Be Wealthy & Smart

Discover why real estate is in a waiting game, with buyers, homeowners and lenders all watching the same number for clues about what comes next. Recent mortgage data offers a revealing look at just how cautious consumers have become—and why even small changes in borrowing costs could have an outsized impact on what happens next. Are   you on track for financial freedom...or not? Financial freedom...

Discover why small companies are outperforming. Small-cap stocks are having a standout year, with the Russell 2000 significantly outperforming the S&P 500—but what exactly is the Russell 2000, and why are smaller companies suddenly doing so well? In this episode, you'll learn what this widely followed index represents, what's driving the shift in market leadership, and why stronger earnings, chang...

Discover what successful women should know beyond their financial advisor, why having an advisor and being financially educated are two very different things, and why successful women need both. You'll learn about some of the limitations financial firms may face, why certain investment opportunities may never be brought to your attention, and how becoming more knowledgeable can help you ask better...

Discover what the latest inflation numbers changed. The latest inflation report could have important implications for interest rates, the economy, and your investments as the Federal Reserve approaches its September meeting. In this episode, you'll discover what the new inflation data may be signaling, why Fed officials remain divided, how the weakening job market could influence their decision, a...

Discover why markets are hovering near record highs, but several powerful forces could determine what happens next. In this episode, we look at three major catalysts investors should be watching. Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial...

Discover what a K-shaped housing market is. Today's housing market is sending important signals about the broader economy and the challenges many Americans face in building wealth. In this episode, we'll explore the forces shaping today's real estate market, why affordability remains a major issue despite changing conditions, and what these trends could mean for your financial future. Whether you'...

Discover what the latest hiring report means. The latest employment reports are offering fresh clues about the direction of the U.S. economy, but the headlines don't tell the whole story. In this episode, we'll look beyond the surface to uncover what the labor market may be signaling for investors, the Federal Reserve, and the months ahead. Understanding these trends can help you make more informe...

Discover why Amazon reached $3 trillion market capitalization after Amazon demonstrated that AI demand remains far stronger than expected and announced it will increase capital spending to $220 billion this year to expand computing capacity. The AI investment cycle is accelerating across the technology industry. Amazon's willingness to invest over $220 billion—and its assertion that demand still e...

Discover the latest economic update. Second-quarter GDP grew at a slower-than-expected annual rate of  1.5% , but much of the weakness came from temporary factors like lower inventories and reduced government spending rather than a broad slowdown in the private economy. Consumer spending remained strong, inflation continued to ease on a monthly basis, and private-sector demand was robust. While th...

Discover if the economy is weakening. Consumer confidence declined modestly in July as Americans expressed greater concern about business conditions, the labor market, and the cost of living. Despite weaker sentiment, consumer spending has remained resilient, suggesting feelings and economic behavior are not perfectly aligned. Key Takeaways Consumer confidence fell to 90.8 , below expectations. Vi...

Discover what the Fed's next rate decision may be. Will the Federal Reserve hold interest rates steady—or surprise markets with another rate hike? For the first time in years, even seasoned economists and former Federal Reserve officials are deeply divided. Rising oil prices fueled by renewed Middle East tensions are reigniting inflation concerns just as recent inflation data suggested the battle...

Discover why AI will create more millionaires than the internet did.  Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between...

Discover what women who inherit money need to know. Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k a...

Discover why mortgage rates jumped but refinancing is up. Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $...

Discover how summer travel is changing this year.  Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k an...

Discover why inflation is cooling. Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and  earning 5 per...

Discover why productivity will completely change the economy and wealth. Hear what a quote from Elon made me think and why it connected to Fed Chairman Kevin Warsh's comments.  Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifest...

Discover why Circle shares won't be a long-term hold.  Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100...

Discover why home sellers no longer have all of the power. Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing...

Discover why the stock market earnings boom is driving the market.  Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between i...

Discover what is surprising about the jobs report.  Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k a...

Discover why Kevin Warsh, Fed Chair, sent an important message and what it was. Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the differen...

Discover why innovation creates extraordinary wealth. Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k...

Discover the most important economic force today. Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and...

Discover why the next wave of millionaires is in process. Are   you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $...