Cash ISAs Are Booming: Why Savers Are Piling In
In this episode of the AJ Bell of Money and Markets podcast, Tom Sieber and guest Laura Suter discuss the surge in cash ISAs as savers seek safety amid geopolitical tension, rising UK government borrowing costs, and volatile energy prices. They examine how the Iran conflict and UK election uncertainties are influencing bond yields and inflation expectations, and review recent corporate updates from Next, Novo Nordisk, HSBC, and Diageo, highlighting the importance of clear guidance and strategic pivots. The conversation also touches on the broader debate over a return to quality investing, with insights from Hugh Yarrow of the Evenload Income Fund. Overall, the episode blends macro‑economic analysis with practical personal‑finance advice for listeners navigating a turbulent market environment.
What Ultra-Wealthy Investors Would Tell Their Younger Selves (Million-Dollar Lessons)
In this brief 2‑minute episode, ultra‑wealthy investors share the advice they'd give their younger selves, emphasizing curiosity, quality over quantity, and mastering contract negotiation. One panelist stresses the importance of being more curious twenty years ago, while another recounts missing...
ATOMIQ LEVEL Live Featuring Jimmy Song with Chris J Snook
In this episode of The Atomic Level, host Chris Snook sits down with Bitcoin pioneer Jimmy Song to trace his journey from a teenage coder and math major to an early Bitcoin adopter in 2011. Song explains how his background...
ATOMIQ LEVEL Live Featuring Michael Howell with Chris J Snook
In this episode of Atomic Level, host Chris Snook interviews veteran finance professional Michael Howell, author of *Capital Wars*. Howell recounts his career from the early 1980s at Salomon Brothers during the UK “Big Bang,” through the fallout at Barings,...
Shari Rash on Money Mindset, Debt Strategy, and Building Wealth Without Shame
In this episode, host Hannah Cole talks with financial advisor Shari Rash about the money mindset challenges women face, especially analysis paralysis that leads to inaction. Rash emphasizes that not deciding is itself a decision and shares practical strategies, such...
Tax Benefits Of In-Plan Conversions Of After-Tax 401(K) Contributions, #304
In this episode Ryan Morrissey explains in‑plan Roth conversions, where pre‑tax 401(k) dollars are moved into a Roth 401(k) within the same retirement plan. He outlines the pros and cons, such as tax‑free growth versus the tax hit on gains...
ETFs and Mutual Funds: What Dual Share Classes Could Mean for Investors
In this episode of JP Morgan’s Making Sense, Thumi Oshiale talks with Dimensional Fund Advisors’ Joel Schneider and Lauren Olson about the emerging dual‑share‑class model, where a single portfolio is offered both as a traditional mutual fund and as an ETF....
How to Analyze Funds, and You May Retire Sooner Than Planned
In this episode of the Motley Fool Hidden Gems Investing Podcast, host Robert Brokamp and CFP/Chartered Financial Analyst Amanda Kish break down how to evaluate mutual funds and ETFs, emphasizing the importance of expense ratios, manager tenure, and fund composition....
1977: Ask Farnoosh: How Much Should We Pay for College? Plus: Her Investments Went Missing
In this episode Farnoosh Torabi tackles the looming decision of college costs, urging listeners to treat college choice as their first major financial decision and to weigh return on investment. She shares a cautionary story about a woman whose investment...
Northwestern Mutual's Stucky on Why Earnings Growth Overcomes Headline Risks
In this Money Life episode, host Chuck Jaffe interviews three guests: John Cole Scott, who honors the late Mark Mobius and shares his top ten emerging‑market investing lessons; Jeff Corliss, who argues that investors’ own behavioral blind spots, not market...
Behind the ETFs: VFLO, TTEQ, and the Strategies Driving Them
In this episode, Nate Geraci talks with Lance Humphrey of Victory Capital about the Victory Shares Free Cash Flow ETF (VFLO) and the broader free‑cash‑flow‑based quality investing approach, highlighting why free cash flow yield is a superior metric for assessing...
5 Beneficiary Designation Mistakes That Can Wreck Your Estate Plan
In this episode of the College Investor Audio Show, host Eric discusses five common beneficiary designation mistakes that can undermine an estate plan, such as failing to update beneficiaries after life events, assuming a will overrides designated accounts, neglecting contingent...
04.29.26 Spring Financial To-Do List / This “Escape” Is Still a Money Trap
In this episode Clark Howard uses the spring cleaning metaphor to urge listeners to audit their recurring expenses, especially hidden subscription fees, and consolidate them onto a single “subscription” credit card for easier tracking. He highlights the financial drain of...
The Unforeseen Costs of Aging In Place, #303
In episode 303 of Retire with Ryan, host Ryan Morrissey breaks down the hidden financial pitfalls of aging in place, highlighting five key cost areas: home modifications, ongoing maintenance and repairs, upkeep services, healthcare-related expenses, and in‑home care. He shares...
Why International Stocks Are Beating the S&P, and How Scott Invests His Money
In this episode, the host muses on the homogeneity of the ultra‑wealthy, noting their shared lifestyles, vacation spots, and aspirations for elite education. He contrasts this with the more diverse middle class and highlights the common desire among the rich...
Isas, Apps and Platforms: Where to Invest Your Money
In this episode of Women & Wealth, Val Cipriani and Holly McKechnie break down how to choose an investment platform, emphasizing the impact of fees, available assets, support levels, and digital access. They illustrate how seemingly modest platform charges can...
A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances
In this episode, Robert Brogamp walks listeners through the five‑step backdoor Roth IRA process, warning about the pro‑rata rule and how to avoid taxable pitfalls, while also noting alternative Roth options like employer plans and the mega‑backdoor Roth. He then...
StockTA's Steuer: Market's Rally Has It Due for a Pause, Awaiting Clarity
The episode explores why the recent market rally may be pausing, with Kevin Stewart of StockTA citing heightened geopolitical risks, oil price volatility, and inflation concerns that have pushed him out of equities more than any time since COVID. Guests...
Dividend Myths That Distort Markets (W/ Sam Hartzmark) | #628
In this episode, MedFavor hosts finance professor Sam Hartzmark to debunk common misconceptions about dividends, especially the "free dividend fallacy" where investors treat dividend payouts as extra income without accounting for the corresponding drop in stock price. Hartzmark explains how...
Listener Questions: How Do I Create a Diversified Portfolio?
In this episode, retirement planner Roger Whitney breaks down how to build a diversified portfolio for retirees, starting with the fundamentals of diversification and asset allocation. He explains that diversification removes unsystematic risk while leaving only market risk, and that...
New Normal, New Opportunities W/ Triton’s Peder Prahl
In this episode, Hugh MacArthur talks with Peter Prahl, founding CEO of Triton, about navigating the new normal of higher interest rates, tighter leverage, and heightened geopolitical uncertainty. Prahl explains why these conditions create attractive buying opportunities, highlighting value dislocations...
Greggs, Domino’s Pizza & Asda: Why They’re Pivoting
In this episode Dan Coatsworth and Charlene Young discuss the latest market dynamics amid the Middle East conflict, highlighting a modest risk appetite as oil dips below $100 per barrel and fund managers remain cautiously bullish despite a bearish sentiment...
Transform Tax Season Into Year-Round Client Value with Dr. Brianne Smith
In this episode, Kerry Simmet talks with Dr. Brianne Smith, a CPA and financial planning veteran, about how integrating personal financial planning (PFP) transforms a CPA’s client service model. Smith explains that adding planning not only deepens client relationships and...
Do You Want a Plan or a Crisis? Connecting the Older and Younger Generation in Farm Transition
In this Real Agriculture episode recorded at the Advancing Women’s Conference, senior wealth advisor Sandra Misenko‑Merkley discusses the critical importance of financial succession planning for farm families. She emphasizes the need for a multidisciplinary team—including accountants, lawyers, and insurance strategists—to...
