True Wealth - Financial and Investing Podcast

True Wealth - Financial and Investing Podcast


Latest Episodes

Putting The FUN in Fundamentals
September 03, 2025

In this episode of True Wealth, David and Justin make investing less intimidating. They break down core concepts you need to know, including dividends, how the S&P 500 works, and the simple truth behi

Is Your Investment Portfolio Boring Enough?
August 20, 2025

The best offense in investing is often a strong defense. Short term slumps and seasons of underperformance may feel discouraging, but they are rarely the whole story. Maybe what matters is not whos a

Building A Winning Portfolio Is Like Building A Winning Football Team
August 13, 2025

Fantasy football meets financeJustin & Matt share strategies, avoid one-hit wonders, build depth, and reveal Boom or Bust picks for the season.

How To Invest In a Declining Rate Environment?
August 06, 2025

5% yields had some of us feeling like kings, but that yield has trickled lower and the party might be ending soon. This episode unpacks what's coming, how it'll impact your savings, and why people who

Your IRA is a Ticking Tax Bomb
July 31, 2025

RMDs can spike your tax bill, Medicare costs, and Social Security taxes. Learn how to defuse the IRA tax bomb.

Cheap, Affordable, or Getting Ripped Off?
July 23, 2025

This week we unpack robo-advisors, DIY investing pitfalls, and why human insight can still be your best financial asset. Sometimes cheap comes with hidden costsknow what youre really paying for.

Deductions Are Back — But Only for a Limited Time
July 16, 2025

New tax reform is hereand its introducing some powerful deductions. From Senior Bonus write-offs to new breaks for tip and overtime income, the 2025 rules could mean big savings if you plan ahead

Signaling Wealth In a “Swipe Right” World
July 09, 2025

Ever feel the pressure to look rich just to get a date? This True Wealth episode unpacks how modern dating pushes young people to fake it 'til they make it, financially speaking. Tune in to learn how

Faking the American Dream
July 02, 2025

Today, Dave and Matt are pulling back the curtain on one of the most iconic myths in modern life: the American Dream. Is it a real opportunityor just a marketing campaign in red, white, and blue? The

Why Everything Feels Off Right Now
June 25, 2025

Inflations not gone. Growth is slowing. Markets are booming. The Feds stuck in the middle of it all. In this episode, we break down why monetary policy feels confusing right now, what Powells reall