 2024 |
|
2024 Economic & Investment Outlook: The Sugar High is Over
|
Dec 14, 2023 |
|
Tax Time is NOW i.e. Year End Tax Planning Tips
|
Nov 21, 2023 |
|
Impact of Rising Interest Rates on Investing and Financial Planning
|
Nov 02, 2023 |
|
Real Estate Market Update (Should I Buy an Airbnb or Office Property Now?)
|
Oct 06, 2023 |
|
4th Quarter Economic and Investment Outlook: This Time is Not Different
|
Oct 03, 2023 |
|
Investing in Real Estate, a Multi-Generational Perspective
|
Sep 28, 2023 |
|
Generational Wealth: Estate Planning = Springboard for Next Gen
|
Sep 08, 2023 |
|
Generational Wealth: How to Not Spoil Your Kids
|
Aug 25, 2023 |
|
Generational Wealth: You Can Do It + Where to Start
|
Aug 10, 2023 |
|
Q3 Investment Outlook: Are We There Yet?
|
Jul 11, 2023 |
|
Active Mutual Funds are Making a Comeback...OR NOT!
|
Jun 27, 2023 |
|
Summer Reflections On Stewardship, Money and Investing
|
Jun 15, 2023 |
|
What Should I Do With My Bonus? (Cash & Stock?)
|
Apr 28, 2023 |
|
Q2 Investment Outlook: Are Things as Bad as they Seem?
|
Apr 05, 2023 |
|
Bank Failures - Real Perspective on Safe Money
|
Mar 20, 2023 |
|
How to Build Passive Income...The Right Way.
|
Mar 09, 2023 |
|
2023 Tax Reduction Strategies...and Super Bowl Commercials!
|
Feb 10, 2023 |
|
What's UP With Markets?
|
Feb 09, 2023 |
|
Best Financial New Year's Resolution + How Secure Act 2.0 Impacts Your Retirement
|
Jan 05, 2023 |
|
2023 Outlook: Lies, Damn Lies and Recessions
|
Dec 09, 2022 |
|
*Special Episode* Maximize Your Company Benefits
|
Nov 16, 2022 |
|
4 Real Principles for Successful Investing
|
Nov 01, 2022 |
|
ESG: The Battle of Good vs. Evil Investors
|
Oct 27, 2022 |
|
The Medicine Tastes Bad...4th Quarter Economic and Market Outlook
|
Oct 10, 2022 |
|
Is Your Family College Ready? How to Get In to College and How to Pay for College...
|
Sep 17, 2022 |
|
Should I Buy Life Insurance?
|
Sep 02, 2022 |
|
Special Episode: Student Loan Forgiveness
|
Aug 25, 2022 |
|
Don't Let These Retirement Spending Surprises Derail Your Plan!
|
Aug 24, 2022 |
|
Back To School: Planning and Paying for College
|
Aug 02, 2022 |
|
Debunking Misconceptions About Investing in a Slower Growth Environment - 2nd Half 2022 Outlook
|
Jul 15, 2022 |
|
Teaching Your Kids (of ALL AGES) About Money
|
Jun 22, 2022 |
|
The "R" Word...Recessions
|
Jun 15, 2022 |
|
Demystifying Retirement Accounts: Contributing to Your 401k and IRA on Autopilot May NOT Be For Everyone
|
Jun 08, 2022 |
|
Smart Actions Investors Should Consider During Market Drops (Other than Panic Selling)
|
Jun 03, 2022 |
|
5 Questions to Ask Your Financial Advisor
|
May 25, 2022 |
|
Inflation. What is Inflation and What Should I Do About It?
|
May 25, 2022 |
|
Move from a Mess of Investment Accounts to Simplicity
|
May 25, 2022 |
|
Investing Goals When You Don't Have Your Life Mapped Out
|
May 25, 2022 |
|
Who We Are...Our Personal Investing Journey
|
May 25, 2022 |