Podcasts by Critical Thinking Required

Critical Thinking Required

Welcome to Critical Thinking Required, hosted by LBW Wealth Management. Our goal is simple: we want to challenge you to think differently about finance and business. Join us, and start the journey today!

Further podcasts by LBW Wealth Management

Podcast on the topic Geldanlage

All episodes

Critical Thinking Required
Experiencing Loss: How To Cope&What To Say? from 2022-02-25T07:00

In this episode, we invited one of our friends Michelle Vande Hey to talk about how to cope with losing a loved one, and what should others do/say to offer support.  First, where do you even beg...

Listen
Critical Thinking Required
Self-Imposed Financial Tragedies: Why&What Not To Do (Part 2) from 2022-02-18T07:00

This is Part 2 of our Self-Imposed Financial Tragedies series.  As we stated last time, almost everyone makes at least one of these mistakes in life, regardless of whether you are the wealthiest...

Listen
Critical Thinking Required
Self-Imposed Financial Tragedies: Why&What Not To Do from 2022-02-11T07:00

In this episode, we talk about self-imposed financial tragedies.  Unlike the inherited tragedies that are caused by things you can't control: race, religion, socio-economic issues, etc., se...

Listen
Critical Thinking Required
Surrogacy: A Dream Comes True from 2022-02-04T07:00

In this episode, we invited one of our friends David Clark-Sally to talk about his and his husband’s experience of having their daughter Ellie through surrogacy.  David talked about why they eve...

Listen
Critical Thinking Required
What To Do When There's a Market Downturn from 2022-01-28T07:00

Starting from the end of 2021, the U.S. stock market has been quite volatile.  We have seen some mini corrections here and there.  Many people have asked us: is the market going to crash in 2022...

Listen
Critical Thinking Required
Investing In Alternative Assets For Retirement? - A Guide to Self-Directed IRAs from 2022-01-21T07:00

We get asked a lot about Self-Directed IRAs (“SDIRA”).  An SDIRA is a type of individual retirement account (IRA) that can hold a variety of alternative investments that regular IRAs can't....

Listen
Critical Thinking Required
Welcome Her Majesty Ying - The Queen Bee Of LBW from 2022-01-14T07:00

This is another episode in our LBW Family series.  Ying is our Creative Director and has been recently promoted to partner.  In this episode, she talked about her wonderful childhood memories gr...

Listen
Critical Thinking Required
Inflation, Interest Rates, Home Buying, Student Loans - Quarterly Commentary from 2022-01-07T07:00

This is our quarterly commentary for Q4 2021.  Inflation is a hot topic right now.  What's going to happen?  What will the government do?  What does that mean for me?  The U.S.' year-e...

Listen
Critical Thinking Required
Guardians of Personal Finance: Awesome Mix Vol. 2021 from 2021-12-31T00:00

This is our year-end episode where the trio talked about their favorite podcasts of the year.  We invited some pretty awesome guests to talk about business, finance, investing, art, space, healt...

Listen
Critical Thinking Required
The Art Of Gifting - Limits, Transfers, Taxes, etc... from 2021-12-17T06:00

It's the Christmas season again!  If you want to gift something, either cash, stock, cars, or property to someone your love, or for charity, please watch this episode.  People assume they c...

Listen
Critical Thinking Required
LBW's Journey-Part II from 2021-12-10T06:00

This is Part II of LBW's Journey.  Oh dear, do we have some crazy and silly stories for you!  What happened to the office parking lot?  Why did Nathaniel meet a client with a pink towel wra...

Listen
Critical Thinking Required
LBW's Journey-Part I from 2021-12-03T09:00

LBW just had its 6-year birthday.  What's our journey been so far?  Let's go back to 1982 when Dan was born... Just kidding!  We started LBW together back in 2015, well, let's be ...

Listen
Critical Thinking Required
Tax Bias - The Less Tax, The Better! Right? from 2021-11-19T06:00

Almost never, will you hear someone say: I wish I could pay more taxes.  Today, we are going to break down this bias and try to explain why sometimes, it's a better choice to pay a little b...

Listen
Critical Thinking Required
Meet"GareBear"- An Interview With Gary Grosskopf from 2021-11-12T08:00

Meet our new team member: Financial Planning Analyst Gary Grosskopf.  Growing up in Waunakee, Wisconsin, just north of Madison, Gary spent most of his time outside of school helping his dad take...

