A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | |
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1 | episode | url | start_timestamp | start | end | question | context | |||||||||||||||||||
2 | 0 | Episode 1 | https://www.youtube.com/watch?v=0z49u_b6PmE | 3:07 | 187 | 415 | What's the best way to reallocate a portfolio from fixed income to stocks? | |||||||||||||||||||
3 | 1 | Episode 1 | https://www.youtube.com/watch?v=0z49u_b6PmE | 6:55 | 415 | 669 | What do I do once I cross the Roth IRA income limit? | |||||||||||||||||||
4 | 2 | Episode 1 | https://www.youtube.com/watch?v=0z49u_b6PmE | 11:09 | 669 | 0 | Once I have maxed out my retiremenet accounts (IRA, 401K), is real estate the next best option? | |||||||||||||||||||
5 | 3 | Episode 2 | https://www.youtube.com/watch?v=IDGnZ2AErBg | 1:04 | 64 | 366 | Saving vs. Investing | |||||||||||||||||||
6 | 4 | Episode 2 | https://www.youtube.com/watch?v=IDGnZ2AErBg | 6:06 | 366 | 566 | If Baby Boomers are shifting from net investors to net withdrawers, how should I adjust my investment strategy? | |||||||||||||||||||
7 | 5 | Episode 2 | https://www.youtube.com/watch?v=IDGnZ2AErBg | 9:26 | 566 | 824 | What is your opinion on interest only mortgages? | |||||||||||||||||||
8 | 6 | Episode 2 | https://www.youtube.com/watch?v=IDGnZ2AErBg | 13:44 | 824 | 0 | Advice on contributions to ESOP Employee Stock Option Plan | |||||||||||||||||||
9 | 7 | Episode 3 | https://www.youtube.com/watch?v=rBm9y4NuxlY | 1:30 | 90 | 404 | Is a 90/10 portfolio too risky in retirement? | |||||||||||||||||||
10 | 8 | Episode 3 | https://www.youtube.com/watch?v=rBm9y4NuxlY | 6:44 | 404 | 675 | Considerations when buying a new construction vs. an older home in an established neighborhood. | |||||||||||||||||||
11 | 9 | Episode 3 | https://www.youtube.com/watch?v=rBm9y4NuxlY | 11:15 | 675 | 935 | Should I consider adding municipal bonds to my portfolio? | |||||||||||||||||||
12 | 10 | Episode 3 | https://www.youtube.com/watch?v=rBm9y4NuxlY | 15:35 | 935 | 0 | A large portion of my portfolio is in 2 stocks. At what point should I diversify and reallocate my retirement accounts? | |||||||||||||||||||
13 | 11 | Episode 4 | https://www.youtube.com/watch?v=oazzjOjJXKQ | 1:16 | 76 | 285 | I have a lot of equity in my house. When does it make sense to sell your house and just start renting? | |||||||||||||||||||
14 | 12 | Episode 4 | https://www.youtube.com/watch?v=oazzjOjJXKQ | 4:45 | 285 | 450 | Buying stocks for a kid at birth? | |||||||||||||||||||
15 | 13 | Episode 4 | https://www.youtube.com/watch?v=oazzjOjJXKQ | 7:30 | 450 | 876 | I'm saving a large percentage of my income so that I can retire early. How do I avoid regret not buying nice things? | |||||||||||||||||||
16 | 14 | Episode 4 | https://www.youtube.com/watch?v=oazzjOjJXKQ | 14:36 | 876 | 0 | Can I stop saving for retirement? Have I already saved enough? | |||||||||||||||||||
17 | 15 | Episode 5 | https://www.youtube.com/watch?v=Gy0A-e1xNco | 1:12 | 72 | 352 | How do we diversify our portfolio to provide more dividend income in a tax efficient way? | |||||||||||||||||||
18 | 16 | Episode 5 | https://www.youtube.com/watch?v=Gy0A-e1xNco | 5:52 | 352 | 633 | Giving up a stable job with favorable work life balance for better long term earnings potential. | |||||||||||||||||||
