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Podcast #83 with Carisa Bertrand: Price Tag Reality Check

The heart of the conversation is a simple, stubborn truth: risk is not a line on a volatility chart—it’s running out of purchasing power when you need it most. We frame the post COVID economy as a secular shift where persistent inflation and policy choices erode the value of cash

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Podcast #82 with Zach Lundak: Don’t Retire Into A Crash

Markets don’t erase risk; they shift it. That single idea frames the entire conversation about portfolios in a world of monetary debasement, stretched equity valuations, and a retirement landscape that punishes naïve “set it and forget it” beliefs. When we say risk is like energy—never created or destroyed, only converted—we’re

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Podcast #81 with Carisa Bertrand: Rebranded to The Tall Oaks Podcast

The heart of this episode is a simple promise: we will trade quick thrills for lasting shade. That promise guides the rebrand to Tall Oaks and sets the tone for everything we plan to create—education that helps real people map real financial lives. We open with transparency and disclaimers because

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Podcast #80 with Marcus Corvino: From Financial Struggle to Financial Freedom

The Journey from Financial Struggle to Financial Freedom In today’s complex financial landscape, many individuals find themselves overwhelmed by debt, confused by investment options, and uncertain about how to build lasting wealth. The path to financial freedom isn’t about finding the next get-rich-quick scheme or secret investment strategy – it’s

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Podcast #79 with Igor Aronov: Tax Hacks That Won’t Leave You Broke

Navigating the financial landscape as a freelancer, independent contractor, or creative professional presents unique challenges that traditional employees rarely face. Without the structured support of an HR department to set up retirement plans, health insurance, and regular paychecks, self-employed individuals must develop financial strategies tailored to their specific circumstances. One

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Podcast #78 with Jay Hatfield: The Tax-Smart Way to Boost Your Retirement Income

Understanding Preferred Equities: The Overlooked Asset Class In the world of investments, preferred equities often get overshadowed by their more popular cousins: common stocks and bonds. However, this hybrid asset class deserves more attention, especially for income-focused investors seeking tax advantages and relative stability. Unlike common stocks or traditional bonds,

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Podcast #76 with Carisa Bertrand: Breaking Down Bad Social Media Financial Advice

Investment advice is everywhere these days, particularly on social media. You’ve likely seen posts asking, “If you had $50,000 to invest, where would you put it?” While seemingly harmless, these questions reveal a fundamental misunderstanding of how personal finance actually works. The reality is that there’s no universal “best investment”

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