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Episode | Date |
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Understanding Fiduciary Roles in Financial Planning: Achieve Your Financial Goals - EP. 182
|
Aug 26, 2025 |
The Benchmark Mirage: Why Beating the Market Isn't The Whole Story - EP. 181
|
Aug 19, 2025 |
The Role of Compounding Wealth Building - EP. 180
|
Aug 12, 2025 |
Navigating Investor Challenges in Today's Markets - EP. 179
|
Aug 05, 2025 |
Financial Advisors and Financial Vultures - EP. 178
|
Jul 29, 2025 |
How To Achieve Financial Freedom - EP. 177
|
Jul 22, 2025 |
Mistakes That Could Cost You Financial Freedom - EP. 176
|
Jul 15, 2025 |
The Future of Fee-Only Fiduciary Advisors - EP. 175
|
Jul 08, 2025 |
Understanding Fee-Only Fiduciary Advisors - EP. 174
|
Jul 01, 2025 |
Do Your Blindspots Steal Your Happiness? - EP. 173
|
Jun 24, 2025 |
Hype or Real? How to Get Honest Financial News - EP. 172
|
Jun 17, 2025 |
Take Control of Your Stress, Your Career, Your Life - EP. 171
|
Jun 10, 2025 |
3 Million Stressed Out Federal Employees - EP. 170
|
Jun 03, 2025 |
Tariffs, Egg Prices, and Your Financial Future - EP. 169
|
May 27, 2025 |
Market Crashes. Now What? - EP. 168
|
May 20, 2025 |
4 Common Tax Reduction Mistakes - EP. 167
|
May 13, 2025 |
An Inside Look at Financial Planning at S.E.E.D. Planning Group - EP. 166
|
May 06, 2025 |
The Business of Financial Planning - EP. 165
|
Apr 29, 2025 |
Change is Needed in the Financial Industry - EP. 164
|
Apr 22, 2025 |
Getting to Know Jeff Chase Sr VP, Financial Planning - EP. 163
|
Apr 15, 2025 |
Are the Markets Rigged? - EP. 162
|
Apr 08, 2025 |
A Guide to Buying Investments - EP. 161
|
Apr 01, 2025 |
Why Investing is Boring - EP. 160
|
Mar 25, 2025 |
What Is The Estate Attorney's Job - EP. 159
|
Mar 18, 2025 |
Finding a Good Estate Attorney - EP. 158
|
Mar 11, 2025 |
$17.5 Million for Potentially Misleading Statements about ESG Investing - EP. 157
|
Mar 04, 2025 |
Top Quality in a Financial Advisor – Trust or Performance? - EP. 156
|
Feb 25, 2025 |
What Are Your Estate Planning Options - EP. 155
|
Feb 18, 2025 |
Estate Planning: Legal Disasters vs Practical Advice - EP. 154
|
Feb 11, 2025 |
Unleashing Clients - EP. 153
|
Feb 04, 2025 |
The Unleashed Fiduciary - EP. 152
|
Jan 28, 2025 |
Financial Advice, Rip Off Alert - EP. 151
|
Jan 21, 2025 |
Real People, Real Financial Advice - EP. 150
|
Jan 14, 2025 |
Should You Do Business with a Financial Advisor - EP. 149
|
Jan 07, 2025 |
Holiday Message from Travis and Steve - EP. 148
|
Dec 31, 2024 |
Ditch the Suits Podcast - A Year In Review - EP. 147
|
Dec 24, 2024 |
You Are Worth It. Don’t Disinherit Yourself When You Lose Your Significant Other. - EP. 146
|
Dec 17, 2024 |
Rebuilding Life After Death - EP. 145
|
Dec 10, 2024 |
Tax Deductions – How to Get More! - EP. 144
|
Dec 03, 2024 |
Effective Budgets and Income Sourcing Plans - EP. 142
|
Nov 19, 2024 |
Hidden Costs of a High Salary
|
Nov 12, 2024 |
Major Mistake When Selling a House or Business
|
Nov 05, 2024 |
2024 Proposed Tax Policy Grab Bag (Part 2)
|
Oct 29, 2024 |
2024 Proposed Tax Policy Grab Bag (Part 1)
|
Oct 22, 2024 |
The Financial Doomsday of an Unrealized Capital Gains Tax
|
Oct 15, 2024 |
The Nightmare of Taxing Unrealized Capital Gains
|
Oct 08, 2024 |
Surprise Effects of Increasing Corporate Taxes
|
Oct 01, 2024 |
Why Your Net Worth Is The Wrong Number To Track
|
Sep 24, 2024 |
Do YOU Need $1,000,000 to Retire?
|
Sep 17, 2024 |
How the Media Uses Politics, Social Issues, and Market Volatility Against Us.
|
Sep 10, 2024 |
A Broader Perspective on the Long-term Impact of Inflation.
|
Sep 03, 2024 |
New DEI Issues with ESG/Socially Responsible Investing
|
Aug 27, 2024 |
This May Help You Avoid Irreparable Harm To Your Portfolio
|
Aug 20, 2024 |
Mutual Funds – Why you may get a tax bill, even when you lose money.
|
Aug 13, 2024 |
Investment Fees…the Good, the Bad, and the Ugly.
|
Aug 06, 2024 |
Understanding Tax Codes and Types of Investment Accounts
|
Jul 30, 2024 |
When to (and not to) Fund a Roth
|
Jul 23, 2024 |
Supercharge Your Charitable Donations
|
Jul 16, 2024 |
How to Make Money by Leveraging Debt
|
Jul 09, 2024 |
A Way To Make Better Financial Decisions
|
Jul 02, 2024 |
Stop Telling People They Have To Be Debt Free
|
Jun 25, 2024 |
The Problems Created By Not Talking To Your Kids About Money
|
Jun 18, 2024 |
Trying to Avoid Risk In Retirement Creates More Risk
|
Jun 11, 2024 |
Navigating Risk in Retirement Planning
|
Jun 04, 2024 |