Episodes

  • Deja Vu - Is AI Today's Dot Com?

    Deja Vu - Is AI Today's Dot Com?
    Jul 6 2025
    Keith and David discuss investing in stocks releated to AI, and whether they may be today's equivalent to the early 2000s dot com boom/bust. They also look at what your broker may not tell you about compensation on products which could unmask conflicted advice.
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    24 mins
  • Tax Cuts, Deficits and the Future of Your Income

    Tax Cuts, Deficits and the Future of Your Income
    Jun 29 2025
    The so-called Big Beautiful Bill - which may pass Congress in the very near future - promises tax cuts continuing as well as spending changes in the Federal govenment, but many economists are skeptical. Keith and David emphasize that eventually taxes will have to go up to help bring the deficit down, and planning for them now will help you keep more of your money in retirement. They also talk about longevity being the new risk, and how to plan for a 100 year life.
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    25 mins
  • Market Warning Signs

    Market Warning Signs
    Jun 22 2025
    First Keith and David discuss how to find the right financial professional for your needs, then delve into more warning signs as to how the stock market may be in for lower performance in the coming years, using the CAPE ratio and the Buffet Indicator as examples. They also emphasize getting into alternative investments which can avoid the volatility of the market, yet bring decent returns.
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    25 mins
  • Wealth and Watches

    Wealth and Watches
    Jun 16 2025
    This episode is a separate podcast of one which was included in a longer episode. Keith's guest is Ziv Tamir, a Miami based dealer specializing in helping clients find hard to get luxury brand watches which often take months to obtain from factory outlets.
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    13 mins
  • The Importance of Great Advice and Planning for a Down Decade

    The Importance of Great Advice and Planning for a Down Decade
    Jun 15 2025
    Keith and David take a look at how important getting great financial advice is and how wealthy families make sure they get theirs. They also look at a recent analysis which predicts stock market returns of only around three percent for the next decade, and how to best plan with alternative investments for better returns.
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    25 mins
  • Could Debt Wreck the Economy?

    Could Debt Wreck the Economy?
    Jun 8 2025
    David Friedland interviews attorney and CPA Paul Bachow, who takes a deep dive into the ratio of debt to GDP, and historic trends which indicate the U.S. could be headed for bankruptcy if the debt is not better controlled. David and Keith then address a way to help keep one's wealth away from the destruction that the markets could cause if a financial collapse was looming on the horizon.
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    25 mins
  • Asset Protection and Tax Planning

    Asset Protection and Tax Planning
    Jun 1 2025
    Asset protection is an important strategy to make sure your assets can be kept in case of legal actions. Keith and David discuss ways this can and should be done, as well as various tax strategies such as direct indexing and donating appreciated stock, as well as Roth conversions and private placement life insurance. In an extra segment, Keith talks with Ziv Tamir, a local dealer specializing in obtaining hard to find luxury watches.
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    35 mins
  • Market Valuations and Historical Trends

    Market Valuations and Historical Trends
    May 25 2025
    Keith and David take a look at historical trends of the stock market and how the last few years, which have seen massive gains, may be disappointing for investors who might expect those kind of returns to continue. They also look at some unique funds which concentrate on infrastructure investments that can bring good returns while avoiding the volatility of the market.
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    24 mins