Episodios

  • 250: Domino Effect; The Doorknob is on the Inside

    250: Domino Effect; The Doorknob is on the Inside
    Jan 4 2026
    In physics, a single domino can knock over another domino that is 50% larger. If lined up properly, your single initial action could eventually knock over a piece the size of the Eiffel Tower. Instead of coming up with a laundry list of goals for 2026, what if you focused on one big thing that would have a monumental impact on your financial life? We will offer a few examples and stories as inspiration, but ultimately, your choice of domino is completely up to you.
    Más Menos
    54 m
  • 249: Black Card Revoked

    249: Black Card Revoked
    Dec 28 2025
    As we wrap up another year, we start the show highlighting some of our major moments from 2025. But more importantly, we play a game to figure out whose Black Card will be revoked for Christmas – Andrea’s or Allan’s? Join us as we cut up with our special guest Baron Hilliard of Momentum Advisors.
    Más Menos
    57 m
  • 248: The 50 Year Mortgage and other Mortgage Strategies

    248: The 50 Year Mortgage and other Mortgage Strategies
    Dec 21 2025
    Mortgage rates are finally becoming affordable again and there a range of options for existing homeowners and potential buyers. This week, we are joined by mortgage expert Makeda Fryson of Greenway Mortgage, who leads us through strategies for every borrower.
    Más Menos
    1 h y 7 m
  • 247: Atomic Habits™ for Building Wealth

    247: Atomic Habits™ for Building Wealth
    Dec 15 2025
    We recently met with a client family who was surprised to learn that they had become millionaires. Their ascension was not based on some singular great investment, but a series of tiny habits like avoiding credit spending, maxing out their 401ks every year, and not taking loans or withdrawals. The book Atomic Habits™ is about getting 1% better each day and creating small habits that lead to great results. This week’s show breaks down some key learnings from the book and applies them to building wealth.
    Más Menos
    57 m
  • 246: Bad Advice Travels Fast (Especially on TikTok)

    246: Bad Advice Travels Fast (Especially on TikTok)
    Dec 7 2025
    Nearly 80% of Gen Z trusts the financial advice they receive on social media platforms like TikTok. While there are some good accounts to follow, some of the worst advice seems to get the most likes! This week, we will walk through some of the most egregious examples of bad advice we’ve seen online and outline a framework for separating the sage advice from the scams.
    Más Menos
    59 m
  • 245: Blueprint for the Black Community: A Conversation with the CEO of Nexus Community Partners - Repa Mekha (Part 2)

    245: Blueprint for the Black Community: A Conversation with the CEO of Nexus Community Partners - Repa Mekha (Part 2)
    Dec 1 2025
    In a follow-up to last week's conversation with Repa Mekha, we are discussing the strategies Nexus Community Partners is using to uplift the Black community, including distributing $50 million in grants directly to Black families.
    Más Menos
    46 m
  • 244: Blueprint for the Black Community: A Conversation with the CEO of Nexus Community Partners - Repa Mekha (Part 1)

    244: Blueprint for the Black Community: A Conversation with the CEO of Nexus Community Partners - Repa Mekha (Part 1)
    Nov 23 2025
    We come to you today from “The Collective Sum,” a gathering of Black community leaders in Minneapolis. Join us in a conversation about community building through investing in “the Four ‘Ships” — Leadership, Authorship, Stewardship and Ownership.

    Introducing Nexus Community Partners, a leading community building intermediary that is building engaged and powerful communities of color: www.nexuscp.org (https://nexuscp.org/about-nexus-community-partners/)
    Más Menos
    53 m
  • 243: The Mamdani Effect

    243: The Mamdani Effect
    Nov 16 2025
    The election of Zohran Mamdani as New York CIty’s mayor was controversial for some because he is a self-proclaimed “Democratic Socialist.” His policy ideas include things like free childcare and government-owned grocery stores — all to benefit the people. While Republicans are pointing fingers and name-calling, they are also moving the government in an equally contentious direction - towards “State Capitalism.” The federal government is quietly making equity investments in public corporations — in the name of national security but ultimately for profit.

    This week, we are highlighting the sea change happening in American politics, and giving you practical advice for putting you in a position to win, regardless of which direction the wind blows.
    Más Menos
    56 m
adbl_web_global_use_to_activate_DT_webcro_1694_expandible_banner_T1