A Better Way to Money
In this brief episode of "A Better Way to Money," host Jennifer Bourget recaps the podcast's mission to explore the emotional and relational aspects of finance, emphasizing that money decisions are tied to deeper life values. She debunks the myth...
Private Trust Company Design Considerations for Family Wealth Planning
In this episode, ACTEC Fellow Elise McGee explains the key design considerations for private trust companies (PTCs) used by ultra‑high‑net‑worth families. She clarifies why a PTC should be separate from a family office, outlines regulatory choices between regulated and unregulated jurisdictions,...
How To Avoid The Pain of Estimated Tax Payments in Retirement #301
In episode 301 of Retire with Ryan, host Ryan Morrissey explains why underpayment penalties for estimated taxes are soaring—$1.3 billion in 2024, triple the 2021 amount—and how retirees can avoid them. He outlines the IRS’s safe‑harbor rules (paying 90% of the...
Deep Dive #8: Making Your Pension Last and Navigating Inheritance Tax Changes
In this deep‑dive episode, AJ Bell’s Tom Sieber and policy director Tom Selby explore how retirees can make their pension pots last, focusing on the shift from guaranteed annuities to flexible drawdown and the strategic use of both options. They discuss...
Mariner's Krumpelman: Buckle up to Ride the S&P to 7,700 by Year's End
In this episode, host Chuck Jaffe interviews three experts—Jeff Crumpleman of Mariner Wealth Advisors, John Cole Scott of CEF Advisors, and James Abate of Horizon Investments—about navigating the current market volatility. Crumpleman reaffirms his pre‑war forecast that the S&P 500 will...
Capitalizing on Opportunities to Serve High-Net-Worth Clients
In this episode, ABA’s Mark Benskin discusses the evolving wealth‑management landscape, highlighting the rapid rise of Registered Investment Advisors (RIAs) and their appeal to high‑net‑worth clients due to greater independence and higher revenue shares. He explains how community banks can...
Morgan Creek's Yusko Says to Invest in 'Uncomfortable Areas' Now
In this episode, Morgan Creek’s Chief Investment Officer Mark Yusko argues that the best opportunities lie in areas that make investors feel uncomfortable, highlighting the need to look beyond popular, over‑bought stocks. He discusses the current market volatility, the appeal of...
Opal Capital's Wicker: The Impact of Today's Headlines Will Be Short-Lived
In this episode, host Chuck Jaffe and Opal Capital president Wayne Wicker discuss why market reactions to headlines are often fleeting, emphasizing a long‑term perspective that has historically yielded 13‑14% gains over six months despite short‑term panic. The conversation then...
Listener Questions: Should I Take Social Security Early and Invest It?
In this episode, host Roger Whitney shares two "Rocking Retirement in the Wild" stories—one about a retiree who finds joy in doing nothing and another about a Navy veteran fulfilling a lifelong dream of flying the longest nonstop flight. The...
Retirement Lessons Learned: EDU #2614
In this episode, certified financial planners Jim Saulnier and Chris Stein discuss retirement planning through the lens of a listener’s mother’s experience, focusing on survivor benefits, pension options, and secure income for spouses. They emphasize the importance of electing full...
Planning for Pensions and IHT
In this episode, hosts Roger Engelbert and Peter Liberace discuss the upcoming change on 6 April 2027 that will bring most unused defined‑contribution pension funds back into a person’s estate for inheritance‑tax (IHT) purposes. They trace the history from the original pension‑only‑income...
Q1 ETF Flow Trends & Next Evolution Options Strategies (NEOS)
In the Q1 2026 episode, Nate Geraci and Cynthia Murphy dissect record ETF inflows of over $460 billion, highlighting a shift toward low‑fee, safety‑first products amid market volatility and geopolitical tension. They note the surge of money‑market and ultra‑short bond ETFs,...
Investment Trust Show: Meet Two Standout Performers
In this bonus episode of the AJ Bell Money and Markets podcast, hosts Dan Coatsworth and Hannah Williford review recent investment‑trust performance, highlighting Temple Bar Investment Trust’s 45% total‑return and strong dividend growth, while noting the challenges faced by JP Morgan Global Growth...
