An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make w
Last year, I published an episode titled, 5 Reasons Not to Do a Roth Conversion. The 5 reasons shar
"Cash is king." But is it a great investment? Historically, investors have built up dry powder to f
For the last 53 years, U.S. stocks have significantly outperformed international stocks. (It's not e
Today I'm joined by Phil Huber, Chief Investment Officer at Savant Wealth Management. Phil joins me
Today I'm talking about the bond market. Specifically, what it's currently telling us about where th
Today we're talking about expectations vs reality. To help, I’m joined by Rubin Miller, founder and
Today I'm talking about the current banking crisis. Why? Silicon Valley Bank and Signature Bank were
*** More Than Money is officially out! Click here to grab your copy now. *** (All net proceeds being
Today I'm discussing risk. Specifically, a type of risk known as "tail risk." As Morgan Housel puts
Today I'm talking about alternative investments. An "alternative" is an asset that doesn't fall into
Today I’m addressing the January inflation report. In fact, contrary to expectations, inflation incr
Today I’m talking about investing and planning for retirement during uncertain times. In fact, I was
Today I’m wrapping up our series on Financial Advisors by answering five common questions. Questions
Today I’m tackling part four of our series on financial advisors. Specifically, I’m covering three B
Today I’m sharing the different ways financial advisors charge for their services. In fact, there ar
Want to support my upcoming book and help improve financial literacy? To encourage your support, I'm
Today I'm kicking off a multi-part series on Financial Advisors. (I'm also sharing a BIG announcemen
Bonds are on track for their worst year in history. In response, retirement investors are concerned
Today I'm talking about state taxes (in retirement!). Specifically, I'm sharing three important fact
Today I’m sharing three retirement and tax planning updates for 2023. Specifically, I’m sharing a su
