0:00 - 2:26 We cover the definition of distribution yield.2:27 - 5:02 We play a game called "what year was it?"5:03 - 11:45 We cover the main topic of saving less for retirement11:46 - 15:04 Things get off the rails...

The IRS Cracks Down On Your Social Media Money Hacks

Sep 8th, 2023 21m 26s

Today our financial advisors cover the definition of a dead cat bounce, 2 financial truths and a lie, the IRS watching your social media money hacks, and of course, we get to our world-famous jokes!

4 Investing Tax Strategies You Need To Know!

Sep 1st, 2023 17m 51s

Today we cover asset utilization, two financial truths & a lie, tax strategies to know, and of course, we hit you with pretty average jokes!

Recession Looming?

Aug 18th, 2023 19m 27s

Today on the "podcast" we covered the usual off the wall things before diving into the topic at hand. We went over some econ data and chat through the recession probabilities! Enjoy!

Withdrawal Strategy Hack To Increase Your Wealth

Aug 11th, 2023 13m 46s

Today we're reviewing some withdrawal strategies to help you make every dollar count. This strategy applies to all withdrawals, not just withdrawing for retirement! We also have our normal segments including your financial word of the day!Intro

EXACTLY How I Beat Your Portfolio Every Time, The Drawbacks of SMA's, Financial Word OF The Day, & MORE

Aug 4th, 2023 21m 46s

EXACTLY How I Beat Your Portfolio Every Time, The Drawbacks of SMA's, Financial Word OF The Day, 2 Financial Truths & A Lie, + More

Nasdaq's Historic Rebalance, Per Stirpes & More Finance Talk

Jul 21st, 2023 17m 25s

📈 The Nasdaq Rebalance 📉 The Nasdaq rebalance has been the talk of the town in the financial community, and we are here to break it down for you. Unprecedented in scale and impact, this rebalance has reshaped the landscape of the stock market

4 Reasons To Sell Company Stock, The CRAZIEST Financial Advice Ever Given, & 2 Financial Truths & A Lie

Jul 14th, 2023 23m 3s

Today we go over a lot! 4 Reasons to sell company stock and the craziest financial advice ever given. Enjoy and be sure to like :)

Financial Advisors Talk: Car Insurance By The Mile, Taylor Swift Crushing It & 2 Truth's And A Lie!

Jul 7th, 2023 21m

Just kind of an evergreen episode on a week where there wasn't much happening. We'll be back next week with the goods! Thanks for listening to our shenanigans!

Charles Schwab Says You Need This Much Money To Be Wealthy, It's "National Joke Day", & Dustin Thinks He's Going To Beat Disney

Jun 30th, 2023 15m 20s

Thanks for checking out our financial podcast. If you liked it, give us a follow or like or whatever you're supposed to do on this thing. We're financial advisors that LOVE to teach. If you have an idea for the show, reach out to us! We're alwa

Student loan payments are about to resume! Should you start paying those back now? Who will this impact?

Jun 23rd, 2023 16m 40s

4 ways to build your wealth

Jun 16th, 2023 17m 55s

Today we're going over 4 unique ways to help you grow your wealth!

Diversification vs Correlation

May 19th, 2023 12m 39s

Portfolio Diversification vs Correlation

20 Personal Finance Laws To Live By

Mar 31st, 2023 19m 14s

Today we have 20 personal finance tips to live by!

The Best Time To Rebalance Your 401k

Mar 24th, 2023 13m 58s

The Best Time To Rebalance Your 401k

Is $1,000,000 Enough To Retire?

Mar 3rd, 2023 10m 23s

Is $1,000,000 Enough To Retire?

4 Things To Simplify Your Retirement Plan

Feb 24th, 2023 10m 29s

Planning for retirement doesn't need to be complicated when getting started! Today the Jazz Wealth Managers are giving you everything you need to know as you start your own retirement planning.

Questions To Ask A Financial Advisor

Feb 17th, 2023 18m 31s

What kind of questions should you ask a financial advisor? What should your financial advisor know? Today, we ask a financial advisor those questions!