Our 2 Cents – Episode #167 Money and Madness Spring is in the air, and March Madness is right around the corner! All the upcoming bracket excitement got us thinking about the similarities between picking teams and picking investments. Plus, we’ll share some helpful reminders to protect yourself against financial scams. Money and Madness: How trying to pick the winning team out of 68 is just like trying to pick winning stocks. How personal bias and emotions can influence your […]

Our 2 Cents – Episode #166 Harnessing Fear to Build Wealth The focus of today’s episode of Our 2 Cents is using fear as an opportunity. Steve and Gabriel start out the show by giving a brief recap of our recent 2024 Market and Economic Update client event. Then, they dig into the idea that you can make fear a valuable tool in investing. Market & Economic Update Recap: Notable market events from 2023 that are shaping the landscape in […]

Our 2 Cents – Episode #165 The Impact of the Latest Inflation Data On this episode of Our 2 Cents, Steve and Gabriel discuss the latest inflation data and its impact on consumers. They also share some fun Valentine’s Day facts and then wrap up the show with a couple ‘Getting to Know Us’ questions. Valentine’s Day Fun Facts: Did you know chocolate used to be prescribed by doctors? We didn’t either! We’ll warm your heart with these fun Valentine’s […]

Our 2 Cents – Episode #164 Breaking Down Bitcoin ETFs & “Lazy Money” In this episode of Our 2 Cents, Steve and Gabriel discuss two interesting topics on opposite ends of the spectrum: Bitcoin and “Lazy Money.” They talk about the recent approval of Bitcoin ETFs and the potential for mainstream investors to enter the Bitcoin market. Plus, they share ideas for that cash sitting idle in a savings account. Breaking Down Bitcoin ETFs: The basics: What is Bitcoin and […]

Our 2 Cents – Episode #163 Strategies to Pay Zero Taxes on Social Security On this episode of Our 2 Cents, Steve and Gabriel discuss various financial topics, including new work benefits that employers may offer, how Social Security is taxed, and if it’s possible to pay zero taxes on your benefits. They also address a couple great listener questions at the end. New Workplace Benefits to Help Increase Savings in 2024: Making student loan payments could help boost your […]

Our 2 Cents – Episode #162 Your Money Resolutions for 2024 On today’s podcast episode, Steve and Gabriel are talking about their New Year’s resolutions and the importance of aligning money with one’s values and goals. They then shift gears to discuss the risks of investing in individual companies, highlighting several big companies that went bankrupt in 2023. Click a link below to listen in now! Your Money Resolutions for 2024: Figure out what financial wellbeing means to you. Determine […]

Our 2 Cents – Episode #161 2024 Interest Rate Predictions & Retirement Changes for the New Year Welcome to Our 2 Cents in 2024! We are ushering the new year with a great new episode. Today, Gabriel and Steve discuss interest rate predictions from some of the major banks on Wall Street. Then they share a couple big changes for retirement coming in 2024. Don’t miss Gabriel’s quote of the month to wrap up the show! 2024 Interest Rate Predictions: […]

Our 2 Cents – Episode #160 Merry Retirement Facts & Stock Market Commentary Join us today as we remember the late Charlie Munger, a great investor, philanthropist, and businessman. Then, we’re getting in the holiday spirit on this episode of Our 2 Cents with some “merry retirement facts.” Finally, Steve and Gabriel share some thoughts on stock market trends and projections. Remembering Charlie Munger: If you read any business news, you probably heard of the passing of Charlie Munger. In […]

Our 2 Cents – Episode #159 The Benefits of Delaying Gratification In this episode of “Our 2 Cents,” Steve and Gabriel discuss the concept of delayed gratification and its impact on building wealth. But first, they’re sharing quotes of the month, their thoughts on the current national debt, and some tax-friendly states for retirees. Gabriel’s Quotes of the Month: “Wealth is largely the result of habit.” — John Jacob Astor “The goal isn’t more money, the goal is living life […]