In the circle of life, we transition from being cared for as babies to needing assistance as seniors. In this second episode of our series, we dive into the essential steps you should consider implementing in your parents' lives today. From updating beneficiary forms to canceling unnecessary subscri

As adult children increasingly reach out with concerns about their parents' and grandparents' finances, a troubling trend emerges: despite having sufficient resources, aging loved ones are struggling to stay on top of their financial responsibilities due to memory decline. Unpaid bills, service disc

Welcome to 2025! As we ring in the new year, many of us are eager to reinvent ourselves. But let’s face it—the “old you” is the one doing all the heavy lifting! Join us this week as we offer advice to help your current self pave the way for a fresh start. Plus, we'll provide you with a micro-dose of

Allan and Andrea recap 2024’s top episodes, covering investing, generational wealth, and financial freedom. Tune in for key lessons and prepare for a prosperous 2025! 

America is a nation of consumers. Two-thirds of our economy relies on us buying stuff. And thanks to technology – from Buy Now, Pay Later to the endless stream of ads – shopping has never been easier. But for many, this ease comes at a cost. In this episode, we delve into tips and strategies on how

Many young people today struggle financially, often feeling like they must abandon traditional goals such as homeownership and retirement. This week, we unpack what it truly means to achieve a better financial life than your parents and how you can navigate your way to your piece of the American Dre

Inflation numbers are currently under control. However, the long-term cumulative effects of inflation will be felt for years to come. Plus, the upcoming presidential administration could trigger a resurgence in higher prices. This week, we discuss practical strategies and ideas for what to do IF inf

Exposing kids to investments early in life helps prepare them for successful financial lives. As we enter the holiday season, we break down ways to give stocks and cryptocurrency as gifts to the young people in your life.

This week, Bitcoin approached an all time high of $100,000 after trading below $20k just 2 years ago. While the wind is at the back of crypto enthusiasts, we want to take a minute to walk thru the pros and cons of digital currencies.

You are working hard to build your net worth, but how do you ensure everything you’ve built gets passed on to your heirs? This week we are breaking down some basic estate planning terms and also introducing you to a special type of Trust that is designed to protect your home and bank accounts from c

We are all either disappointed or elated after the election. The incoming President has made a bunch of bold predictions and his voters expect a much brighter future. This week, we'll dissect his campaign promises and explore what they could mean for your wallet and the economy.

Every day we are bombarded with important decisions to make. Some are of little consequence, like where to eat lunch. But other decisions really matter – like which job offer to take or home to purchase. In this episode, we break down the psychology behind decision making and the pitfalls to avoid.

Three years of high inflation has many households stretched, especially lower-income families.  A popular question being asked of voters right now as we head into the election – Am I better off today than I was 5 years ago? On today’s show, we will discuss the state of the US economy and, more impor

The last 2 years have been great for folks with “extra money” because there have been a lot of opportunities to earn high yields on cash. However, with the Fed cutting interest rates, those opportunities are going to start to dry up over time. On today’s show, we break down a range of ways to earn i

Seventy four percent of Americans have a financial regret. The biggest source of regret is inaction. When we don’t do something, we romanticize how much better our lives would have been had we chosen that direction. On today’s show, we will break down what causes (financial) regret and how to avoid

It is becoming more and more apparent that global warming is causing a rise in weather-related disasters. Less than a week after Climate Week, the annual gathering of experts discussing climate action, Hurricane Helene wreaked havoc all over the South. In the 1990s and 2000s, the US averaged just 8

We are in the 3rd year of college (and high school) athletes being able to cash in on their Name, Image and Likeness (NIL) for endorsement deals. Total compensation to amateur athletes is currently around $1.67 billion and is expected to exceed $2.5 billion by 2026. Many student athletes are earning

Sometimes the best laid plans in business simply don’t work out. Today, we tell the story of a family whose entrepreneurial journey isn’t going the way they expected and discuss ideas for turning the situation around. We will review ways to safeguard your business deals from the beginning and break

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The truth about target date funds and other funds in your portfolio. When most people hear the word “fund,” they have no idea what it means. Is it safe? Is it risky? A fund is nothing more than an empty brown paper bag. What matters most is what’s inside. On this week’s show we will teach you how to

We define financial self-esteem as the intersection between financial literacy and self-image. This concept impacts how you spend money and work towards your financial goals. On today’s show, we are breaking down this important construct and giving tips on how to improve your financial confidence.

We all loved watching the games. But what can we learn from the biggest competitive sporting event in the world? On today’s show, we will discuss the history of the Olympic Games, and break down some lessons in life, and money, that might get you your own gold medal one day.

Federal Reserve Chairman Jerome Powell is in the hot seat. The labor market is slowing down, the stock market is stumbling and interest rates are uncomfortably high. On this week’s show, we will break down why the Fed hasn’t cut interest rates just yet and preview why lower rates may be around the c

With Americans changing jobs frequently, a staggering $1 trillion in 401(k) funds is rolled over each year. This week, we'll delve into strategies for managing your old 401(k) after job changes and what to do if you inherit a retirement account. We'll also discuss the crucial role of a fiduciary fin