6 Tax Day Signs That Your Money System Needs a Tune-Up
Sunlight Tax’s latest podcast episode outlines six warning signs that a creator’s money system is out of balance as the April 15 deadline looms. The host provides practical steps to systematize finances, demystify quarterly estimated taxes, and leverage retirement vehicles...
Is The Social Security Lump Sum A Good Deal? #300
In this episode Ryan Morrissey breaks down the Social Security lump‑sum option that some retirees can claim when they delay benefits past full retirement age. Using a client example, he shows that a $14,100 lump sum equates to about an...
Trust Funding Options
ACTEC Foundation released a series of podcasts tackling critical issues in trust and estate practice. Topics include charitable disaster relief compliance under 501(c)(3) rules, disaster‑preparedness guidance for estate planners, strategies for recruiting and mentoring the next generation of trust attorneys,...
Smooth Investing When the Ride Is Bumpy
In this episode of Motley Fool Money, hosts John Quas, Rachel Warren, and Matt Frankel tackle listener Brandon O'Shaughnessy's question about navigating the heightened market volatility of 2026. They explain that volatility is a normal part of market cycles—averaging a...
1966: How to Get Good With Money in a World That Feels Financially Broken with The Budgetnista
In this episode Farnoosh Torabi talks with Tiffany Aliche, the Budgetnista, about why today’s economic climate feels different even for high earners and how her own 2008 recession crash reshaped her money mindset. Aliche shares practical ways to boost income—renting assets, leveraging...
Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
In this episode, Owen Lamont of Acadian Asset Management and Harvard professor Randy Cohen discuss the evolution and appeal of private equity, focusing on its historically higher returns and lower reported volatility compared to public markets. They explore the concept...
Buffered ETF Mechanics: EDU #2613
In this episode, Jim Saulnier and Chris Stein dive deep into how buffered ETFs work, focusing on 100% and 20% buffer products during a recent market downturn. Guest Jacob explains the concept of mark‑to‑market pricing, why the fund’s value can...
Episode 58: "$15 Million in Capital Gains: Gone" Startup Wealth Strategist Bryan Hasling on What Angel Investors Need to Know...
In a recent podcast, wealth strategist Bryan Hasling highlights three overlooked tax tools for angel investors: Section 1244 loss deductions, the nuances of Qualified Small Business Stock (QSBS) eligibility, and the audit risk of claiming zero‑tax QSBS gains. He explains that...
How To Manage The Impact From the IRAN War On Your Retirement Portfolio, #299
In episode 299, Ryan Morrissey examines how the Iran war’s surge in oil prices—up roughly 33% since late February—has driven a 6% dip in the S&P 500 and sparked market volatility. He explains why such shocks are often temporary, drawing parallels...
TIPS Yields Are Super High and Kevin Esler Has Returned to Help You Build a TIPS Ladder Using tipsladder.com
Larry Kotlikoff and TIPS specialist Kevin Esler discuss why today’s high real yields on Treasury Inflation‑Protected Securities (around 2.5% on the 30‑year) make building a TIPS ladder an attractive way to protect retirement income. They explain how the free tool...
Find the Right Financial Planner for You
In this episode of Motley Fool Money, host Robert Brokamp interviews certified financial planner Hannah Moore about how listeners can locate the right financial planner for their needs. Moore explains the shift in the industry toward holistic financial planning, the...
#701: What Retirement Planning Gets Wrong with Jamie Hopkins
In this episode, host Paula Pant talks with retirement expert Jamie Hopkins about why the traditional "retirement number" and the 4% rule are misleading. Hopkins emphasizes focusing on the income needed for your desired lifestyle, accounting for changing expenses, sequence‑of‑returns...
How We Invest In a Falling Market
In this episode of Motley Fool Money, hosts Travis Hoyam, Lou Whiteman, and Andy Cross dissect the Nasdaq’s 12% drop and the broader market correction, attributing the volatility to geopolitical tensions, soaring oil prices, and uncertainty around AI spending. They...