
Q&A: You Made a Money Mistake. Now What?
#593: An anonymous caller is brooding over a mistake he made in 2023 when he decided to contribute to his Roth instead of a pre-tax account. How does he get over this? June is annoyed that she trigge...
25 Mars 202557min

Why Your Brain Rewards You for Avoiding Your Boss, with Dr. Joel Salinas
#592: Ever wonder what's happening in your brain right before you knock on your boss's door to ask for a raise? Dr. Joel Salinas, neurologist and brain health expert, joins us to explain the neurology...
21 Mars 20251h 24min

The Hidden Tax of Avoiding Tough Conversations, with Harvard Law Senior Fellow Bob Bordone
#591: Imagine you're about to ask your boss for a raise. Your stomach tightens. You've rehearsed what to say, but doubt creeps in. Should you be more assertive? More understanding of company constrain...
18 Mars 20251h 45min

Small Cap Showdown! Paul Merriman vs. Dr. Karsten Jeske Battle … with Millions Hanging in the Balance
#590: In the left corner, we have Paul Merriman, the seasoned finance veteran weighing in at 183 pounds. In the right corner, Dr. Karsten Jeske, the scrappy newcomer at 208 pounds. The bell rings, and...
14 Mars 20251h 51min

Q&A: How Much Risk Should My Mom Take in Retirement?
#589: Kimmy is worried that her mom’s retirement portfolio is invested too conservatively. Is she right to advise her to take on more risk? Peyton has heard the financial advice about staying away fr...
11 Mars 202552min

First Friday: The Economic Maze We're Navigating Together
#588: Jobs are growing, interest rates are holding, and your student loan options just hit pause. Welcome to this month's economic rollercoaster. The economy is sending mixed messages this month. We ...
7 Mars 202534min

Q&A: Should You Cash Out Your ETFs? The Hidden Consequences of That Decision …
#587: Debi is stressed about saving a down payment to buy a house in her high-cost-of-living area. Should she cash out her brokerage account to speed up the process? Lucas and his wife are high earne...
4 Mars 20251h 3min

Money Doubles Every 10 Years (and Most People Never Notice!), with Scott Yamamura
#586: If you are a complete beginner at finances, or if you know someone who is, this episode is for you. The biggest hurdle for beginners? Money seems complex and intimidating. But Scott Yamamura, a...
28 Feb 20251h 11min




















