Sitemap
- Accept That Your Relationship with Money Has Changed
- Basics of Finance: Allocation
- Basics of Finance: Bonds
- Basics of Finance: Mutual Funds
- Basics of Finance: Rate of Return
- Basics of Finance: Rebalancing
- Basics of Finance: Stocks
- Basics of Finance: Video Series Introduction
- BLOG: The “Market Timing” Myth
- BONUS EPISODE – Mortgage Payoff
- Entrepreneurs: Build Your Moat
- Entrepreneurs: Here is the Seven Step Process to Get Your Personal Finances in Order
- Entrepreneurs: To Get the Life You Want, Breakdown the Costs
- Entrepreneurs’ Key to Financial Success: Calculate Your Output
- Entrepreneurs’ Key to Financial Success: Calculate Your Output
- Podcast 46: Conversation is the Currency of Leadership
- PODCAST BONUS EPISODE: Coronavirus Opportunities
- Podcast Episode 1: Wealth Coordination Account
- Podcast Episode 10: Legacy Planning
- Podcast Episode 100: The Fallacy of Following Financial Entertainers
- Podcast Episode 101: Common Mistakes We Help Clients Avoid, Part 1
- Podcast Episode 102: Common Mistakes We Help Clients Avoid, Part 2
- Podcast Episode 103: Entrepreneurs Save the World, Just Not Themselves
- Podcast Episode 104: The Siren’s Song of More
- Podcast Episode 105: Profit First, Part 1 with Michael Michalowicz
- Podcast Episode 106: Profit First, Part 2 with Michael Michalowicz
- Podcast Episode 107: Don’t Just Save – Build a Wealth Coordination Account
- Podcast Episode 108: The Market Dropped!!!!
- Podcast Episode 109: Be Your Own Fiduciary
- Podcast Episode 11: Building an Intention Statement
- Podcast Episode 110: Web Search vs. Research
- Podcast Episode 111: The Worst Case Scenario
- Podcast Episode 112: Orchestrating Short, Mid, & Long-Term Buckets
- Podcast Episode 113: What is the White Coat Window?
- Podcast Episode 114: Protecting Your Window, Part 1
- Podcast Episode 115: Protecting Your Window, Part 2
- Podcast Episode 116: Stop Saving Money & Start Building Assets, Part 1
- Podcast Episode 117: Stop Saving Money & Start Building Assets, Part 2
- Podcast Episode 118: What You Don’t Know…Is Hurting You
- Podcast Episode 119: Invest Like a Nobel-Nerd
- Podcast Episode 12: Planning for Your Future and Beyond
- Podcast Episode 120: Basics of Debt
- Podcast Episode 121: InBetweenisode: The Sky Is Falling
- Podcast Episode 122: Basics of Debt, Part 2: Dealing With Mortgages
- PODCAST EPISODE 123: NEAR MISSES, ACTUAL TRAGEDIES, & DISCIPLINED STRATEGIES, PART 1
- PODCAST EPISODE 124: NEAR MISSES, ACTUAL TRAGEDIES, & DISCIPLINED STRATEGIES, PART 2
- PODCAST EPISODE 125: THE SHUTDOWN AND WHAT WE CAN LEARN FROM IT
- PODCAST EPISODE 126: WHAT YOU CAN EXPECT FROM US IN 2019
- PODCAST EPISODE 127: THE FINANCIAL STORM AND WHAT NOT TO DO ABOUT IT
- PODCAST EPISODE 128: NEAR MISSES, ACTUAL TRAGEDIES, & DISCIPLINED STRATEGIES, PART 3
- PODCAST EPISODE 129: DIAGNOSING THE BROKEN HEALTHCARE SYSTEM WITH DR. PAUL THOMAS
- Podcast Episode 13: How to Recruit C-Suite Executive Superstars
- PODCAST EPISODE 130: CONSUMING FINANCIAL MEDIA: A HOW TO GUIDE
- PODCAST EPISODE 131: WEALTH COORDINATION ACCOUNT: BIG WEALTH, SMALL BUSINESS
- PODCAST EPISODE 132: YOUR BUSINESS IS NOT YOUR WEALTH
- PODCAST EPISODE 133: BEYOND TAX DEFERRED: THE TEFRA TAMRA CORRIDOR
- PODCAST EPISODE 134: WHOLE LIFE IS A BAD INVESTMENT – DEBUNKISODE
- PODCAST EPISODE 135: LIFE INSURANCE AS AN ASSET CLASS WITH DICK WEBER
- PODCAST EPISODE 136: SPENDING THE DEATH BENEFIT OF YOUR LIFE INSURANCE WHILE YOU’RE STILL ALIVE
- PODCAST EPISODE 137: THE 5 PILLARS OF TAX PLANNING WITH SHAHAR PLINNER
- PODCAST EPISODE 138: MEET A MILLIONAIRE NEXT DOOR WITH JEFF MILLER
- PODCAST EPISODE 139: IS YOUR CASH GOING STALE?