Listen
Critical Thinking Required
Laughter And Tears - The Emotional Roller Coaster of Home Purchasing from 2021-11-05T00:00

In this episode, Nathaniel and Tim shared their home purchasing journeys and discussed the emotional aspect of it.  Nathaniel and Ying have decided to stick with the urban condo concept for its ...

Listen
Critical Thinking Required
Personal Household Merger Part II – Communicate and Conquer! from 2021-10-23T12:00

This is Part II of “Personal Household Merger – Communicate and Conquer!”  There’s not a “one right way” to do this: it doesn’t matter who pays what; but there’s certainly a “wrong way” to do th...

Listen
Critical Thinking Required
Household Finance Merger Part I: To Combine, Or Not To Combine... from 2021-10-15T00:00

This is Part I of Household Finance Merger: To Combine, or not to Combine.  We have been asked quite frequently whether people should combine their finances if they get married, or commit to a l...

Listen
Critical Thinking Required
The Future of Financial Planning: Data, Data,&Data from 2021-10-08T08:00

For this episode, we are going to discuss technology in the financial industry.  Tim just came back from the Money Experience Summit presented by MX, and he was eager to share his thoughts.  He ...

Listen
Critical Thinking Required
Nathaniel's Not-So-Secret Recipes: Dos&Don'ts For Investments from 2021-10-01T00:00

This episode is for investing DIYers, and/or you are interested in learning about portfolio management.  Nathaniel and Dan are going to talk about 6 Dos and Don’ts about investing.

1. D...

Listen
Critical Thinking Required
Stock Options/RSUs/ISOs... How To Choose&Exercise My Equity Package? from 2021-09-24T00:00

This POD is a highly requested episode from our clients: understanding the equity package that tech companies and startups offer nowadays as part of an employee’s compensation.  There are differ...

Listen
Critical Thinking Required
Nanny To The Rescue - A Chat With Katie Provinziano from 2021-09-17T00:00

With more and more talented females entering the workforce and playing important leadership roles, stay-at-home dads and nannies are becoming the new normal.  Today, we invited Katie Provinziano...

Listen
Critical Thinking Required
Insurance And Beyond - A Chat With Skip Schrayer from 2021-09-10T00:00

In this episode, we invited one of Dan’s friends Skip Schrayer, a 3rd generation business owner to talk about insurance, not so much about the product, but more about the industry and its cultur...

Listen
Critical Thinking Required
Keeping it Permanent with Brent Beshore - A Discussion About Private Equity Investing II from 2021-09-03T00:00

This is Part II of the episode where we talk about private equity investment with Brent Beshore from Permanent Equity.  Nathaniel asked about Brent’s definition of a successful acquisition and w...

Listen
Critical Thinking Required
Keeping it Permanent with Brent Beshore - A Discussion About Private Equity Investing from 2021-08-27T00:00

This is Part I of the episode where we talk about private equity investing with Brent Beshore, the CEO of Permanent Equity.  Brent's firm Permanent Equity is quite different from most priva...

Listen
Critical Thinking Required
Make Your House Work For You - What Is A Reverse Mortgage? from 2021-08-20T00:00

For this episode, we invited Cece Delgado from Fairway to talk about reverse mortgages.  Dan started the conversation by asking about the history and milestones of reverse mortgages.  Cece then ...

Listen
Critical Thinking Required
Buyer Beware III: 529 Plans&College Saving from 2021-08-13T00:00

This is the third installment in our “Buyer Beware” series, and we are going to talk about 529 plans. A 529 plan is a tax-advantaged investment vehicle in the United States designed to encourage...

Listen
Critical Thinking Required
Buyer Beware II: Everything About A Mortgage from 2021-08-06T09:00

In the last episode, we talked about 0-3% down payments.  In this episode, we are going to talk about everything else about a mortgage: interest rates, closing costs, points to pre-pay interest,...

Listen
Critical Thinking Required
Buyer Beware I: The Myth of 0-3% Down Payment from 2021-07-30T00:00

In this mini-series “Buyer Beware”, we are going to give you our brutally honest opinion on a lot of financial products/services that are so common nowadays, but we believe the buyers should thi...

Listen
Critical Thinking Required
Should I Take the Advanced 2021 Child Tax Credit? from 2021-07-23T00:00

Starting from July 15, 2021, and for the next 6 months, some families with child(ren) will receive monthly cash as an advanced child tax credit so that you can start spending it.  Some people ar...

