Dec 20, 2023 | Podcasts and Blog
It’s a festive episode for this holiday season, with a lot cool gifts-Like the stock market, the bond market, and the 60/40 portfolio! Also, a special tribute to the late, great Charlie Munger. If you’ve never heard of him, listen and find out about one of money’s...
Nov 8, 2023 | Podcasts and Blog
Steve and Dave spend the majority of episode 107 reviewing where we are right now as the markets head toward 2024. Steve adds some prescient* insight on bonds: Dave finishes the pod off with some startling reality about Long Term Care, proving once again that life,...
Sep 20, 2023 | Podcasts and Blog
No way to sugarcoat this one- If you own the Federal LTCi plan, you’re looking at another price hike that could be up to 86%. But there will be options to amend your policy to mitigate the cost. Please use this short podcast as a guide on how to deal with this. We...
Sep 1, 2023 | Podcasts and Blog
The show begins with Steve and Dave “waxing poetic”* about the end of summer, and quickly moves into a detailed review of a great column by Michelle Singletary about the emotional fraught of retirement. Then Steve debunks Michael Burry’s latest doom and gloom market...
Aug 8, 2023 | Podcasts and Blog
After a quick market recap (and a good one at that!), Steve and Dave get into a detailed discussion about the fine line between how an investment opportunity is advertised on radio and TV* versus how it performs in real life. Before you buy what your favorite media...
Jul 5, 2023 | Podcasts and Blog
This show is full of financial fireworks!* Steve and Dave start off with a discussion of how the markets did for the first half of 2023, then pivot into a back and forth about Artificial Intelligence. They finish with some sophisticated ideas to make your extra cash...
