Markets are shifting fast, and the rules that worked yesterday won’t necessarily hold up tomorrow.

In Season 6, Episode 9 (EP. 131) of the What Dewey Do? Podcast, the 2026 investing playbook takes center stage. The focus is on what still works, what deserves a second look, and what may no longer belong in a modern portfolio. Key themes include the second wave of AI infrastructure, the rotation beyond the Magnificent Seven, global opportunities outside the U.S., bonds making a real comeback through active management, and where private credit and private equity may fit for qualified investors.

The goal is simple: help listeners position capital with intention instead of reacting to headlines.

Press play, take notes, and start shaping a smarter game plan for 2026, one move at a time. Tune in NOW!

Quotes:

- Dewey Steffen: "Private credit can be a powerful fixed-income tool, but it comes with liquidity and risk considerations."

- Dewey Steffen: "Private equity isn’t for everyone, but established revenue-generating businesses can offer compelling growth.”

- Dewey Steffen: "Smart investors focus on what matters, ignore the noise, and position their money intentionally."

➡️ WDD TikTok: https://www.tiktok.com/@whatdeweydopodcast

➡️ WDD Instagram: https://www.instagram.com/whatdeweydopodcast

➡️ WDD Facebook: https://www.facebook.com/whatdeweydo

➡️ GLW YouTube: https://www.youtube.com/@GLWealth

Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (https://www.evry.media.com) and Broadcast Your Authority (https://www.BroadcastYourAuthority.com).

Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.

Too much on your plate to catch every episode this year? No problem. This holiday-themed compilation episode of What Dewey Do? brings together three of the year’s most talked-about moments.

In Season 6 Episode 8 (Ep 130), highlights from covering how to think like a business owner, how to identify your millionaire mindset, and how to manage financial stress with confidence. From tax-smart strategies to mindset shifts, it’s all served up with a mix of fun, finance, and facts. Whether you missed an episode or just want a refresher, this is your chance to grab the best of the best.

Before heading into the new year, take a few minutes to fuel your goals and your game plan. Hit play and treat yourself to a quick masterclass in building wealth, one smart move at a time.

Quotes:

- Dewey Steffen: "Tax diversification starts with knowing the three key account types, taxable, tax-deferred, and tax-free, because each one plays a different role in your year-end plan."

- Dewey Steffen: "Millionaires don’t save last, instead they save first. They automate, prioritize, and stay consistent no matter their income level.”

- Dewey Steffen: "You don’t need a six‑figure salary to invest, what you need is discipline and consistency. That’s the real formula behind long‑term wealth."

➡️ WDD TikTok: https://www.tiktok.com/@whatdeweydopodcast

➡️ WDD Instagram: https://www.instagram.com/whatdeweydopodcast

➡️ WDD Facebook: https://www.facebook.com/whatdeweydo

➡️ GLW YouTube: https://www.youtube.com/@GLWealth

Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (https://www.evry.media.com) and Broadcast Your Authority (https://www.BroadcastYourAuthority.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.

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https://youtu.be/xpC_ccNN6m0?si=fv_6ytjoxXspBNi0

👉 What NO ONE Tells You About Being a Paid College Athlete…

https://youtu.be/XvF81B8QP-E

👉 5 Ways to Invest When Interest Rates Fall!

https://youtu.be/f4ZN3BMYRsk?si=UAMOuQ-8PoMj5pQ_

👉 Top 5 Financial Tips for 2024! (MUST WATCH)

https://youtu.be/3wKkk0W0CEU?si=KC-M0kxH7lqo8uFp

Tipping used to be simple but now it’s a full-blown holiday headache.

In Season 6 Episode 7 (Ep 129) of What Dewey Do?, the pressure to tip is everywhere, from coffee counters to self-checkouts. Just in time for the season of giving, here’s a no-BS guide to tipping with confidence, generosity, and a clear conscience. Tipping takes center stage from its origin story to the post-COVID spike in expectations, including the tech-fueled “tip creep” phenomenon.

You’ll learn when to tip, what to tip, and when it’s totally fine to skip it. Holiday tipping guidelines, auto-gratuity red flags, guilt-driven screens, and personalized service rules are all part of this tipping playbook that’s just as useful for 2026 as it is right now.

Skip the awkward pause at the tablet and stop tipping out of guilt. Watch the full episode and head into the holidays with your wallet in balance.

Quotes:

- Dewey Steffen: "The general rule: tip when someone provides personalized service and relies heavily on your gratuity."

- Dewey Steffen: "Holiday tipping is different. You’re giving a bonus to people who support you all year long.”

- Dewey Steffen: "In self‑service situations, there’s no need to tip. Don’t let a tablet screen guilt trip you."

➡️ WDD TikTok: https://www.tiktok.com/@whatdeweydopodcast

➡️ WDD Instagram: https://www.instagram.com/whatdeweydopodcast

➡️ WDD Facebook: https://www.facebook.com/whatdeweydo

➡️ GLW YouTube: https://www.youtube.com/@GLWealth

Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (https://www.evry.media.com) and Broadcast Your Authority (https://www.BroadcastYourAuthority.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.