- Podcast Episode 14: Your Body is the Most Important Asset in Designing and Building a Good Life (Part 1)
- PODCAST EPISODE 140: ENTREPRENEUR VS. FIDUCIARY
- PODCAST EPISODE 141: MARKET, WHAT MARKET?
- PODCAST EPISODE 142: THE 4-FACTOR MODEL
- PODCAST EPISODE 143: TOP 100 MISTAKES, PART 1
- PODCAST EPISODE 144: TOP 100 MISTAKES, PART 2
- PODCAST EPISODE 145: TOP 100 MISTAKES, PART 3
- PODCAST EPISODE 146: THE EXCITEMENT TRAP WITH DREW KNOWLES
- PODCAST EPISODE 147: INFLUENCE, PERSUASION AND REALITY WITH SCOTT ADAMS
- PODCAST EPISODE 148: TOP 100 MISTAKES, PART 4
- PODCAST EPISODE 149: STOP WASTING YOUR KIDS’ COLLEGE MONEY
- Podcast Episode 15: Your Body is the Most Important Asset in Designing and Building a Good Life (Part 2)
- PODCAST EPISODE 150: THE AUTOBIOGRAPHY OF YOUR MONEY
- PODCAST EPISODE 151: IS THE SKY FALLING? THE MARKET REACHES ANOTHER NEW HIGH, PART 1
- PODCAST EPISODE 152: IS THE SKY FALLING? THE MARKET REACHES ANOTHER NEW HIGH, PART 2
- PODCAST EPISODE 153: ROTH AT ANY INCOME
- PODCAST EPISODE 154: LLOYD’S OF LONDON, WHERE INCOME IS KING WITH ROBERT CLARK
- PODCAST EPISODE 155: FINANCIAL WELLNESS FOR WOMEN…AND MEN…AND COUPLES WITH RHONDA NOORDYK
- PODCAST EPISODE 156: REMEMBERING SEAN STEPHENSON
- PODCAST EPISODE 157: BASICS OF INVESTING ACTUAL VS. AVERAGE RETURN
- PODCAST EPISODE 158: STOP SHOULD-ING ALL OVER YOURSELF
- PODCAST EPISODE 159: NOT YOUR GRANDMA’S BUDGET WITH DOUG PETERSON
- Podcast Episode 16: Maxwell 21 Laws
- PODCAST EPISODE 160: EQUITY INDEXED PRODUCTS
- PODCAST EPISODE 161: ZIP CODES AND 401(K)s
- PODCAST EPISODE 162: SHOULD YOU PROTECT SUFFICIENCY FIRST?
- PODCAST EPISODE 163: STOCK PICKING & SURVIVORSHIP BIAS ILLUSIONS OF INVESTING, PART 1
- PODCAST EPISODE 164: DOES 20/20 HINDSIGHT HELP?: ILLUSIONS OF INVESTING, PART 2
- PODCAST EPISODE 165: HOW DO I KNOW WHEN TO GET OUT?: ILLUSIONS OF INVESTING, PART 3
- PODCAST EPISODE 166: DO YOU KNOW YOUR FEES AND COSTS?: ILLUSIONS OF INVESTING, PART 4
- PODCAST EPISODE 167: WHAT CAN YOU DO NOW THAT YOU ARE AWARE OF THE ILLUSIONS?: ILLUSIONS OF INVESTING, PART 5
- PODCAST EPISODE 168: ARE YOU TAKING YOUR CEO BRAIN FOOD WITH MICHAEL LANGHOUT
- PODCAST EPISODE 169: ARE YOU GROUNDING YOUR ASSESSMENTS WITH KARI GRANGER
- Podcast Episode 17: How to Stop Wealth Erosion from Generation to Generation through Family Legacy Planning
- PODCAST EPISODE 170: DOES THE PRESIDENTIAL ELECTION CYCLE HOLD THE SECRET TO BEATING THE MARKET?
