Dollars & Sensibilities

For many Americans buying a home is the most significant financial decision we will make. Join Bill and Andrew as they discuss the process and most important considerations when buying your home… or i...

27 Elo 202126min

There have never been as many small businesses in America as there are today. Today Andrew and Bill discuss the lifestyles of different entrepreneurs and what it takes to make the leap from a solo pra...

20 Elo 202134min

Back of the napkin financial planning is no substitute for the real thing, but it can serve as a benchmark to see if you’re on the right path! This week Bill and Andrew explain the 4% rule and how eve...

13 Elo 202118min

Retirement planning is all about maximizing your savings and tax benefits. This week Andrew and Bill discuss how a Backdoor Roth IRA can benefit retirement savers and how Peter Thiel put $5 Billion do...

30 Heinä 202120min

Compound interest is the number one shortcut to creating wealth. This week join Bill and Andrew as they teach you “The Rule of 72” or as they like to call it… back of the napkin financial planning. S...

23 Heinä 202115min

Generational wealth is wealth that lasts beyond your lifetime and impacts the future generations of your family. Today Andrew and Bill discuss how parents and families can teach the next generation t...

16 Heinä 202131min

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 Commingli...

9 Heinä 202116min

Money touches all areas of our lives and relationships are no exception! Learning how to navigate the topic of finances can make or break your relationship with your significant other. This week, Andr...

2 Heinä 202134min