This week's blogpost - https://bahnsen.co/3USNw01

Today, I am excited to introduce our guest author, Sean Ullrich.

Sean hails from our Nashville office.  His visit to Newport Beach this week made for perfect timing to record the podcast and publish his first Thoughts On Money contribution.    

Please join us as Sean bridges the connection between duck hunting and taxes in his article, It’s All About What You Keep.

Links mentioned in this episode:

This week's blogpost - https://bahnsen.co/3y08bG8

Let me ask you this, why did Goldilock’s parent allow her to wander alone in the forest?

It’s never a good idea to invade the space of a bear, especially not three of them. 

I don’t want you wandering the forest of personal finance tabloids or hanging around permabears. 

Join me as I unpack the history of gold and call into question some of the headlines that you might be seeing out there. 

Links mentioned in this episode:

This week's blogpost - https://bahnsen.co/446kXz1

Turns out, the path to a prosperous retirement is not too different than learning to line-dance.

The steps you take, and the sequence of those steps, can either carry you to the finish line or leave you woefully out of place.

Without spoiling the surprise, join us today as James Andrews unpacks the steps to securing your retirement.

Links mentioned in this episode:

This week's blogpost - https://bahnsen.co/3VNPHTq

Lately, bonds have been behaving a lot like stocks.

This can become a major issue for investors. The growing correlation between stocks and bonds challenges the historical diversification benefits that investors have relied on.

What is an investor to do?

Join me today as I unpack diversification via dividends and present a classic solution to a modern problem.

You won’t want to miss it…

Links mentioned in this episode:

This week's blogpost - https://bahnsen.co/3vzmbWH

The stock market has quite the win streak going.

I submit that this in itself should not concern investors, but it is something investors should be aware of.

Markets are indeed unpredictable, and markets are multi-directional. Sometimes win streaks can lull us to sleep allowing us to forget that markets are… multi-directional.

Join me today as I discuss this current win streak, kids on roller coasters, and the importance of healthy expectations.

Links mentioned in this episode:

This week's blogpost - https://bahnsen.co/3Tr9Ag4

If you know me, you know I love cycling.

If you know me, you know I love personal finance.

Today was a treat for me, as our author Blaine Carver allowed my two favorite topics and hobbies to collide. Today, cycling meets financial planning in order to explain the importance of recognizing the drag taxes can have on returns. Furthermore, Blaine explains to us the necessary planning we can do to combat that drag.

Without spoiling all fun of the article, I’ll leave you there and encourage you to listen and hear all about it!

Links mentioned in this episode:

This week's blogpost - https://bahnsen.co/3uQ2RnS

Leverage is debt.

Is leverage good or bad? Neither.

As is applicable to most things, leverage can be prudent in some cases and it can be misused in others.

Debt can allow us to enjoy something today, while we stretch the cost over a defined time period. Debt can also be the culprit behind many stories of financial ruin.

Join us today as James Andrews unpacks the dos and don’ts and ins and outs of leverage.

Links mentioned in this episode:

This week's blogpost - https://bahnsen.co/3P61dFn

When stock prices (valuations) feel stretched, it can be a bit scary.  

Elevated market prices can lead to high peaks, which precede deep valleys (drawdowns).  

So, when euphoria starts to become contagious, it’s important to steep ourselves in the lessons of history.  

I will unpack all of this and more as we introduce today’s topic with a comical Girls Scout cookie fiasco that took place last week. You won’t want to miss it. 

Links mentioned in this episode:

This week's blogpost - https://bahnsen.co/49EildP

Today, I will discuss how both chefs and investors are influenced by their experiences, and I will share my personal recipe for designing an investment portfolio and financial plan. 

I hope you will enjoy the personal side of the article, as well as the wisdom and humor I sprinkle in along the way. 

Enjoy!

Links mentioned in this episode:

This week's blogpost -

Links mentioned in this episode: