True Wealth - Financial and Investing Podcast

True Wealth - Financial and Investing Podcast


Latest Episodes

Are the Shadows of Wall Street Coincidence?
September 17, 2025

Markets move in strange ways that often spark whispers of conspiracy. Are these just coincidences or signs of something deeper? We explore the stories, the patterns, and the possibilities that keep in

Red Flags That Get Financial Advisors Fired
September 10, 2025

Getting good financial advice can make or break your future. But how do you know if you're working with the right person? In this episode, we'll expose the red flagsyou need to look out for in a fina

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