Small Cap Showdown! Paul Merriman vs. Dr. Karsten Jeske Battle … with Millions Hanging in the Balance
#590: In the left corner, we have Paul Merriman, the seasoned finance veteran weighing in at 183 pounds. In the right corner, Dr. Karsten Jeske, the scrappy newcomer at 208 pounds. The bell rings, and...
14 Maalis 20251h 51min
Q&A: How Much Risk Should My Mom Take in Retirement?
#589: Kimmy is worried that her mom’s retirement portfolio is invested too conservatively. Is she right to advise her to take on more risk? Peyton has heard the financial advice about staying away fr...
11 Maalis 202552min
First Friday: The Economic Maze We're Navigating Together
#588: Jobs are growing, interest rates are holding, and your student loan options just hit pause. Welcome to this month's economic rollercoaster. The economy is sending mixed messages this month. We ...
7 Maalis 202534min
Q&A: Should You Cash Out Your ETFs? The Hidden Consequences of That Decision …
#587: Debi is stressed about saving a down payment to buy a house in her high-cost-of-living area. Should she cash out her brokerage account to speed up the process? Lucas and his wife are high earne...
4 Maalis 20251h 3min
Money Doubles Every 10 Years (and Most People Never Notice!), with Scott Yamamura
#586: If you are a complete beginner at finances, or if you know someone who is, this episode is for you. The biggest hurdle for beginners? Money seems complex and intimidating. But Scott Yamamura, a...
28 Helmi 20251h 11min
Q&A: The Hidden Tax Drain in Your Investment Strategy
#585: Michael rebalances his portfolio every year. But he’s worried that triggering capital gains taxes on his brokerage account will cancel out the benefits of reallocation. Is there a better approac...
25 Helmi 202551min
Sahil Bloom: Which of the Five Wealth Types Are You Neglecting?
#584: Think about how you spend an average day. Would the 10-year-old version of yourself be impressed? What about the 90-year-old version? These two powerful questions frame our conversation with Sa...
21 Helmi 20251h 18min
Q&A: Everyone Is Arguing About Roth IRAs And We Have Thoughts
#583: Contrary to recent discussions, Jesse has concluded that a traditional IRA is the smarter way to go for most people once marginal tax rates are factored in. Is he missing something? An anonym...
18 Helmi 20251h 3min
