Episode 88: What the Iran Crisis Means for Investors

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Episode 87: When It’s Time to Hire a CPA With Matt Swan, CPA

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Episode 86: How Dividends, Options, and Margin Can Change Your Tax Outcome

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Episode 85: Reviewing 2025 and the Power of Staying Invested

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Episode 84: Smarter Ways to Give Through Strategic Philanthropy

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Episode 83: Capital Gains and Loss Strategies for Smarter Tax Planning

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Episode 82: How Business Owners Can Reduce Taxes and Build Smarter Plans

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Episode 81: Structuring Fixed Income for Stability and Tax Efficiency

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Episode 80 Asset Allocation, Asset Location, and Smarter Investment Structure

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Episode 79: Using the Augusta Rule to Create Tax Free Income

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Episode 78 Your Year End Financial Checklist for 2025

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Episode 77: Five High Impact Planning Strategies That Add Real Value

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Episode 80 Asset Allocation, Asset Location, and Smarter Investment Structure

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Episode 79: Using the Augusta Rule to Create Tax Free Income

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Guest Edition: Beyond the Basics, A Clear Guide to Medicare With Taylor Cole

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Special Episode: Lessons from Baseball, Leadership, and Life with Major League Pitcher Taylor Cole

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Episode 75: The Government Shutdown and Its Impact on the Economy

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Episode 74: Social Security and Medicare Changes Under the One Big Beautiful Bill

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Episode 73: Additional Provisions and Planning Opportunities Under the One Big Beautiful Bill

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Episode 72: Major Tax Changes Under the One Big Beautiful Bill Act

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Episode 71: Focus on What You Can Control: A Guide to Smarter Investing

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Episode 70: Looking Beyond the Headlines: Staying Focused on Your Financial Goals

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Managing Your Emotions: The Key to Better Financial Decisions

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The Cost of Timing the Market

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The Pitfall of Chasing Performance

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Maximize Your Credit Card Points: Travel Smart, Spend Smarter with Colin Stroud

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What the Latest Bain & Company Study Reveals About Luxury Spending

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Global Diversification: Why It Matters More Than Ever

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Lessons from Omaha: Warren Buffett’s Final Address and Timeless Wisdom

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How Will the Great Wealth Transfer Impact the Markets?

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Berkshire Hathaway Annual Shareholder Meeting - 2024 Takeaways

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Best Retirement Plans for 2024

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Tracking Record High’s in the Stock Market

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Secure 2.0 Updates for 2024

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How a Gas Station Employee Grew an $8 Million Fortune Through Investing

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10 Takeaways from the Warren Buffett Annual 2024 Letter to Shareholders

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Optimizing Investment Strategies

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Understanding the Basics of a 401(k)

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Government Shutdowns in American History

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Diversification in the Global Stock Market

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Medicare Overview: What You Need To Know About Open Enrollment

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Affects of War on Your Wealth With Paul L. Moffat 

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Transforming Your Business with John Mautner

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Securing Your Future with Life Insurance

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Powerful Lessons From Warren Buffett's 2023 Shareholder Letter

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Is The US Dollar Losing Its Status?

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Fostering Generational Success with Aaron Shelley

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How to Simplify Your Social Security with Devin Carroll

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Purging Your Way to Calm and Peace with Christine Stone

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How to Just Move Forward with Bobbi Kahler

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