Check out our latest Podcast episodes and blog posts.
You can also listen to our full Podcast episodes on all major platforms including:
Powered by youtube embed video generator Most investors learn the simple story first: buy the market, keep costs low, wait it out. That works—until life interrupts. A 30-year time horizon can vanish when a job loss, illness, or bear market hits at the worst time. This conversation wrestles with that
Powered by youtube embed video generator Markets tempt us with simple stories, but the data tells a harder truth: the biggest up days usually happen inside downtrends. That single fact rewires how we think about risk, timing, and the old warning about “missing the best 10 days.” In our conversation,
Powered by youtube embed video generator Markets reward clarity, but lately the signals conflict. The S&P 500 grinds higher even as momentum cools on daily and weekly time frames, flashing classic negative divergence on RSI and a tightening MACD histogram. That setup doesn’t predict a date, yet it does frame
Powered by youtube embed video generator The Intermountain Health pension freeze is rattling nerves for good reason, but panic helps no one. The truth is more nuanced than a headline. What looks like a dramatic cut often reflects how pensions credit future dollars, not today’s cash. Understanding the difference between
Powered by youtube embed video generator Healthcare sits at the center of this conversation for a reason: it is nearly a fifth of U.S. GDP, deeply diverse, and ripe with idiosyncratic opportunities that broad market indexes can miss. Mike Taylor, a former hedge fund manager with a scientific background, now
Powered by youtube embed video generator The latest tax changes arrive with a mix of helpful breaks and hidden traps, and smart planning is the difference between short-term relief and long-term regret. A standout win is the expanded below-the-line deduction for seniors, which effectively boosts the standard deduction without the
Powered by youtube embed video generator Kicking off a new year is the perfect cue to clean up the unglamorous corners of your financial life: estate planning, account titling, and beneficiary designations. These details decide whether your loved ones navigate a smooth process or face delays, legal fees, and public
Powered by youtube embed video generator Wealth talk often starts with numbers, but the most honest place to begin is with purpose. When you remove the spreadsheet, what remains are the people you love, the memories you hope they carry, and the values you want to echo after you’re gone.
Powered by youtube embed video generator Private markets promise exclusivity, higher yields, and calm seas when public markets get rough. That story sounds great in a deck; it’s far messier in a portfolio. In our conversation we unpack the difference between classroom narratives and practical reality, especially for younger investors
Powered by youtube embed video generator Gold dominated 2025 as a weaker U.S. dollar, resurgent ETF inflows, and persistent physical demand pushed prices to record levels. The dollar’s slide—its sharpest devaluation in decades—amplified gold through simple denomination effects, while Western investors reversed years of redemptions and restocked ETFs at scale.
