Dime After Dime

Many investors think about a “financial freedom number,” but defining that number involves more than a simple calculation. In this episode of Dime After Dime, Tony Stich talks with Julie Rich about what it means to reach financial independence and how that number may vary based on individual circumstances. They discuss a basic framework for estimating a starting point, along with the limitations o...

As artificial intelligence becomes more accessible, investors are increasingly exploring how it can support their financial decisions. In this episode, Tony Stich speaks with Patrick Moran about the role AI may play in the investment process. The discussion covers how AI can assist in organizing and explaining financial information, along with its limitations, particularly when applied to predicti...

Leverage is often viewed cautiously, and while it can be a useful financial tool in certain situations, it is not appropriate for all investors and involves meaningful risks. In this episode of Dime After Dime, Tony Stich speaks with Julie Rich about what leverage means in the context of financial planning for both individual and high-net-worth investors. They discuss several common forms of lever...

Finding the right financial advisor involves more than reviewing past performance, it starts with asking thoughtful questions and understanding how advice is delivered. In this episode, Tony Stich speaks with Don Drury about factors investors may consider when evaluating a financial professional. The discussion covers differences between brokerage and advisory relationships, including fiduciary ve...

Many investors focus primarily on investment returns, but taxes can also play an important role in long-term financial planning.  In this episode, Anthony Stich speaks with Michael Mongin, CPWA® about planning considerations investors in their 40s and 50s may want to evaluate as they approach retirement. The discussion covers how earlier planning can help investors better understand potential tax...

When you hear “tariff,” who ultimately bears the economic impact? Many investors assume global tax policy sits somewhere in the background, removed from their brokerage account. In reality, tax policy can influence cash flow, which may affect company fundamentals and, in turn, investment returns. For investors building wealth in their 40s, 50s, and beyond, understanding how international tax rules...

Many people head into retirement with a simple picture in mind: the portfolio earns, the income shows up, the bills get paid, and everything moves forward in a straight line. In this episode, host Anthony Stich and guest Aaron Simpson discuss why retirement income may not always unfold as expected — particularly when markets fluctuate, dividends change, or timing affects withdrawals. They explore...

Building wealth requires so much work and effort, yet history shows how quickly it can disappear once it changes hands. Families don’t lose money because they don’t care, but because the next generation often receives assets without having any context, preparation, or guidance. In this episode of Dime After Dime, the conversation centers on wealth stewardship and why it goes beyond basic financial...

For decades, global investing followed a familiar playbook. Open trade, stable supply chains, and a U.S.-centered growth engine made international exposure feel optional for many investors. That backdrop is changing. In this episode of Dime after Dime, Anthony sits down with Charles Chesebrough Jr., CFA, to talk through what today’s shifting global power dynamics actually mean inside a real portfo...

Healthcare is becoming one of the fastest-growing costs retirees face, and the numbers surprise almost everyone, so this time, host Anthony Stich sits down with Aaron Simpson, CFP®, CLU®, ChFC®, RICP® and Senior Vice President at Moran Wealth to explore what drives those costs higher, why inflation hits healthcare differently, and how retirees can prepare for expenses that shift dramatically acros...

Rebalancing sounds simple until you’re the one facing volatile markets, unexpected tax consequences, and the emotional roller coaster that pushes investors to react at the worst possible moments. In this conversation, our host Anthony Stich sits down with Julie Rich, a seasoned advisor with more than 20 years of experience, to explore why rebalancing is less about timing and more about understandi...

Legacy often gets framed in financial terms, but for Tom Moran, AIF®, this conversation starts earlier than any estate document or tax strategy.  Tom shares how philanthropy became part of his family’s rhythm, why many families choose to introduce giving earlier, and how advisors can help create space for more open conversations about goals and values. Host Anthony Stich and Tom discuss common cha...

ESG investing has become one of the most talked-about trends in finance, but how much of it actually delivers on its promise? This time, our host Anthony Stich sits down with Charles Chesebrough Jr., CFA, to unpack the rise of values-based investing, why it resonates with younger generations, and what investors should know before letting emotions or politics shape their portfolios. Together, they...

Running a business takes everything you’ve got: the focus, the long hours, the drive to make it work. But at some point, almost every owner starts thinking about what comes next. In this episode, host Anthony Stich sits down with Don Drury, President of Moran Wealth Management®, to talk about the right way to approach a business sale or succession. They discuss why starting early can make or break...

Inflation is back in the spotlight, reshaping how investors think about everything from groceries to retirement portfolios. In this episode of Dime After Dime , host Anthony Stich welcomes Charles Chesebrough Jr., CFA, to explore how inflation and market volatility are testing investor discipline in new ways. Charles shares how today’s environment compares to past decades, why emotional investing...

Buying a home was once a milestone and a retirement plan in itself, but today, the decision is way more complex. In this episode of Dime After Dime, host Anthony Stich sits down with Julie Rich to dig into the crossroads many face: renting versus buying, and whether paying off a mortgage early makes financial sense. Julie shares why housing choices today are rarely straightforward. Renting can mea...

When most people think about investing, they picture the familiar mix of stocks, bonds, and cash. But there’s a wider world out there that has historically been reserved for the wealthiest investors and big institutions. In this episode of Dime After Dime, we open the door to alternatives and explore why more individuals are adding them to their portfolios. Don Drury, President of Moran Wealth Man...

Gen X stands at a crossroads, caring for aging parents while still supporting kids who aren’t fully out of the nest. At the same time, they’re staring down one of the largest wealth transfers in history. In this episode of Dime after Dime, Anthony Stich is joined by Michael Mongin, CPWA®, Senior Vice President at Moran Wealth Management®, to talk through the emotional weight and financial complexi...

This is where Dime After Dime begins. Our first conversation is with Charles Chesebrough, CFA, Managing Director of Moran Wealth Management®, and it’s all about navigating one of the trickiest stages of your financial life — those years when you’re earning more than ever, but the margin for mistakes is smaller than it’s ever been. We dig into what it really means to balance portfolio growth with p...