Estate planning is the most overlooked segment of the financial planning process. In this episode we discuss the benefits of having a valid will and the basic
Read More
Download our short podcast where Nate discuss benchmarks you may want to consider using to measure the performance of your portfolios.
Read More
Having tax-free income options during retirement is top of mind for many investors. In this podcast, Nate discusses three sources that you may want to consider
Read More
Check out this episode as we explore how psychological factors like overconfidence, the illusion of control, and conservatism bias can shape investment
Read More
Nate and Derek are breaking down how long it takes to save $1M, considering various income levels and investment approaches. We're also sharing insights on
Read More
In this episode, we get inspiration from the Nobel Prize winner Daniel Kahneman in his work "Thinking Fast and Slow." How does this relate to analyzing the
Read More
This episode highlights tech investors and more specifically NVIDIA's quarterly performance. You also won't want to miss the 'stock to watch' segment where Nate
Read More
In this podcast, we discuss what it takes to fulfill the dream of early retirement. We also give an update on the warnings being placed on large banks. We hope
Read More
While pessimism often wears the mask of sophistication and depth, it's the optimists who frequently come out on top in the long run. Join us as we debunk the
Read More
In this episode, we're discussing the U.S. debt ceiling and why it matters, why it doesn't matter, and the implications of a default. What would have to happen
Read More
Today's podcast covers recent retail earnings in the U.S., including lower-than-expected guidance from Home Depot and strength from Walmart and Target. We
Read More
In today's episode, Nate and Derek discuss pharma drug company stock performance - looking at the reasons someone may want or not want to invest. They also give
Read More
