
Ep. 92 - 1st Quarter Recap
The 1st Quarter of 2023 is in the books! How have the markets done? How have you done? In this episode, we discuss the performance of the S&P 500, Dow Jones, and Nasdaq. We also discuss holding oursel...
2 Huhti 202313min

Ep. 91 - 5 Star
This past week the Federal Reserve raised interest rates again! How close are we to the end of this cycle? How will this impact your portfolio, and what can you do to prepare for the end of rate hikes...
26 Maalis 202322min

Ep. 90 - SVB (yeah you know me)
This episode is all about Silicon Valley Bank (SVB). How do banks work? How does FDIC insurance work? In this episode, we explain what happened to SVB and how it could or could not happen to other ban...
19 Maalis 202328min

Ep. 89 - Tipped Finance w/ Barbara Sloan
In this episode, we are so fortunate to have a fantastic guest. Barbara Sloan is the author of "Tipped Finance," a book for service industry professionals (SIP). The financial planning profession enti...
12 Maalis 202354min

Ep. 88 - Efficient Market?
Is the market always efficient? The efficient market theory says yes, but we will take a deeper dive here at the investor professor. This has been a debate for decades between academics and practition...
5 Maalis 202324min

Ep. 87 - BRK LETTER
Today the annual Berkshire Hathaway Letter dropped, and we discuss some of the essential points the Oracle from Omaha discusses. We also discuss some of the scary retirement trends being seen and felt...
26 Helmi 202317min

Ep. 86 - Mail Bag
This week we have our first mail bag episode. We answer questions that listeners have sent in and look forward to doing more of these in the future. If you have a question you'd like answered, please ...
20 Helmi 202324min

Ep. 85 - Super Bowl & Accounts
In this episode, we discuss the business side of the Super Bowl. How much does a commercial cost? How many will place bets? We also discuss the quarterly earnings of $UBER and $LYFT. The focus of this...
12 Helmi 202328min



















