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- All
- 2026
- 2025
- 2024
- 2023
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
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?
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
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

