Nothing is certain except death and taxes. One of the most painful experiences is to lose your hard earned money to a tax trap. The...
PODCAST EPISODE 77
How to Optimize Your Habits
One of the lesser-known reasons investors fail to build a legacy is their habits outside of the financial markets. And it’s one of the most...
PODCAST EPISODE 76
How to Navigate the Raised Debt Ceiling
On the 5th of June, the United States will raise its debt ceiling and make adjustments to its spending methodology. This is a tricky situation...
PODCAST EPISODE 75
Annuity Analysis – Pros, Cons, and Whether An Annuity is Right for You
When the financial markets scare you, annuities may seem like a protective wall. They offer you a stable source of income no matter how the...
PODCAST EPISODE 74
What’s It Worth – A Global Perspective On U.S. Currency
Is the dollar really dead? That’s all that seems to be in the news of late recent. Reports say that the dollar is losing global...
PODCAST EPISODE 73
Learn Before You Lead
When you notice that your money starts running out before the month ends, there are two usual suspects. You may need to change your spending...
PODCAST EPISODE 72
Artificial Intelligence – Revolutionary Chance or Historic Hazard
Artificial intelligence is disrupting our everyday life. Now with ChatGPT, the general public has access to a seemingly all-knowing chatbot. Students let it write their...
PODCAST EPISODE 71
All That Glitters – The Pros and Cons of Investing In Gold
Inflation is not only eating its way through our wallets. It’s also having a toll on our psyche and our outlook on the near future....
PODCAST EPISODE 71
The Bank Crisis – Thoughts and Perspectives
The failure of Silicon Valley Bank worries not only their clients, but also every investor in the U.S. On one hand, it’s the biggest bank...
PODCAST EPISODE 70
From Active Doctor to Engaged Retiree with Dr. Ogletree
Working in the health industry is not easy. Most of us only know the perspective of a patient, so complaining about doctors who only talk...
PODCAST EPISODE 68
2023 stock market thoughts
The stock market seems turbulent and unpredictable right now. It’s high volatility is probably not going away soon. While this is discouraging, you are not...
PODCAST EPISODE 67
Is Diversification Dead?
If stocks zig. bonds zag. This means that, if the stock market goes down, bonds go up. It’s common to diversify your portfolio by balancing...
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