Episodes

  • E270: Should I Invest in Physical Gold to Hedge Against Disaster?

    E270: Should I Invest in Physical Gold to Hedge Against Disaster?
    Aug 13 2025
    Gold has often been viewed as a store of value and a hedge against inflation or economic crisis. But when it comes to true disaster preparedness (natural disasters, infrastructure breakdowns, or system-wide economic failure) is gold the right asset to hold?
    Show More Show Less
    10 mins
  • E269: Can an HSA Be Used to Pay for Medicare Premiums?

    E269: Can an HSA Be Used to Pay for Medicare Premiums?
    Aug 6 2025
    What happens when you transition to Medicare? Can you still use your HSA? And more specifically, can you use it to pay for your Medicare premiums?
    Show More Show Less
    7 mins
  • E268: How to Find Unclaimed Money – A Step‑by‑Step Guide to Reclaim What’s Yours

    E268: How to Find Unclaimed Money – A Step‑by‑Step Guide to Reclaim What’s Yours
    Jul 30 2025
    Discover how to find and claim unclaimed money that may belong to you. Learn the steps to search state and federal databases for forgotten funds like old bank accounts, checks, and insurance payouts.
    Show More Show Less
    8 mins
  • E267: Should You Invest in International Stocks?

    E267: Should You Invest in International Stocks?
    Jul 23 2025
    It’s easy to be attracted to U.S. stocks, especially after a long period of great performance. However, when we step back and look at the bigger picture, the case for international diversification becomes clearer and more compelling.
    Show More Show Less
    9 mins
  • E266: How Decluttering Your Finances Can Improve Your Life

    E266: How Decluttering Your Finances Can Improve Your Life
    Jul 16 2025
    Feeling overwhelmed by your financial life? Learn how decluttering your finances can reduce stress, improve cash flow, and help you align your money with your values.
    Show More Show Less
    13 mins
  • E265: Should I Invest the Funds in My HSA?

    E265: Should I Invest the Funds in My HSA?
    Jul 9 2025
    Health Savings Accounts (HSAs) are often misunderstood. Many people think of them as simply a place to park money for upcoming medical expenses. But HSAs can be much more powerful—especially when you consider the option to invest the funds.
    Show More Show Less
    8 mins
  • E264: How Do Gift Taxes Work?

    E264: How Do Gift Taxes Work?
    Jul 2 2025
    Gift taxes are one of the most misunderstood areas of the U.S. tax code.
    Show More Show Less
    10 mins
  • E263: Original Medicare vs. Medicare Advantage Plans Explained

    E263: Original Medicare vs. Medicare Advantage Plans Explained
    Jun 25 2025
    As you approach age 65, one of the most important—and often confusing—financial decisions you face is how to structure your Medicare coverage. Understanding the differences between Original Medicare and Medicare Advantage plans is essential for making an informed decision that aligns with your healthcare needs, financial situation, and lifestyle.
    Show More Show Less
    12 mins