Season 1

Today I have a special guest, Amobi Okugo. Amobi was drafted to the Philadelphia Union in 2010, which just happened to be the inaugural season for the Union. He spent 5 years in Philly and was a starter and an integral part o...

On today's show, I talk with David Barnett, who is an expert in buying and selling business. I wanted to come at the conversation from the angle of buying a business as an income generating asset in retirement. He had a lot ...

Today I talk about inflation. Specifically, I talk about where we stand today with inflation, reasons it may subside, and reasons it may continue. I then discuss why it is so damaging to our wallets and cover the specific way...

Today we talk about Roth IRAs for your kids and why you shouldn't wait for a dip to invest. Outline of the Show Roth IRA for you kids [4:06] Don't wait for the dip [14:00] On today's show, we talk about why and how to open a ...

Rising rates, in theory, are bad for tech stocks. Is that always true? I dive in with the help of a recent article from Ben Carlson. Next, I look into how adding a bit of bitcoin to your portfolio could mean you are investing...

More Volatility Market volatility stayed elevated last week as interest rates made a move higher, a government shutdown loomed, and a major infrastructure deal hangs in the balance. Yet, the market is still less than 5% down ...

Do you have any 401(k)s left behind with previous employers? Should you keep them? Research shows that you could be leaving a small fortune of money on the table if you do. We get into this today on the show. Also, we talk ab...

Today I talk about investing in companies that actually innovate with Dan Toma, an innovation expert who helps companies transform into innovative machines. But first, I talk about some staggering stats about how underprepar...

Jimmy Song has written three books. His latest is called Thank God for Bitcoin, and he gets into why the current financial system is corrupt and why Bitcoin can fix it. And that is what we get into today. He is hands down the...

Today I am joined by Susana Selles. She is engineering her way to Financial Independence Retire Early- FIRE. Susana is doing this by investing smarter, not harder, and has a unique perspective on asymmetric investments. She i...

Keeping a global perspective on markets is a must if you want to be the best investor you can possibly be. Today's guest, Jonathan Baird CFA, knows all about this. He was able to see trouble from COVID-19 coming early because...

Mark Willis is a man on a mission to help you think differently about your money, your economy, and your future. He graduated with six figures of student loan debt and watched everybody lose their retirement savings and home ...

Today I talk with Brian Thorp, the founder of WealthTender. Wealthtender is an online service that can help individuals identify and discover financial resources that they might require- whether it's a financial advisor, fina...

Abbie Leibowitz pioneered an industry of heath advocacy when he co-founded Health Advocate. Listen to his story as he talks about his early career as a pediatrician and how he then found himself as the Chief Medical Officer o...

Sean Adams is the CEO of Leveraged Life Management. His goal is to help the wealthy change their relationship with their money and become their own banker. Rather than try and explain it here, listen to the episode, and let m...

Asset ALlocation is very important, and you don't want to get this wrong. Asset LOcation is also important, and this is often overlooked. Basically, different types of assets generally make more sense in particular account ty...

We are very excited to introduce our first guest to the podcast. Julian Krinsky is the founder of the Julian Krinsky School of tennis, Julian Krinsky Camps and Programs, and The Julian Krinsky Business School, and more. He ...

In this week's episode, we explore a study that shows that target-date funds in your 401K can actually hurt your performance over time. We look into how custom indexing is making ground, and how it has advantages to ETFs from...

This week's episode was a blast to record. We start off by covering a great piece from Morningstar about the challenges Cathie Wood and her Ark funds are likely to face now that her funds are enormous. We chat about the Fed a...

In this week's show, we go over the stimulus package that was just passed and what it means. Of particular interest is the guaranteed income over the course of the next year to families with children. Without a doubt, this is...

In this week's episode, we chat about how rates rising have rattled the market a little bit. We discuss the mechanics of why this happens and tie it to the big picture of inflation expectations. We wonder which sectors would...

Hey guys so every week or every other week (still deciding), I'm going to have another version, call it a subchannel, of the podcast where I spend 15-20 minutes talking about what's on my mind regarding the markets, what I'm ...

In this week's episode, we switch it up a bit. We talk about the value of financial advisors and why they can be such a valuable partner in your journey. Especially after 2020 when, ironically, investing felt so easy for a lo...

In this week's show we talk about: Tesla Ark Funds and how they invest in innovation How innovation is bubbly Passive funds vs. active funds historically Economic Activity collapses, but not the stock market Market Cycle Inve...