Latest Episodes

How Can Busy Physicians Monitor Spending Without Wasting Hours
Does it take you hours and hours to count and track every single expense, every single month? How can you monitor your spending without...

Maxed Out My 401k, Now What
Have you maxed out your 401(k) or 403(b)? What should you do now? There are a lot of different options—what do those look like,...

Investing Behaviors That Will Wreck Your Financial Plan
What are some of the behavioral tendencies we all can run into that affect our decision-making, and ultimately cause some big mistakes? What do...

How Market Downturns Look and Feel
What do market downturns look like? Understanding what they look like or what they have looked like historically is helpful. We can't predict the...

What To Do When Your Investments Start Tanking
If you have been watching the markets lately, like I have, it's gotten a little dicey. It's been a while since we've had volatile...

How Solid Is Your Financial Plan
There's a lot of crazy stuff in the news. If you're old enough, you've experienced these crazy times before. The investment markets' economies go...