3 Major Problems With Your 401(k) (And How to Fix Them)
For decades, the 401(k) has been treated as the cornerstone of retirement planning. But what if it’s not the perfect solution we’ve all been told it is? In this episode, I take a closer look at the t...
30 Loka 202516min
The Missing Piece Most Financial Plans Overlook
Think “tax planning” sounds boring or optional? Think again. In this episode, I unpack why proactive tax planning has become one of the most important—and overlooked—parts of a strong financial plan....
23 Loka 202511min
The 401(k) Benefits — The Very Short List
The 401(k) might be the most common retirement plan in America — but its “benefits” aren’t as impressive as they seem. In this episode, I revisit the traditional 401(k), explain what actually makes it...
16 Loka 20256min
How an Accident in 1978 Created the 401(k) — and Changed Retirement Forever
The 401(k) was never meant to exist — but it changed retirement forever. In this episode, I explain the history of the 401(k), how it started as a small section of the 1978 Revenue Act, and the story ...
9 Loka 202510min
Why Your 401(k) Needs a Self Directed Brokerage Account
Retirement as we know it is actually a very new idea. From the early days of Social Security to company pensions and now the 401k, the system has changed a lot - but not always for the better. In this...
2 Loka 202511min
Angel Studios Goes Public — A Victory for Everyday Investors
Angel Studios has been in the spotlight for its Regulation A offering — a way for everyday investors to put money into a company they believe in. While other Reg A offerings, like Picasso, have strugg...
25 Syys 20256min
The 401k Secret Wall Street Hopes You Never Find
Most people think a 401k limits them to a small list of mutual funds and target-date options — but that’s not the whole story. In this episode, I explain how a self-directed brokerage account (SDBA) c...
18 Syys 20259min
The Lie Behind ‘The Next Big Thing’
Investors are constantly told to chase the “next big thing” — whether it’s Bitcoin, AI, or the latest hot stock. In this episode, I break down why that mindset leads to bad decisions and unnecessary a...
11 Syys 20259min
