Episodios

  • The Power of a Back Door Roth IRA

    The Power of a Back Door Roth IRA
    Apr 26 2025
    Ready to unlock a powerful retirement savings strategy? This week, we dive deep into the Backdoor Roth IRA, explaining who it's for and the crucial steps to execute it correctly. Learn how high-income earners can bypass traditional Roth IRA limitations and potentially enjoy tax-free growth in retirement.
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  • Odds of Being Positive in the Stock Market

    Odds of Being Positive in the Stock Market
    Apr 12 2025
    Curious about your chances of stock market gains? This episode of [Podcast Name] dives into the historical probabilities of achieving positive returns across various investment timeframes. We analyze data to reveal how your holding period significantly impacts the odds and discuss strategies for maximizing your likelihood of success in the market.
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  • Tarif-fied

    Tarif-fied
    Apr 5 2025
    In this episode we tackle the current market volatility, the tariffs and what it may mean for you and your finances.
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  • Is an Annuity Right for You? with Troy McCrady

    Is an Annuity Right for You? with Troy McCrady
    Mar 22 2025
    In this episode, we delve into the complex world of annuities, exploring their potential benefits and drawbacks. Special guest Troy McCrady helps us decipher the various types of annuities and determine if they align with your long-term financial goals. We'll cut through the jargon and provide clear, actionable insights to help you make informed decisions about your retirement strategy.
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  • Emotions can KILL your portfolio

    Emotions can KILL your portfolio
    Mar 15 2025
    In this episode, we dissect how fear and greed can lead to disastrous investment decisions, revealing the common emotional traps that sabotage even the most well-laid plans. Discover practical strategies to detach your feelings from your finances and build a resilient portfolio immune to emotional volatility. We explore real-world examples of emotional investing gone wrong, providing actionable steps to cultivate a disciplined and rational approach to market fluctuations.
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  • Are You Taking Too Much Risk?

    Are You Taking Too Much Risk?
    Mar 8 2025
    In this episode, we dissect common portfolio pitfalls that lead to excessive risk, from chasing hot stocks to neglecting diversification. We'll explore practical strategies for reassessing your risk tolerance and aligning your investments with your long-term financial goals. Learn how to balance potential rewards with the security you need to weather any market storm.
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  • The Elephant in the Room

    The Elephant in the Room
    Feb 22 2025
    On this week's episode we discuss the importance of estate planning and why it's so important for everyone. Don't delay this important task. Join us as we break down the key components of estate planning and offer practical steps you can take today.
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  • Tariff Trouble Ahead with Keith Gangl

    Tariff Trouble Ahead with Keith Gangl
    Feb 8 2025
    In this episode we welcome special guest, Gradient Investments portfolio manager Keith Gangl. We delve into the potential economic fallout of escalating trade tensions. Gangl shares his insights on how tariffs could impact various sectors and offers strategies for investors to navigate this uncertain landscape. Tune in to gain a better understanding of the risks and opportunities that lie ahead.
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