Money Moves Daily

The One Big Beautiful Bill Act made the $15 million estate tax exemption permanent, ending years of uncertainty for estate planners and wealthy families. While only 0.1% of estates will ever pay federal estate tax, the planning implications ripple down to much smaller estates. This episode breaks down who's affected, what changed, and how these rules influence everything from family businesses to...

How blockchain technology is democratizing real estate investment, allowing working professionals to build property portfolios starting with the cost of a dinner out This content is for informational and educational purposes only and does not constitute financial advice. Always consult a qualified financial advisor before making investment decisions. This episode was generated with AI assistance.

The US-Israel military strikes on Iran have sent oil prices surging past $100 per barrel, threatening to push gas prices to all-time highs. This episode breaks down exactly how this geopolitical flashpoint affects your daily commute costs, monthly budget, and investment decisions—plus the smart money moves you can consider right now. This content is for informational and educational purposes only...

The IRS has raised 401(k) limits to $24,500 for 2026, with a new 'super catch-up' provision allowing workers aged 60-63 to contribute up to $35,750. This episode breaks down every number you need, explains the new Roth catch-up requirement for high earners, and gives you a strategic framework for maximizing your tax-advantaged savings this year. This content is for informational and educational pu...

The U.S. economy unexpectedly shed 92,000 jobs in February—the first negative print economists didn't see coming. Beyond the headline, a concerning trend emerges: high-income wages are growing at 4.2% while lower-income growth has slowed to just 0.6%, the widest gap on record. This episode unpacks what these diverging signals mean for different workers and job seekers. This content is for informat...

Since Anthropic released Claude Cowork plugins in January 2026, approximately $300 billion in market value has evaporated from the software sector. Major names like Salesforce, Adobe, and ServiceNow are down 25-30% year-to-date. But is the AI threat to SaaS real, or has fear created a contrarian buying opportunity? We examine the disruption thesis, what separates vulnerable software companies from...

With JPMorgan estimating a 35% probability of global recession in 2026 and geopolitical tensions driving market swings, this episode outlines a framework for balancing defense with opportunity. Learn which sectors historically outperform during uncertainty and how to position your portfolio without abandoning your long-term strategy. This content is for informational and educational purposes only...

Breaking down the hidden $1,500 annual tariff cost per household and which everyday purchases are getting more expensive. We quantify the real dollar impact on your budget and offer strategies to protect your purchasing power. This content is for informational and educational purposes only and does not constitute financial advice. Always consult a qualified financial advisor before making investme...

Starting in 2026, a sweeping change affects millions of retirement savers: if you earned over $150,000 last year, all your 401(k) catch-up contributions must go into a Roth account. This episode breaks down the new SECURE 2.0 rules, explains why this matters for your tax strategy, and provides a framework for maximizing the new $24,500 contribution limits and 'super catch-up' provisions for ages 6...

2026 marks a turning point for cryptocurrency as traditional Wall Street institutions move from skeptics to participants. With regulatory clarity from the GENIUS Act, crypto ETFs projected to hit $400 billion in assets, and major banks filing to offer crypto products directly, digital assets are entering the financial mainstream. This content is for informational and educational purposes only and...

With mortgage rates stuck above 6% but affordability slowly improving, here's the realistic roadmap for breaking into homeownership this year. Mortgage rates will hover near 6.3% in 2026—not the sub-3% of 2021 memory, but improved from 2024's peaks. This content is for informational and educational purposes only and does not constitute financial advice. Always consult a qualified financial advisor...

Beyond the headline number—understanding what the Dow crossing 50,000 signals about market breadth, AI-driven growth, and whether this rally has room to run This content is for informational and educational purposes only and does not constitute financial advice. Always consult a qualified financial advisor before making investment decisions. This episode was generated with AI assistance.

After years of mega-cap tech dominance, money is flowing into smaller companies—here's why, and what it could mean for your investment strategy. The Russell 2000 is up over 7% year-to-date while trading at a 13% discount to large caps. This content is for informational and educational purposes only and does not constitute financial advice. Always consult a qualified financial advisor before making...

Breaking down the quadrupled SALT deduction cap and why most Americans won't benefit—but some could save thousands. The state and local tax deduction cap jumped from $10,000 to $40,000 for 2025-2028, but income limits mean this primarily benefits households earning $200,000-$500,000 in high-tax states. This content is for informational and educational purposes only and does not constitute financia...

After absorbing most tariff costs in 2025, American businesses are running out of pre-tariff inventory and pricing power. This episode breaks down the math of how tariffs translate to household costs, which products will see the biggest price increases, and strategies to protect your purchasing power. This content is for informational and educational purposes only and does not constitute financial...

With $440 billion in combined Big Tech AI spending planned and 54% of fund managers calling AI stocks 'bubble territory,' investors face a critical question: is the current pullback a buying opportunity or the beginning of a larger correction? This episode examines the data behind AI valuations, what history tells us about tech bubbles, and how to invest in AI's future without betting the farm. Th...