Episodes

  • 2025 In Review, 6 Steps to Improve Your Investment Returns, and More! (12.27.25)

    2025 In Review, 6 Steps to Improve Your Investment Returns, and More! (12.27.25)
    Dec 29 2025
    This week's show covers 2025 in detailed review, includes six steps to improve your investment returns, emails, and more!
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    1 hr and 18 mins
  • Financial Focus Radio (12.13.25)

    Financial Focus Radio (12.13.25)
    Dec 26 2025
    Catch Tyler solo on this week's show, then we're taking a bit of a holiday break before returning on December 27th with new content.
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    1 hr and 18 mins
  • Year-End Checklist, Stocks vs. Social Security, International Stocks (12.6.25)

    Year-End Checklist, Stocks vs. Social Security, International Stocks (12.6.25)
    Dec 8 2025
    This week's show goes over our year-end financial checklist, international developed market investing, stocks vs. social security, and lots of listener questions!
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    1 hr and 17 mins
  • Your Portfolio Risk Gap, Emails, and More! (11.29.25)

    Your Portfolio Risk Gap, Emails, and More! (11.29.25)
    Dec 1 2025
    This week's show is slightly abbreviated due to the Thanksgiving Holiday. We cover the gap between investors' perception of how they are invested and their actual allocation, emails, and more!
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    1 hr and 18 mins
  • Your Portfolio in a Recession, Managing an Inheritance, Bond-O-Rama (11.22.25)

    Your Portfolio in a Recession, Managing an Inheritance, Bond-O-Rama (11.22.25)
    Nov 24 2025
    This week's show covers what happens to portfolio components during a recession, lots on bonds, managing an inheritance, and lots more!
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    1 hr and 18 mins
  • Asset Allocation in an Expensive Market, Capital Gains Distributions, Year-End, and Low Vol (11.15.25)

    Asset Allocation in an Expensive Market, Capital Gains Distributions, Year-End, and Low Vol (11.15.25)
    Nov 17 2025
    This week's show covers asset allocation in an expensive market, rules-based inesting, low-volatility stocks, 2025 capital gains distribtions, and more!
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    1 hr and 18 mins
  • Small Cap Value Stocks, Liquidity + Tax Efficiency, Populism and the Markets (11.8.25)

    Small Cap Value Stocks, Liquidity + Tax Efficiency, Populism and the Markets (11.8.25)
    Nov 10 2025
    This week's show covers populism and the markets, what we value most: liquidity and tax efficiency, small-cap value stocks, emails, and more!
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    1 hr and 18 mins
  • Insurance Isn't an Investment, Estate Planning, and The Global Portfolio (11.1.25)

    Insurance Isn't an Investment, Estate Planning, and The Global Portfolio (11.1.25)
    Nov 3 2025
    This week's show covers lessons from the global portfolio weights, muni bonds, insurance isn't an investment (Kyle Busch!), and more...
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    1 hr and 18 mins