Social Security checks are getting a raise because everything costs more. Joe Saul-Sehy, OG, and Doug are joined by a Brooklyn financial planner who works with creative people on lumpy incomes and …
How to Stop Your Brain From Wrecking Your Portfolio With Dr. Daniel Crosby (SB1919)
Most investing advice starts with what to buy. Dr. Daniel Crosby, behavioral finance expert and author of The Behavioral Investor, starts with you. He tells Joe Saul-Sehy and OG why a brain built for …
How to Build Your Perfect Portfolio With Peter Lazaroff (Plus Who Gets Your Life Insurance) SB1918
Most portfolios are built for nobody in particular. Peter Lazaroff, chief investment officer at PlanCorp and author of The Perfect Portfolio, tells Joe Saul-Sehy and OG why the right mix starts with …
8 Tricky Money Decisions: When to Cosign, Stretch, Take the Job, or Walk Away (SB1917)
Every money decision comes with a basement door. Sometimes you go down and find a great deal, and sometimes you should run. Joe Saul-Sehy and OG run a Halloween game show in which the panel rules on …
Why Everyone Needs an Estate Plan (and How to Avoid a Surprise ACA Subsidy Bill) SB1916
Amy Wilson and her husband did nearly everything right on the road to financial independence, and the one task they kept postponing turned out to matter most. She shares what happened when a sudden …
How to Turn Trick-or-Treat Into a Money Lesson (and Choose a Pension Option) SB1915
How to Turn Trick-or-Treat Into a Money Lesson (and Choose a Pension Option) One doorstep each Halloween becomes a lesson in risk, reward, and generosity, and one listener believes it helped him …
