Recent Podcasts from Admin
Tax-Loss Harvesting, Smart Business Sale Planning, Direct Indexing, and Lump-Sum Strategies
Listen NowA Couple’s Investment Dispute, Market Risks from AI and Politics, and the Caller Who Wants to Retire Early
Listen NowAvoiding Pension Mistakes, Finding Lost Retirement Money, and SPAC Investment Dangers
Listen NowVolatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty
Listen NowTariffs and Your Portfolio, Unwinding Concentrated Stock, and Knowing When You Can Retire
Listen NowManaging Inheritances, RMD & Roth Conversion Strategies, and Small Financial Adjustments for Big Future Gains
Listen NowNavigating Uncertain Markets, Direct Indexing, Tax-Loss Harvesting, & Roth Conversions
Listen NowA Lake House Investment Dilemma, a College Savings Oversight, and a Complex Estate Planning Journey
Listen NowSPECIAL EPISODE: Market Volatility Update - What Investors Need to Know Now
Listen NowTariffs and Inflation on Investments, Smart Real Estate Moves, and Roth Strategies
Listen Now