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Jeff Lloyd joins Wes to tackle the week’s critical issues, such as:
• Celebrate Mother’s Day with purpose! From heartfelt shout-outs to family meal plans, honoring Mom is always a worthwhile investment.
• Tariffs hit home—literally! Wes’s son tackled the “Guac Tax” in a school project on avocado tariffs. Learn how trade policies might hit your wallet.
• Warren Buffett steps down—but his wisdom endures. Find out to whom he passed the torch and reflect on 60+ years of effective investing.
• Buffett vs. S&P: the numbers tell the story. Berkshire Hathaway’s 5.5 million% cumulative return (yes, million!) vs. the S&P 500’s 39,000%—a masterclass in compounding and consistency.
• Buffett’s love for cash isn’t fear—it’s strategy. Berkshire’s $300 billion in cash isn’t panic—it’s patience. A reminder: having dry powder lets you seize opportunity quickly.
• Examine the most enduring lessons from Warren Buffett.
• The Fed holds steady—why that’s a bold move. Does the Fed's decision to “actively do nothing” show confidence in a stable economy?
• AI can’t replace good judgment. Buffett trusts a seasoned colleague over the world’s most advanced AI—experience and human intuition still matter.
• Student loan defaults vs. $70K high school offers?! The High School Job Draft is real: employers are recruiting skilled trades students right out of high school with competitive starting offers. Why take on $100K in student debt when you can go pro as a welder? Plus, are those jobs harder for AI to replace?
• Retirement isn’t the end—it’s a pivot point. Whether you love your job or are ready to walk away, define retirement on your terms. Find purpose. Enjoy the ride. Create your next chapter.
🎧 Tune in now to hear stories, stats, and effective financial planning that could reshape your future. Subscribe, share it with a friend, and take one step closer to your happy retirement.
Call 800-805-6301 to leave a voicemail or contact us HERE for a chance to have your question featured in an upcoming episode.
4.8
99 ratings
Jeff Lloyd joins Wes to tackle the week’s critical issues, such as:
• Celebrate Mother’s Day with purpose! From heartfelt shout-outs to family meal plans, honoring Mom is always a worthwhile investment.
• Tariffs hit home—literally! Wes’s son tackled the “Guac Tax” in a school project on avocado tariffs. Learn how trade policies might hit your wallet.
• Warren Buffett steps down—but his wisdom endures. Find out to whom he passed the torch and reflect on 60+ years of effective investing.
• Buffett vs. S&P: the numbers tell the story. Berkshire Hathaway’s 5.5 million% cumulative return (yes, million!) vs. the S&P 500’s 39,000%—a masterclass in compounding and consistency.
• Buffett’s love for cash isn’t fear—it’s strategy. Berkshire’s $300 billion in cash isn’t panic—it’s patience. A reminder: having dry powder lets you seize opportunity quickly.
• Examine the most enduring lessons from Warren Buffett.
• The Fed holds steady—why that’s a bold move. Does the Fed's decision to “actively do nothing” show confidence in a stable economy?
• AI can’t replace good judgment. Buffett trusts a seasoned colleague over the world’s most advanced AI—experience and human intuition still matter.
• Student loan defaults vs. $70K high school offers?! The High School Job Draft is real: employers are recruiting skilled trades students right out of high school with competitive starting offers. Why take on $100K in student debt when you can go pro as a welder? Plus, are those jobs harder for AI to replace?
• Retirement isn’t the end—it’s a pivot point. Whether you love your job or are ready to walk away, define retirement on your terms. Find purpose. Enjoy the ride. Create your next chapter.
🎧 Tune in now to hear stories, stats, and effective financial planning that could reshape your future. Subscribe, share it with a friend, and take one step closer to your happy retirement.
Call 800-805-6301 to leave a voicemail or contact us HERE for a chance to have your question featured in an upcoming episode.
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