Episode 617: Justin and Zach break down bull and bear markets and highlight what every investor needs to know to navigate them with confidence. Then, learn how to protect your online accounts, passwords, and digital memories with a smart, practical guide to organizing and securing your digital estate.

Episode 616:  Even experienced investors fall into familiar patterns like reacting to headlines or waiting for the “right time.” Learn what works better instead. Then, Matthew and Ryan unwrap eight practical ways to enjoy the holidays without overspending, so you can start the new year without financial regret.

Episode 615: Rising healthcare costs aren’t just about inflation. John and Steve explain how the shutdown is affecting premiums and offer six practical ways to fight back. They’ll also discuss when it makes sense to gift money to your kids—and why waiting may be the wiser move.

Episode 614: Learn from Zach and Justin how savvy investors use tax-loss harvesting to offset taxes today and build wealth for tomorrow. Then, discover five key money conversations that can help families prepare for aging parents with clarity, confidence, and peace of mind.

Episode 613:  Find out why good financial habits often fade as income grows—and the simple steps to get them back. Then, Ryan and Abbie explain why lasting wealth isn’t about luck at all, but about steady investing habits that can quietly compound into real financial freedom.

Episode 612: If our nation’s wealth is at record highs, why does it feel so hard to get ahead? Zach and Matthew reveal the hidden forces shaping how we perceive prosperity. Then, learn how to turn an overwhelming to-do list into manageable steps that can protect your financial future after losing a spouse.

Episode 611: Many advisors say “wait” on Social Security, but Steve and Ryan explore the hidden risks of delaying, and how to find your personal sweet spot. Then, learn how simple, consistent steps can help you rebuild your retirement savings and strengthen your financial future.

Episode 610:  Don’t let illness or injury derail your finances – discover why short-term and long-term disability coverage may be the most important protection you don’t have. Next, Justin and Matthew break down why the Fed isn’t the only force influencing mortgage rates and what other factors help determine what borrowers pay.

Episode 609: John and Abbie share simple habits that help couples turn financial stress into lasting strength. Next, they discuss DALBAR’s insights on behavior and single-stock risk, pointing to smarter strategies for long-term success.

Episode 608: Should you roll over your old 401(k) or leave it where it is? Steve and Zach explain the pros and cons of each choice. Then, hear eight insights from a veteran advisor that reveal what really matters in wealth management.