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- All
- 2026
- 2025
- 2024
- 2023
July 18, 2026
July 18, 2026: Markets, Mortgages and Money Myths
What’s Moving the Markets? Is Now the Wrong Time to Move? Does Yesterday’s Financial Advice Still Work Today? When an Investment Is Too Good to Be True
July 11, 2026
July 11, 2026: More Than a Will, More Than a Savings Account
Do You Have an Estate Plan—or Just a Will? A New Way to Save for the Next Generation; Custodial Accounts for Kids: What Families Should Know
June 27, 2026
June 27, 2026: The K-Shaped Economy, Compounding, and Long-Term Care
Same Economy, Different Reality; Why the First Million Is the Hardest; Long-Term Care: The Conversation Nobody Wants to Have (But Has to)
June 20, 2026
June 20, 2026: World Cup Crowds, Market Narratives, and HSA Strategies
The World Cup Effect: Winners Beyond the Pitch; SpaceX, Spectacles, and Sentiment; When Should You Spend Your HSA?
June 13, 2026
June 13, 2026: Probate, Partners, and Portfolios
Probate: Fact, Fiction, and what Really Happens; When Mom and Dad Fight: When Couples Disagree About Money; From Safety Net to Nest Egg: Investing for the Future
June 6, 2026
June 6, 2026: Valuations, Vigilance, and Valuable Lessons:
The Most Expensive IPOs Ever; Lessons Learned the Hard Way; Trust the Plan—or Tinker With It?
May 30, 2026
May 30, 2026: Mortgages, Money Transfers & Monetary Policy:
ARMs: Smart Strategy or Warning Sign? Passing Down Wealth Without Passing Down Problems; Fighting Inflation with the Wrong Tools?
May 23, 2026
May 23, 2026: Cash, Counsel, and Chatbots
How Liquid Should Your Safety Net Be? Cash, Crises & Contingency Plans; Your Adviser vs. The Algorithm; Year-to-Date on Wall Street
May 16, 2026
May 16, 2026: Alternative Assets, Chip Rallies & Bubble Warnings
Investing Beyond Wall Street in Your IRA; The Semiconductor Supercycle; Bubble Talk: Comparing Today to 2000
May 9, 2026
May 9, 2026: Bond Yields, Bearish Sentiment, and the Water Trade:
Etymology of “Hedge” in Hedge Fund; Income vs. Return: Understanding Bond Math; The Rule That Lets You Keep the House—and the Loan; Will Water ETFs Make a Good Long-Term Investment? Why Is Everyone Bearish While the Market Rallies?
April 25, 2026
April 25, 2026: What Everyone is Asking:
Should I Shop for a Financial Adviser? Do I Even Need a Financial Adviser? Should I Pay Everything Off to Be Debt Free? Should I Liquidate My Property? How Much Do I Need to Start Investing?
April 18, 2026
April 18, 2026: High Expectations: Spending, Inheritance, and Markets
Built for the Kids: The Evolution of Spring Break; Guardrails for Generational Wealth; Markets Reach All-Time High; Listener Question: Underperforming Investment with Embedded Gains
April 11, 2026
April 11, 2026:
The AI Excuse & The Winner’s Dilemma: AI Washing Wall Street; Your Biggest Winner… Your Biggest Risk
April 4, 2026
April 4, 2026: Market Stress, Instant Everything, and the Last Penny
Close to Correction; The Business of Convenience: Fast, Easy… and Profitable? No Pennies, No Problem? The Economics of Rounding
March 28, 2026
March 28, 2026: Oil Prices, Exit Plans, Umbrellas, and Mortgage Math
Reading the Market: Labor, Data, and Geopolitics; After the Sale: Purpose, Not Just Proceeds; Matching Risk, Not Just Net Worth; Protecting a Good Asset Decision in an Unfortunate Life Transition
March 21, 2026
March 21, 2026: Timing, Tournaments & a Shift in Earnings Season
All Eyes on the Fed—and the Headlines; March Madness; December RMDs Only? Earnings Season, Rewritten
March 14, 2026
March 14, 2026: Short-Term Headlines, Long-Term Discipline
Perspective in a Time of Uncertainty; But is the Sky Really Falling? The 401(k) Safety Net
March 7, 2026
March 7, 2026: Headlines and Hard Decisions: War, AI, and Dividing Assets
Headlines and Wall Street; Discipline Over Drama; Separating Signal from Story; The Hidden Financial Decisions in Divorce
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
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

