Episodios

  • How to Make Housing Affordable Again
    Aug 21 2025

    With home prices far outpacing wages over the last decade, Charlie and Peter discuss the record housing affordability gap and its wide-ranging implications before turning to potential solutions and the barriers that may prevent or postpone implementing them. Plus, discover where you can see Peter and Charlie at an upcoming CONNECT25 event.

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    28 m
  • Is This as Good as it Gets?
    Aug 11 2025

    With investors seeing another all time high in the market, many are left wondering what’s next and how long this can last. Charlie and Peter share their analysis, plus discuss earnings, the tech revolution, strong international markets and the low unemployment rate. They wrap up with a reminder to not get too comfortable and provide five investor takeaways to help you remain prepared.

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    37 m
  • Triumph of the Optimists
    Jul 24 2025

    Charlie and Peter dive into the triumph created from long-term investing, including why it’s better to be an owner than a lender and the importance of global diversification. Together they offer insights into the behavior of investors, the cost of pessimism, and economic indicators that influence your portfolio. Plus, the continued growth of AI and new all-time highs.

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    29 m
  • 10 Lessons for Living
    Jul 2 2025

    Charlie and Peter shake things up by pressing pause on their usual market commentary to instead discuss 10 important life lessons from Peter Mallouk. Plus, discover how you can see Peter and Charlie live by attending a CONNECT25 event near you.

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    33 m
  • 10 Lessons From Jonathan Clements
    Jun 19 2025

    Charlie and Peter are joined by noted Wall Street Journal columnist and Creative Planning Director of Education Jonathan Clements to discuss 10 valuable lessons handpicked from his many contributions to the world of personal finance. Plus, learn how you can contribute to Jonathan's charitable Getting Going on Savings Initiative while furthering your own financial education.

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    57 m
  • Deficit Nation
    Jun 5 2025

    On this episode, Charlie and Peter examine how the bill recently passed by the House

    could further impact the national deficit and why addressing spending patterns is crucial

    for long-term fiscal health.

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    27 m
  • The End of an Era
    May 22 2025

    With Warren Buffet announcing he’ll be stepping down as the CEO of Berkshire Hathaway at the end of this year, Charlie and Peter discuss seven new lessons we can glean from his legacy. Plus, we’ve seen one of the most significant market rebounds in history since the bear market low in April. Is it a signal or just noise?

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    29 m
  • How to Invest During a Recession
    May 7 2025

    With much debate still surrounding whether we’re heading into a recession, Charlie and Peter give their thoughts and share five tips for investing in the face of an economic downturn. Plus, is the international stock surge a signal or just noise?

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    28 m