Waiting Wisdom from Charlie Munger "Big money is not in buying and selling, but in waiting," said Charlie Munger. Charlie was the Vice Chairman of...
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Listen To What The Wealth
Every two weeks, I release a new episode of my podcast, What The Wealth. Listen below!
Ep #90: Defying Predictions: The Surprising Strength of the Stock Market in 2023 and How to Proceed in 2024
It's hard to believe that it's already 2024. Time has flown, and at the time of recording, it's been two years since the market was at an all-time...
Ep #89: Sailing Smoothly Through Market Fluctuations
Sailing Smoothly Through Market Fluctuations A client nearing retirement recently asked me how he should invest in retirement. He's a few years away...
Ep #88: Exploring Passive Income Strategies
Exploring Passive Income Strategies A lot of my podcast topics come from conversations I have with clients, and that's true of today's 88th episode....
Ep #87: Decoding Roth Conversions: A Deep Dive Into Strategies, Myths, and Tax Implications
Decoding Roth Conversions: A Deep Dive Into Strategies, Myths, and Tax Implications A Roth conversion can be a valuable part of your financial...
Ep #86: Shaping Your Financial Future through Investing in Real Estate
Shaping Your Financial Future through Investing in Real Estate Buying rental property or other real estate investment methods can be a great way to...
Ep #85: Building Bridges to Your Future: Psychology Meets Personal Finance
Building Bridges to Your Future: Psychology Meets Personal Finance I recently attended a work conference in California held at the UCLA Anderson...
Ep #84: Bond Voyage Sailing Into Retirement Stability
Bond Voyage Sailing Into Retirement Stability Bonds have long been used to generate income in retirement, but bonds alone may not be enough. And...
Ep #83: Retirement Checkpoints: How Much Do I Need to Save for Retirement?
Retirement Checkpoints: How Much Do I Need to Save for Retirement? The most frequent question I hear when talking to clients and potential clients...
Ep #82: What Happens Next? Second Half of the Year
What The Wealth Ep #82: What Happens Next? Second Half of the Year It's hard to believe we are nearly halfway through the year, but here we are in...
Ep #81: Transferring Assets to Beneficiaries
What The Wealth Ep #81: Transferring Assets to Beneficiaries Sometimes parents want to hand down assets to their children or other beneficiaries...
Ep #80: Taxes
What the Wealth Podcast #80: Taxes Taxes are one of the most significant risks to your retirement, and without proper planning, you could be facing...
Ep #79: The Importance of Having a Plan
This is a personal finance podcast, but today in episode 79 of What the Wealth, we will talk about something a little different-the importance of...
Ep #78: Banking Crisis 2.0
What the Wealth Episode 78: Banking Crisis 2.0 The recent collapse of Silicon Valley Bank has made for a stressful couple of weeks for the banking...
Ep #77: Should We Take Our Money Out of the Market?
In today's episode, we'll discuss a question I've been getting a lot lately; should we take our money out of the market? A Long 15 Months We talk a...
Ep #76: The Debt Ceiling
Ep #76: The Debt Ceiling The debt ceiling is in the news again and seems to be in the news every year or two, a perpetual crisis, always averted,...
Ep #75: 2023 Market Outlook
Today, we’re going to dive into a replay of a webinar I hosted on January 27th called "2023 Market Outlook." I’m joined by financial planner Katie...
Ep #74: SECURE Act 2.0 – New Opportunities for RMDs
What the Wealth Episode 74: SECURE Act 2.0 – New Opportunities for RMDs The SECURE 2.0 (Securing a Strong Retirement) Act, which was signed into law...
Ep #73: How To Pursue Long-Term Financial Success
As investors, we must keep our perspective on the long-term. It's 2023, and everyone is asking for predictions. What do I think is going to happen...
Ep #72: Things That Matter and Things You Can Control
Ep #72: Things That Matter and Things You Can Control As we finish out the year and head into 2023, I wanted to share one of my favorite Carl...
Ep #71: I Want To Invest, But I Don’t Want To Lose Money
It’s a dilemma; you know you should be investing, but you don’t want to lose money. It’s not quite as simple as that, and we’ll discuss it in...
Ep #70: RMDs and QCDs with Katie Kavehrad
Today’s episode focuses on QCDs as a tax planning strategy, and we’re joined again by Katie! What is an RMD? While the main focus of today’s episode...
Ep #69: Donor Advised Funds with Katie Kavehrad
In today’s episode, we’ll step away from the doom and gloom to talk about something positive, donor-advised funds. And we’re joined once again by...
Ep #68: Recession Data Dive with Katie Kavehrad
In today’s episode, we have some good news to share, we talk through recession data, and reasons to be optimistic about the short and long-term...
