
Money Doubles Every 10 Years (and Most People Never Notice!), with Scott Yamamura
#586: If you are a complete beginner at finances, or if you know someone who is, this episode is for you. The biggest hurdle for beginners? Money seems complex and intimidating. But Scott Yamamura, a...
28 Helmi 20251h 11min

Q&A: The Hidden Tax Drain in Your Investment Strategy
#585: Michael rebalances his portfolio every year. But he’s worried that triggering capital gains taxes on his brokerage account will cancel out the benefits of reallocation. Is there a better approac...
25 Helmi 202551min

Sahil Bloom: Which of the Five Wealth Types Are You Neglecting?
#584: Think about how you spend an average day. Would the 10-year-old version of yourself be impressed? What about the 90-year-old version? These two powerful questions frame our conversation with Sa...
21 Helmi 20251h 18min

Q&A: Everyone Is Arguing About Roth IRAs And We Have Thoughts
#583: Contrary to recent discussions, Jesse has concluded that a traditional IRA is the smarter way to go for most people once marginal tax rates are factored in. Is he missing something? An anonym...
18 Helmi 20251h 3min

The Marriage Contract You Never Saw (But Can't Escape), with Harvard Law Alum Aaron Thomas
#582: They had it all. Six thriving children. A 40-year marriage. A household income of $200,000. Then in her 60s, she discovered a shocking truth: he had gambled away their entire retirement savings...
14 Helmi 20251h 29min

When Disaster Hits Home – Literally
#581: Today's question is different. There's something special about it — and you'll understand why in a moment. An 84-year-old listener left us a voicemail about his struggle to break free from mo...
11 Helmi 202553min

Treasury Tantrums, Arctic Routes, and McKinley's Ghost
#580: "If you want to understand what's happening in the economy, look at bonds," begins today's episode, where we explore how the bond market acts as a crystal ball for economic trends. The bond mar...
8 Helmi 202557min

Q&A: Two Weeks Until My Tenants Move In And I Have Nowhere to Go
#579: Todd is in a real estate bind. He found out six days before closing on a new home that it wasn’t legally sellable. And renters are moving into his current home in two weeks. What should he do? ...
4 Helmi 20251h




















