Episode 103 - Just Because
Alright Alright Alright! We finally incorporated some Matthew McConaughey wisdom into a financial podcast. Mac's latest children's book "Just Because" provides some profound mantras, simple insight r...
3 Nov 202332min
Episode 102 - Financial Enabling: Recognize its Impact on Your Financial Journey
While financial success is the goal for many, financial enabling can silently affect your future financial well-being. This week Andrew and Bill discuss what financial enabling is, who it effects, rel...
27 Okt 202335min
Episode 101 - Navigating the Social Ladder: A Journey Through Socio-Economic Class Mobility
Diverse opportunities and economic disparities mark our society. This week, Andrew and Bill discuss socioeconomic class mobility and shed light on the factors influencing upward and downward movement ...
13 Okt 202339min
Episode 100 - From FOMO to ROI: Unmasking the 'Fake Investments' We're All Guilty Of
Fake Investments are the products and services we spend our money on, believing they will bring us wealth, but just leave our wallets empty. This week, Andrew and Bill discuss common fake investments,...
6 Okt 202346min
Episode 99 - The New Travel Rules
Traveling in 2023 is coming with a lot more cost. This week Bill and Andrew discuss the Do’s and Don’ts of mixing personal & professional travel along with the new landscape for corporate travelers. T...
21 Apr 202341min
Episode 98 - The Annual Review
It's tax deadline time! This week Bill and Andrew review this year's tax deadlines, but equally as important is the opportunity to review your portfolio. We tell you what to look for as it relates ...
14 Apr 202335min
Episode 97 - Calculated Risk & Dumb Luck
Luck and Risk are two different sides of the same coin. This week Bill and Andrew talk about the role of luck in success, why the year you were born matters, and the importance of holistic financial p...
7 Apr 202338min
