True Wealth - Financial and Investing Podcast

Latest Episodes
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
Faith & Finances
On this episode of True Wealth, we're tackling the powerful connection between faith and finance. We'll dive into what biblical stewardship truly means and how you can apply these principles to your e
The Realities of Being an Entrepreneur
Everyone talks about the dream of running your own business but few mention the challenges that come with it. In this episode we dig into the highs, lows, and lessons from entrepreneurship, what it ta
Are the Shadows of Wall Street Coincidence?
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
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
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