- PODCAST EPISODE 171: ARE YOUR 2020 PLANS GOING TO CREATE THE LIFE YOU WANT?
- PODCAST EPISODE 172: WANT TO HEAT UP YOUR BEDROOM THIS VALENTINE’S DAY? TALK ABOUT MONEY!
- PODCAST EPISODE 173: INVESTING IN YOU FROM THE INFLUENCE ECOLOGY ANNUAL MEMBER CONFERENCE
- PODCAST EPISODE 174: The Hidden Costs of Investing: An Interview with Dr. Stefan Sharkansky
- PODCAST EPISODE 175: IS THE CORONA VIRUS INFECTING YOUR BRAIN?
- PODCAST EPISODE 176: Freshbooks CEO Mike McDerment on Leadership, Partners and Coronavirus
- PODCAST EPISODE 177: Speed Dating With Sound Financial Group
- PODCAST EPISODE 178: The Best Performing Tech Fund You Never Knew You Owned
- PODCAST EPISODE 179: Where Are Tactics Overtaking Strategy In Your Financial Plan?
- Podcast Episode 18: How to Implement a Clear Strategic Vision for Business Owners
- PODCAST EPISODE 180: What Investor Mindset Will You Choose?
- PODCAST EPISODE 181: Should You Stop Investing in “The Market”? A conversation with Joe Riggio of Dimensional Fund Advisors
- PODCAST EPISODE 182: If You Want To Build Wealth, You Have To Talk About Money
- PODCAST EPISODE 183: What Is Your ROR On Home Equity? (Part 1)
- PODCAST EPISODE 184: Asset Investing Series (Part 2): The Trick Question of 30YR v 15YR Mortgages
- PODCAST EPISODE 185: Three Big Accounting Mistakes That Can Take Your Business Down
- PODCAST EPISODE 186: The Whole Life Timeline (pt.1)
- PODCAST EPISODE 187: The Market Crashed, Now What? (Time Machine Episode)
- PODCAST EPISODE 188: The Whole Life Timeline (pt.2)
- PODCAST EPISODE 189: Brock Blake CEO of Lendio – Saving The American Dream
- Podcast Episode 19: Sealfit 20X: What Are You Really Capable Of?
- PODCAST EPISODE 190: COVID CARES Act Roth Conversation + What We Learned From Trump’s Tax Returns
- PODCAST EPISODE 191: Where We Actually Have the Most Control, But Think We Have the Least
- PODCAST EPISODE 192: Your Financial Sacred Cows Could Be Milking You
- PODCAST EPISODE 193 – What Last Week Taught Us About Market Timing & Other Ways the Media Steers Us Wrong
- PODCAST EPISODE 194 – Illusions of Investing (Condensed)
- PODCAST EPISODE 195 – Solutions To The Illusions Of Investing
- PODCAST EPISODE 196 – Fun With The CPI… The Christmas Price Index
- PODCAST EPISODE 197 – Grandpa Said Invest In Gold
- PODCAST EPISODE 198 – HSA The Triple Tax-Free Account
- PODCAST EPISODE 199 – A Cure For Retirement: The Wealth Coordination Account
- Podcast Episode 2: Balancing Your Short, Mid, and Long-term Buckets
- Podcast Episode 20: Build Wealth with Community Event
- PODCAST EPISODE 200 – Learning to Invest in Real Estate – With Robert Slattery (Blackwell Real Estate)
- PODCAST EPISODE 201 – Warren Buffets (Not So Secret) Secret Sauce
- PODCAST EPISODE 202 – The White Coat Window
- PODCAST EPISODE 203 – Getting Vaccinated Against Lifestyle Addiction
- PODCAST EPISODE 204 – Why Pausing Can Bring You Value
- PODCAST EPISODE 205 – How Target Date Funds Are Being Misused And What Millionaires Do Different.
