Recent Episodes
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Two-factor authentication adds a crucial security layer to your accounts.
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Examines the debate on whether actively trying to beat the S&P 500 is worthwhile.
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Explains how rising Medicare costs can significantly reduce Social Security benefits.
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Discussion on whether the Federal Reserve will alter its policies regarding Treasury Inflation-Protected Securities (TIPS).
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Discusses overcoming the fear of retirement and its associated anxieties.
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Stocks offer growth potential but higher risk for retirement.
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Social Security claiming age impacts monthly benefits significantly.
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Discusses AI's impact on YouTube channels and financial planning resources.
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Explains four rules for managing cash: yield, liquidity, taxes, and safety.
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Explores the concept of 'set it and forget it' investing.
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Details a personal plan for utilizing a Health Savings Account (HSA).
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Addresses using a 'Trump Account' to build a child's wealth.
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Discussed potential impact of SpaceX IPO on S&P 500.
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Learn about free financial tools for tracking investments and budgeting.
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Multiple account types offer flexibility for income and tax adjustments.
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Portfolio choice depends on withdrawal rate, risk tolerance, and income needs.
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Discussing the immense $40 trillion question regarding retirement.
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Sequence risk impacts investments before and during retirement.
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Compare top budgeting apps: Empower, Monarch Money, and Boldin.
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Explored the Floor & Enjoy Retirement Strategy.