Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast

By Andy Keeler

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Category: Investing

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Episodes: 46

Description

Come take a journey with us as we explore topics and concepts from the obscure to those hiding in plain sight, so obvious that you wonder how you missed the low lying fruit.  Financial planner and host Andy Keeler and his team, thought leaders, and guests discuss everything from maximizing your money and lowering taxes to how to gain the upper hand in an auction and the math behind online gambling.  We discuss wealth building strategies and wander into deeper aspects of the human mind that can improve or inhibit our ability to build wealth with confidence.


Episode Date
Living Boundless.  How A Large Non-Profit Scales With The Right Plan
Apr 14, 2026
If Your CPA Was Not Proactive on Your Tax Return, Who Pays?  You Do
Mar 31, 2026
Special Needs Planning Made Clear - Legally and Financially
Mar 17, 2026
VIP Medical Care.  Great Perks But No Panacea
Mar 03, 2026
From Paychecks To Purpose:  Designing A Fulfilling Retirement
Feb 13, 2026
Savvy Tax Moves for Small Business Owners
Jan 30, 2026
Should I Pay Off My Mortgage?   Buy or Lease A Car?   It's Mind Vs. Math  
Jan 14, 2026
When Sentiment Sours, Long-Term Discipline Wins.  Case In Point - 2025
Jan 05, 2026
How To Spot A Good Business And Sell It Well
Dec 15, 2025
Garage Dreams on a Smart Budget.  Collecting Cars the Right Way
Nov 17, 2025
What's Your Number?  Savings Goals Decade By Decade
Nov 03, 2025
From Spice Routes to Sharpe Ratios:  Building Smarter Portfolios with a History Lesson
Oct 14, 2025
The $16,000 Medicare Mistake You Can't Afford to Make
Sep 29, 2025
Hidden Savings Strategies Beyond Your 401k
Sep 15, 2025
The Blind Spots That Cost DIY Investors Thousands
Sep 03, 2025
Free Money for Schools: The Tax Credit No One Told You About
Aug 14, 2025
The Hidden Gems of the 2025 Tax Bill You Need to Know About
Aug 01, 2025
Demystifying Advisor Fees: What You're Really Paying For
Jul 15, 2025
Why Smart People Make Dumb Bets: The Science Behind Gambling (Re-release)
Jul 01, 2025
Trapped by Low Interest Rates: Solving Today's Housing Conundrum
Jun 16, 2025
How did Warren Buffett build an empire one 'moat' at a time?  Think ketchup.
Jun 02, 2025
Beyond the numbers. Holistic financial strategies built on strong relationships (re-release)
May 15, 2025
Why Smart People Make Dumb Bets: The Science Behind Gambling
May 01, 2025
Modern solutions for the inevitable need of long-term care
Apr 15, 2025
Balancing Your Physical and Financial Well-being: Surprising Parallels and Practical Strategies
Apr 01, 2025
When 'Bull Markets' need a break: Understanding today's market correction
Mar 16, 2025
Amplifying gains or amplifying losses? The truth about leveraged ETFs
Mar 03, 2025
Beyond the numbers. Holistic financial strategies built on strong relationships
Feb 17, 2025
Got some short-term cash to save?  Don't go stocks.  Go here.
Feb 03, 2025
Tempted to invest in cryptocurrency? Ask yourself THIS question first
Jan 15, 2025
Cryptocurrency: To understand it, you first have to define it.
Jan 06, 2025
The 'millionaire next door' has these 3 investment strategies in common
Dec 16, 2024
Nearly 40% of college students do this and it increases college costs every time
Dec 02, 2024
So why has your home and auto insurance gone up?   Well .. it's complicated.
Nov 15, 2024
This *one* thing is the cheapest and first line of defense in your cybersecurity protection
Oct 31, 2024
Understanding inflation.  From straw hats and wearable technology to GDP and CPI.
Oct 15, 2024
The gifts of asset protection and estate planning: explaining wills, trusts and probate. All bets point to you having at least one asset tied up in probate
Sep 30, 2024
If your retirement script isn't written, a leading expert and MIT say - that's okay
Sep 16, 2024
Navigating college costs: are you a Chevy, a Honda or BMW?
Sep 03, 2024
Want a raise or a new car? How not to negotiate against yourself
Aug 15, 2024
To snag those travel deals and save money on vacations, you have to do *one* thing
Jul 30, 2024
Gold: bullion blunder or hopeful hedge for your investments?
Jul 16, 2024
How to win friends, avoid impulse buys and influence yourself - using 'Decision Architecture' to optimize outcomes
Jun 20, 2024
Should you buy, sell or re-balance as the Dow keeps breaking records? (Hello 40K!) History gives us a guide.
Jun 05, 2024
From burpees to 'Blue Zones', let's celebrate May as Women's Health Month
May 21, 2024
Are you making a $28,000 tax mistake?
May 01, 2024