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...
Watch Now Listen Now When people think of Carl Richards, they think of simple sketches with big meaning. Each line captures an idea about how humans relate to money—our fears, habits, and values. In our conversation, we dive deep into Your Money, a book designed to...
Listen Now If there’s one topic I’ve talked about more than anything else this year — with clients, with other advisors, and on stage at conferences — it’s 351 exchanges. For investors sitting on big, appreciated stock positions, this is one of the most compelling...
Listen Now Tax law shifts can change the best time to recognize income, give to charity, and make big business decisions. This episode unpacks how the “One Big Beautiful Bill Act (OBBBA)” reshapes year-end planning for pre-retirees, equity-comp executives, and...
Listen Now When it comes to bonds, one of the most common questions I hear is: “Should I own individual bonds or bond funds?” Today, I’ll answer that—and more importantly, I’ll show you the right way to use bonds so your overall portfolio is easier to live with...
Watch Now Listen Now / In this episode, I sit down with Ian Wenik, Editor at Citywire RIA and one of the sharpest reporters covering the wealth management industry. Ian shares his journey from sports writing to business journalism, what it’s like to run a newsroom in...