Listen
Critical Thinking Required
The Business of Death - What is Funeral Planning? from 2021-07-16T00:00

For this episode, we invited Robert Sheck, the general manager of Weinstein & Piser Funeral Home to talk about funeral planning.  It’s a difficult topic for most people of course, but it’s a...

Listen
Critical Thinking Required
Inflation, Waiving Home Inspections, and Fractional Shares - Quarterly Commentary from 2021-07-09T00:00

This is our quarterly commentary episode.  Are we facing inflation?  If so, what does that mean, and how does that impact our daily life?  The team put in their two cents.  Real estate has been ...

Listen
Critical Thinking Required
Matchmaker, Matchmaker, Make Me A Match from 2021-07-02T00:00

For this episode, we invited Abby Rosenblum, the founder of “The Social: Modern Matchmaking”, to talk about dating and matchmaking.  Abby switched from her career as a TV producer to a professio...

Listen
Critical Thinking Required
Cannabis: The Plant That Keeps Giving Part II from 2021-06-25T00:00

This is Part II of the episode.  We mainly talked about the barriers and risks involved in the industry and what the future could look like.  As a scientist, Echo wished she could do research fr...

Listen
Critical Thinking Required
Cannabis: The Plant That Keeps Giving from 2021-06-18T00:00

This is Part I of the episode, where we invited Toxicologist Echo Rufer and Cannabis expert Joshua Hoffman to talk about the cannabis industry.  Back in 2018 and 2019, we couldn’t have a convers...

Listen
Critical Thinking Required
S2EP24 The Evolution Of Financial Advisors: Age of Change from 2021-06-11T00:00

This topic fires us up quite a lot because we LOVE and are PASSIONATE about our job, yet our industry overall is not up to our standards.  We kicked off the episode with the brief history of “fi...

Listen
Critical Thinking Required
Out of School&Into The Real World from 2021-06-04T00:00

In this episode, we invited our former intern and current summer employee Jerard Stoegbauer to talk about how his academic life prepared (or didn't prepare) him for the real world.  Jerard ...

Listen
Critical Thinking Required
"This Wine Pairs Perfectly With More Of This Wine!"- A Visit To Wollersheim from 2021-05-28T00:00

Light a candle, pop the cork, and relax - we are going to talk about wine today!  We invited Wollersheim Winery & Distillery owners Philippe Coquard and Céline Coquard Lenerz to talk about t...

Listen
Critical Thinking Required
Swipe Left Or Right: An New Era Of Dating from 2021-05-21T00:00

In this episode, we invited sociologist, relationship & online dating expert Dr. Jess Carbino to talk about dating apps and online dating.  Dr. Jess moved to L.A. for her Ph.D. in sociology ...

Listen
Critical Thinking Required
So, You Want To Start A Business - Part II from 2021-05-14T00:00

This is Part II of “So, You Want To Start A Business!?”.  As Nathaniel mentioned, it’s extremely important to choose the right structure for your entity (LLC, Partnership, C-Corp, S-Corp, Sole P...

Listen
Critical Thinking Required
So, You Want To Start A Business!? - Part I from 2021-05-07T00:00

In this Part I of “So, You Want To Start A Business!?”, we talked about the cornerstone of starting a business and the preparation phase.  Before you start a business, it’s important to ask your...

Listen
Critical Thinking Required
"To Be, Or Not To Be..."- Create The Framework For Your Life from 2021-04-30T00:00

Nerd alert!  In this episode, we are going to talk about how to create a framework that not only works for investing but can be also applied in every aspect of life.  Dan first introduced the co...

Listen
Critical Thinking Required
Picture Perfect - A Chat With Photographer Francis Son from 2021-04-23T00:00

For this episode, we invited Dan’s former classmate Francis Son to talk about his photography career.  Francis is a Chicago-based photographer who works in commercial photography with corporate/...

Listen
Critical Thinking Required
Self-Leadership: How to Achieve Kung Fu Panda’s Inner Growth – A Chat With Zach Ketterhagen from 2021-04-16T00:00

In this episode, we learned self-leadership from our friend Zach Ketterhagen.  Zach is a self-leadership coach, blogger, meditation teacher, and healthcare strategist.  First, we started the con...

Listen
Critical Thinking Required
Inflation, Rising Rates, Stimulus Package&NFTs Quarterly Update from 2021-04-09T00:00

This is our quarterly update episode where we talk about the trendiest financial topics from the past quarter (if we haven't already covered it in a separate episode). We started the conver...

