Bitcoin is a top ten "currency". Gold outperformed the S&P 500 over the past 5 years. The Japanese Yen is at all-time lows versus the dollar. 20% of US households are planning to travel abroad over the next 6 months. After interest rates rose f

Tax Advice, Asking For a Friend ...

May 23rd, 2023 46m 28s

Podcast guest, Aviram Benito, CPA, founder of AB & Associates, shares helpful tax tips. Topics covered include: passive income versus ordinary income; AB 150 - the SALT limitation workaround; tax considerations when operating short term rentals

The Good, the Bad, and the (Not So) Ugly

May 9th, 2023 35m 48s

There are 900-million self-serving results in Google illustrating market returns IF the 10 BEST performing days in the market over the past 30 years are carved out. We were curious to take a more complete view and also carve out the 10 WORST pe

Expected Returns: 2008-2023 and Beyond

May 1st, 2023 37m 5s

An extremely anomalous 15 year period in financial markets has ended. A new one, equally as strange, has begun. Podcast Video Link: https://youtu.be/XLmh8A59MGE

Trend Following as a Risk Management Tool

Apr 19th, 2023 25m 26s

The stock market offers the highest returns. It also comes with the greatest volatility. Trend following can smooth the ride. This is especially important for investors making portfolio withdrawals. In this podcast we explain how it works and w

Release the Balloons!

Mar 10th, 2023 23m 9s

In our MKAM monthly markets review, we discuss the Federal Reserve's attempt to bring down inflation by causing a mild recession. The good news for investors: they can now get 5% on their cash. As long as they don't leave their money at the ban

Gravity Returns to Markets as the Fed Raised Rates from Zero

Oct 18th, 2022 50m 50s

In our Q3 markets review, we discuss asset markets finally falling as investors wake up to the reality of the Federal Funds rising from a decade of zero. The good news: stock and bond returns from here have improved.

Philanthropy: Give Well and Feel Good

Sep 2nd, 2022 34m 20s

Join us and our guide, Jordan Fruchtman, on a tour through modern philanthropy. We discuss: how to find the cause you care most about; how to select the right organization; and how to maximize your impact. And, we learn how the ultimate benefac

The Market Shifts its Focus from Inflation to Recession

Aug 11th, 2022 29m

As the Federal Reserve raised interest rates, the yield curve inverted. What does this imply about the economy in the future? Tune in to find out.

The Interest Rate Hammer Falls

Jul 13th, 2022 29m 1s

Markets adjust as the Fed raises interest rates to try and cool the hottest inflation since the 1970’s.

The Bond Market Takes Center Stage

Jan 21st, 2022 39m 27s

Bond yields are rising as investors prepare for the Federal Reserve to unwind their emergency Covid-19 stimulus. What will the impact be on the stock market and housing? Tune in to find out.

The Best Retirement Plan You‘ve Never Heard Of

Oct 22nd, 2021 27m 32s

If you run your own business, would you like to potentially save several hundred thousand dollars a year in taxes? Then now is the time to learn about Cash Balance Plans.

Market Insanity!

Oct 14th, 2021 23m 45s

Is this stock market crazier than 1999?

Manufactured Housing: Should Be On Your Radar

Jul 20th, 2021 54m 41s

As our guest, TK Frantz explains, investing in manufactured housing is so boring and predictable, it's exciting!

Live Forever & Spread Happiness

May 27th, 2021 28m 5s

People postpone creating estate plans because they think of death, taxes and lawyers. We suggest you focus on showing your loved ones you care about them and securing your legacy.

Back to the Future

Jan 14th, 2021 15m 5s

The economy may grow by 6% in 2021, the fastest rate since Ronald Reagan was President in 1984. At the end of 2021 we would return to the same level of economic output as 2019.

Day Trading is Fun

Jan 4th, 2021 39m 11s

2020 created a nation of day traders, even Barbara Streisand is doing it. But, proceed with caution. Day trading is gambling, not investing. A successful series of trades can easily turn into a financial disaster for the inexperienced or naïve.

Who IS your advisor?

Dec 9th, 2020 35m 13s

Do you really know the person investing your money? Learn how to research a prospective new financial advisor or learn more about your current one. FINRA Broker Check

Griff's Beach House

Oct 19th, 2020 21m 50s

In our premier episode, we discuss the power of the Roth IRA and if utilized properly could provide your children financial security and maybe even a beach house!

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