"If you mix politics and investing you're making a big mistake." -Warren Buffett
There's a lot of NOISE around the election this year. With all that's going on this year, Jeff still remains a rational optimist. Listen in to hear why as Jeff and Mike discuss the election and the markets while addressing frequently asked questions from clients.
Navigating Midlife Transitions and Financial Empowerment with Sherry Finkel Murphy
Elections and Markets 🗳️ with Apollo Lupescu, Vice President of Dimensional Fund Advisors
Financial Wellness and Purpose with James Grace
Unpacking Reverse Mortgages: Myths, Benefits, and Strategic Uses with Gabrielle Welter
Evidence-Based Investing with Larry Swedroe
Finding Purpose Beyond Financial Success with Paul Ollinger
Navigating Longevity and Place Planning for a Fulfilling Second Half 📌 with Guest Ryan Frederick
In the Zone 🧘♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison
Mapping Joy 🗺️ A Conversation on Travel, Career, and Embracing Life with Guest Rachael Levine
Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth
Investment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast
The Year-End Positive Focus: Finding Optimism Amidst Challenges
Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy
Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space
A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors
Embracing an Investment Philosophy: Guiding Your Journey with Rationality and Resilience
From the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce Johnsen
Unlocking the Wisdom of the Dying: 8 Regrets of the Dying and 5 Keys to Living and Dying Regret-Free with Dr. Allen Hunt
Build A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron Passmore
Maximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the program
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