Listen
Critical Thinking Required
You Are Not Buying A Car, You Are Buying A Story - A Chat With Luxury Car Dealer Alex Schremp from 2021-04-02T00:00

Are you a car enthusiast?  In this episode, we invited Alex Schremp to talk about luxury cars.  Alex is the owner of Autohändler, a service-based car dealership.  As always, we started the conve...

Listen
Critical Thinking Required
Create A New Reality With Your Own Narrative: A Chat With Artist Jo?natas Chimen from 2021-03-26T00:00

In this episode, we invited Dan's close friend Jônatas Chimen to speak with us about the art world.  If you are an artist or in the marketing/creative industry, you have to watch this episo...

Listen
Critical Thinking Required
Standing on the Shoulders of the Giants - Saran Ouk's Journey to Starting an NPO from 2021-03-19T00:00

In this episode, we invited our close friend Saran Ouk.  Saran is the Founder and CEO of conNEXTions, a non-profit organization that guides underrepresented young adults to achieve their financi...

Listen
Critical Thinking Required
How To Sell A Multigenerational Family Business - An Inspiring Businesswoman Diane Seder's Story from 2021-03-12T00:00

Diane Seder has had a very inspiring career.  She joined the valves manufacturing family business "Milwaukee Valve" against all advice back in the late '70s when the industry was ...

Listen
Critical Thinking Required
Eat, Donate,&Love - A Chat With Betsy Hughes from 2021-03-05T00:00

We are honored to present this episode with Betsy Hughes.  Betsy has spent her entire career, nearly 40 years, as a student of philanthropy.  Just in the last 20 years, she has raised more than ...

Listen
Critical Thinking Required
Cybersecurity: How To Protect Your Data In This Matrix World - A Chat With Will Robus from 2021-02-26T00:00

In this episode, we invited Will Robus to speak with us about cybersecurity.  Will is the CEO of Outpost Security, a company that provides a revolutionary approach to managing cyber threats.  We...

Listen
Critical Thinking Required
Fantastic Credit Cards And Where To Find Them from 2021-02-19T00:00

If you want to learn about how to increase your credit score and what credit cards to get, don't miss this episode!  Dan started the video by talking about the 5 key elements of building yo...

Listen
Critical Thinking Required
Real Estate Investment Is A Full-Time Job - A Chat With Tony Bickmore from 2021-02-12T00:00

Our most popular guest Tony Bickmore is back!  In this episode, we discussed one of the all-time favorite topics: real estate investment.  Tim first asked about house flipping, and Tony cautione...

Listen
Critical Thinking Required
GameStop's Maniacal Rise - Social Media's Role In The Investing World from 2021-02-05T09:00

In this episode, we discussed the recent "King of Performance" GameStop's maniacal rise and social media's role in the new investing world.  After briefly explaining what hap...

Listen
Critical Thinking Required
How To Create The Right Mindset For Success - A Chat With Brian Levenson from 2021-01-29T00:00

In this episode, we invited one of Dan's friends Brian Levenson to talk about his new book: Shift Your Mind: 9 Mental Shifts to Thrive in Preparation and Performance.  Brian works with majo...

Listen
Critical Thinking Required
The Reality Of Remodeling - A Chat With Tony Bickmore from 2021-01-22T00:00

This is a fun episode.  We invited Tony Bickmore, the owner of Bickmore Construction, to join us and talk about remodeling/building your primary home.  After Tony briefly introduced how he got i...

Listen
Critical Thinking Required
IPOs, Airbnb, Tesla, and Bitcoin - Quarterly"Trendy Talk" from 2021-01-15T00:00

Here we go again, this is our quarterly "Trendy Talk" episode for 2020's 4th quarter.  In this episode, we talked about IPOs, why do companies try to do IPOs, how are the prices d...

Listen
Critical Thinking Required
Space: The Final Frontier - A Chat With Rick Tumlinson from 2021-01-08T00:00

This episode is all about one of the most fascinating topics: space.  Our guest is Rick Tumlinson, the co-founder of several space companies and non-profits, and one of the most influential peop...

Listen
Critical Thinking Required
Rocking The Music Industry - A Chat With Drew Brown From OneRepublic from 2021-01-03T00:00

For the very first episode of 2021, we open our show with Drew Brown, the rhythm guitarist of the pop-rock band OneRepublic.  We kicked off the podcast by asking what got Drew into music, what a...

