Market Update & High-Income Investments
Episode 249: Concerned about the recent market correction? Get the facts from Steve and John. You'll also learn some additional tax-favored investment options you can take advantage of after maxing ou...
2 Nov 201831min
Inheritance Tax & Stock Volatility
Episode 248: John and Steve discuss various types of inheritances and how to avoid paying unnecessary taxes on them. They also weigh in on the recent ups and downs of the markets.
26 Okt 201830min
Financial Hazards & Dollar Deals
Episode 247: Hear ten common financial hazards that are almost sure to delay your road to retirement. You'll also learn how to make the most of your neighborhood dollar store!
19 Okt 201829min
Portfolio Rebalancing & Budgeting Strategies
Episode 246: Learn why rebalancing is so vital to a healthy portfolio. Then hear about six budgeting strategies that can help you get control of your spending.
12 Okt 201830min
The FAANG Fad & Emotional Spending
Episode 245: Steve and John discuss the pros and cons of adding the hugely popular FAANG stocks to your portfolio. They also warn you of seven emotional triggers that can lure you away from your budge...
5 Okt 201831min
Early Retirement & the ABCs of HSAs
Episode 244: Steve and John weigh in on the new millennial FIRE movement – a lifestyle driven by the goal of "Financial Independence and Retiring Early." You'll also learn whether a tax-advantaged Hea...
28 Sep 201829min
Financial Automation & Successful Grads
Episode 243: Learn how to set financial systems in motion and then sit back and watch your portfolio grow! You'll also hear five tips that can set your high school graduate on the path to success, bot...
21 Sep 201831min
Passive Income & Recession Protection
Episode 242: Discover ways to supplement your income with passive income streams. Also, hear five steps you can take to help protect your assets before the next recession.
14 Sep 201829min
