29 SEP 2023 · Today (basically) the only thing we covered is retirement planning for beginners!

22 SEP 2023 · Passive Income For Side Hustles & Retirement, Whole Life vs. Term Life Policies & More!

15 SEP 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...

8 SEP 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!

1 SEP 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!

18 AUG 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!

11 AUG 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

4 AUG 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

21 JUL 2023 · 📈 The Nasdaq Rebalance 📉 The Nasdaq rebalance has been the talk of the town in the financial community, and we are here to break it down for you. Unprecedented in scale and impact, this rebalance has reshaped the landscape of the stock market and ushered in a new era of trading. Our expert guests shed light on the mechanics of the rebalance, its motivations, and how it has influenced the investment strategies of market participants worldwide. 💼 Unveiling Persterpes 💼 But that's not all! In this episode, we also introduce you to the fascinating world of Persterpes, an emerging player in the tech industry that is turning heads and raising eyebrows. Join our insightful conversation as we explore the company's journey, its innovative products, and its potential to disrupt established markets.

14 JUL 2023 · Today we go over a lot! 4 Reasons to sell company stock and the craziest financial advice ever given. Enjoy and be sure to like :)