10/31/20 – Fees and Client Questions
Popular Podcasts
- From Poverty to Prosperity: Edmund Halibi’s American Journey – 07/05/2025
- Navigating Market Records, Understanding Price vs. Value, and Fred Smith’s Economic Insights – 06/28/2025
- Market Valuations, Financial Repression, and the Psychology of Investing – 06/21/2025
- Estate Planning: Navigating Gift Tax, Irrevocable Trusts, and More with Attorney Mike Vogel – 06/14/2025
- Graduation & Beyond: Developing Strong Financial Behaviors – 06/07/2025
- Insurance, Bonds, and Social Security Strategies – 05/31/2025
- Memorial Day Edition: Impactful Stories – 05/24/2025
- A Walk Down History – Taxes, Investments, and the Changing Landscape – 05/17/2025
- Understanding Margin Debt in Your Brokerage Account – 05/10/2025
- Uncommon Cents Investing – More for Your Money – 05/03/2025
- Analyzing a Big Up Week – V-Shape, Bear Trap, and Uncommon Cents Investing’s Value Strategy – 04/26/2025
- Understanding Market Breadth, P/E Calculations, and Valuation Indicators – 04/19/2025
- Volatility and Vision: Understanding Market Moves and the Path to Financial, Time, and Purpose Freedom – 04/12/2025
- Addressing Market Declines and the Retirement Mindset – 04/05/2025
- Navigating Market Volatility and the Looming Debt Challenge – 03/29/2025
- Investment Accounts for Children and Grandchildren – 03/22/2025
- Navigating Market Corrections and Redefining Retirement – 03/15/2025
- John Templeton’s 16 Rules for Investing – 03/08/2025
- How UCI Manages Money (Buy List) with UCI Investment Committee – 03/01/2025
- Questions to Ask Financial Advisors – 02/22/2025
- Retirement Withdrawal Strategies – 02/15/2025
- Senior Home Care with Visiting Angels with guest Patrick Smith – 02/08/2025
- Tariffs, Gold, and the Debt: What History Might Teach Us About the Road Ahead – 02/01/2025
- Roth IRA Conversions: The Why, the Why Not, and the Rest of the Story – 01/25/2025
- Tipping, Taxes & Timely Advice: 2025 Planning and Everyday Financial Wisdom – 01/11/2025
- Navigating Trusts, Special Needs Planning, and Estate Considerations with Atty Robb Leach – 11/02/2024
- Navigating Your Medicare Choices: A Discussion on Supplements and Advantage Plans – MORE For Your MONEY – 09/28/2024