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- All
- 2026
- 2025
- 2024
- 2023
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
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
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
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
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
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
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
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
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)
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
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
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
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
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

