Latest Episodes

December 22, 2022
078: Hedging with Precious Metals: Buyer Beware
Ads for gold, silver, and other precious metals are everywhere. But even with the dollar coming off its high and inflation pushing over 7%,...
00:22:14

December 14, 2022
077: Action Steps to Account for Inflation in Your Financial Plan
When everything we buy costs more, every dollar in our pocket and our bank account is worth less. You can cut back on unnecessary...
00:22:42

October 06, 2022
076: The Survivor Checklist for Your Estate Planning Needs
Let’s face it, everyone has to face their own mortality at some point. But if you’ve planned ahead, your family and beneficiaries will thank...
00:21:05

September 09, 2022
075: Managing Your Debts with a Personal Debt Plan
As inflation soars, more and more people are dipping into their savings–or going into debt–to make ends meet. While it may not be an...
00:18:10

September 07, 2022
074: The Retirement Checklist for Your Financial Plan
No matter what financial shape you’re in right now, it’s never too late to find new ways to do better in the years to...
00:22:00

July 29, 2022
073: How to Avoid Drinking the Market Rally Kool-Aid
If you’ve been watching the markets over the last few weeks, you probably have questions. Is the current market rally evidence that we’re experiencing...
00:20:33