- PODCAST EPISODE 206 – Shocking retirement stats, how long you will live and TIPs funds may not be as good as they look.
- PODCAST EPISODE 207 – Houses, Truckloads Of Crypto, And James Brown’s 100 Million Dollar Estate
- PODCAST EPISODE 208 – Day Trading to High Tax Bills & Suze Orman’s 5 Best Pieces of Financial Advice
- PODCAST EPISODE 209: We Think They Should Build a Vacation Home, The Wall Street Journal Doesn’t
- Podcast Episode 21: Protect Your Income with Disability Insurance
- PODCAST EPISODE 210: Beyond Meat Stock Prices, Retirement Questions & Tax Traps
- PODCAST EPISODE 211: The 2021 Reconciliation Spending Bill & Its Impact on Your Retirement
- PODCAST EPISODE 212: Celebrity Attorney Shares Estate Planning Horror Stories
- PODCAST EPISODE 213: Are you taking Social Security at the right time?
- PODCAST EPISODE 214: 401(k) Stolen, Family Tries to Kill Father
- PODCAST EPISODE 215: Risky Zillow, Risky Crypto and Why do they hate ROTH?
- PODCAST EPISODE 216: Gratitude vs. Cultivating Contentment – Thanksgiving Special Episode
- PODCAST EPISODE 217: Is the 4% Rule in Retirement Dead? Tips on 529 Plans
- PODCAST EPISODE 218: When Your Parents Didn’t Save Enough, Are Active Fund Managers Worth Their Cost?
- PODCAST EPISODE 219: Planning for YOUR Personal Aims, Not Anyone Else’s
- Podcast Episode 22: How Thinking You’re Smart About Finances is Unwise
- PODCAST EPISODE 220: Financial Independence at age 52, earning less than $100k
- PODCAST EPISODE 221: Asset Allocation in Early Retirement, Backdoor Roth Back On and Debunking High-Yield Funds
- PODCAST EPISODE 222: What Elon Wants to Teach Kids Can Help You!
- PODCAST EPISODE 223: Leaning in on Financial Faux Pas
- PODCAST EPISODE 224: BONUS EPISODE: A Look Behind the Curtain at Sound Financial Group
- PODCAST EPISODE 225: Treasure Hunting, Bond Investing, and Unexpected Taxes.
- PODCAST EPISODE 226: Stop Trying to Catch a Falling Knife
- PODCAST EPISODE 227: Could a Car Accident Cost You Everything?
- PODCAST EPISODE 228: Real People Getting Real Advice
- PODCAST EPISODE 229: Our Thoughts on Vanguard’s Value Proposition.
- Podcast Episode 23: Common Problems Tech Executives Face When Trying to Secure Their Financial Future
- PODCAST EPISODE 230: Re-assess, Re-balance and Re-trench
- PODCAST EPISODE 231: Holding Strategy in the Midst of Crisis
- PODCAST EPISODE 232: Ugly Retirement Decisions in a Wild Market!
- PODCAST EPISODE 233: Does the Headline Match the Data?
- PODCAST EPISODE 234: Countering What Your Kids Are Learning In School
- PODCAST EPISODE 235: The Debt We Owe To Our Future Selves
- PODCAST EPISODE 236: “Big Changes” Small Differences
- PODCAST EPISODE 237: Why Spouses Should Plan Together
- PODCAST EPISODE 238: Crypto and Principles for Investing
- PODCAST EPISODE 239: Income Investing in Retirement
- Podcast Episode 24: The Differences Between Loss Tolerance and Risk Tolerance
- PODCAST EPISODE 240: The Best Tech Fund You Never Knew You Owned
- PODCAST EPISODE 242: Market Debacle or Market Maintenance?
