Watch Now Listen Now For 14 years, Khe worked on Wall Street, where he was among the youngest managing directors at BlackRock, focusing on alternative investments. Despite this impressive career, he felt empty and quit his job at age 35 during what he called a...
Listen Now When should you use a Roth 401(k) instead of a Traditional 401(k)? This decision impacts not only how you save but also how your money grows and is taxed over time. Given the ever-changing landscape of tax laws and financial strategies, understanding...
Watch Now Listen Now I’m thrilled to welcome back to the show Sara Gelsheimer, Senior Wealth Manager at Plancorp, who has carved a remarkable career path with a profound commitment to empowering women in finance. Want to meet with Sara? Schedule a call with her here!...
Listen Now Last month, I joined Jesse Cramer on The Best Interest Podcast to talk about investing at all-time highs and preparing for the next market crash. The conversation touched on several other interesting topics, so I wanted to share those insights here with...
Watch Now Listen Now In this episode, Taylor Schulte, and Benjamin Brandt join the show to talk about our co-founding of the Retirement Podcast Network while riff on some of the biggest retirement pain points people face. If you’ve been listening to The...
Listen Now I’d like to start today’s conversation by zooming in on the ‘Magnificent 7.’ If you’re not familiar with the Mag 7, that’s: Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. Each of these companies has fundamentally transformed...
