Our 2 Cents – Episode #135 Welcome back to another great Our 2 Cents episode with Steve and Gabriel Lewit! In store for today is a thoughtful conversation about the wisdom that comes with age and experience, and how it impacts your financial planning. Plus, they’re sharing fun quotes and big money regrets! Gabriel’s Quote Picks of the Month: “If you’re shopping for stocks, choose them the way you’d buy groceries, not the way you’d buy perfume.” – Benjamin Graham “You […]

Our 2 Cents – Episode #134 VORB Goes Bust & I Bond Updates Richard Branson’s Virgin Orbit (VORB) collapsed last week and Steve and Gabriel are here to discuss what lead to its demise, and the inherent risks involved with picking individual stocks. Plus, they’re sharing details on I bonds, answering listener questions, and more on today’s show! VORB Goes Bust: Everything has pros and cons and a proper place in your planning, but we like to take a Core […]

Our 2 Cents – Episode #133 Rate Hike Déjà Vu & “Airbnbust” The Fed’s efforts to curb inflation have continued this week, and that’s our first segment on this new episode of Our 2 Cents. Then, Steve and Gabriel are taking a look at some major shifts in the vacation rental industry and wrapping up the show with listener questions. Rate Hike Déjà Vu: What does this latest move by the Fed indicate about the banking industry? What do the […]

Our 2 Cents – Episode #132 The SVB Collapse &  Investor Personalities – Part 2 Steve and Gabriel start off today’s show by sharing their thoughts on the recent collapse of Silicon Valley Bank and what it could mean for you. Then, they switch gears to wrap up our Part 2 of different investor personalities. Listen in now to this new episode of the Our 2 Cents podcast! The SVB Collapse: The 10-step timeline of events that led up to […]

Our 2 Cents – Episode #131 Understanding Investor Personalities – Part 1 Have you ever noticed certain personality traits in yourself when it comes to your financial matters? In Part 1 of a 2-part series, Steve and Gabriel explore the world of investor personality types and how, as advisors, they’ve learned to work with and help all kinds of investors. Understanding Investor Personalities: The Burned One: When trusting just doesn’t come very easily to you anymore. The Do-It-Yourselfer: When you’ve got […]

Our 2 Cents – Episode #130 Spring Cleaning for Your Finances It’s the first week of March and we have spring fever on the Our 2 Cents podcast! Today, Steve and Gabriel are sharing some spring cleaning tips for your finances and diving a bit deeper into asset allocation. Plus, we have a couple other fun segments on the show, too! Gabriel’s Quote Picks of the Month: “The best way to teach kids about taxes is by eating 30% of […]

Our 2 Cents – Episode #129 The Monte Carlo Part 2: Different Income Planning Ideas Continuing from last week’s conversation about Monte Carlo simulations, we’re sharing our preferred income planning techniques and why we feel they provide enhanced benefits, both financially and emotionally. But first, we’re flipping the script and starting the show with listener questions! Listener Questions: “I’ve talked to a financial advisor and I like him a lot. But how do you know if someone is trustworthy or […]

Our 2 Cents – Episode #128 This ‘Lazy Way’ of Financial Planning Should Be Banned Today we’re poking holes in a common financial planning strategy called a Monte Carlo and explaining why we don’t consider it to be a reliable planning technique. Then, we are giving you 5 ways to keep feeling young throughout your retirement years. This ‘Lazy Way’ of Financial Planning Should Be Banned: What is a Monte Carlo simulation and how are the results generated? What factors […]

Our 2 Cents – Episode #127 Medicare 101 + A Bit of Some Fun Healthcare in retirement is complex, so on today’s episode we’re breaking down parts A, B, C and D of Medicare. Plus, the guys are sharing their interpretations of some quotes Steve gathered for us and then answering some “Get to Know Us” questions. Medicare 101 – The A, B, C, D’s of it All: Answering key questions about Medicare from signing up, what it covers, and […]