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  • All
  • 2026
  • 2025
  • 2024
  • 2023
022826-show

February 28, 2026

February 28, 2026: Fears, Facts & Financial Decisions
Too Much AI? Markets React to a Fictional Scenario; Brokerage Custody, Collateral, and Crisis; Fraternity, Foundation, or Fund? Structuring the Right Legacy; Break-Even and Beyond: Refinancing Done Right

022126-SHOW

February 21, 2026

February 21, 2026: AI Expectations, Investor Bias, and the Future of Saving
AI Expectations and the Software Slowdown; Bull Markets, Bear Memories, and Generational Bias; Democratizing Private Markets: Opportunity or Overreach? Is More Always Better? Adding an IRA to the Mix

021426-show

February 14, 2026

February 14, 2026: Pricing Power, AI Billions, and a Market in Rebalance
Cancel or Complain? Pricing Power Explained; AI at Any Cost? Market Rotation Amid AI Uncertainty

020726-SHOW

February 7, 2026

February 7, 2026: Big Bets: Markets, Musk, and the Cost of Risk
Profit Reports, Policy Shifts, and a Metal Meltdown; The Price of Protection and Peace of Mind; Rockets, Orbital Data Centers, and a Trillion-Dollar Bet; Big Game Bets

013126-show

January 31, 2026

January 31, 2026: Behavioral Biases, Proxy Power, and Planning for the Future
Nostalgia, Narratives, and Portfolio Risk; The Power Behind the Proxy; Front-Loading College Savings: The 529 Superfunding Strategy; Signals from the Fed and Silicon Valley

012426-SHOW

January 24, 2026

January 24, 2026: Credit, Cash Flow, and Calm in Volatile Markets:
Credit Card Caps: Promise vs. Reality; When You Need Cash: Choose Carefully; Listener Q&A: Utility Funds and Front-Loading Contributions; Tariffs, Tensions, and Market Volatility

011726-show

January 17, 2026

January 17, 2026: Markets, Portfolios, and the Price We Pay
Markets, Inflation, and the Earnings Pulse; Investing vs. Trading: Why Headlines Don’t Drive Our Portfolios; The Fed Under Fire; The Real Cost of Driving New

011026-show

January 10, 2026

January 10, 2026: Forecasts, Follow-Through, and Family Finances:
2025 Super Official Board of Predictions Winner; Crystal Ball Check & Recalibration; Accountability, Assigned; Energy, Economy, and International Tensions; Listener Question: More Than a Deed

010326-show

January 3, 2026

January 3, 2026: Smart Resolutions, Growing Families, and Your Questions Answered:
Start the Year Right: Simple Steps for Financial Health; Henssler Baby Boom: Planning for the Littlest Investors; Hot Questions, Smart Answers

122725-show

December 27, 2025 (Repeat)

December 27, 2025: (Repeat) The Long Game: Investing, Mortgages, and Year-End Money Moves
Bench the Bets, Back the Market; 50-Year Home Stretch; Your Year-End IRA Playbook; The Giving Tool You’re Not Using (But Should)

122025-SHOW

December 20, 2025

December 20, 2025: Holiday Trends, Market Signals, and Big Changes Ahead:
Holiday Fads & Favorites; Holiday Spending Checkup; Employment Data and Market Breadth; The Student Loan Reset: New Rules, New Risks, New Decisions

121325-show

December 13, 2025

December 13, 2025: The Fed, The Trades, The Texas Exchange & Meta’s Big Move:
Market Recap + Fed Watch; Trump Trades; New Kid on Wall Street? Meet the Texas Stock Exchange; Meta’s $27 Billion Off-Balance-Sheet Move

120625-SHOW

December 6, 2025

December 6, 2025: Swipe, Save, Bet, and Grow:
The Black Friday Spending Spree Report, Born With a Balance, Bench the Bets, Back the Market, Counting Gains, Cutting Losses

112925-show

November 29, 2025

November 29, 2025: Big Index Energy Meets Black Friday Frenzy—and IRA Crunch Time:
Benchmarks and Big Numbers; Black Friday Unwrapped; Finish Strong: Your Year-End IRA Playbook

112225-show

November 22, 2025

November 22, 2025: Feasts, Forecasts & Fifty-Year Fixes—With a Side of Year-End Financial Moves:
Gravy, Gobble, and Grocery Bills; Earnings, Rates & Market Trends; 50-Year Home Stretch; Solo but Smart: Year-end Financial Moves for Your LLC

111525-show

November 15, 2025

November 15, 2025: Strategic Giving, Mortgage Trade-Offs, and the Savings Hierarchy:
Smart Strategies for 2025 Charitable Contributions; Stop Saving to Pay Off the House? Let’s Talk About It; Your Savings, Your Strategy: Where to Start; Shutdown Ends, Earnings Season and Selling NVIDIA

110825-SHOW

November 8, 2025

November 8, 2025: No ESPN, No Data, No Escape
Paying More for Less: Inside the Disney–YouTube Dispute; No Data, No Problem? Markets Digest Fed, Earnings, and Shutdown; Stuck in Your Home? How Capital Gains Taxes Can Hold You Back

110125-show

November 1, 2025

November 1, 2025: Listener Question Special: Feuds, Funds & Financial Growth
Can Your Estate Plan Keep the Peace? Assets Working for You and Assets Working Against You; One Share, One Vote— Shareholder Rights; The Giving Tool You’re Not Using (But Should)

102525-show

October 25, 2025

October 25, 2025: Stolen Titles, Stalled Government, and Europe’s Edge Home Sweet… Stolen? Understanding Title Theft; Senate Stalemate and Server Crashes; Going Global: Is Europe Calling Your Portfolio?

101825

October 18, 2025

October 18, 2025: Potential Reporting Changes, Musk, and Money Moves for Seniors
Shutdown Silence, Market Buzz; Transparency or Trouble; Innovation or Overvaluation; The 4-Year Tax Window

101125-show

October 11, 2025

Haunted by Costs: Halloween Budgets, AI Bubbles & Financial Futures:
Shrugging off a Shutdown; Cost of Keeping it Creepy; The AI Boom: Smart Bet or Costly Hype; Out of Money or Out of Time

100425-show

October 4, 2025

October 4, 2025: Market Highs, Economic Divides, and Dirty Soda Delights: On Track for A Strong Year; Shutdown Drama; The Bifurcation of Economic Classes; Why Everyone Wants Their Soda “Dirty”

092725-show

September 27, 2025

September 27, 2025: (Repeat) Loyalty Costs, Triple Tax Benefits, and the Power of Strategy (Repeat):
Loyalty vs. Logic: When Staying Costs More; HSAs: Triple Tax Benefit; Rollovers: All in at once or dollar-cost average? Buy, Borrow, and Die

092025-SHOW

September 20, 2025

September 20, 2025: Rates, Refinancing, and Raising Capital:
Reviewing “Up in Smoke;” Fed Rate Cuts, Retail Sales and Consumer Sentiment; Time to Refinance? Looking at Mortgage Rate Movements; Funding in Focus: Pros and Cons of Raising Capital