True Wealth - Financial and Investing Podcast

True Wealth - Financial and Investing Podcast


Latest Episodes

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

Navigating Global Tensions with Confidence
June 18, 2025

Missiles are flying, headlines are heating up, and global tensions are rising. But panic is not a strategy. In this episode, we break down what is really happening with Israel, Iran, Ukraine, China, a

Not All Questions Are Created Equal
June 11, 2025

Some questions reveal wisdom. Others expose nonsense. A few just make things weird. We've collected the ones that separate the steady hands from the sales pitch. If you've ever wondered who to tru

Shrinking Dollars, Bigger Moves!
June 04, 2025

Your dollars are quietly bleeding value, and if youre standing still, you could be falling behind. In this episode, we show you how to build and protect wealth in a high-rate, high-inflation world. O

Rise of the Machines, Shift of the Market
May 28, 2025

AI isn't coming: it's already here, and it's rewriting the rules of business and investing. From job disruption to new investment frontiers, we break down how artificial intelligence is reshaping the