19 | 17 | Episode 5 | https://www.youtube.com/watch?v=Gy0A-e1xNco | 10:33 | 633 | 945 | I have saved up with the intention of taking time off to fund my own film projects. How do I invest cash while unemployed? | |||||||||||||||||||
20 | 18 | Episode 5 | https://www.youtube.com/watch?v=Gy0A-e1xNco | 15:45 | 945 | 0 | How do I teach my kids the basics of financial literacy? How do I teach kids about money? For example, compound interest, stocks, bonds, target date funds, etc. | |||||||||||||||||||
21 | 19 | Episode 6 | https://www.youtube.com/watch?v=K8EM5RFMHjI | 1:25 | 85 | 304 | Should I buy a house outright or rent and invest the cash in the market? | |||||||||||||||||||
22 | 20 | Episode 6 | https://www.youtube.com/watch?v=K8EM5RFMHjI | 5:04 | 304 | 686 | How do you decide on how much inheritance to leave your kids? | |||||||||||||||||||
23 | 21 | Episode 6 | https://www.youtube.com/watch?v=K8EM5RFMHjI | 11:26 | 686 | 972 | How many stocks should I own to be diversified? Is 70 too many? | |||||||||||||||||||
24 | 22 | Episode 6 | https://www.youtube.com/watch?v=K8EM5RFMHjI | 16:12 | 972 | 0 | How can I tell if a stock has hit a long term peak? What are some signs an investor can look for that a stock has gotten as high as it's ever going to get? For example, GE hit its all time peak back in the year 2000. | |||||||||||||||||||
25 | 23 | Episode 7 | https://www.youtube.com/watch?v=IJVGn_wFc24 | 0:58 | 58 | 312 | How should I invest a lifetime pension? | |||||||||||||||||||
26 | 24 | Episode 7 | https://www.youtube.com/watch?v=IJVGn_wFc24 | 5:12 | 312 | 550 | What are your thoughts on using an SBLOC (Security Based Line of Credit) against a brokerage account to borrow for a primary residence of a rental property? | |||||||||||||||||||
27 | 25 | Episode 7 | https://www.youtube.com/watch?v=IJVGn_wFc24 | 9:10 | 550 | 980 | Do government yields still give any real signal in terms of future growth and inflation? Why are bond yields so flow? | |||||||||||||||||||
28 | 26 | Episode 7 | https://www.youtube.com/watch?v=IJVGn_wFc24 | 16:20 | 980 | 0 | Inflation is running high and treasury yields have been falling. What will happen when the market goes down? | |||||||||||||||||||
29 | 27 | Episode 8 | https://www.youtube.com/watch?v=a7p1SmPuoBg | 1:26 | 86 | 277 | How should young people like me balance saving money to invest while traveling and enjoying life in our 20s? | |||||||||||||||||||
30 | 28 | Episode 8 | https://www.youtube.com/watch?v=a7p1SmPuoBg | 4:37 | 277 | 480 | How should I invest my parents' cash? | |||||||||||||||||||
31 | 29 | Episode 8 | https://www.youtube.com/watch?v=a7p1SmPuoBg | 8:00 | 480 | 771 | Does tax loss harvesting make sense if my tax bracket will be higher in the future? | |||||||||||||||||||
32 | 30 | Episode 8 | https://www.youtube.com/watch?v=a7p1SmPuoBg | 12:51 | 771 | 0 | Should I buy a house and sell it every 5 years to get a tax free gain of 500K? | |||||||||||||||||||
33 | 31 | Episode 9 | https://www.youtube.com/watch?v=CH7gcUs5ef0 | 0:45 | 45 | 497 | Could cryptocurrency supply hurt performance of the S&P 500? | |||||||||||||||||||
34 | 32 | Episode 9 | https://www.youtube.com/watch?v=CH7gcUs5ef0 | 8:17 | 497 | 767 | Should I sell my Magic the Gathering collection and invest the cash? | |||||||||||||||||||
35 | 33 | Episode 9 | https://www.youtube.com/watch?v=CH7gcUs5ef0 | 12:47 | 767 | 1115 | How do I build a client base as a new Financial Advisor? | |||||||||||||||||||
