Episodios

  • Investing Early | Post-Divorce Planning
    Feb 27 2026

    Episode 631: Learn why starting to invest in your 20s unlocks the quiet power of compounding, and how you can begin today with clear, practical steps. Then, Justin and Abbie walk through the critical financial decisions made during divorce and how to approach them strategically.

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    32 m
  • SS Scams | Retirement Risks
    Feb 20 2026

    Episode 630: Learn how today’s most convincing Social Security scams work and the simple habits that can protect your identity and your benefits. Then, John and Steve reveal how surprises like early retirement and long-term care costs can be just as dangerous to your nest egg as a market downturn.

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    31 m
  • New Custodial Account | Retirement Taxes
    Feb 13 2026

    Episode 629: Abbie and Zach explain the rules, timelines, and limits of the new child custodial account, and how to decide whether they belong in your kid's financial plan. Then, they explore why the first five years of retirement are a critical tax window and how early decisions can either protect your income or quietly erode it over time.

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    33 m
  • Rent-to-Own Risks | Renovation Regrets
    Feb 6 2026

    Episode 628: Matthew and Justin explain how rent-to-own agreements really work and why this appealing path to ownership can carry far more risk than most buyers expect. Then, learn five common remodeling mistakes that can turn an exciting home project into long-term financial stress.

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    32 m
  • IRA Giving | Aging Finances
    Jan 30 2026

    Episode 627: John and Ryan explain practical ways to use IRA beneficiary planning to support charities while reducing unnecessary taxes. Then, learn practical steps families can take to help aging loved ones avoid costly financial mistakes, scams, and exploitation before serious damage is done.

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    31 m
  • AI Investing | Equity Compensation
    Jan 23 2026

    Episode 626: Steve and Matthew explore how the next phase of the AI revolution could shift market leadership and why diversification may matter more than ever. They also explain why equity compensation deserves thoughtful planning and how managing company stock wisely can support your bigger financial goals.

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    31 m
  • Investor Lessons | Human Instincts
    Jan 16 2026

    Episode 625: Learn why 2025 reminded investors that markets rarely behave as expected, as Matthew and Abbie explore seven lessons for long-term investors. They also examine why even highly capable people struggle financially when short-term feelings derail long-term intentions and turn good plans into costly detours.

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    28 m
  • RMD Planning | Financial To-Dos
    Jan 9 2026

    Episode 624: Required Minimum Distributions aren’t just about meeting deadlines. Ryan and Zach explain how RMDs fit into a smarter, coordinated retirement income strategy. Then, they walk through a practical financial to-do list of smart money moves designed to help you build momentum and move forward in 2026.

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    29 m