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Recent Episodes
Episode 47 – What To Think About Trump Accounts? (aka 530A Accounts)
A New Year, New Tax Code… simply not enough! Let’s add a new account to the mix!
In this episode, Matt and Elliott discuss their takes on...
Episode 46 – Does The Iran War Impact My Investment Decisions?
With a new conflict in the headlines, we’ve heard many people asking if this means we should be thinking about portfolio changes.
In this episode,...
Episode 45 – Live Well (and spend well…) now and later!
As the saying goes… “you can’t take it with you!”.
Join Matt Fizell and Elliott Appel in this week’s episode to hear more about their...
Episode 44 – When are you not spending enough?
Save early, save often! That’s what we always here. Or “save more and you could be (insert your favorite cliche)!”
Saving is great, but...
Episode 43 – Revisiting Cybersecurity, it’s that important!
Yes, yes… we know! We’ve already done an episode on Cybersecurity!
And… we think it’s so important, we’re doing it again! There are...
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