Watch Now Listen Now In this episode, I’m joined by Sara Gelsheimer, Senior Wealth Manager at Plancorp, to discuss the importance of both spouses being involved in their household’s financial decisions. While it’s common for one person to take on the CFO role in the...
Watch Now Listen Now In this episode, I sit down with Daniel Crosby, Ph.D., a renowned behavioral finance expert, psychologist, and author of several books focused on investor behavior and the psychology of financial decisions. We discuss his latest book, The Soul of...
Watch Now Listen Now This episode features Josh Brown, CEO of Ritholtz Wealth Management and one of the most influential voices in the world of financial commentary. If you haven’t already, you should definitely check out his new book: You Weren’t Supposed to See...
Listen Now Should You Do a Roth Conversion Before Current Tax Law Expires? Today, we’re exploring a timely topic: Roth conversions and the potential expiration of the Tax Cuts and Jobs Act in 2026. For many of us, this presents an important opportunity to lock in...
Watch Now Listen Now I’m thrilled to have Marlena Lee, Global Head of Investment Solutions at Dimensional Fund Advisors. In this role, Marlena leads a team dedicated to providing clients thought leadership, analysis, and education on a wide range of...
Listen Now Things can get complicated quickly in the world of personal finance. From investing and budgeting to estate planning and insurance, there are multiple ways to accomplish what you need to get done. In today’s episode, you’ll hear an interview I did on “The...
