Dec 18, 2024 | Podcasts and Blog
It’s the season of giving, so Steve and Dave start with how the markets certainly held up their share of the bargain in 2024. And speaking of 2024, they move on to “Seven Lessons of 2024” by Charlie Billelo, arguably the second greatest “Lessons” piece ever written (...
Nov 14, 2024 | Podcasts and Blog
It’s a special election recap episode! What will a second Trump presidency mean for your money? Dave and Steve go over the Pros, the Cons, the Neo Cons… You name it, they will cover it on episode #115 of Plan For Life Now. Steve: Welcome to Plan for Life now episode...
Sep 13, 2024 | Podcasts and Blog
Just in case you didn’t believe we were a Washington DC area firm, we decided to take the month of August off from podcasting. So we start with our summer recap, including Steve’s trip to Colorado and Dave’s rare use of the word “frothy” to describe the market’s big...
Jul 16, 2024 | Podcasts and Blog
It could be Trump. It could be Biden. As of this recording, it could even be someone not born during the Roosevelt administration (Franklin, not Teddy, although it seems like Teddy). In any case , Steve and Dave debate whether this election will lead to a market...
Jun 3, 2024 | Podcasts and Blog
After a brief epilogue on Tony Robbins’ out of touch financial advice (great tips if you’re “The Billionaire Next Door”, not so hot for the bottom 99.9999%), we delve into what may be the next great investment bubble, AI. Dave’s a big fan of Professor Scott Galloway,...
