Today we have a legal expert - Lisa Kelley Gibbs -  as a guest. She discusses wills, trusts, contracts & mediation with us. 

Today we discuss 401(k)’s, 403(b)’s, as well as 457 plans & if they still make sense.

Today we have a guest on our podcast from Zega Financial - Jay Pestrichelli. We discuss options - what are they and how they are used?

Today we answer the most frequently asked questions that we get asked regarding Social Security, and share our opinions.

Today we are going to discuss the pros and cons of Roth IRA's & Roth 401(k)'s. 

Today we are discussing what to do if you come across a lump sum of money. Whether you've just won the lottery, gained some inheritance, sold a property or received a pension - we get this question a lot so we thought we'd discuss it. 

Today we are discussing current events. What is going on in the world today & what does that mean moving forward from an investment standpoint?

Today we have a friend of ours, Wayne Ferbert from Alpha DNA, on the show explaining investing while using artificial intelligence. 

Last week we talked about Modern Portfolio Theory and it touched on 'asset allocation'. Today we are going to dive in a bit more & define what 'asset allocation' is, as well as give some examples. 

Today we talk about the traditional solution for investing - the 'Modern Portfolio Theory'. We discuss what ‘Modern Portfolio Theory’ is & if it's still relevant today.