- PODCAST EPISODE 243: Medicare – Unscrambling the Alphabet Soup
- PODCAST EPISODE 244 – Equations for Happiness
- PODCAST EPISODE 245 – I Bonds, Inherited IRA Rules & surviving the lottery
- PODCAST EPISODE 246: College Funding & a Swimming Pool Full of Spaghetti
- PODCAST EPISODE 247: Hidden Costs of IRA Rollovers
- PODCAST EPISODE 248: Is Your Mutual Fund Manager Doing This?
- PODCAST EPISODE 249: When You Self Insure, You Are a Pool of ONE
- Podcast Episode 25: The Fallacy of the 4%
- PODCAST EPISODE 250: Investing in a Recession
- PODCAST EPISODE 251: Real Estate Rent or Sell? Tips on Getting Started
- PODCAST EPISODE 252: Mortgage Rates are Not What They Seem
- PODCAST EPISODE 253 – Should You Sell Now?
- PODCAST EPISODE 254: Can Millennials Retire Early?
- PODCAST EPISODE 255 – FOMO Can Ruin Your Finances
- PODCAST EPISODE 256 – Seeing Through Media Falsehoods
- PODCAST EPISODE 257 – What do you Want to be Thankful for Next Thanksgiving?
- PODCAST EPISODE 258 – Reacting to Dave Ramsey Losing His Mind
- PODCAST EPISODE 259 – Talking Beyond Finance
- Podcast Episode 26: Why Cashflow Beats Rate of Return
- PODCAST EPISODE 260: Short-Term Agnostic, Long-Term Optimistic
- PODCAST EPISODE 261: Happy Chrisma-Hanu-Kwanza-kah
- PODCAST EPISODE 262: Cathie Wood and the Arc of the Ark
- PODCAST EPISODE 263 – Secure Act 2.0 and your Retirement Plan
- PODCAST EPISODE 264 – Are You Rich?
- PODCAST EPISODE 265: Jim Cramer’s picks for 2023
- PODCAST EPISODE 266: Ochocinco’s Financial Advice for You!
- PODCAST EPISODE 267 – Will AI Replace Your Financial Advisor?
- PODCAST EPISODE 268 – The Average 401(k) Fell by 20%+ in 2022
- PODCAST EPISODE 269 – Should They Invest More in Real Estate?
- Podcast Episode 27: How to Cultivate Contentment Today
- PODCAST EPISODE 278 – How to Lose Money in Real Estate
- PODCAST EPISODE 279 – Thinking Accurately About Money
- Podcast Episode 28: Cultivate Contentment Today Part 2
- PODCAST EPISODE 280 – Thinking Accurately About Money – Part 2
- PODCAST EPISODE 281- Did Elon Musk Really Do This?
- PODCAST EPISODE 282 – IRA vs. Roth What’s The Difference?
- PODCAST EPISODE 283 – 401(k) vs. Roth 401(k) What’s The Difference?
- PODCAST EPISODE 284 – How Annuities Work…Or Don’t
- PODCAST EPISODE 285 – Does Your Bank Offer a Wealth Coordination Account?
- PODCAST EPISODE 286 – Dave Ramsey’s PPP Advice Worse Than Fraud?
- PODCAST EPISODE 287 Young + 401(k) = IRS Wins
- PODCAST EPISODE 288 – What do Michael Burry and THE GUY who called the 1929 crash have in common?
- PODCAST EPISODE 289 – UPDATE: Jim Cramer’s 2023 Predictions
- Podcast Episode 29: Passing on Legacy Assets
- PODCAST EPISODE 290 – How much do you need to retire?
- PODCAST EPISODE 291 – Avoiding Investment Scams
- PODCAST EPISODE 292 – How Much Insurance Should You Have? Auto, Home, Umbrella, Disability & Life
- PODCAST EPISODE 293 – Dave Ramsey Doesn’t Understand Life Insurance (Part 1)
- PODCAST EPISODE 294 – Dave Ramsey Doesn’t Understand Life Insurance (Part 2)
- PODCAST EPISODE 295 – The Three Stooges, Jimmy Carr, Whale Oil, and Playgirl…
- PODCAST EPISODE 296 – Should I Buy Life Insurance for My Kids?
- PODCAST EPISODE 297 – How Much Life Insurance Should You Own?
