Episodios

  • E294: How Do I Set Up a Retirement or Investment Account for My (Minor) Child?

    E294: How Do I Set Up a Retirement or Investment Account for My (Minor) Child?
    Mar 18 2026
    If you have kids, you have probably thought about how to give them a financial head start. The good news is that there are several solid options available to you. The less good news is that they each come with trade-offs, and picking the right one depends on your goals, your child's situation, and how much control you want to maintain over the money.
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    16 m
  • E293: Should You Buy the Dip? What This Strategy Really Costs You

    E293: Should You Buy the Dip? What This Strategy Really Costs You
    Mar 11 2026
    Thinking about buying the dip in the stock market? Learn what this popular strategy actually costs you and why dollar cost averaging is usually the smarter move.
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    10 m
  • E292: Why the "Hard-Stop" Retirement is Losing Its Appeal (And How to Design Your Flex Retirement)

    E292: Why the "Hard-Stop" Retirement is Losing Its Appeal (And How to Design Your Flex Retirement)
    Mar 4 2026
    The flex retirement isn't a fallback plan. For the right person, it's a genuinely better way to exit a career, one that preserves financial flexibility, maintains a sense of purpose, and allows for a much more gradual adjustment to a new chapter.
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    12 m
  • E291: The Money Date – A Simple Checklist for Couples Who Want to Get on the Same Page Financially

    E291: The Money Date – A Simple Checklist for Couples Who Want to Get on the Same Page Financially
    Feb 25 2026
    Managing money as a couple is one of the most important things you can do for your relationship and your financial future. Yet most couples rarely sit down together to actually talk about it in a structured way. That's where the money date comes in.
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    10 m
  • E290: The Most Costly Bookkeeping Mistakes Small Business Owners Make (And How to Fix Them)

    E290: The Most Costly Bookkeeping Mistakes Small Business Owners Make (And How to Fix Them)
    Feb 18 2026
    Poor bookkeeping is one of the most common ways small business owners sabotage their own success.
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    22 m
  • E289: UGMA and UTMA Accounts – What Parents Need to Know Before Opening One

    E289: UGMA and UTMA Accounts – What Parents Need to Know Before Opening One
    Feb 11 2026
    If you're looking for ways to save and invest money for your child's future, you've probably come across UGMA and UTMA accounts. These custodial accounts have been around for decades and remain popular options for parents who want to build wealth for their kids. But popularity doesn't always equal the best choice for your situation.
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    17 m
  • E288: SIPC Insurance – What It Is and How It Protects Your Brokerage Account

    E288: SIPC Insurance – What It Is and How It Protects Your Brokerage Account
    Feb 4 2026
    If you keep money in a bank, you're probably familiar with FDIC insurance. It's that guarantee that keeps your deposits safe up to $250,000 even if your bank fails. But what about the money and investments in your brokerage account? That's where SIPC insurance comes in.
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    15 m
  • E287: Why Filing Your Business Entity Report Matters (And What Happens If You Don't)

    E287: Why Filing Your Business Entity Report Matters (And What Happens If You Don't)
    Jan 28 2026
    Don't let your business fall out of good standing over a simple administrative filing. The consequences are too significant and the prevention is too easy.
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    12 m