Guest Episode | Paul Reimer on the Habits and Disciplines of a Successful DIY Investor
We welcomed Paul Reimer back onto the podcast for a discussion on his personal principles he uses to manage his own investments. As a multi-decade DIY investor, Paul has incredible wisdom and clarity ...
12 Juni 202533min
Guest Episode | Paul Reimer on US Tech Stocks and the AI Boom, Contextualizing Current Valuations
We welcomed Paul Reimer onto the podcast for a discussion around AI, technology, and the companies innovating in these areas. Paul shares views he's formed as a result of his extensive career and exp...
29 Maj 202543min
Productive Tax Planning in an Uncertain Environment
How do you make an efficient plan for near term and long term taxes in an uncertain legislative environment? 2025 has several uncertainties around what taxes will look like as we peer into 2026. Join ...
15 Maj 202519min
Market Volatility: Productive Mindsets + Strategies to Reduce Fear and Effectively Invest
It's April 7, 2025, and the market has corrected downward significantly in the last several weeks and particularly in the last several business days. As an investor with a portion of your net worth pl...
7 Apr 202516min
Defining Professional Investment Management and How to Get the Most Value from it
We hear a lot of questions and opinions about investment management. In this episode we break down different definitions of investment management, run those services through our "value vs. price" filt...
20 Mars 202524min
Pros and Cons of Rolling Over Retirement Funds to an IRA / Roth IRA
To rollover or not to rollover... It shouldn't be a surprise by now to learn that the answer depends on your individual circumstances. We peel back the advantages and disadvantages of aggregating reti...
13 Mars 202536min
Guest Episode | Ryan Ash on Preparing your Business for a Successful Exit
Good exit planning is good business planning. Regardless of where you find yourself in the lifecycle of your business, there are insights from this conversation that you can apply to your business str...
27 Feb 202551min
How Defined Benefit Plans Can Increase Total Retirement Contribution Potential for Business Owners
In the fourth part of our series focused on planning for business owners, we discuss Defined Benefit (e.g., pension) plans which - when properly set up with businesses that are a good fit for the plan...
13 Feb 202525min
