True Wealth - Financial and Investing Podcast

Latest Episodes
Putting The FUN in Fundamentals
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?
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
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?
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
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?
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
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
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
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
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