The Wealth Puzzle

In this show Michael talks about the flow of news and how overwhelming it can be, as well as not letting it lead to emotional financial decisions.

People have been worried about a down market and a recession, but we're now in the best market run in 20 years. We talk about this and what it means.

In this episode we discuss how the media drives market uncertainty.

This episode explores the critical question: are we on the brink of a full-blown trade war, or is there another path? We analyze the latest tariff announcements, the reactions from global markets and key trading partners, and the potential economic fallout for businesses and consumers. Join us as we dissect the possible scenarios and discuss what "or" might look like for the future of in...

In this episode we talk about the dreaded debt spiral and what can be done about it.

In this episode, we dissect the recent market swings and explore strategies for staying focused amidst the chaos. We'll delve into the psychological traps that lead to impulsive decisions and provide actionable tips for maintaining a long-term investment perspective.

There's a current wave of market anxieties, we exploring the key factors driving investor uncertainty. We'll analyze recent economic indicators and geopolitical events to understand the root causes of these fears. Finally, we provide actionable strategies to help you navigate volatility and protect your portfolio during turbulent times.

In this episode we talk about tariffs and the possible trade war. What does it really mean? We dig into the facts for some answers.

In this episode Mike talks about the market disruption caused by Chinese AI company DeepSeek and what it might mean.

This week was packed with major developments—rising interest rates, global events, and talks of a potential government shutdown. In this episode, we break down how these factors are shaping the financial landscape and what they mean for advisors and investors. Tune in for timely insights and actionable strategies to navigate uncertainty.

In this episode we talk about the TIME Person of the Year and what that means.

Mike talks about how no one really knows for sure what's going to happen next year.

As the holiday season approaches, it's the perfect time to take a closer look at your Medicare plan. We'll discuss common Medicare mistakes people make, the importance of annual reviews, and how to maximize your benefits. Tune in to learn how to save money and ensure you're getting the most out of your healthcare coverage.

Seemingly no one saw it coming. Everyone said it would be close. It wasn't. It was a decisive win for team Trump. But what does that mean for your finances and the economy. In this episode we discuss what it all may mean.

In this episode we talk about the upcoming election and your finances.

How will the Fed interest rate cuts affect you? Will there be any affect and if so, when? We discuss all this and more in this episode.

In this episode, we delve into the complex history of Social Security taxation. We explore how the program's funding has evolved over time, from its initial inception to the present day. Join us as we discuss key milestones, significant tax reforms, and what this means for your retirement income.

In this episode we talk about what is happening with the markets and how much has revolved around Nvidia.

Listen in as we discuss what the Fed is talking about doing with interest rates and what the current landscape looks like.

What in the world is going on with the Presidential race? And what is the deal with Biden? We talk about all that and more in this episode.

What is going on with the state of California and Governor Newsom? I think he owes me a fish taco!

In this episode, we explore the latest developments from California that are impacting the financial landscape. We analyze new legislation, regulatory changes, and market trends emerging from the Golden State. Stay tuned to understand how these changes might affect your investments and financial planning.

Are you considering quitting coffee? For financial reasons? We dig into this and have an upbeat conversation!

The US tax code is a whopping 35 million words long! We break down what that means for you, the taxpayer, and explore if there's a better way to navigate the complexities of filing your taxes. Tune in for tips and insights on simplifying your tax season.

All the talking heads said the Fed was going to lower interest rates 3 or 4 times this year... Have you been holding off on buying that home or car? What happened? Are they still going to lower the rates? In this week's episode we talk about what's going on with the rates.