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  • 2026
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090526-SHOW

September 5, 2026

September 5, 2026: Social Security, Mortgages & Trump Accounts (Repeat)
Will Social Security Be There for Gen X? Is Now the Wrong Time to Move? A New Way to Save for the Next Generation

082926-show

August 29, 2026

August 29, 2026: Debt, Discounts, & Donations
$40 Trillion in Debt: How Worried Should We Be? Buying Down Mortgage Rates: Worth It or Waste? Turning Stock Gains into Charitable Giving

082226-show

August 22, 2026

August 22, 2026: Swipe, Spend, and Scroll
Playing Your Cards Right; Points, Perks & Premium Prices; Good Advice, Bad Advice & the Finfluencer

081526-show

August 15, 2026

August 15, 2026: Student Loan Decisions, a Health Care Revival & Record Highs
For Better or for Worse… and for Student Loans; Healthcare Stocks: Look Back or Look Ahead? All-Time Highs Aren’t a Stop Sign; What’s Been Moving the Market

080126-show

August 1, 2026

August 1, 2026: Sell-offs, Tradeoffs & Tip-offs
AI, Apple, and the Chip Race; You Can’t Have It All: Investment Tradeoffs; Can Prediction Markets Be Manipulated?

072526-show

July 25, 2026

July 25, 2026: Navigating Mortgages, The Credit Divide, and Upsizing Retirement
Inside the Mortgage Process; A Tale of Two Credit Economies; Aging in Place—or Living Larger; Investors Questioning AI Spending

071826-show

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

071126-show

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

070426-SHOW

July 4, 2026

July 4, 2026: Markets, Main Street & Social Security
Midyear Market Scorecard; Frugal or Fireworks? Social Security: File Early, File Late, or File Smart?

062726-show

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)

061326-show

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

060626-show

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?

053026-show

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?

051626-show

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

050926-show

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?

050226-SHOW

May 2, 2026

May 2, 2026: Data Centers, Down Payments, and the Death of 60/40:
Earnings Roll In, Fed Holds; AI’s Buildout: Big Tech, Big Power, Bigger Questions; Approved Doesn’t Mean Affordable; 60/40 Isn’t Dead—But It’s Not the Plan

042526-SHOW

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?

041826-show

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

041126-show

April 11, 2026

April 11, 2026:
The AI Excuse & The Winner’s Dilemma: AI Washing Wall Street; Your Biggest Winner… Your Biggest Risk

040426-show

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

032826-show

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