
Episode 56 - Life & Taxes
This week, Bill and Andrew discuss the other inevitably of life...taxes. Specifically, what you could be missing in your filing, your accounting, and therefore your returns. We wrap the episode with ...
28 Jan 202234min

Episode 55 - From The Feed (Women in Planning, Bitcoin Predictions, Starlink and Financial Peace in 2022)
This week on From The Feed, we cover why women are so integral in the planning process, what has happened to the price of at-home covid tests, Goldman Sachs prediction for the price of Bitcoin, the la...
21 Jan 202253min

Episode 54 - (From The Feed) The Fed, Tax Returns and Eddie v Michael
In this special From the Feed episode we take a look at the Federal Reserve, rising rates, inflation, and how to spend that tax return…wisely. Lastly, we help you understand how Michael Jackson’s Thri...
15 Jan 202242min

Episode 53 - The Events That Shaped 2021
On the eve of 2022, Andrew & Bill take a look back at the moments, memories, and events that shaped the last 12 months. Join them as they reflect on a year filled with first, tallest, and never before...
30 Dec 202150min

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!?
24 Dec 202124min

Episode 51 - (From the Feed) Futbol, Crypto, Football, and Inflation
From the Feed brings D&S listeners commentary on top articles being written from today’s leading financial publications. Today we cover Elon selling Tesla shares, the 4% rule, Crypto fans, Football bu...
17 Dec 202137min

Episode 50 - Why Not Me?
Did you ever ask what the ultra-wealthy are doing that you aren't? Are you inspired to dip your toes in the waters of investing, or too afraid to drown? This week, Bill and Andrew discuss the concep...
3 Dec 202127min

Episode 49 - Celebrity Estate Horror Stories
Estate planning is often an overlooked part of the financial planning process. This week Andrew and Bill talk about the biggest celebrity estate blunders. From Larry King to Michael Jackson, some of t...
26 Nov 202132min





















