Preview Mode Links will not work in preview mode

Make smart choices about your money, time and productivity

Feb 24, 2022

#366: Micheal’s parents just sold their home to pay off debt and fund their retirement. How should he invest the profits?

Ryker would like to understand what it would take for cryptocurrency to be considered as a good investment option for a diversified portfolio.

Megan has qualified for her employer's 401k and needs...

Feb 18, 2022

365: Nearly every financial news story for the past several months has centered around inflation – but what, exactly, is inflation? What are its causes? What are its effects? How is it measured? What notable inflationary events have unfolded throughout history, and what can we learn from these?

In this episode, we...

Feb 9, 2022

364: Our first caller is curious about whether he should keep his 30 year term life insurance policy or let it lapse with 12 years left on the policy?

Anonymous is wondering which financial products would work best for to cover her older age care and expenses?

Max is thinking through real estate and stock market returns...

Feb 4, 2022

#363: In our 20’s and 30’s, we have high levels of fluid intelligence, or raw intellectual horsepower. We can ace tests, impress people with our memory and recall, and analyze facts, documents and data.

But in our 40’s and 50’s, we have higher levels of crystallized intelligence, which allows us to draw together...

Feb 1, 2022

#362: David is questioning how to better manage his spending. He’d like a stronger framework to think through budgeting challenges.

Elisa and her husband bought a home, and now they’re saving extra income every month. She has a pension and her husband is an entrepreneur. How much should they be saving for retirement...