36 | 34 | Episode 9 | https://www.youtube.com/watch?v=CH7gcUs5ef0 | 18:35 | 1115 | 0 | Should I annuitize my account? | |||||||||||||||||||
37 | 35 | Episode 10 | https://www.youtube.com/watch?v=n0Z6xtJri6E | 1:41 | 101 | 452 | Buffett Indicator. | |||||||||||||||||||
38 | 36 | Episode 10 | https://www.youtube.com/watch?v=n0Z6xtJri6E | 7:32 | 452 | 777 | Leasing a car. | |||||||||||||||||||
39 | 37 | Episode 10 | https://www.youtube.com/watch?v=n0Z6xtJri6E | 12:57 | 777 | 1084 | When to hire a financial advisor or accountant. | |||||||||||||||||||
40 | 38 | Episode 10 | https://www.youtube.com/watch?v=n0Z6xtJri6E | 18:04 | 1084 | 0 | Taking out a 401k loan. | |||||||||||||||||||
41 | 39 | Episode 11 | https://www.youtube.com/watch?v=7jMZp_1buZ8 | 0:53 | 53 | 510 | When to sell a stock that's down. | |||||||||||||||||||
42 | 40 | Episode 11 | https://www.youtube.com/watch?v=7jMZp_1buZ8 | 8:30 | 510 | 680 | Reducing tax deferred contributions to bolster taxable savings/investments. | |||||||||||||||||||
43 | 41 | Episode 11 | https://www.youtube.com/watch?v=7jMZp_1buZ8 | 11:20 | 680 | 975 | Lump sum vs dollar cost averaging. | |||||||||||||||||||
44 | 42 | Episode 11 | https://www.youtube.com/watch?v=7jMZp_1buZ8 | 16:15 | 975 | 0 | Leveraged ETFs. | |||||||||||||||||||
45 | 43 | Episode 12 | https://www.youtube.com/watch?v=RulsvNmtmkQ | 1:28 | 88 | 419 | Diversification. | |||||||||||||||||||
46 | 44 | Episode 12 | https://www.youtube.com/watch?v=RulsvNmtmkQ | 6:59 | 419 | 731 | Market crashes. | |||||||||||||||||||
47 | 45 | Episode 12 | https://www.youtube.com/watch?v=RulsvNmtmkQ | 12:11 | 731 | 1260 | Saving for college. | |||||||||||||||||||
48 | 46 | Episode 12 | https://www.youtube.com/watch?v=RulsvNmtmkQ | 21:00 | 1260 | 0 | What is the best tax advantaged account? | |||||||||||||||||||
49 | 47 | Episode 13 | https://www.youtube.com/watch?v=peBWhDKx9ew | 0:56 | 56 | 382 | Data and opinions on markets hitting a bottom, catching a falling knife. | |||||||||||||||||||
50 | 48 | Episode 13 | https://www.youtube.com/watch?v=peBWhDKx9ew | 6:22 | 382 | 570 | Saving vs. living life to the fullest. | |||||||||||||||||||
51 | 49 | Episode 13 | https://www.youtube.com/watch?v=peBWhDKx9ew | 9:30 | 570 | 845 | How to balance retirement and non retirement accounts. | |||||||||||||||||||
52 | 50 | Episode 13 | https://www.youtube.com/watch?v=peBWhDKx9ew | 14:05 | 845 | 0 | Volatility in the stock market. | |||||||||||||||||||
53 | 51 | Episode 14 | https://www.youtube.com/watch?v=ZDdqgarzEDw | 1:38 | 98 | 410 | Should I let my winners ride? | |||||||||||||||||||
54 | 52 | Episode 14 | https://www.youtube.com/watch?v=ZDdqgarzEDw | 6:50 | 410 | 662 | Is buying a rental property with my 401k a bad idea? | |||||||||||||||||||
55 | 53 | Episode 14 | https://www.youtube.com/watch?v=ZDdqgarzEDw | 11:02 | 662 | 975 | Am I taking too much risk? | |||||||||||||||||||
56 | 54 | Episode 14 | https://www.youtube.com/watch?v=ZDdqgarzEDw | 16:15 | 975 | 0 | Should I treat my pension like the bond portion of my retirement portfolio? | |||||||||||||||||||
57 | 55 | Episode 15 | https://www.youtube.com/watch?v=f-gsImCPmeE | 2:19 | 139 | 440 | Stablecoins | |||||||||||||||||||
58 | 56 | Episode 15 | https://www.youtube.com/watch?v=f-gsImCPmeE | 7:20 | 440 | 724 | Saving for a down payment | |||||||||||||||||||
59 | 57 | Episode 15 | https://www.youtube.com/watch?v=f-gsImCPmeE | 12:04 | 724 | 1053 | What to do with an IPO windfall | |||||||||||||||||||