- PODCAST EPISODE 298 – Maximizing Your Retirement Income with Whole Life Insurance
- PODCAST EPISODE 299 – Dave Ramsey can bankrupt you with this advice
- Podcast Episode 3: Why You Don’t Want to Plan for Your Needs
- Podcast Episode 30: Why Paul Menig Doesn’t Want to Buy Your Business
- PODCAST EPISODE 300 – Introducing More Than Commas
- PODCAST EPISODE 301 – Roth IRA vs. Traditional IRA
- PODCAST EPISODE 302 – Backdoor Roth
- PODCAST EPISODE 303 – Traditional vs ROTH 401k
- PODCAST EPISODE 304 – The difference between 401(k)s and IRAs
- PODCAST EPISODE 305 – How much does it take to Retire the 4% rule
- PODCAST EPISODE 306 – Simple vs Compound Interest
- PODCAST EPISODE 307 – Assuming a 3% Mortgage
- PODCAST EPISODE 308 – Starting a Business with your 401k
- PODCAST EPISODE 309 – Buying Real Estate with Your IRA
- Podcast Episode 31: Entrepreneurs are Endangering Themselves
- PODCAST EPISODE 310 – Savings Rate or Investment Rate
- PODCAST EPISODE 311 – Disciplined Investing
- PODCAST EPISODE 312 – Why Active Management Doesn’t Work
- PODCAST EPISODE 313 – Why We Ignore a Powerful Retirement Tool
- PODCAST EPISODE 314 – Ernst & Young’s Guide to Life Insurance & Annuities
- PODCAST EPISODE 315 – White Coat Investor Disagrees with Ernst & Young (Part 1)
- PODCAST EPISODE 316 – White Coat Investor Disagrees with Ernst & Young (Part 2)
- PODCAST EPISODE 317 – White Coat Investor Disagrees with Ernst & Young (Part 3)
- PODCAST EPISODE 318 – White Coat Investor Disagrees with Ernst & Young (Part 4)
- PODCAST EPISODE 319 – From Great Depression to Today: What Market Trends Don’t Tell You
- Podcast Episode 32: Watch What You Say, It Could Cost You Millions
- PODCAST EPISODE 320 – Retirement Isn’t Short-Term: Why Your Money Needs to Last Decades
- PODCAST EPISODE 321 – Should you Die With Zero?
- PODCAST EPISODE 322 – 72-Hour Preparedness: Simple Steps for Real Emergencies
- PODCAST EPISODE 323 – Why Going All-In on the S&P 500 Might Be a Big Mistake
- PODCAST EPISODE 324 – Christian Finance Myths: Is Debt a Sin or Just Bad Stewardship?
- PODCAST EPISODE 325 – Will AI Replace Your Financial Advisor?
- PODCAST EPISODE 326 – Why Do We Make Bad Money Choices?
- PODCAST EPISODE 327 – Can You Really Retire Before 40?
- PODCAST EPISODE 328 – What Financial Advisors Do That Apps Never Will
- PODCAST EPISODE 329 – Evidence-Based Investing with Dimensional Fund Advisors
- Podcast Episode 33: Stop Acting Rich Part 1
- PODCAST EPISODE 330 – Why Rest Builds Real Wealth
- PODCAST EPISODE 331 – 7 Truths Every Business Owner Wishes They Knew Sooner
- PODCAST EPISODE 332 – What Your Habits Say About You
- PODCAST EPISODE 333 – Why a Bigger Paycheck Isn’t Making You Happier
- PODCAST EPISODE 334 – Is This the Most Powerful Speech About Money Ever?
- PODCAST EPISODE 335 – Is Money Evil or Moral? You’ve Never Heard Money Described Like This
- PODCAST EPISODE 336 – Money Reveals Who You Are, So What Is Yours Saying?
- PODCAST EPISODE 337 – The One Big Beautiful Bill Explained
- PODCAST EPISODE 338 – Should I Sell My Rental?
- PODCAST EPISODE 339 – Living the Dream in Hawaii
- Podcast Episode 34: Stop Acting Rich Part 2
- PODCAST EPISODE 340 – Can You Really Protect Your Property Investments?
