If You’re a Smart Investor, Do You Really Need a Financial Advisor

By |2025-02-21T16:54:50+00:00February 21st, 2025|Podcast|

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.

The Things That Don’t Matter… Until They Do

By |2022-09-09T22:49:25+00:00July 22nd, 2021|Podcast|

Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t. Let’s talk about some of the things in the financial world that don’t matter until they do.

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5 Things You Must Know About Decumulation To Retire Successfully

By |2022-09-09T22:49:59+00:00July 8th, 2021|Podcast|

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

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Where Crisis & Opportunity Meet

By |2022-09-09T22:56:34+00:00May 6th, 2021|Podcast|

To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Let’s discuss how some of these crises might actually be opportunities, depending on your situation and perspective.

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What Basketball Teaches Us About Retirement

By |2022-09-09T22:50:52+00:00April 1st, 2021|Podcast|

With March Madness just wrapping up and the NBA Playoffs around the corner, basketball is still on the mind for some people. What can we learn about retirement planning by exploring some concepts in the game of basketball?

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How Women Can Make Sure They’re Involved In Financial Decisions

By |2022-09-09T22:57:09+00:00February 18th, 2021|Podcast|

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.

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Explaining GameStop’s Meteoric Stock Rise And Lessons Learned From A Wild Wall Street Week

By |2022-09-09T22:57:32+00:00February 4th, 2021|Podcast|

You probably heard all about GameStop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of January. But what really happened that had all of the financial media world stirred up and Alexandria Ocasio-Cortez and Donald Trump Jr. actually agreeing about something? We’ll seek to explain what happened and cover some lessons learned from the events.

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The American Dream Isn’t Dead

By |2022-09-09T22:59:19+00:00January 28th, 2021|Podcast|

Recently, Elon Musk became the richest person in the world, surpassing the likes of Jeff Bezos and Bill Gates. What's even more notable is Musk's net worth took a 9 billion dollar hit in one day when Tesla's stock plummeted. Despite this setback, Musk has still managed to come out on top and is for now the richest person on the planet. Mike shares his thoughts on this story and will also answer a couple of mailbag questions.

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What Are The Three Qualities Of Money?

By |2022-09-09T22:59:39+00:00January 14th, 2021|Podcast|

If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life.

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