For America's 250th birthday, Mark revisits stories from U.S. financial history and explores what debt, taxes, money, and markets can teach us today.
Jul 6
20 min
Thinking about a trust? This episode explains how trusts work, what problems they solve, and why they may be useful for more people than you might expect.
Jun 22
32 min
Helping a college grad manage money starts with how you give advice. Learn what works, what backfires, and the key biases that shape early financial decisions.
Jun 8
18 min
Avoid letting short-term tax concerns drive long-term financial decisions. Learn how tax aversion, timing, and planning impact after-tax wealth over a lifetime.
Apr 27
20 min
Inheritance raises practical and emotional questions. In this episode, Mark looks at how families plan, manage expectations, and make sound decisions when wealth changes hands.
Apr 13
11 min
Parents play a key role in teens learning real-world money skills. This episode explores how open dialogue and hands-on experience help young people move toward financial independence.
Mar 30
29 min
New to investing? In this episode, Mark outlines seven good ideas that cover investing fundamentals designed to hold up across market cycles and changing conditions.
Mar 16
13 min
Learn how 401(k)s work, why their structure matters, and how smart contribution decisions can significantly shape long-term retirement outcomes.
Mar 2
24 min
Learn how to evaluate cryptocurrency suitability and risk to consider if digital asset exposure aligns with your long-term investment goals.
Feb 16
26 min
As we approach 2026, what can investors expect from the equities market, fixed income, and the overall U.S. economy in the new year?
Dec 15, 2025
1 hr 1 min
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