Listen
Critical Thinking Required
Not Just Another Nerd - An Interview With Nathaniel Leach from 2020-12-18T01:00

This is our "Get To Know LBW" mini-series where we interview each of our team members so that you will get to know us better.  Our third interviewee is our Portfolio Manager Nathaniel ...

Listen
Critical Thinking Required
Wicked Smart Since 1982 - An Interview With Dan Weiss from 2020-12-11T09:00

This is our "Get To Know LBW" mini-series where we interview each of our team members so that you will know us better. Our second interviewee is the Director of Client Relations, Dan W...

Listen
Critical Thinking Required
Go Scooter, Go! - An Interview With Tim Bickmore from 2020-12-04T10:00

This is our "Get To Know LBW" mini-series where we interview each of our team members so that you will know us better.  The first interviewee is our master of planning, the Director of...

Listen
Critical Thinking Required
An Education On Education: How To Apply For College from 2020-11-20T12:00

In this episode, we invited one of our friends Zach Galin to talk about education, especially college applications.  Zach has spent almost two decades working independently with students and fam...

Listen
Critical Thinking Required
Virtual, or not Virtual, that is the question from 2020-11-13T13:00

In this episode, we talked about going virtual for events with our friend Rachel Werner.  Rachel is faculty for Hugo House and The Loft Literary Center.  She has contributed print, photography, ...

Listen
Critical Thinking Required
"How To Move To Canada?"Is Trending - Let's Talk About It from 2020-11-06T09:00

In this episode, we invited our friend Max Zimon and his attorney Peter Salerno to talk about Max's journey of applying for residency status in Canada.  Max started his application in late ...

Listen
Critical Thinking Required
"What's Up?"Series - 2020's 3rd Quarter Commentary from 2020-10-23T10:00

This is our quarterly commentary episode.  We discussed student loan forbearance, the Federal Reserve and interest rates, the second Stimulus package, and the Trade War with China.  Tim talked a...

Listen
Critical Thinking Required
What Does It Mean To Be A Part Of An Index? from 2020-10-16T19:00

In this episode, we discussed the concept of an index.  Regardless if it's the Dow Jones Industrial Average (“DJIA”), S&P 500, or the Nasdaq, they all serve the same function: to track ...

Listen
Critical Thinking Required
What's All The Buzz? The Truth About The Stock Split from 2020-10-09T11:00

In this episode, we talked about the stock split.  Dan and Nathaniel started the conversation by battling over who gives a better metaphor for the concept of a stock split (BTW, the editing team...

Listen
Critical Thinking Required
Taking Retirement Abroad - A Chat With Tony Bickmore from 2020-10-02T12:00

In this episode, we invited Tim's father Tony Bickmore to talk about his adventure of moving to Nicaragua for retirement.  After he retired from the fire department as a fireman, Tony had a...

Listen
Critical Thinking Required
What Will The Presidential Election Do To The Market? from 2020-09-25T11:00

Recently a lot of our clients have asked us what the November election will do to the market and what they should do to prepare for it.  The short answer is: for the long term, nothing; for the ...

Listen
Critical Thinking Required
Midwest Real Estate Digest with Lindsay Koch&Leslie Haverland from 2020-09-18T13:00

In this episode, we talked about the real estate market in the Midwest, specifically the Dane County area.  Lindsay and Leslie both talked about how the low inventory and low-interest rates are ...

Listen
Critical Thinking Required
Los Angeles Real Estate Digest With Tiffany Chin from 2020-09-11T10:00

In this episode, we discussed one of people's all-time favorite topics: real estate.  Growing up in a family of realtors in the Bay Area, it was only natural Tiffany developed an early and ...

Listen
Critical Thinking Required
The Fed Uncaps Its 2% Inflation Without Increasing The Federal Funds Rate - What Does That Mean For The Market And Me? from 2020-09-03T14:00

The Federal Reserve recently announced that it will allow inflation above the 2% cap for the time being without increasing the federal funds rate.  What does that mean to us?  Tim first explaine...

Listen
Critical Thinking Required
Employee Stock Options Galore - Do You Understand Your Full Pay Package? from 2020-08-28T10:00

In this episode, we talked about Employee Stock Options.  On one hand, they incentivize the employee to work harder since now their interests are tied with the company; on the other hand, they h...

