Episodes

  • E305: Am I at Risk of Having My Identity Stolen or Being a Victim of Fraud?

    E305: Am I at Risk of Having My Identity Stolen or Being a Victim of Fraud?
    Jun 17 2026
    Identity theft and financial fraud are not abstract problems that happen to other people. They happen to people who are careful, educated, and financially stable. The good news is that most identity theft and fraud can be prevented with a few deliberate habits.
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    14 mins
  • E304: What Is a 5498 Tax Form and What Should You Do With It?

    E304: What Is a 5498 Tax Form and What Should You Do With It?
    Jun 10 2026
    You did everything right. You gathered your tax documents, filed your return on time, and finally felt that satisfying sense of closure. Then, sometime in May or June, an envelope shows up with yet another tax form inside.
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    8 mins
  • E303: The Truth About IPOs – What Wall Street Doesn't Tell The Average Investor

    E303: The Truth About IPOs – What Wall Street Doesn't Tell The Average Investor
    Jun 3 2026
    With all the hype around IPOs, it's easy to see why people tend to get excited about getting in on the action. But what does the historical performance data show? And how can everyday investors participate?
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    14 mins
  • E302: Powers of Attorney – The Estate Planning Documents Almost Nobody Has

    E302: Powers of Attorney – The Estate Planning Documents Almost Nobody Has
    May 20 2026
    There are two documents that belong in almost everyone's hands, and most people don't have them.
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    12 mins
  • E301: Are 529 Plans Still Worth It? Why I Think the Answer Is Yes (Probably)

    E301: Are 529 Plans Still Worth It? Why I Think the Answer Is Yes (Probably)
    May 13 2026
    The question I keep hearing from parents right now is some version of this: "Is it even worth funding a 529 plan anymore?"
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    13 mins
  • E300: Why Market Downturns Could Be an Opportunity (And How to Stop Letting Fear Rob You)

    E300: Why Market Downturns Could Be an Opportunity (And How to Stop Letting Fear Rob You)
    May 6 2026
    Pausing your investments during a market downturn is one of the most common and costly mistakes everyday investors make. In reality, this behavior can rob you of the opportunity for growth.
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    12 mins
  • E299: How to Break Up With Your Financial Advisor (Without the Awkwardness)

    E299: How to Break Up With Your Financial Advisor (Without the Awkwardness)
    Apr 29 2026
    If you would like to stop working with your current financial advisor, here is what you need to know.
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    13 mins
  • E298: So You're Late Filing Your Taxes. Now What?

    E298: So You're Late Filing Your Taxes. Now What?
    Apr 22 2026
    April 15th has come and gone, and your tax return is still not filed. You're not alone. Millions of Americans miss the tax filing deadline every year, and while it's not ideal, it's also not the end of the world. What matters now is what you do next.
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    11 mins