- PODCAST EPISODE 341 – Why Most People Don’t Save for Retirement
- PODCAST EPISODE 342 – Dave Ramsey vs Real Financial Advice
- PODCAST EPISODE 343 – Financial Advisors Explained: Beyond Investments to Real Peace of Mind
- PODCAST EPISODE 344 – The Hidden Cost of Chasing More
- PODCAST EPISODE 345 – Is Your Wealth a Tool or a Trophy?
- PODCAST EPISODE 346 – The Truth About 529 Plans | Full Spreadsheet Demo
- PODCAST EPISODE 346 – The Truth About 529 Plans | Smarter Ways to Fund College and Your Child’s Future
- PODCAST EPISODE 347 – Why Start Financial Planning Early
- PODCAST EPISODE 348 – Why Financial Samurai Says He’s No Longer Financially Independent | Lessons for the FIRE Movement
- PODCAST EPISODE 349 – Financial Advisors React to ChatGPT’s Retirement Plan!
- Podcast Episode 35: Illusions of Investing Part 1 – What Your Mutual Fund Won’t Tell You
- PODCAST EPISODE 350 – Financial Advisors React: What This $5 Million Roth Story Gets Wrong About Retirement Planning
- PODCAST EPISODE 351 – What Will Your Life Look Like in 2026?
- PODCAST EPISODE 352 – The AI Money Loop Explained: Are Investors Missing the Risk?
- PODCAST EPISODE 353 – How to Future-Proof Your Wealth: Essential Estate Planning for Every Life Stage
- PODCAST EPISODE 354 – Influence, Persuasion, and Reality with Scott Adams
- PODCAST EPISODE 355 – How the QBI Deduction Works & Smart Tax Strategies for Business Owners
- PODCAST EPISODE 356 – Why Your Brain Struggles With Time (And How Visual Timers Fix It)
- PODCAST EPISODE 357 – Oil, War Fears & Market Swings: What Happens Next?
- Podcast Episode 36: Illusions of Investing Part 2 – When Track Records Don’t Matter
- Podcast Episode 37: Illusions of Investing Part 3 – Timing is Everything….Not
- Podcast Episode 38: Illusions of Investing Part 4 – The Cost of Investing
- Podcast Episode 39: Illusions of Investing Part 5 – Letting Them Handle Your Money
- Podcast Episode 4: What is SROVT?
- Podcast Episode 40: Illusions of Investing Part 6 – Passive Structure Investing Theory
- Podcast Episode 41: What Does It Take to Sell a Business with Andrew Cross and Damon Pistulka
- Podcast Episode 42: Three Numbers You Must Know to Build Your Finances
- Podcast Episode 43: Mortgage Myths for Entrepreneurs
- Podcast Episode 44: Why a Wealth Coordination Account
- Podcast Episode 45: The Market will Crash Again
- Podcast Episode 47: Build Your Aims for 2017
- Podcast Episode 48: Where Can Your Human Capital Make You Money
- Podcast Episode 49: Sending Your Money to College
- Podcast Episode 5: Life Insurance Basics Part 1
- Podcast Episode 50: Todd Matthews Turns the Tables on Paul Adams Part 1
- Podcast Episode 51: Todd Matthews Turns the Tables on Paul Adams
- Podcast Episode 52: Why All Your Advisors Should Be Virtual
- Podcast Episode 53: Firing Yourself as CEO with Charlotte Whitmore of Analytics Pros
- Podcast Episode 54: Speaking Bankanese with Al Davis & Bill Lawrence
- Podcast Episode 55: The Media May Be Misguided on Market
- Podcast Episode 56: Why Fees, Why Now
- Podcast Episode 57: Design and Build Your Life in Order – Sufficiency Surplus Superfluence
- Podcast Episode 58: What’s New on Sound Financial Bites
- Podcast Episode 59: Outrageously Priced by Design Part 1
- Podcast Episode 6: Life Insurance Basics Part 2
- Podcast Episode 60: Outrageously Priced by Design Part 2
- Podcast Episode 61: Fame, Fortune, and Broke with Marcus Bell of Bellringer Productions
- Podcast Episode 62: Fame, Fortune, and Broke Part 2 with Marcus Bell of Bellringer Productions
- Podcast Episode 63: High Performance and Celebrity Health with Dr. Gary Ward
