True Wealth - Financial and Investing Podcast
Latest Episodes
Phishing for Your Wallet: Spotting Scams Before They Hook You
Learn how to spot and stop todays most common phishing and scam tacticsfrom fake emails and texts to phone calls and deepfakesso you can protect your money with confidence, not fear.
Bubbles, Bursts and Bad Decisions
The stock market has lived through many bubbles, but knowing when one will actually burst is nearly impossible. In this episode we explain what defines a bubble, why staying invested usually wins over fear, and how small portfolio adjustments can help whi
Interesting Conversation about Interest Rates
Believe it or not, interesting discussions about interest rates do exist! When rates move, they can shake up everything from homebuying to saving for the future, making them far more exciting and impa
Year End Planning That’s Not Too Late Yet
Last-minute financial planning simplified! Your hosts, two expert advisors, tackle year-end tax tips, retirement contribution deadlines, and smart spending moves you can still make.
The Four Blind Spots That Even High Income Investors Still Have
From misunderstanding risk, to stock overconcentration and crippling cash balances… your financial plan could have hidden dangers. We’ll show you some places to look.
Drowning in Debt While Jobs Disappear
Unemployment is rising, wage growth has stalled, and consumer debt is exploding. At the same time AI is reshaping the job market. This episode breaks down what is happening, why so many Americans feel
The Five Questions Every Future Retiree Needs to Answer
Its not about how much money you have: its about how well you understand it.Here are the five questions that separate people who retire confidently from those who just retire hopefully.
Crypto Kings & Coupon Queens
Are you chasing financial extremes? We break down the difference between high-stakes gambling and hyper-frugal penny-pinching, and show you the strategic middle path to a disciplined, long-term financ
Underinsured & Overcaffeinated
Between talk of insurance, trusts, and risk management, we somehow ended up debating espresso machines and tacos versus burritos. Tune in for a fun and fast paced conversation about protecting what ma
Smart, Stupid or Just Lucky?
We break down the truth about investing for everyday people. Some get ahead by being smart, some by being lucky, and some are just still figuring it out. From lottery-ticket logic to quiet wealth buil





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