Podcasts & Blog

In this day after “Liberation Day” podcast, Steve and Dave try to unwind and analyze what all this tariff stuff means. Is their analysis accurate? Only time will tell. More importantly, how does this affect your retirement plan, and what should you do going forward? A...

Be it tarrifs or DOGE or whatever, the March markets start off (way!) down. A good time for Steve and Dave to reiterate their tangible and emotional investing fundamentals! Plus, you’ll learn a new phrase, “The Yen Carry Trade “.* All this and more on episode 118 of...

Are you a Fed? Is going into the office 5 days a week not for you? Are you  retired or recently retired, and know you need a game plan, but have told yourself you’ll “get to it at some point?” If so, starting at the 7:30 mark of Episode 117 of PFLN, Steve and Dave...

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 (...

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....

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...

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...

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,...

The podcast starts with Steve’s look back at the life and times of Daniel Kahneman.  Who’s Daniel Kahneman (Said everyone with a life and/or hobby)? He’s a psychologist whose theories on human behavior have had a profound effect on the world of finance…Oh, that Daniel...

Nobody wants to be the victim of a financial scam, yet they are becoming more prevalent and exotic every day. The story of one such incident, that Steve relays in this podcast, is fascinating, terrifying and informative all at the same time! Episode 110 of Plan For...