Long Story Short
By Burney Wealth Management
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Category: Investing
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Episodes: 48
Description
Long Story Short is a weekly financial planning and investing podcast from Burney Wealth Management.
Each week, your hosts Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®, discuss the biggest questions they’re hearing from clients. They’ll occasionally bring in team members and interesting guests to discuss specialized topics like estate planning, business succession, and retirement income strategies.
Founded in 1974, The Burney Company is a fee-only investment advisory firm that manages $3 billion in assets. Learn more about comprehensive financial planning at burneywealth.com.
| Episode | Date |
|---|---|
|
Tax-Smart Investing, Why Bonds Are Back, and the Sentiment Paradox
|
May 29, 2026 |
|
The State of the American Consumer, Long-Term Care Costs & the Value Factor
|
May 22, 2026 |
|
Ten Trillion-Dollar Companies, Social Security COLAs, and the Great Wealth Transfer
|
May 15, 2026 |
|
Health Insurance Costs & Momentum in Stock Selection
|
May 08, 2026 |
|
Lifestyle Creep, Earnings Season, and Staying Invested
|
May 01, 2026 |
|
Selling Your Business, Market All-Time Highs, and Rethinking Bonds in Retirement
|
Apr 24, 2026 |
|
Your Tax Return, IPOs, and Why SpaceX Isn't Worth Chasing
|
Apr 17, 2026 |
|
529s, Concentrated Stock, and AI in Investing
|
Apr 10, 2026 |
|
Spending on Experiences, Monte Carlo Projections & What Forward Returns Actually Look Like
|
Apr 03, 2026 |
|
The Bond Market as a Crystal Ball and U.S. Tax History
|
Mar 27, 2026 |
|
Tax Refunds Are Up, The Decumulation Dilemma & How We Build Portfolios
|
Mar 20, 2026 |
|
Oil Prices, How We Pick Stocks & Protecting Your Family from Fraud
|
Mar 13, 2026 |
|
Iran, Markets & Listener Q&A (401k Loans & Medicare)
|
Mar 06, 2026 |
|
What the Private Credit Headlines Got Wrong, The Rule of 55 & The $1.3B Tax Mistake
|
Feb 27, 2026 |
|
AI Panic, Elon's Retirement Hot Take & Why Trump Accounts Aren't Worth It
|
Feb 20, 2026 |
|
Growth Stock Rotation, Bitcoin's 50% Drop & The Withdrawal Order Puzzle
|
Feb 13, 2026 |
|
Inside the Fed: Kevin Warsh, Silver's Collapse & Stress Testing Your Retirement
|
Feb 06, 2026 |
|
Social Security, AI Investing & When Growth Shifts to Protection
|
Jan 30, 2026 |
|
Q&A Special: International Stocks, Tariffs, Volatility & What to Expect in 2026
|
Jan 23, 2026 |
|
Morningstar's 3.9% Rule, Estate Planning Conversations & Federal Reserve Drama
|
Jan 16, 2026 |
|
2025 Year in Review: International Stocks, Gold Rally & What Defined the Market
|
Jan 09, 2026 |
|
2026 Market Outlook: Tax Changes, Bull Market History & What We're Watching
|
Jan 02, 2026 |
|
Protecting Your Wealth: A Cybersecurity Guide with Max Alles
|
Dec 19, 2025 |
|
Asset Allocation 101: Cash, Bonds, Stocks & Alternatives
|
Dec 12, 2025 |
|
Required Minimum Distributions, The Fear & Greed Index, and Private Equity
|
Dec 05, 2025 |
|
Wall Street Fear-Mongering, Bitcoin's Slide & The Bond Market Comebac
|
Nov 21, 2025 |
|
Teaching Kids About Money, Social Security Strategies & Year-End Giving
|
Nov 14, 2025 |
|
Term vs. Permanent Life Insurance and Why We're Not in a Bubble
|
Nov 07, 2025 |
|
Index Funds and Retirement Spending Strategies
|
Oct 31, 2025 |
|
Medicare Open Enrollment, RMD Strategies & the Mortgage Payoff Debate
|
Oct 24, 2025 |
|
Market Volatility, the Truth About Stock Picking, and Retirement Spending
|
Oct 17, 2025 |
|
Government Shutdowns, 401(k) Catch-Up Changes, and When Trusts Actually Make Sense
|
Oct 10, 2025 |
|
The Psychology of Investing: Why We Make Bad Money Decisions
|
Oct 03, 2025 |
|
Cash on the Sidelines Myth and Tax-Efficient ETF Conversions
|
Sep 26, 2025 |
|
Fed Rate Cuts and Separating Headlines from Reality
|
Sep 19, 2025 |
|
Over-Optimization Fatigue and Why the Buffett Indicator Might Be Wrong
|
Sep 12, 2025 |
|
International Markets Surprise, Advanced Charitable Giving & HSA Strategies
|
Sep 05, 2025 |
|
Why Annuities Usually Don't Make Sense and Market Reality Check
|
Aug 29, 2025 |
|
YieldStreet Lessons and Retirement Withdrawal Strategies
|
Aug 22, 2025 |
|
AI Investing Themes and Smart Gifting Strategies
|
Aug 20, 2025 |
|
Alternative Investments Hit 401(k)s and Retirement Tax Planning
|
Aug 08, 2025 |
|
Redefining Retirement: When Traditional Portfolio Advice Falls Short
|
Aug 01, 2025 |
|
Permission to Spend: Die with Zero, Dollar Cost Averaging, and 529 vs. UTMA Planning
|
Jul 22, 2025 |
|
Tax Law Changes, Dividend Income & When Should You Retire?
|
Jul 18, 2025 |
|
One Big Beautiful Bill Act: What High Net Worth Families Need to Know | Ep 4
|
Jul 11, 2025 |
|
Tax Bills, Market Breadth & When to Actually Worry About Your Portfolio | Ep 3
|
Jul 03, 2025 |
|
Making Sense of Market Headlines: Geopolitics, Tariffs, and Long-Term Investing | Ep 2
|
Jun 27, 2025 |
|
From Beta Firm to Nearly $3 Billion: 40 Years of Investment Wisdom with Lowell Pratt | Ep 1
|
Jun 27, 2025 |