60 | 58 | Episode 15 | https://www.youtube.com/watch?v=f-gsImCPmeE | 17:33 | 1053 | 0 | 529 drawdown strategies | |||||||||||||||||||
61 | 59 | Episode 16 | https://www.youtube.com/watch?v=yOZAWqLiIUs | 3:10 | 190 | 502 | Market sell off | |||||||||||||||||||
62 | 60 | Episode 16 | https://www.youtube.com/watch?v=yOZAWqLiIUs | 8:22 | 502 | 800 | Taxes on Crypto | |||||||||||||||||||
63 | 61 | Episode 16 | https://www.youtube.com/watch?v=yOZAWqLiIUs | 13:20 | 800 | 950 | Tax efficient strategies for withdrawing from 401k, Roth, IRA | |||||||||||||||||||
64 | 62 | Episode 16 | https://www.youtube.com/watch?v=yOZAWqLiIUs | 15:50 | 950 | 0 | Should I add season ticket income to tax filing? | |||||||||||||||||||
65 | 63 | Episode 17 | https://www.youtube.com/watch?v=z9nC-PnjSWA | 0:47 | 47 | 347 | Will demographics lead to reduced asset buying? | |||||||||||||||||||
66 | 64 | Episode 17 | https://www.youtube.com/watch?v=z9nC-PnjSWA | 5:47 | 347 | 817 | Lessons on investing. | |||||||||||||||||||
67 | 65 | Episode 17 | https://www.youtube.com/watch?v=z9nC-PnjSWA | 13:37 | 817 | 870 | Starting your own blog. | |||||||||||||||||||
68 | 66 | Episode 17 | https://www.youtube.com/watch?v=z9nC-PnjSWA | 14:30 | 870 | 0 | Advice on writing to an older audience. | |||||||||||||||||||
69 | 67 | Episode 18 | https://www.youtube.com/watch?v=Kt2gdPVckHg | 2:16 | 136 | 422 | Inflation and gas prices during a recession. | |||||||||||||||||||
70 | 68 | Episode 18 | https://www.youtube.com/watch?v=Kt2gdPVckHg | 7:02 | 422 | 669 | Profits during this year's massive selloff and where is the money going? | |||||||||||||||||||
71 | 69 | Episode 18 | https://www.youtube.com/watch?v=Kt2gdPVckHg | 11:09 | 669 | 987 | Using SBLOC for down payment if you don't want to sell stocks. | |||||||||||||||||||
72 | 70 | Episode 18 | https://www.youtube.com/watch?v=Kt2gdPVckHg | 16:27 | 987 | 0 | What to do with $2 million dollars in the new economy. | |||||||||||||||||||
73 | 71 | Episode 19 | https://www.youtube.com/watch?v=J7ol78hO6Is | 3:42 | 222 | 443 | Preparing for the recession. | |||||||||||||||||||
74 | 72 | Episode 19 | https://www.youtube.com/watch?v=J7ol78hO6Is | 7:23 | 443 | 720 | Can down markets be good for early and regular retirees? | |||||||||||||||||||
75 | 73 | Episode 19 | https://www.youtube.com/watch?v=J7ol78hO6Is | 12:00 | 720 | 1135 | Tax strategy. | |||||||||||||||||||
76 | 74 | Episode 19 | https://www.youtube.com/watch?v=J7ol78hO6Is | 18:55 | 1135 | 0 | Tax loss harvesting. | |||||||||||||||||||
77 | 75 | Episode 20 | https://www.youtube.com/watch?v=Qz8gNJSoi0s | 2:31 | 151 | 555 | Is there any way to prep for stagflation? Any actionable ideas? | |||||||||||||||||||
78 | 76 | Episode 20 | https://www.youtube.com/watch?v=Qz8gNJSoi0s | 9:15 | 555 | 842 | Finding a balance between spiderweb accounts vs one checking account. | |||||||||||||||||||
79 | 77 | Episode 20 | https://www.youtube.com/watch?v=Qz8gNJSoi0s | 14:02 | 842 | 1167 | Establishing a living trust. | |||||||||||||||||||
80 | 78 | Episode 20 | https://www.youtube.com/watch?v=Qz8gNJSoi0s | 19:27 | 1167 | 0 | Insight on Donor Advised Funds. | |||||||||||||||||||
81 | 79 | Episode 21 | https://www.youtube.com/watch?v=iNAXVsWNj70 | 5:05 | 305 | 613 | What percent of a first time home buyer's net worth should be put down in that first real estate purchase? | |||||||||||||||||||
