ABCDEFGHIJKLMNOPQRSTUVWXYZ
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episodeurlstart_timestampstartendquestioncontext
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0Episode 1
https://www.youtube.com/watch?v=0z49u_b6PmE
3:07187415What's the best way to reallocate a portfolio from fixed income to stocks?
3
1Episode 1
https://www.youtube.com/watch?v=0z49u_b6PmE
6:55415669What do I do once I cross the Roth IRA income limit?
4
2Episode 1
https://www.youtube.com/watch?v=0z49u_b6PmE
11:096690 Once I have maxed out my retiremenet accounts (IRA, 401K), is real estate the next best option?
5
3Episode 2
https://www.youtube.com/watch?v=IDGnZ2AErBg
1:0464366Saving vs. Investing
6
4Episode 2
https://www.youtube.com/watch?v=IDGnZ2AErBg
6:06366566 If Baby Boomers are shifting from net investors to net withdrawers, how should I adjust my investment strategy?
7
5Episode 2
https://www.youtube.com/watch?v=IDGnZ2AErBg
9:26566824What is your opinion on interest only mortgages?
8
6Episode 2
https://www.youtube.com/watch?v=IDGnZ2AErBg
13:448240Advice on contributions to ESOP Employee Stock Option Plan
9
7Episode 3
https://www.youtube.com/watch?v=rBm9y4NuxlY
1:3090404Is a 90/10 portfolio too risky in retirement?
10
8Episode 3
https://www.youtube.com/watch?v=rBm9y4NuxlY
6:44404675Considerations when buying a new construction vs. an older home in an established neighborhood.
11
9Episode 3
https://www.youtube.com/watch?v=rBm9y4NuxlY
11:15675935Should I consider adding municipal bonds to my portfolio?
12
10Episode 3
https://www.youtube.com/watch?v=rBm9y4NuxlY
15:359350A large portion of my portfolio is in 2 stocks. At what point should I diversify and reallocate my retirement accounts?
13
11Episode 4
https://www.youtube.com/watch?v=oazzjOjJXKQ
1:1676285I have a lot of equity in my house. When does it make sense to sell your house and just start renting?
14
12Episode 4
https://www.youtube.com/watch?v=oazzjOjJXKQ
4:45285450Buying stocks for a kid at birth?
15
13Episode 4
https://www.youtube.com/watch?v=oazzjOjJXKQ
7:30450876I'm saving a large percentage of my income so that I can retire early. How do I avoid regret not buying nice things?
16
14Episode 4
https://www.youtube.com/watch?v=oazzjOjJXKQ
14:368760Can I stop saving for retirement? Have I already saved enough?
17
15Episode 5
https://www.youtube.com/watch?v=Gy0A-e1xNco
1:1272352How do we diversify our portfolio to provide more dividend income in a tax efficient way?
18
16Episode 5
https://www.youtube.com/watch?v=Gy0A-e1xNco
5:52352633Giving up a stable job with favorable work life balance for better long term earnings potential.
19
17Episode 5
https://www.youtube.com/watch?v=Gy0A-e1xNco
10:33633945I have saved up with the intention of taking time off to fund my own film projects. How do I invest cash while unemployed?
20
18Episode 5
https://www.youtube.com/watch?v=Gy0A-e1xNco
15:459450
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
19Episode 6
https://www.youtube.com/watch?v=K8EM5RFMHjI
1:2585304Should I buy a house outright or rent and invest the cash in the market?
22
20Episode 6
https://www.youtube.com/watch?v=K8EM5RFMHjI
5:04304686How do you decide on how much inheritance to leave your kids?
23
21Episode 6
https://www.youtube.com/watch?v=K8EM5RFMHjI
11:26686972How many stocks should I own to be diversified? Is 70 too many?
24
22Episode 6
https://www.youtube.com/watch?v=K8EM5RFMHjI
16:129720
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
23Episode 7
https://www.youtube.com/watch?v=IJVGn_wFc24
0:5858312How should I invest a lifetime pension?
26
24Episode 7
https://www.youtube.com/watch?v=IJVGn_wFc24
5:12312550
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
25Episode 7
https://www.youtube.com/watch?v=IJVGn_wFc24
9:10550980Do government yields still give any real signal in terms of future growth and inflation? Why are bond yields so flow?
28
26Episode 7
https://www.youtube.com/watch?v=IJVGn_wFc24
16:209800Inflation is running high and treasury yields have been falling. What will happen when the market goes down?
29
27Episode 8
https://www.youtube.com/watch?v=a7p1SmPuoBg
1:2686277How should young people like me balance saving money to invest while traveling and enjoying life in our 20s?
30
28Episode 8
https://www.youtube.com/watch?v=a7p1SmPuoBg
4:37277480How should I invest my parents' cash?
31
29Episode 8
https://www.youtube.com/watch?v=a7p1SmPuoBg
8:00480771Does tax loss harvesting make sense if my tax bracket will be higher in the future?