- Podcast Episode 64: Your 401(k) and What It Means to Your Employer
- Podcast Episode 65: What the 401(k) Part 2 – Who Has an Interest in Your Participating
- Podcast Episode 66: What the 401(k) Part 3 – Optimizing Your 401(k)
- Podcast Episode 67: Questions From Aviv’s New Book, Create New Futures
- Podcast Episode 68: Aviv Shahar Part 2 – Questions from Aviv’s New Book, Create New Futures
- Podcast Episode 69: What a 3 Foot Tall Man Can Teach You about Walking Tall
- Podcast Episode 7: Savings is the Key
- Podcast Episode 70: Making the Jump into Small Business Ownership
- Podcast Episode 71: Culture, Values, and Leadership with Becu CEO, Benson Porter
- Podcast Episode 72: Getting It Right Before It All Goes Wrong with Cory Shepherd, Author of Cape Not Required
- Podcast Episode 73: Bombings, Leadership, and Cultural Capability
- Podcast Episode 74: Building and Assessing Value While Creating Autonomy Part 1
- Podcast Episode 75: Building and Assessing Value While Creating Autonomy Part 2
- Podcast Episode 76: Stop Should-Ing on Your Money
- Podcast Episode 77: Building Your Life That Works For You
- Podcast Episode 78: Living Lean with Chris Flugstad
- Podcast Episode 79: Transcript or Die Part 1 with John Patterson of Influence Ecology
- Podcast Episode 8: The Market Crashed, Now What?
- Podcast Episode 80: Transact or Die Part 2 with John Patterson of Influence Ecology
- Podcast Episode 81: Basics of Life Insurance, Part 1 – Types of Life Insurance
- Podcast Episode 82: Basics of Life Insurance, Part 2 – Universal Life Explained
- Podcast Episode 83: Basics of Life Insurance, Part 3 – How Much Should You Own, What Should You Apply For?
- Podcast Episode 84: Basics of Life Insurance, Part 4 – What Kind of Company Should You Choose?
- Podcast Episode 85: Basics of Life Insurance Part 5 – Whole Life
- Podcast Episode 86: Basics of Life Insurance Part 6 – Spending Your Death Benefit While You’re Alive
- Podcast Episode 87: Basics of Life Insurance Part 7 – Recap the Series
- Podcast Episode 88: Will Your Brain Age Well with Dr. John Medina
- Podcast Episode 89: Building an Indulging Career with the CEO of Seattle Chocolates Jean Thompson
- Podcast Episode 9: Tyler Parris
- Podcast Episode 90: Making a lot of Money with the Last Director of the US Mint, Edmund Moy
- Podcast Episode 91: Academics of Investing with Special Guest from Dimensional Fund Advisors, Jake Dekinder
- Podcast Episode 92: Confessions of a 401(k) Freak
- Podcast Episode 93: Executives Burning Out on Entry
- Podcast Episode 94: Why We Should Talk, Part 1: Do You Know How Much Capital is Required?
- Podcast Episode 95: Why We Should Talk, Part 2 – Should I Invest in Bitcoin?
- Podcast Episode 96: Why We Should Talk, Part 3 – I Just Went Through A Job Change
- Podcast Episode 97: Why We Should Talk, Part 4 – I Hit the White Coat Window
- Podcast Episode 98: The Basics of Disability Insurance Part 1: How Much Do You Really Need Disability Insurance?
- Podcast Episode 99: The Basics of Disability Insurance Part 2: Maximizing Your Benefits
- The First Step to Entrepreneurship: Map Your Life
- Understand What You Know (and what you don’t)
- What Entrepreneurs Get Wrong About Personal Finance
- When $22.5 Million Is Not Enough
- Where Entrepreneurs Fail: They Believe They Know Everything
- Where Entrepreneurs Fail: They Have No Idea How to Spend Money
- Why Entrepreneurs Fail at Finance: Building a Castle Before a Moat
- Why Entrepreneurs Fail to Calculate Their True Worth
- Why Past Performance Means Nothing
- You Don’t Know What Happens When You Sell – Or Age