Ep #67: What If…?
Conversations with clients often inspire my podcast episodes, and today’s is one of those cases. Recently my clients have been talking about fear...
Ep #66: Bond Laddering
In today’s episode, we’ll discuss bond laddering, an investment strategy that helps reduce risk and provides stability in your investment portfolio....
Ep #65: The Inflation Reduction Act
On August 16th, President Biden signed the Inflation Reduction Act into law. We’ll take a look at what is contained in the bill. A Stripped Down...
Ep #64: The Price of Panic
The title of this podcast episode comes from a Harford Funds white paper that I recently came across. The last few years have been tremendously...
Ep #63: Finding Lost Property
It’s exciting to find a forgotten $20 bill in the pocket of a jacket you haven’t worn in a long time or a purse you haven’t carried for a few...
Ep #62: Celebrate the Wins
I have great colleagues. One recently reminded me of an important lesson; celebrate the wins. So that’s what we’re going to do today! Microwave vs....
Ep #61: What Happens Next?
We're officially in a bear market; inflation is the highest it's been in decades, and a recession may be looming. Everyone is feeling the pinch and...
Ep #60: Emotions and Money
The stock market and economy have been sources of stress for many of us recently, causing fear, anger, despair, anxiety, a whole variety of...
Ep #59: How to Protect Yourself Against Cybercrime with Jonathan Addington
Have you been a victim of cybercrime? If not, consider yourself lucky and know it’s probably only a matter of time until your luck runs out. Every...
Ep #58: Don’t panic: Here’s 2 Strategies for Stock Market Fluctuations
Navigating the Current Market Volatility We’re all aware that we are experiencing market volatility. But Ryan Detrick, Chief Market Strategist at...
Ep #57: I Bonds: What Are They? How Do They Work?
Given the recent dips in the market and the highest inflation in decades, I’ve been getting a lot of questions about I Bonds. Today we’ll discuss I...
Ep #56: The Power of Financial Planning
The Power of Financial Planning If you’re old enough, you remember the days before GPS. If you were going to embark on a road trip, you needed a...
Ep #55: Don’t Be Part of the 56% of Americans Who Don’t Have an Emergency Fund
What’s The Emergency? 56% Of Americans Don’t Have An Emergency Fund! Everyone is feeling the impact of surging inflation, especially at the gas pump...
Ep #54: Avoid This Big Estate Planning Mistake
Avoid This Big Estate Planning Mistake Why this key estate planning mistake can leave your account open to vulnerability and what you can do to be...
Ep #53: Market Mania and Protecting Your Investments
Ep #53: Market Mania and Protecting Your Investments Market uncertainty. We see a lot of scary headlines lately; war in Eastern Europe, the highest...
Ep #52: Learning to Ride the Market Waves
Learning To Ride the Market Waves Much of the advice I, or any good financial advisor gives is often easier said than done. And in no situation is...
Ep #51: ETFs vs. Mutual Funds: What’s The Difference?
I love receiving questions from listeners. Over the 51 episodes of What The Wealth, I've learned that if one listener writes in with a question,...
Ep #50: Weighing The Pros and Cons of Paying Down Your Mortgage Early
Over the last six months, the subject of paying down a mortgage early has been cropping up a lot. We’ll discuss the pros and cons of paying your...
Ep #49: The Importance of Estate Planning
Today’s topic, estate planning, is often a touchy one. It brings up fears of our own, our spouse’s, or our parent’s mortality, and no one likes to...
Ep #48: Making New Year’s Resolutions Work For You
Ep #48: Making New Year's Resolutions Work For You Welcome to 2022! The start of the year is often a time when people gear back up after the...
Ep #47: Using Qualified Charitable Distributions to Lower Your Taxes
Using Charitable Distributions to Lower Your Taxes There is a little-known strategy that can significantly keep your retirement taxes down: using...
Ep #46: Thanksgiving Reflection
Ep #46: Thanksgiving- A Time to Reflect What I'm Thankful For Happy Thanksgiving! Today I’m not talking about personal financing or business....
Ep #45: The Act Of Keeping It Simple
Ep #45: The Act Of Keeping It Simple I was recently in a meeting with a client and their CPA. The client had worked with the CPA for many years, and...
Ep # 44: Major Changes In Social Security
Major Changes in Social Security There are significant changes in store for Social Security in 2022, and the news is good for once! We’ll explain...
Ep #43 Tax Loss Harvesting
Tax Loss Harvesting It's the end of the year, and that's when many people start thinking about tax loss harvesting. This strategy can be a great way...
Ep #42: Acting On The Wrong Financial Cues
Ep #42: Acting On The Wrong Financial Cues You should beware of taking financial cues from people playing a different game than you are. A lot of...
