Podcasts

Did you know the number of public companies decreased by a significant amount in the last 20 years? Learn why and what is happening in the investment market in this episode.

Explore how gifting assets can be a meaningful way to support loved ones and create a lasting impact for the future.

Emotions can quietly derail your investment decisions. Listen in and learn how fear and overconfidence influence your investment choices and why recognizing these behaviors is key to smarter investing.

This episode is just an update on what we believe the Fed’s next move will be as of September 2025.

In this episode, we break down the concept of dollar cost averaging and explain how it works as a simple, disciplined investment strategy.

Learn how 1031 exchanges could help real estate investors defer taxes and maximize real estate gains.

No Tax on Social Security sounds like a dream come true, but is it really? Listen as we break down what it really means, and who really has social security tax free.

Listen to Chris and special guest and advisor, Brett DiPasquale, discuss some of the key features of the ‘One Big Beautiful Bill’ and what it means for Americans.

Listen to Chris and special guest and advisor, Brett DiPasquale, discuss some of the key features of the ‘One Big Beautiful Bill’ and what it means for Americans.

Politics have played a hand in what asset options are available for your 401(k). Learn what those new options could be in the future in this episode.

In this episode, we break down what prenuptial agreements are, why they matter, and how couples can approach them thoughtfully and constructively.

In this special edition episode, guest host, Brett DiPasquale covers the 3 different ways a financial planner can get paid and how that may affect they service you receive.

In this special edition episode, guest host, Brett DiPasquale breaks down everything you need to know about interest rates in 2025—from recent trends and policy shifts to what it all could mean for your wallet.

Receiving an inheritance can be a life-changing moment—but without a plan, it can quickly slip away. Learn practical tips to help you manage your inheritance wisely and make it work for your long-term financial goals.

We’re halfway through 2025, and there’s a lot to unpack. In this episode, I break down the key economic and market trends shaping the year so far—and what they could mean for investors in the months ahead.

Joined by Financial professional, Brett DiPasquale, AIF® BFA®, Chris and Brett talk about a different kind of investment strategy called the “buffered investment strategy” Listen to learn more.

Your emergency fund is there for a reason—but when should you actually dip into it? In this episode, we break down the right (and wrong) times to use your rainy-day savings.

Feeling behind on retirement planning? In this episode, we break down smart, last-minute strategies to help you make the most of your time and savings.

Ever wonder why they call the markets either bull or bear? In this episode we cover the origins behind those words and their association to the markets.

In this episode, we break down what the federal funds rate is, how it’s set, and why it plays a critical role in shaping the economy and your finances.