Episodes

  • Retirement Planning For Beginners!

    Retirement Planning For Beginners!
    Sep 29 2023
    Today (basically) the only thing we covered is retirement planning for beginners!
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    16 mins
  • Passive Income For Side Hustles & Retirement, Whole Life vs. Term Life Policies & More!

    Passive Income For Side Hustles & Retirement, Whole Life vs. Term Life Policies & More!
    Sep 22 2023
    Passive Income For Side Hustles & Retirement, Whole Life vs. Term Life Policies & More!
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    18 mins
  • Save Less For Retirement?

    Save Less For Retirement?
    Sep 15 2023
    0:00 - 2:26 We cover the definition of distribution yield.
    2:27 - 5:02 We play a game called "what year was it?"
    5:03 - 11:45 We cover the main topic of saving less for retirement
    11:46 - 15:04 Things get off the rails...
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    15 mins
  • The IRS Cracks Down On Your Social Media Money Hacks

    The IRS Cracks Down On Your Social Media Money Hacks
    Sep 8 2023
    Today our financial advisors cover the definition of a dead cat bounce, 2 financial truths and a lie, the IRS watching your social media money hacks, and of course, we get to our world-famous jokes!
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    21 mins
  • 4 Investing Tax Strategies You Need To Know!

    4 Investing Tax Strategies You Need To Know!
    Sep 1 2023
    Today we cover asset utilization, two financial truths & a lie, tax strategies to know, and of course, we hit you with pretty average jokes!
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    18 mins
  • Recession Looming?

    Recession Looming?
    Aug 18 2023
    Today on the "podcast" we covered the usual off the wall things before diving into the topic at hand. We went over some econ data and chat through the recession probabilities! Enjoy!
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    19 mins
  • Withdrawal Strategy Hack To Increase Your Wealth

    Withdrawal Strategy Hack To Increase Your Wealth
    Aug 11 2023
    Today we're reviewing some withdrawal strategies to help you make every dollar count. This strategy applies to all withdrawals, not just withdrawing for retirement! We also have our normal segments including your financial word of the day!

    Intro: 0:00 - 1:05
    Financial Word OTD: 1:06 - 5:19
    2 Truths & A Lie: 5:20 - 7:59
    Withdrawal Strategy Hack: 8:00 - 11:55
    "Funny": 11:56 - 13:45
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    14 mins
  • EXACTLY How I Beat Your Portfolio Every Time, The Drawbacks of SMA's, Financial Word OF The Day, & MORE

    EXACTLY How I Beat Your Portfolio Every Time, The Drawbacks of SMA's, Financial Word OF The Day, & MORE
    Aug 4 2023
    EXACTLY How I Beat Your Portfolio Every Time, The Drawbacks of SMA's, Financial Word OF The Day, 2 Financial Truths & A Lie, + More
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    22 mins