Episodes

  • Delaying Social Security, Small Cap Value Stocks, Portfolio Construction Framework (5.16.26)

    Delaying Social Security, Small Cap Value Stocks, Portfolio Construction Framework (5.16.26)
    May 18 2026
    This week's show covers how to delay filing Social Security, Small Cap Value stocks, a simple portfolio construction framework, and lots of email questions!
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    1 hr and 19 mins
  • Rules-Based Investing, Preparing for Financial Incapacity, Roth or Traditional? (5.9.26)

    Rules-Based Investing, Preparing for Financial Incapacity, Roth or Traditional? (5.9.26)
    May 11 2026
    This week's show covers our rules-based investing framework, preparing for financial incapacity, short-term investment grade bonds, and the roth vs. traditional debate!
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    1 hr and 18 mins
  • Retirement Withdrawal Sequencing, Backdoor Roth Contributions, Gifting, and More! (5.2.26)

    Retirement Withdrawal Sequencing, Backdoor Roth Contributions, Gifting, and More! (5.2.26)
    May 4 2026
    This week's show covers the sequencing of retirement withdrawals, municipal bonds, backdoor Roth contributions, gifting, and lots more!
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    1 hr and 18 mins
  • Best-Of (4.18.26)

    Best-Of (4.18.26)
    Apr 20 2026
    This week's show includes a new market update and best-of content while our radio producer is on vacation.
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    1 hr and 18 mins
  • Consolidating Your Investments, Turning your Portfolio into a Paycheck, DAF's (4.11.26)

    Consolidating Your Investments, Turning your Portfolio into a Paycheck, DAF's (4.11.26)
    Apr 13 2026
    This week's show covers consolidating your investments, how to turn your portfolio into a paycheck, donor advised funds, and more!
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    1 hr and 18 mins
  • Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)

    Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
    Apr 6 2026
    This week's show covers investing myths costing you money, the rotation into value stocks, what your 1099 can tell you, annuities, gifting, and more!
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    1 hr and 18 mins
  • Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)

    Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)
    Mar 30 2026
    This week's show covers Iran War market volatility in perspective, tax-free municipal bonds, asset location in investment accounts, and more!
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    1 hr and 18 mins
  • Bond Allocations, Beware the Average Advisor, Mistakes Investors are Making Now (3.14.26)

    Bond Allocations, Beware the Average Advisor, Mistakes Investors are Making Now (3.14.26)
    Mar 16 2026
    This week's show covers mistakes investors are making right now, asset allocation (rate agnostic bond allocations), rules-based rebalancing, and lots of emails!
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    1 hr and 18 mins