Listen Now In this rebroadcast, I sit in the guest chair to explain why I rarely recommend private markets—and the specific situations where they do belong. I lay out a clear filter built around liquidity, purpose, access, and behavior so you can decide whether...
Watch Now Listen Now In this episode, I’m joined by John Owens, Managing Partner at Brooklyn Fi, to break down year-end planning for people with equity compensation—RSUs, stock options (ISOs/NQSOs), and ESPPs. We talk about how to avoid AMT surprises, unwind a...
Listen Now Gold is going for more than $4,000 an ounce. It’s one of the stories of the year—and what makes it unusual is that stocks are strong at the same time. Turns out that optimism about AI and earnings can coexist with a bid for safety. Today I’m going to do...
Watch Now Listen Now In this conversation, I’m joined by Heather and Doug Boneparth to talk about their new book: Money Together. We unpack what “fair” really looks like in a relationship, how to keep resentment from boiling over, and the habits that make money...
Listen Now Last week, I was interviewed by USA Today about whether or not it’s time to hoard cash. The article notes that “stock indexes have been breaking records in 2025,” and valuations have risen to a level we haven’t seen since just before the peak of the...
