Investing Episodes

We're digging into a topic that's become even more important in recent years, inheriting IRAs from a non-spouse, and how the Secure Act 2.0 has changed the game. I'm gonna break this podcast down into three sections. First, the new rules, second, the tax implications, and last, the planning. So let's start with what's changed. Before the Secure

Your phone is lighting up, the headlines are relentless, and the market feels like it’s swinging with every update. When geopolitical conflict ramps up and oil prices jump, the most common investor impulse is also the most dangerous one: panic selling. We slow the moment down and talk through why “doing nothing” can be the smartest move when volatility is high and fear is louder than facts.We look at how markets have historically reacted to major geopolitical shocks, why they often drop fast a...