Most DIY investors spend their energy optimizing investments. The wealthiest investors optimize systems. According to Vanguard, a great advisor can add roughly 3% to your portfolio -- not by picking …
Stop Treating Every Financial Decision Like It’s Mount Everest (SB1848)
Most of the financial decisions keeping you up at night are two-way doors. You can change them. You can undo them. The real one-way doors -- the decisions that actually lock you in -- are rarer than …
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Why Uncertainty Is an Opportunity (and some Wall Street players don’t want you to know that) SB1847
The five highest global uncertainty readings since the 1980s have all occurred in the last five years. And yet the answer Wall Street keeps selling -- products that promise upside without downside -- …
How Much Should You Really Save Without Hating Your Life? (SB1846)
Everyone wants to know the magic savings number. Is it 10%? 15%? Half your paycheck while eating ketchup packets in the woods? In this Memorial Day basement hangout, Joe, OG, Doug, and Len Penzo …
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Where Are You Drawing the Line? How Smart Spenders Decide What to Cut and What to Keep (SB1845)
Prices are up. Budgets are tighter. And people are making some surprising choices about what stays and what goes. The woman skipping the new laptop and the graduation dress is still booked for a …
How to Plan the Perfect Theme Park Trip (Without Wasting Your Money or Your Day) SB1844
Every family knows the feeling. You spend $1,000 to get everyone to the happiest place on Earth, and by 1:30 someone's crying, someone's sunburned, and somebody just paid $18 for a hot dog. Robert …
