Latest Episodes
April 17, 2026
Why Having a Comprehensive Financial Plan Matters More Than Ever Before
J.R. and Anthony discuss the importance of having a comprehensive financial plan and how all the moving pieces — investments, income, and risk management...
00:56:00
April 10, 2026
Joe Jaquint on Gold, Diversification & Global Risk
J.R. & Anthony are joined by special guest Joe Jaquint to discuss the role gold can play in a diversified portfolio and why it...
01:05:28
April 07, 2026
Podcast Extra: Saving strategies in a High-Cost Environment
Happy "America Saves Week!" Guest: Shikha Narula, Head of Consumer Deposit Products at Bank of America Key Takeaways from the Interview Saving remains a...
00:07:04
April 03, 2026
Gas Prices, Global Tension & Market Swings
In this episode, J.R. and Anthony break down the latest headlines, including rising tensions involving Iran, increasing oil and gas prices, and the market...
00:55:53
April 01, 2026
Podcast Extra: Financial Literacy Month
April is National Financial Literacy Month. It started back in the early 2000s when Congress realized too many Americans were leaving school without the...
00:02:24
March 27, 2026
Prepared, Not Scared: Your Plan Matters More Than Headlines
In this episode, J.R. and Anthony discuss the importance of staying prepared in the face of ongoing economic uncertainty. We discuss government spending, rising...
00:56:00