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- 2026
- 2025
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- 2023
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)
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?
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
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
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”
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
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
September 13, 2025
When Life Happens: Up in Smoke:
This episode dives into the aftermath of a neighborhood house fire that left a family without their home, but not without hope.
September 6, 2025
September 6, 2025: Billion-Dollar Ballgames, Love Contracts, Federal Stakes & Logo Breaks:
What’s Driving the Markets; Gridiron Gold; Love Songs to Legal Clauses; Uncle Sam’s New Portfolio, Biscuits to Backlash
August 30, 2025
The Golf Cart Revolution; Interview with Mark Hurley of Digital Privacy & Protection LLC
August 23, 2025
Celebrities Crushing It as Investors; Property Taxes, Insurance and Escrow: DIY or Leave It to the Lender? Volatility, Interest Rates and Tech as Value
August 16, 2025
Slowing Consumer Prices but Hot Producer Prices; Is Financial Stability the New Love Language? From Stock Options to Stress; When Your Vesting Schedule Outruns Your Career
August 9, 2025
Defensive Sectors, Consumer Sentiment, and Solid Earnings; Rigged or Reputable? The Battle Over U.S. Job Data; Sticker Shock: The New Price of Living Well in America; RMD Strategy or Sales Pitch? What to Ask About Annuities
August 2, 2025
Fed Holds Rates, No Set Plan for a Rate Cut; Matthew Reed, CPA/ABV: Post-Tax Season Debrief and OBBBA Changes that Affect You; Part 2, Evolution of Payments: Stablecoin
July 26, 2025
Third of the Way Through Earnings Season; The Fed’s Big Influence; Too Many Millionaires, Not Enough Pool Chairs; From Cash to Tap: How Credit Cards Changed Everything
July 19, 2025
Tame Market, Muted Returns; Loyalty vs. Logic: When Staying Costs More; The New Lease on Spending: Buy vs. Lease in Everyday Life; The Psychology of a Big Purchase; Home Equity: Invest It or Pay Down Debt?
July 12, 2025
Atlanta’s Animals Running Wild; EBRI 2025 Retirement Confidence Survey; Retirement Planning with a Pension; Buy, Borrow, and Die
June 28, 2025
Promises, Bigger Price Tags: Inside Trump’s Tax Plan; Markets Rally on Missiles? Geopolitics vs. Wall Street; Mid-Year Gut Check: Your Money, Your Move; The Car-Buying Headache: Why It’s Still a Hassle
June 21, 2025
Don’t Let Your Cash Nap: Smarter Ways to Save; Rates on Hold, Markets on Edge; Left, Right, or Buy-and-Hold? Fur Babies and Financial Realities
June 14, 2025
Discord in Margaritaville; Trade Talks, Tariffs and Inflation Data; Discount Dilemma: The End of the Ultra-Cheap Era? Fueling Returns: Phoenix Energy’s High-Yields; Dollar in Danger?
June 7, 2025
Trade Talks with China, PCE Deflator, and Consumer Sentiment; Interview with Christopher Reeves, Esq.