82 | 80 | Episode 21 | https://www.youtube.com/watch?v=iNAXVsWNj70 | 10:13 | 613 | 932 | Where to lump sum invest cash. | |||||||||||||||||||
83 | 81 | Episode 21 | https://www.youtube.com/watch?v=iNAXVsWNj70 | 15:32 | 932 | 1238 | How would you direct young / beginner investors to start learning about tax law? | |||||||||||||||||||
84 | 82 | Episode 21 | https://www.youtube.com/watch?v=iNAXVsWNj70 | 20:38 | 1238 | 0 | How can I maximize the tax efficiency of UTMA accounts? | |||||||||||||||||||
85 | 83 | Episode 22 | https://www.youtube.com/watch?v=OYxhrPdZdog | 1:58 | 118 | 210 | How does the fed raising interest rates fights off inflation? | |||||||||||||||||||
86 | 84 | Episode 22 | https://www.youtube.com/watch?v=OYxhrPdZdog | 3:30 | 210 | 316 | What particular sectors/names do you find most compelling for a young investor with a 35 40 year time horizon? | |||||||||||||||||||
87 | 85 | Episode 22 | https://www.youtube.com/watch?v=OYxhrPdZdog | 5:16 | 316 | 618 | What will bring more value in the long run for a child? | |||||||||||||||||||
88 | 86 | Episode 22 | https://www.youtube.com/watch?v=OYxhrPdZdog | 10:18 | 618 | 717 | Would you recommend focusing on paying off my student loans first? Or should I begin building my portfolio? | |||||||||||||||||||
89 | 87 | Episode 22 | https://www.youtube.com/watch?v=OYxhrPdZdog | 11:57 | 717 | 805 | Paying off a mortgage. | |||||||||||||||||||
90 | 88 | Episode 22 | https://www.youtube.com/watch?v=OYxhrPdZdog | 13:25 | 805 | 879 | What happens when the Fed raises rates? | |||||||||||||||||||
91 | 89 | Episode 22 | https://www.youtube.com/watch?v=OYxhrPdZdog | 14:39 | 879 | 1039 | I’m 44 and have a net worth of around $425K. Would have more if TWTR didn’t crash, I didn’t sell any I own 5,550 shares at @ $29.83 cost basis. What do you think about where I am? | |||||||||||||||||||
92 | 90 | Episode 22 | https://www.youtube.com/watch?v=OYxhrPdZdog | 17:19 | 1039 | 1275 | What are some good questions to ask when selecting a financial advisor, especially as a young person? | |||||||||||||||||||
93 | 91 | Episode 22 | https://www.youtube.com/watch?v=OYxhrPdZdog | 21:15 | 1275 | 0 | At interest rates so low, should I instead take a loan, finance the house and invest my capital in the stock market? | |||||||||||||||||||
94 | 92 | Episode 23 | https://www.youtube.com/watch?v=Jm86Kqi8LHk | 2:58 | 178 | 521 | What is the best way to start investing in bonds? | |||||||||||||||||||
95 | 93 | Episode 23 | https://www.youtube.com/watch?v=Jm86Kqi8LHk | 8:41 | 521 | 763 | How to be more okay with spending. | |||||||||||||||||||
96 | 94 | Episode 23 | https://www.youtube.com/watch?v=Jm86Kqi8LHk | 12:43 | 763 | 969 | When is a big ticket expense feasible? | |||||||||||||||||||
97 | 95 | Episode 23 | https://www.youtube.com/watch?v=Jm86Kqi8LHk | 16:09 | 969 | 1231 | Vanguard target retirement funds. | |||||||||||||||||||
98 | 96 | Episode 23 | https://www.youtube.com/watch?v=Jm86Kqi8LHk | 20:31 | 1231 | 0 | How to Invest for the long term but gamble in the short term. | |||||||||||||||||||
99 | 97 | Episode 24 | https://www.youtube.com/watch?v=geQkS3cacrs | 1:48 | 108 | 622 | What to do with a lump sum of cash. | |||||||||||||||||||
100 | 98 | Episode 24 | https://www.youtube.com/watch?v=geQkS3cacrs | 10:22 | 622 | 898 | Should you panic about yield curve inversion? |