Episode 34 - Keep on Rolling

Episode 34 - Keep on Rolling

This week Bill and Andrew keep Rolling with the Changes...but we dive even deeper into the 401K Rollover process. What are your options? What are the mistakes to avoid? What the heck does Commingling mean?! Listen for the answers to these questions and more in Episode 34: Keep on Rollin!


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Jaksot(104)

Episode 104 - 2023 Review & 2024 Predictions

Episode 104 - 2023 Review & 2024 Predictions

Join Andrew Martz and Bill McBride as they recap the financial rollercoaster of 2023, share insights on proper investment math, and make bold predictions for 2024. Whether you're a seasoned investor o...

9 Helmi 202445min

Episode 103 - Just Because

Episode 103 - Just Because

Alright Alright Alright!  We finally incorporated some Matthew McConaughey wisdom into a financial podcast. Mac's latest children's book "Just Because" provides some profound mantras, simple insight r...

3 Marras 202332min

Episode 102 - Financial Enabling: Recognize its Impact on Your Financial Journey

Episode 102 - Financial Enabling: Recognize its Impact on Your Financial Journey

While financial success is the goal for many, financial enabling can silently affect your future financial well-being. This week Andrew and Bill discuss what financial enabling is, who it effects, rel...

27 Loka 202335min

Episode 101 - Navigating the Social Ladder: A Journey Through Socio-Economic Class Mobility

Episode 101 - Navigating the Social Ladder: A Journey Through Socio-Economic Class Mobility

Diverse opportunities and economic disparities mark our society. This week, Andrew and Bill discuss socioeconomic class mobility and shed light on the factors influencing upward and downward movement ...

13 Loka 202339min

Episode 100 - From FOMO to ROI: Unmasking the 'Fake Investments' We're All Guilty Of

Episode 100 - From FOMO to ROI: Unmasking the 'Fake Investments' We're All Guilty Of

Fake Investments are the products and services we spend our money on, believing they will bring us wealth, but just leave our wallets empty. This week, Andrew and Bill discuss common fake investments,...

6 Loka 202346min

Episode 99 - The New Travel Rules

Episode 99 - The New Travel Rules

Traveling in 2023 is coming with a lot more cost. This week Bill and Andrew discuss the Do’s and Don’ts of mixing personal & professional travel along with the new landscape for corporate travelers. T...

21 Huhti 202341min

Episode 98 - The Annual Review

Episode 98 - The Annual Review

It's tax deadline time!   This week Bill and Andrew review this year's tax deadlines, but equally as important is the opportunity to review your portfolio.  We tell you what to look for as it relates ...

14 Huhti 202335min

Episode 97 - Calculated Risk & Dumb Luck

Episode 97 - Calculated Risk & Dumb Luck

Luck and Risk are two different sides of the same coin. This week Bill and Andrew talk about the role of luck in success, why the year you were born matters, and the importance of holistic financial p...

7 Huhti 202338min

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