Episodes

  • Life Stages of Investing

    Life Stages of Investing
    Oct 26 2023
    In the penultimate episode of the season, we address significant life stages and how each stage can correlate to its own investing style. These include college life, investing with your partner, and preparing for retirement. We hit on starting or adjusting your investing style, understanding each phase’s needs, and how it all varies from person to person.
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    39 mins
  • AI + Investing

    AI + Investing
    Oct 19 2023
    In this episode, we explore how AI is transforming the global investing experience. We discuss AI-based tools available to investors and the potential advantages that come with them.
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    22 mins
  • AI’s boom and bloom

    AI’s boom and bloom
    Oct 12 2023
    The AI boom has raised countless questions, concerns, and possibilities. We explore how AI is impacting the economy and how investors can navigate these changes.
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    33 mins
  • Income investing is back

    Income investing is back
    Sep 28 2023
    2023 has been a year of soaring prices and rising inflation rates. In tough markets like today’s, fixed-income maturities can help provide stability and growth. We review traditional income strategies—such as bonds, deferred fixed annuities, and CDs—as well as new innovations in the space, like fractional CDs.
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    29 mins
  • Investing trends by generation

    Investing trends by generation
    Sep 21 2023
    Every generation approaches their money differently. We dive into the current generational investing trends and examine each generation’s strategies for short-term and long-term wealth building.
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    22 mins
  • Women’s financial wellness

    Women’s financial wellness
    Sep 14 2023
    Women and men can have very different lived experiences when it comes to money. We talk through what some of these differences are, discuss how they impact financial planning, and explore investing strategies that support women’s unique financial goals.
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    24 mins
  • An Investor’s Briefing

    An Investor’s Briefing
    Sep 7 2023
    Volatile markets and inflation are top of mind for investors. We kick off season 4 by exploring the current economic and financial landscape and the tools investors can use to navigate it.
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    29 mins
  • Knowledge = Confidence: Lessons from Season 3

    Knowledge = Confidence: Lessons from Season 3
    Nov 10 2022
    It’s the season finale! We’re taking time to reflect on this year’s biggest learnings, and answer some final audience questions. From over-diversification to retirement planning, we’re touching on topics that can have a big impact on your portfolio. Bonus; you can watch and listen to this episode. Check out the video version here: https://www.youtube.com/watch?v=7_CEkfUVKyY
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    27 mins