Listen
Critical Thinking Required
Long Term Care Insurance: How to Protect Yourself in the Future from 2020-08-21T12:00

In this episode, we talked about long term care insurance with Fred Thorban.  Fred started his career in the insurance industry in 1990 and has been working with MVP Financial Services since 200...

Listen
Critical Thinking Required
"Ready... Go!"Mini-Series: Top 5 Financial Topics of 2020 So Far from 2020-08-14T11:00

This is our mini-series "Ready... Go!" where we talk about the top financial topics of 2020 so far.  In this episode, Tim talked a little bit about the FED's interest rate cut and...

Listen
Critical Thinking Required
Dance With the Devil - The effective Use of Leverage AKA Debt from 2020-08-06T15:00

In this episode, we discussed the effective use of leverage AKA debt.  We started the conversation with the recent "hot" topic: home refinancing and interest rates.  We also discussed ...

Listen
Critical Thinking Required
The Secrets of Home Ownership - A Chat With Mortgage Professional Ryan Grant from 2020-08-03T15:00

In this episode, we had a chat with Ryan Grant.  Ryan has been working in the mortgage industry for 15 years and has been ranked among the top 50 Mortgage Consultants in America each year since ...

Listen
Critical Thinking Required
What's Wrong With Our Healthcare System and Where Do We Go From Here? - A Chat With Mike Gibbons from 2020-07-23T11:00

In this episode, we had a chat with Mike Gibbons about our healthcare system.  Mike has been in the Healthcare field for 33 years and has an extensive background in healthcare administration.  T...

Listen
Critical Thinking Required
Am I Really Underperforming VS the S&P 500? - The Secrets Within the Benchmark from 2020-07-17T18:00

In this episode, we discussed the benchmarks, especially the S&P 500.  Dan was blunt about his feeling about it: it makes people think off the mark, and not consider the greater risks of cha...

Listen
Critical Thinking Required
Concentration VS. Risk: How to Maximize Your Return with Concentration and Minimize Risk at the Same Time from 2020-07-10T14:00

In this episode, we discussed concentration and risk in both investing and financial planning.  Nathaniel started the conversation by asking: why would anyone invest in your 20 fair ideas if you...

Listen
Critical Thinking Required
Cognitive Bias Series Part 3: Bandwagon Bias from 2020-07-01T14:00

Today we talked about the bandwagon bias. It is a tendency to want to conform, be part of the crowd, to do things because others are doing them or believe in them.  It’s also known as herd menta...

Listen
Critical Thinking Required
Price VS Value...Fight! Part 2 - The Disconnect Between the Stock Price&the Company's Value from 2020-06-18T11:00

It's part 2 of the Price vs Value fight!  We discussed how a different narrative can shape the price of the same company so differently, and thus the importance of understanding the fundame...

Listen
Critical Thinking Required
Price VS Value...Fight! Part 1 - The Disconnect Between the Stock Price&the Company's Value from 2020-06-18T10:00

In this episode, we talked about stocks' Price vs Value.  Price is simply what the market is willing to pay today, at the moment; price is arbitrary and value is fundamental.  Nathaniel exp...

Listen
Critical Thinking Required
Is it Better to Not Lose $900 Than to Find $900?: Loss Aversion Bias - Financial Bias Part 2 from 2020-06-11T13:00

In today's episode, we talked about loss aversion. In cognitive psychology and behavioral economics, loss aversion refers to people's tendency to prefer avoiding losses to acquiring eq...

Listen
Critical Thinking Required
What is it Like to be a Restaurant Owner in Today's Market? - An Interview with Lance Ratze from 2020-06-04T13:00

In today's episode, we talked about the restaurant industry during COVID-19 with one of our local restaurant owners Lance Ratze.  Lance is the owner and creative force behind Yola’s Café.  ...

Listen
Critical Thinking Required
What is a Financial Planner - Part 2 from 2020-05-29T14:00

For Part 2 of “What is a Financial Planner”, we talked about our view on some industry credentials and what they provide.  Tim, who has both CPA and CPWA credentials, shared his experience on bo...

Listen
Critical Thinking Required
What is a Financial Planner - Part 1 from 2020-05-29T12:00

In this episode, we are going to talk about what a financial planner is.  Tim briefly explained the history of how the financial planning industry evolved from passive planning to actively givin...

Listen
Critical Thinking Required
Cognitive Bias Series Part 1: Anchoring Bias&Recency (Availability) Bias from 2020-05-20T14:00

In this mini-series, we are going to talk about five cognitive biases and how they affect us in our financial decisions.  Anchoring Bias refers to when a person latches onto the first piece of i...

