In this First Friday episode, we take a comprehensive look at the economic and market developments from January 2026. From market volatility and a surprising new Fed chair nominee to a groundbreaking “baby bonds” program and major housing policy changes, there’s a lot to unpack. I start with what the stock market pullback means for…
In this Q&A episode, Joe and I tackle three listener questions that touch on concentration risk, major retirement decisions, and entrepreneurship. We start with a new investor wondering whether the AI-dominated stock market requires rethinking traditional index fund strategies, or if diversification is already built in. From there, we explore a complex 65-year-old’s situation involving…
In this episode, I continue my conversation with Cullen Roche to explore the 10 fundamental principles every investor needs to understand before building their portfolio. Moving beyond which portfolio to choose, Cullen breaks down how to actually invest properly, covering everything from understanding what you’re really doing when you buy stocks, to managing costs, to…
In this episode, I sit down with Cullen Roche, financial advisor and portfolio strategist, to discuss why there’s no one-size-fits-all approach to investing. Cullen breaks down the most famous investment portfolios in history, from the classic 60/40 to Warren Buffett’s 90/10 strategy, and explains how to customize these models to fit your unique financial situation….
Why do so many parents want to teach their kids about money, yet feel unsure where to start? In this episode, I sit down with Stephen Day to explore a practical, play-based way to help kids build real financial habits early in life. Stephen introduces the idea of a household “mini economy,” where children earn…
Grab the FREE handbook: affordanything.com/financialgoals Today’s episode is a special rerun that’s perfectly timed for anyone looking to build stronger financial habits this year. Originally aired on January 3rd, 2025, this episode introduces a game-changing approach to personal finance: instead of relying solely on big moves like career changes or investment properties, what if you…
Why do smart, well intentioned investors still make costly mistakes? In this episode, I sit down with Barry Ritholtz to explore why investing success has less to do with intelligence and more to do with behavior. Barry explains how bad ideas, bad numbers, and bad habits quietly derail portfolios, even for people who know better….
In this Q&A episode, we tackle three questions that sit right at the intersection of money, time freedom, and life design. We start with a listener who’s planning a self‑funded sabbatical and needs to decide how much risk to take with savings earmarked for a very specific timeline. From there, the conversation widens into a…
Will you still have a job in five years? Zack Kass, a former OpenAI executive and 16-year AI veteran, joins us to unpack the question that keeps many knowledge workers awake at night. But instead of focusing on layoffs or wages, Zack reframes the conversation around something deeper and more unsettling: identity. We want faster…
What if paying off debt wasn’t the end of your financial journey, but the beginning of something bigger? In today’s episode, we meet three listeners at pivotal crossroads, each wrestling with how to align their money with what they truly want from life. First, we talk with a couple who’s about to crush $100,000 in…