In this episode, I break down the investment philosophy we stand behind—why stock picking doesn’t work, why market timing is a lie, and what actually builds wealth.

I’ll also unpack a big tax update for retirees and share why this show has a new name (Talking Money, Clearly) and an even louder purpose moving forward.

👉 Subscribe for clear, practical advice on investing, retirement, tax planning, and building lasting wealth.

https://www.kiplinger.com/taxes/tax-deduction-change-for-those-over-65

Chapters🕓
00:00 - Why I’m Fired Up About Investing
00:27 - Mark Matson: The Loudest Voice of Reason
00:59 - Why Stock Picking Is Basically Gambling
01:58 - You Can’t Time the Market (No Matter What They Say)
03:09 - What Real Portfolios Look Like
03:23 - My Role Isn’t to Sell You Stuff
04:30 - Why Even the GOATs Have Coaches
05:52 - Say Hello to Talking Money, Clearly
06:15 - The Big Idea Guiding This Show
07:25 - What Happened to Wealth Wise Women?
07:39 - Let’s Start Calling Out the B.S.
09:37 - Retirees: This Tax Change Is Huge
10:56 - Roth Conversions Just Got a Boost
11:33 - What’s Coming Next (Plus a Bark from Tank)

 #financialfreedom #wallstreet #moneymindset