エピソード

  • Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)

    Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)
    2025/06/09
    This week's show covers budget deficits and the bond market, international developed market stocks, the modern 529 plan, and more!
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    1 時間 18 分
  • Why Deficits Matter, Municipal Bonds, Estate Planning Pitfalls (5.31.25)

    Why Deficits Matter, Municipal Bonds, Estate Planning Pitfalls (5.31.25)
    2025/06/02
    This week's show covers why fiscal budget deficits matter, municipal bonds, estate planning pitfalls, and lots of emails!
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    1 時間 18 分
  • Making Your Portfolio a Paycheck, Conflicts of Interest, Starting the Estate Planning Talk (5.24.25)

    Making Your Portfolio a Paycheck, Conflicts of Interest, Starting the Estate Planning Talk (5.24.25)
    2025/05/27
    This week's show covers how to turn your portfolio into a paycheck, financial advisor conflicts of interest, starting the estate planning talk, and more!
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    1 時間 18 分
  • Tribute to the Oracle of Omaha, Donor Advised Funds, Asset Classes you Shouldn't Own (5.17.25)

    Tribute to the Oracle of Omaha, Donor Advised Funds, Asset Classes you Shouldn't Own (5.17.25)
    2025/05/21
    This week's show includes a Warren Buffett tribute, beneficiary roadmap, Donor Advised Funds, and asset classes you own but shouldn't.
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    1 時間 18 分
  • Best-Of (5.10.25)

    Best-Of (5.10.25)
    2025/05/14
    Our producer Tim is on vacation this week, please enjoy some best-of content, and we'll be back with a new show next week!
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    1 時間 19 分
  • Why Your Bonds Aren't Working, Social Security "Bridge", Publicly Traded REIT's (5.3.25)

    Why Your Bonds Aren't Working, Social Security "Bridge", Publicly Traded REIT's (5.3.25)
    2025/05/05
    This week's show covers why your bonds still aren't doing their job, creating a "bridge" to Social Security, publicly traded REIT's, and lots of emails.
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    1 時間 18 分
  • Best-Of (4.26.2025)

    Best-Of (4.26.2025)
    2025/04/28
    Investment conference this week -- best-of content for now, we'll be back next week!
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    1 時間 18 分
  • 529 Changes, How to Stay Invested, Emergency Funds (4.19.25)

    529 Changes, How to Stay Invested, Emergency Funds (4.19.25)
    2025/04/21
    This week's show covers how to stay invested in a volatile market, 529 plan changes, the basics of Emergency Funds, and HSA's.
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    1 時間 18 分