Episodes

Discover the transformative power of artificial intelligence (AI) in today’s dynamic markets and gain valuable insights into its implications for investors. Join us as we delve into the fascinating world of AI and explore what lies ahead in the near future.

Discover eight actionable strategies that will empower you to reach new heights and manifest triumph in every area. Tune in now and embark on a transformative journey toward achieving unparalleled success in your personal and professional endeavors. Don’t miss out on this invaluable resource for self-improvement and growth.

Discover the power of cash in your investment strategy! Explore the untapped potential of cash and its vital role in creating a successful investment portfolio. Join us as we delve into the various ways cash can contribute to your financial growth.

You must be intentional when working with the tax code. What is the difference between a CPA and a Financial Advisor? Tune in to find out how an advisor might be able to help you maximize the opportunities you have.

Yes, we are aware that the Federal Reserve affects interest rates, but there are other powerful forces at work as well. Discover some of the factors that may be influencing interest.

When the stock market investment landscape has changed and volatility has increased, what are some ways investors can turn a market full of lemons into lemonade? Strawberries and sugar of course! The real list might be longer than you think, so tune in.

This week, David and Matthew explore the hints buried beneath the Market.

In this podcast, we discuss the potential future of the US dollar as the world’s reserve currency and the upcoming deadlines for April 18th. Our advisors weigh in on the implications and offer insights on what to expect.

As Artificial Intelligence continues to evolve and gain more power, many people are wondering what jobs it will replace and what the potential benefits and concerns may be. We explore the implications of AI for investors and the job market. Join us as we dive into the possible benefits and challenges that come with this technology, as well as what it might mean for the future. Discover how these issues affect our economy and daily lives and explore potential solutions for a more fiscally respons...

Join us as we delve into the failure of government in managing finances and the repercussions of overspending. We explore the role of capitalism in these situations and how it often prevails, even when the going gets tough. Discover how these issues affect our economy and daily lives and explore potential solutions for a more fiscally responsible future.

We take a closer look at the recent breakdown of Credit Suisse and its subsequent buyout by UBS bank. We discuss the factors that led to the collapse, the risks involved in the investment, and how the acquisition impacts the banking industry as a whole. Along the way, we share insights into how investors can evaluate and manage risk when investing.

How does a bank this big fail? The answer might be more simple than you think. Are we in for more turmoil and will the contagion spread? Tune in to find out the reasons behind the regional banking scare and what investors need to know moving forward.

In a world where everything is costing more, lots of changes start to develop. Tune is as the team breaks down what you need to know about the economy, the markets and everything in between.

In this episode, we delve into the topic of financial planning and explore how to find the right financial planner for your needs. We discuss the common pitfalls of the financial industry, including salespeople pushing the latest investment trends without considering their clients’ true financial goals. We provide insights on what to expect from a financial planner and how to evaluate your own financial needs. Tune in to learn how to make informed decisions and take control of your financial fut...

Tuesdays aren’t just for tacos. Matt and Justin reveal an acronym that will revolutionize what you think of the next time someone mentions, “Taco Tuesday”. We are serving up a platter of financial tricks, tips and everything in-between.

There are many wonderful and admirable aspects of the market. David and Matt discuss all the special and unique reasons why we are so passionate about investments and the financial industry.

David and Matt talk about how certain areas of the market can be popular for a season and less popular during others. As sectors rotate through and mean reversion plays its course, we learn about how the market adapts, changes and exploits opportunities.

How do we measure inflation? Well, the cost of a Big Mac, obviously! All jokes aside, higher interest rates also provide opportunities for lending money with higher rates of return. David and Matt talk about the difference between how corporations and the US government differ in lending and what it might mean for you as an investor.

David and Derek discuss strategies to improve our decision-making on whether an item is worth purchasing. Contrary to common assumption, life isn’t entirely about saving; sometimes, spending money is perfectly OK. Discover some tips you can use to better gauge when it might be a suitable time to make a feel-good purchase.

Are you a DIY investor who needs a little guidance after 2022? Listen in to hear what David & Justin have to say.

Making mistakes is never fun. Tune in as David, Matt, and Justin break down 6 ways investors can help avoid making costly mistakes.

It is easy to become preoccupied with the day-to-day details of running a business. Today the crew covers all the important things you don’t want to forget.

As the new year approaches, David and Matt break down ways you can set yourself up for a better chance at finding success in achieving your financial goals.

No matter your age or dollar amount, David and Matt walk through ways you can improve your financial situation by being a savvy investor.