Relatable Finance Podcast

Relatable Finance Podcast


Latest Episodes

Relatable Finance Podcast 158: Sequence of Return Risk: Are You Prepared?
November 12, 2024

In this episode, the South Florida Finance Guys discuss the sequence of returns risk, a lesser-known but significant financial concept that can have a profound impact on retirees and anyone making lar

Relatable Finance Podcast 157: Exploring Private Equity
October 29, 2024

Private equity has experienced significant growth in recent years, but what exactly sets this asset class apart? In this episode, the South Florida Finance Guys explore the history of private equity,

Relatable Finance Podcast Episode 156: Navigating Real Estate Investing: Key Factors Impacting Today’s Market
October 15, 2024

Investing in real estate can be a complex endeavor, with numerous factors influencing market conditions and investment decisions. In this episode, the South Florida Finance Guys break down the most im

Relatable Finance Podcast Episode 155: Rate Cuts are Here!
September 24, 2024

In this episode, the South Florida Finance Guys talk about the Feds rate-cutting program, exploring its potential impact on the economy, stock market, and bonds. Whether youre an investor, an econom

Relatable Finance Podcast Episode 154: Market Volatility and Setting Expectations
September 10, 2024

In this episode, the Relatable Finance guys talk about recent stock market volatility, offering insights and reminders on what to expect during periods of market instability. They explore the importan

Relatable Finance Podcast Episode 153: Similarities Amongst the High-Net-Worth
August 27, 2024

In this Relatable Finance episode, the South Florida finance guys mention common traits they observe among high-net-worth clients. They also converse about spending habits, work ethic, and the varied

Relatable Finance Podcast Episode 152: Assessing the Political Landscape Ahead of Election Day
August 13, 2024

In this episode of Relatable Finance, the South Florida finance guys talk about President Biden withdrawing from the race and the political environment in the U.S. that is heating up as we head toward

Relatable Finance Podcast Episode 151: The Most Well-Known Unknown Company
July 30, 2024

Dont miss this episode as the South Florida relatable finance guys discuss how Nvidia became a tech giant and a leader in AI innovation. They explore the meteoric rise of Nvidia, a company that seemi

Relatable Finance Podcast Episode 150: Progression Towards Company Exits
July 15, 2024

Welcome to todays episode, where the South Florida relatable finance guys discuss the fascinating world of company growth and monetization. Its rare for a company to grow entirely on its own to beco

Relatable Finance Podcast Episode 149: Common Misconceptions about Gifting and Related Taxes
June 24, 2024

In this episode, the relatable finance guys tackle a topic that often confuses many: gifting and the taxes associated with it. They review what counts as gifting and debunk some of its biggest myths.