Listen
Critical Thinking Required
Self-Reflecting Through the Mirror of this Pandemic: What's Important to You and How to Plan Your Finances Around It? from 2020-05-13T13:00

In this episode, we did some self-reflecting exercises with each other.  Dan shared his experience regarding being at home for over a month and a half, he got the chance to figure out what'...

Listen
Critical Thinking Required
The Doctor Is In: Dr. Ross Goldberg's Take on our Healthcare System During and After COVID-19, Part 2 from 2020-05-07T11:00

In the second part of the "Doctor is In" episode, we asked Dr. Ross Goldberg a couple of questions about COVID-19: Will the cure be worse than the disease?  What is herd immunity and w...

Listen
Critical Thinking Required
The Doctor Is In: Dr. Ross Goldberg's Take on our Healthcare System During and After COVID-19, Part 1 from 2020-05-07T10:00

In this episode, we invited one of our good friends Dr. Ross Goldberg, M.D., FACS, who is the Specialty Ambulatory Medical Director and Vice-Chairman of the Department of Surgery at Valleywise H...

Listen
Critical Thinking Required
The Crazy World of Oil Market: the History, and the Future Part 2 from 2020-04-30T11:00

In part 2 of this episode, we continue speaking to our dear friend Jon Crawford, who owns and operates a third-generation family business in the oil and propane business, about the most recent u...

Listen
Critical Thinking Required
The Crazy World of Oil Market: the History, and the Future Part 1 from 2020-04-30T11:00

In this episode, we invited one of our dear friends Jon Crawford, who owns and operates a third-generation family business in the oil and propane industry, to talk about the crazy oil market.  H...

Listen
Critical Thinking Required
How Hard is it to Invest? Buy Low and Sell High, Right? - The Myth of Market Timing from 2020-04-16T07:00

Due to the recent market volatility, some people have asked us: why didn't you sell AAA when it hit $80?  Why didn't you buy BBB when it collapsed to $1?  Market timing sounds simple e...

Listen
Critical Thinking Required
What's the Core Asset of any Business? - You, and Me! The Power of Human Capital from 2020-04-14T15:00

In the past five weeks, unemployment claims have climbed to 26 million as panic flooded the market due to COVID-19 and an unpredictable future.  A lot of business owners are in a pickle: on one ...

Listen
Critical Thinking Required
Well the Market Downturn is Here, What Now? - How to Take Advantage of the Crisis from 2020-04-07T14:00

A lot of clients and friends have been asking us recently: "I'm not worried about the market, I'm actually excited!  But how do I take advantage of the crisis?  I've heard th...

Listen
Critical Thinking Required
Small Business isn't for the Faint of Heart - How to Run a Small Business in this Crazy Market from 2020-03-31T22:00

As one said, small business isn't for the faint of heart; it's for the brave, the patient, and the persistent.  This is particularly true in today's market: while COVID-19 affects...

Listen
Critical Thinking Required
Cash is King - the Importance of Having an Emergency Fund in a Market Downturn Like This from 2020-03-22T13:00

This episode is about "positioning."  With the CoronaVirus pandemic, a lot of people are worried about their job security, health benefits, inability to keep a job, or having to go to ...

Listen
Critical Thinking Required
What Happened to the market? Panic happened: Corona Virus, Oil Prices, and the end of an 11-Year Bull Market? from 2020-03-11T15:00

When Mr. Market is depressed, our Portfolio Manager Nathaniel Leach always likes to say: “The British had it right during WWII: we just need to ‘keep calm and carry on.’” We appreciate his senti...

Listen
Critical Thinking Required
What Happened to the market? Panic happened: Corona Virus, Oil Prices, and the end of an 11-Year Bull Market? from 2020-03-11T15:00

When Mr. Market is depressed, our Portfolio Manager Nathaniel Leach always likes to say: “The British had it right during WWII: we just need to ‘keep calm and carry on.’” We appreciate his senti...

Listen
Critical Thinking Required
What Happened to the market? Panic happened: Corona Virus, Oil Prices, and the end of an 11-Year Bull Market? from 2020-03-11T15:00

When Mr. Market is depressed, our Portfolio Manager Nathaniel Leach always likes to say: “The British had it right during WWII: we just need to ‘keep calm and carry on.’” We appreciate his senti...

Listen