David and Matt unpack packaged products and take a dive into the details of what really happens behind the scenes. How are fees calculated and what should you know about fees before investing?

In part two, Matt and Justin continue a discussion about all of the things available to someone looking for a comprehensive financial plan. We all know Investment Advisors can manage assets, but what else is available to you?

Have you ever wondered what financial advisors are capable of? Sure they focus on managing investments, but what else might they be able to do for you? Matt and Justin talk about the various stages of building a relationship with your advisor and what the journey might look like.

David and Matt have a conversation on unintentional bias in our financial decisions. We can be deceived by our preconceived notions. Learn how to improve your investment decisions by tuning in.

Should I open a retirement account or invest in real estate? How can I make the best possible use of the money I earn? This week David and Matt discuss the Federal Reserve and inflation while also breaking down how to examine your own financial status.

If a company is growing, sales are improving, and margins are healthy, yet the stock price took a tumble, where is the disconnect? David talks about his favorite store, and we get a lesson as to why valuations can fluctuate.

Are we already in a recession? We look at 10 indicators and wonder how much lower we can go? How long it will persist if it does as the economy experiences waves of expansion, peak, contraction, and trough before repeating the cycle. David offers some illuminating data that can make you rethink your assumptions. This is a nerdy episode that you must watch!

Is the market expected to rise or fall from here? Although we can't be certain, David starts a heated argument to demonstrate how each side can support their position. Is capitulation on the horizon? Where are we and where do we go from here? You definitely won't want to miss this episode.

How much lower can the market go? David and Matt discuss how retail investors fleeing the market can provide opportunities for institutional investors to drive prices higher and make a profit. Today we learn about ways you can avoid making costly mistakes.

Matt and Justin talk about the different stages of retirement. Even if you are years away from retirement, this is a show you won't want to miss. Find out ways you can better optimize your spending and have more fun in the later stages of life.