32
30Episode 8
https://www.youtube.com/watch?v=a7p1SmPuoBg
12:517710Should I buy a house and sell it every 5 years to get a tax free gain of 500K?
33
31Episode 9
https://www.youtube.com/watch?v=CH7gcUs5ef0
0:4545497Could cryptocurrency supply hurt performance of the S&P 500?
34
32Episode 9
https://www.youtube.com/watch?v=CH7gcUs5ef0
8:17497767Should I sell my Magic the Gathering collection and invest the cash?
35
33Episode 9
https://www.youtube.com/watch?v=CH7gcUs5ef0
12:477671115How do I build a client base as a new Financial Advisor?
36
34Episode 9
https://www.youtube.com/watch?v=CH7gcUs5ef0
18:3511150Should I annuitize my account?
37
35Episode 10
https://www.youtube.com/watch?v=n0Z6xtJri6E
1:41101452Buffett Indicator.
38
36Episode 10
https://www.youtube.com/watch?v=n0Z6xtJri6E
7:32452777Leasing a car.
39
37Episode 10
https://www.youtube.com/watch?v=n0Z6xtJri6E
12:577771084When to hire a financial advisor or accountant.
40
38Episode 10
https://www.youtube.com/watch?v=n0Z6xtJri6E
18:0410840Taking out a 401k loan.
41
39Episode 11
https://www.youtube.com/watch?v=7jMZp_1buZ8
0:5353510When to sell a stock that's down.
42
40Episode 11
https://www.youtube.com/watch?v=7jMZp_1buZ8
8:30510680Reducing tax deferred contributions to bolster taxable savings/investments.
43
41Episode 11
https://www.youtube.com/watch?v=7jMZp_1buZ8
11:20680975Lump sum vs dollar cost averaging.
44
42Episode 11
https://www.youtube.com/watch?v=7jMZp_1buZ8
16:159750Leveraged ETFs.
45
43Episode 12
https://www.youtube.com/watch?v=RulsvNmtmkQ
1:2888419Diversification.
46
44Episode 12
https://www.youtube.com/watch?v=RulsvNmtmkQ
6:59419731Market crashes.
47
45Episode 12
https://www.youtube.com/watch?v=RulsvNmtmkQ
12:117311260Saving for college.
48
46Episode 12
https://www.youtube.com/watch?v=RulsvNmtmkQ
21:0012600What is the best tax advantaged account?
49
47Episode 13
https://www.youtube.com/watch?v=peBWhDKx9ew
0:5656382 Data and opinions on markets hitting a bottom, catching a falling knife.
50
48Episode 13
https://www.youtube.com/watch?v=peBWhDKx9ew
6:22382570Saving vs. living life to the fullest.
51
49Episode 13
https://www.youtube.com/watch?v=peBWhDKx9ew
9:30570845How to balance retirement and non retirement accounts.
52
50Episode 13
https://www.youtube.com/watch?v=peBWhDKx9ew
14:058450Volatility in the stock market.
53
51Episode 14
https://www.youtube.com/watch?v=ZDdqgarzEDw
1:3898410Should I let my winners ride?
54
52Episode 14
https://www.youtube.com/watch?v=ZDdqgarzEDw
6:50410662Is buying a rental property with my 401k a bad idea?
55
53Episode 14
https://www.youtube.com/watch?v=ZDdqgarzEDw
11:02662975Am I taking too much risk?
56
54Episode 14
https://www.youtube.com/watch?v=ZDdqgarzEDw
16:159750Should I treat my pension like the bond portion of my retirement portfolio?
57
55Episode 15
https://www.youtube.com/watch?v=f-gsImCPmeE
2:19139440Stablecoins
58
56Episode 15
https://www.youtube.com/watch?v=f-gsImCPmeE
7:20440724Saving for a down payment
59
57Episode 15
https://www.youtube.com/watch?v=f-gsImCPmeE
12:047241053What to do with an IPO windfall
60
58Episode 15
https://www.youtube.com/watch?v=f-gsImCPmeE
17:3310530529 drawdown strategies
61
59Episode 16
https://www.youtube.com/watch?v=yOZAWqLiIUs
3:10190502Market sell off
62
60Episode 16
https://www.youtube.com/watch?v=yOZAWqLiIUs
8:22502800Taxes on Crypto
63
61Episode 16
https://www.youtube.com/watch?v=yOZAWqLiIUs
13:20800950 Tax efficient strategies for withdrawing from 401k, Roth, IRA
64
62Episode 16
https://www.youtube.com/watch?v=yOZAWqLiIUs
15:509500Should I add season ticket income to tax filing?
65
63Episode 17
https://www.youtube.com/watch?v=z9nC-PnjSWA
0:4747347Will demographics lead to reduced asset buying?
66
64Episode 17
https://www.youtube.com/watch?v=z9nC-PnjSWA
5:47347817Lessons on investing.
