The Hidden Cost of Playing It Safe With Money, with Dr. Margie Warrell
#578: Fear blocks smart money moves. Ask Harvard Business Review advisor Dr. Margie Warrell, who guides Fortune 500 companies through strategic risk-taking. Her client roster includes NASA, Morgan Sta...
31 Tammi 20251h 12min
Q&A: The Efficient Frontier Was Perfect Until HR Got Involved
#577: Kelsey is excited about investing along the efficient frontier, but it feels impossible with the lack of fund options in her employer-sponsored 401k. What’s the best way to deal with this proble...
28 Tammi 202559min
The World's Richest People Are Weird by Design, with William Green
#576: The world's greatest investors have a secret: they're weird. When one young fund manager met Bill Miller for the first time, he refused to shake hands. Instead, he locked eyes and declared: "I...
24 Tammi 20251h 21min
Q&A: The Roth Decision at Every Income Level (And Why It Matters Now!)
#575: Apar’s income has more than doubled after he started his own business. His advisor recommends Roth contributions but he’s skeptical due to his high income. Who’s right? Keith is frustrated by t...
21 Tammi 20251h 15min
The Hidden Psychology of Financial Pressure, with Dr. Sunita Sah
#574: What would you do if someone in authority told you to do something that felt wrong? Most of us like to think we'd speak up, push back, stand our ground. But research tells a very different story...
17 Tammi 20251h 27min
Q&A: Wait, Are We All Wrong About Zero APR Strategies?
#573: An anonymous caller has always put her large purchases on zero percent APR credit cards, but something’s been nagging at her. Is she walking on thin ice with this strategy? Von is confused why ...
14 Tammi 202553min
Your Last Thoughts Won't Be About Money, with Dr. Jordan Grumet
#572: At age 7, Dr. Jordan Grumet lost his father. This early loss shaped his career path — he became a physician, following in his dad's footsteps. But by 2010, feeling burned out from internal medic...
10 Tammi 20251h 17min
Q&A: When Your Crypto Bet Pays Off TOO Well
#571: An anonymous caller’s crypto investments have recently skyrocketed to 17 percent of her investment portfolio. Given the volatility of this asset, should she rebalance it or go all in? Jocelyn ...
7 Tammi 20251h 11min
