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EP:168 - August Investment Insights
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EP:167 - July Investment Insights
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EP:166 - June Investment Insights
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EP:165 - Interviewing a Lifestyle Manager (Guest: Jen Boyle)
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EP:164 - May Investment Insights
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EP:163 - Charitable Estate Planning Strategies w/ Guest Chris Hornbaker
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EP:162 - Creative Estate Planning Strategies w/ Guest Chris Hornbaker
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EP:161 - October Investment Insights
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EP:160 - Estate Planning Basics and Who Needs One w/ Guest Chris Hornbaker
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EP:159 - September Investment Insights
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EP:158 - Is the 4-Hour Workweek Realistic?
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EP:157 - July Investment Insights
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EP:156 - 2 Phrases for Long-Term Wealth Building
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EP:155 - June Investment Insights
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EP:154 - May Investment Insights
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EP:153 - The Ladders of Wealth Creation (Finale)
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EP:152 - The Ladders of Wealth Creation (Part 6/7)
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EP:151 - Colorado Real Estate Investment Insights
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EP:150 - February Investment Insights
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EP:149 - January Investment Insights
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EP: 148 - Ladders Of Wealth Creation (Part 5/7)
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EP:147 - December Investment Insights
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EP:146 - November Investment Insights
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EP:145 - 2024 Retirement Updates & Considerations
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EP:144 - Ladders of Wealth Creation: A Special Twitter Case Study
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EP: 143 - Ladders of Wealth Creation (Part 4/7)
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EP: 142 - October Investment Insights
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EP: 141 - Ladders of Wealth Creation (Part 3/7)
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EP: 140 - September Investment Insights
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EP: 139 - Ladders of Wealth Creation (Part 2/7)
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EP: 138 - Ladders of Wealth Creation (Part 1/7)
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EP:137 - May Investment Insights
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EP:136 - April Investment Insights
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EP:135 - March Investment Insights
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EP: 134 - February Investment Insights
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EP: 133 - SECURE Act 2.0: Rothification & Retirement Planning (Guest: David Frum)
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EP:132 - January Investment Insights (Guest: Real Estate Expert, Chris Lopez)
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EP:131 - December Investment Insights
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EP: 130 - November Investment Insights
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EP: 129 - September 2022 Portfolio Review: International Markets
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EP: 128 - 401K Mistakes to Avoid
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EP: 127 - August 2022 Portfolio Review: The Importance of Time In the Market Over Timing the Market
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EP: 126 - Investor Behavior & How to Achieve Better Returns
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EP:125 - July 2022 Portfolio Review: YTD Updates, Growth Investments and Investor Sentiment Effect
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EP:124 - An American Dream: From Latvia at 18 to Financial Advisor (Guest: Edija Saripova)
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EP:123 - Credit Cards 101 (Guest: Jennifer Underwood)
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EP:122 - Can You Afford to Move States?
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EP:121 - When to Fund a 401(k) vs. Non-Retirement Accounts
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EP:120 - Real Estate Assets and Separation
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EP:119 - All Things Blockchain
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EP:118 - How Not To Sell Your Investments
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EP:117 - February Portfolio Review (Inflation, Rates, and Action Items)
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EP:116 - December Portfolio Recap (Part Two)
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EP:115 - House Hacking (Part 2)
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EP:114 - December Portfolio Recap (Part 1); Big Tech, U.S. Investing
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EP:113 - House Hacking (Part 1)
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EP:112 - November 2021 Portfolio Review
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EP:111 - 7 Financial Checkpoints for Newlyweds
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EP:110 - Life Insurance 101
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EP:109 - October 2021 Portfolio Review: Emerging Markets, Inflation, Tech, and Social Security
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EP:108 - Investing in Your Human Capital
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EP:107 - What's the Deal with Timeshares?
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EP:106 - September 2021 Portfolio Meeting Recap; What's Happening in China?
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EP:105 - How to Invest a Large Windfall
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EP:104 - Zachary Bouck; 40 Under 40
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EP:103 - Making Your Retirement Savings Last
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EP:102 - May 2021 Portfolio Review Meeting Recap
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EP:101 - What's Obvious Right Now?
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EP:100 - Three Impactful Takeaways From 13 Years as a Financial Advisor
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EP:099 - Finding Fixed-Income in a Weak Bond Market
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EP:098 - What to do With Your Tax Refund
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EP:097 - The Economics of Clean Energy
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EP:096 - 2020-21 Tax & Investment Considerations
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EP:095 - February 2021, Portfolio Meeting Recap: Positive Indicators vs. an Expensive Market
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EP:094 - Resolution Reboot Day: 3 Clever Habits for 2021
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EP:093 - November 2020, Portfolio Meeting Recap: The Disruptors vs. The Disrupted
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EP:092 - Only Pay Taxes Once
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EP:091 - 10X Your Life
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EP:090 - October, 2020: Portfolio Review Meeting Recap
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EP:089 - Savvy Holiday Shopping Tips
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EP:088 - September Portfolio Review Meeting; Growth vs. Value Investing
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EP:087 - Ladders of Wealth Creation
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EP:086 - July Portfolio Review Meeting; Coronavirus, the Election, Preparing for Volatility
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EP:085 - You’re Employer Stopped the 401(k) Match, Now What?
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EP:084 - The Skill of Wealth-Building
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EP:083 - You Won the Lottery, Now What?
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EP:082 - 3 Ways to Increase Happiness
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EP:081 - May Portfolio Review; Market Rebound, Tech Companies, Bonds
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EP:080 - The Great Accelerator
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EP:079 - 3 Ways to Prosper During a Recession
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EP:078 - The Hammer and the Dance
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EP:077 - Don’t Say "Coronavirus"
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EP:076 - Bear Down; the Dow’s Worst Day Since 1987
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EP:075 - March Portfolio Review; ESG, Democratic Primary; Coronavirus
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EP:074 - The Cost of Saving; Where Should You Spend Your Frugal Bucks?
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EP:073 - February Portfolio Review; Election, International Investing, Rebalancing
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EP:072 - The SECURE Act; 6 Big Changes and How They May Affect Your Retirement
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EP:071 - January Portfolio Review; 2020 Outlook
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EP:070 - 2020 S.M.A.R.T. Goals
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EP:069 - Facing the Financial Challenge of College; Interview with Bill Fowler, Senior V.P. of the Daniels Scholarship Program
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