67
65Episode 17
https://www.youtube.com/watch?v=z9nC-PnjSWA
13:37817870Starting your own blog.
68
66Episode 17
https://www.youtube.com/watch?v=z9nC-PnjSWA
14:308700Advice on writing to an older audience.
69
67Episode 18
https://www.youtube.com/watch?v=Kt2gdPVckHg
2:16136422Inflation and gas prices during a recession.
70
68Episode 18
https://www.youtube.com/watch?v=Kt2gdPVckHg
7:02422669Profits during this year's massive selloff and where is the money going?
71
69Episode 18
https://www.youtube.com/watch?v=Kt2gdPVckHg
11:09669987Using SBLOC for down payment if you don't want to sell stocks.
72
70Episode 18
https://www.youtube.com/watch?v=Kt2gdPVckHg
16:279870What to do with $2 million dollars in the new economy.
73
71Episode 19
https://www.youtube.com/watch?v=J7ol78hO6Is
3:42222443Preparing for the recession.
74
72Episode 19
https://www.youtube.com/watch?v=J7ol78hO6Is
7:23443720Can down markets be good for early and regular retirees?
75
73Episode 19
https://www.youtube.com/watch?v=J7ol78hO6Is
12:007201135Tax strategy.
76
74Episode 19
https://www.youtube.com/watch?v=J7ol78hO6Is
18:5511350Tax loss harvesting.
77
75Episode 20
https://www.youtube.com/watch?v=Qz8gNJSoi0s
2:31151555Is there any way to prep for stagflation? Any actionable ideas?
78
76Episode 20
https://www.youtube.com/watch?v=Qz8gNJSoi0s
9:15555842Finding a balance between spiderweb accounts vs one checking account.
79
77Episode 20
https://www.youtube.com/watch?v=Qz8gNJSoi0s
14:028421167Establishing a living trust.
80
78Episode 20
https://www.youtube.com/watch?v=Qz8gNJSoi0s
19:2711670Insight on Donor Advised Funds.
81
79Episode 21
https://www.youtube.com/watch?v=iNAXVsWNj70
5:05305613What percent of a first time home buyer's net worth should be put down in that first real estate purchase?
82
80Episode 21
https://www.youtube.com/watch?v=iNAXVsWNj70
10:13613932Where to lump sum invest cash.
83
81Episode 21
https://www.youtube.com/watch?v=iNAXVsWNj70
15:329321238How would you direct young / beginner investors to start learning about tax law?
84
82Episode 21
https://www.youtube.com/watch?v=iNAXVsWNj70
20:3812380How can I maximize the tax efficiency of UTMA accounts?
85
83Episode 22
https://www.youtube.com/watch?v=OYxhrPdZdog
1:58118210How does the fed raising interest rates fights off inflation?
86
84Episode 22
https://www.youtube.com/watch?v=OYxhrPdZdog
3:30210316What particular sectors/names do you find most compelling for a young investor with a 35 40 year time horizon?
87
85Episode 22
https://www.youtube.com/watch?v=OYxhrPdZdog
5:16316618What will bring more value in the long run for a child?
88
86Episode 22
https://www.youtube.com/watch?v=OYxhrPdZdog
10:18618717Would you recommend focusing on paying off my student loans first? Or should I begin building my portfolio?
89
87Episode 22
https://www.youtube.com/watch?v=OYxhrPdZdog
11:57717805Paying off a mortgage.
90
88Episode 22
https://www.youtube.com/watch?v=OYxhrPdZdog
13:25805879What happens when the Fed raises rates?
91
89Episode 22
https://www.youtube.com/watch?v=OYxhrPdZdog
14:398791039
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
90Episode 22
https://www.youtube.com/watch?v=OYxhrPdZdog
17:1910391275 What are some good questions to ask when selecting a financial advisor, especially as a young person?
93
91Episode 22
https://www.youtube.com/watch?v=OYxhrPdZdog
21:1512750 At interest rates so low, should I instead take a loan, finance the house and invest my capital in the stock market?
94
92Episode 23
https://www.youtube.com/watch?v=Jm86Kqi8LHk
2:58178521What is the best way to start investing in bonds?
95
93Episode 23
https://www.youtube.com/watch?v=Jm86Kqi8LHk
8:41521763How to be more okay with spending.
96
94Episode 23
https://www.youtube.com/watch?v=Jm86Kqi8LHk
12:43763969When is a big ticket expense feasible?
97
95Episode 23
https://www.youtube.com/watch?v=Jm86Kqi8LHk
16:099691231Vanguard target retirement funds.
98
96Episode 23
https://www.youtube.com/watch?v=Jm86Kqi8LHk
20:3112310How to Invest for the long term but gamble in the short term.
99
97Episode 24
https://www.youtube.com/watch?v=geQkS3cacrs
1:48108622What to do with a lump sum of cash.
100
98Episode 24
https://www.youtube.com/watch?v=geQkS3cacrs
10:22622898Should you panic about yield curve inversion?