Episode 52 - The Christmas List

Episode 52 - The Christmas List

In our annual Christmas episode, we go over all the great year-end ideas: gifting strategies, RMD's, QCD's, and...OMG...what is Tax Loss Harvesting and how do I get that done before the New Year!?

Episoder(104)

Episode 88 – The Election Episode

Episode 88 – The Election Episode

Election season finds many investors speculating about who will win and what that means for the markets and economy. This week Andrew and Bill look back in history to discover how political control im...

11 Nov 202230min

Episode 87 - All The Reasons NOT to Invest

Episode 87 - All The Reasons NOT to Invest

2022 has left many investors rethinking their investment strategy. In this episode, Andrew and Bill go back in history and look at the events that have shaped the last two decades of the market to gi...

21 Okt 202240min

Episode 86 - Social Insecurity

Episode 86 - Social Insecurity

Have you heard from your first day in the working world that Social Security will not be there for you? We all have. Have you ever asked why though...and if it's actually true? We break it down to D...

14 Okt 202231min

Episode 85 – From The Feed (Bear Market Tips & Year-End Planning Guide)

Episode 85 – From The Feed (Bear Market Tips & Year-End Planning Guide)

The markets have not been fun in 2022 but this week Andrew and Bill discuss the 3 rules for bear market success and your critical year-end planning checklist. Article Links Forbes: Three Rules For Suc...

7 Okt 202240min

Episode 84 - The Royal Episode

Episode 84 - The Royal Episode

This past week we all mourned the passing of Queen Elizabeth II, the longest reigning monarch in British history. In today’s episode, Andrew and Bill reflect on her life and her choices while they dis...

23 Sep 202242min

Episode 83 - From The Feed (The End of the Covid Trades?)

Episode 83 - From The Feed (The End of the Covid Trades?)

This week we take a look at 4 of the stocks that were popular for people to buy during the beginning of the pandemic and ask the question: what do I do with them now? Spoiler alert - we take you back...

2 Sep 202226min

Episode 82 - From The Feed (BBBY, the Cramer Disclaimer and is Ariana Grande your beneficiary?)

Episode 82 - From The Feed (BBBY, the Cramer Disclaimer and is Ariana Grande your beneficiary?)

This week, Bill and Andrew discuss the hotshot college kid that made $110MM on a Bed Bath and Beyond trade, Jim Cramer's track record and how your brain hears his bells and whistles, and lastly anothe...

26 Aug 202227min

Episode 81 - From The Feed (Time To Check Your Financial Plan)

Episode 81 - From The Feed (Time To Check Your Financial Plan)

Description: High inflation and low returns have created the perfect storm for new retirees. This week Andrew and Bill look at the math of retiring into a bear market and how they think about the 60/...

19 Aug 202242min

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