Episodes

  • 5 Things That Should Be Required Learning in High School
    Oct 15 2025

    From how a credit card works to how to add value to any organization, Charlie and Peter discuss five important things to teach your children before they turn 18. Plus, the government shutdown: is it a signal or just noise?

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    26 mins
  • How to Invest Cash on the Sidelines
    Sep 23 2025

    With a record $7.7 trillion sitting in money market accounts, Charlie and Peter discuss the opportunity cost of sitting in cash, the odds that waiting for a market correction will allow you to buy in at a better price and other considerations for investing your own cash on the sidelines. Plus, see how investing at the “worst” time every year, historically, would have performed compared to sitting in cash.

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    36 mins
  • Rate Cuts, Recessions and Risks
    Sep 11 2025

    After a year of pressure to cut rates, the Fed seems poised to lower rates by 0.25%-0.50% next week. Peter and Charlie discuss the logic behind this imminent rate cut as well as the likelihood of a recession and the biggest risk for investors. Plus, is rising unemployment from a cycle low a signal or just noise?

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    31 mins
  • How to Make Housing Affordable Again
    Aug 21 2025

    With home prices far outpacing wages over the last decade, Charlie and Peter discuss the record housing affordability gap and its wide-ranging implications before turning to potential solutions and the barriers that may prevent or postpone implementing them. Plus, discover where you can see Peter and Charlie at an upcoming CONNECT25 event.

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    28 mins
  • Is This as Good as it Gets?
    Aug 11 2025

    With investors seeing another all time high in the market, many are left wondering what’s next and how long this can last. Charlie and Peter share their analysis, plus discuss earnings, the tech revolution, strong international markets and the low unemployment rate. They wrap up with a reminder to not get too comfortable and provide five investor takeaways to help you remain prepared.

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    37 mins
  • Triumph of the Optimists
    Jul 24 2025

    Charlie and Peter dive into the triumph created from long-term investing, including why it’s better to be an owner than a lender and the importance of global diversification. Together they offer insights into the behavior of investors, the cost of pessimism, and economic indicators that influence your portfolio. Plus, the continued growth of AI and new all-time highs.

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    29 mins
  • 10 Lessons for Living
    Jul 2 2025

    Charlie and Peter shake things up by pressing pause on their usual market commentary to instead discuss 10 important life lessons from Peter Mallouk. Plus, discover how you can see Peter and Charlie live by attending a CONNECT25 event near you.

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    33 mins
  • 10 Lessons From Jonathan Clements
    Jun 19 2025

    Charlie and Peter are joined by noted Wall Street Journal columnist and Creative Planning Director of Education Jonathan Clements to discuss 10 valuable lessons handpicked from his many contributions to the world of personal finance. Plus, learn how you can contribute to Jonathan's charitable Getting Going on Savings Initiative while furthering your own financial education.

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    57 mins