Podcast Index

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Real Money Pros Real Money Pros The Real Money Pros Business Innovators Radio Business Innovators Radio Business Innovators Radio Network The Cheating Death Podcast The Cheating Death Podcast Nach Dem Leben C.R.D.V.C. Conspiracy Theories Exploring The Unseen Conspiracy Theories Exploring The Unseen Michael Fortune Birkas Shiur Birkas Shiur Daily Shiur PaperSamwich ساندوتش ورقي PaperSamwich ساندوتش ورقي PaperSamwich ساندوتش ورقي National Bugle Radio with Patrick Slattery National Bugle Radio with Patrick Slattery National Bugle Radio with Patrick Slattery National Bugle Radio with Patrick Slattery National Bugle Radio with Patrick Slattery National Bugle Radio with Patrick Slattery Positivity Successor Positivity Successor James K Foundations Network Foundations Network Steven Madden Life, Death, and Taxonomy Life, Death, and Taxonomy Life, Death, and Taxonomy thethrasherway's podcast thethrasherway's podcast Henry Thrasher הרב אייל עמרמי - הערוץ הרשמי הרב אייל עמרמי - הערוץ הרשמי הרב אייל עמרמי Coach John Daly - Coach to Expect Success - Podcasts Coach John Daly - Coach to Expect Success - Podcasts Coach John Daly Stock Market Options Trading Stock Market Options Trading Eric O'Rourke A Life of Greatness A Life of Greatness Sarah Grynberg The Multifamily Real Estate Experiment Podcast The Multifamily Real Estate Experiment Podcast Hutch the Marine Investor and Dr. Heath Jones Ribble FM Ribble FM Ribble FM The YL Drop The YL Drop Young Living & Jacob Young Great Day Radio Great Day Radio Great Day Radio The Unteachables Podcast The Unteachables Podcast Claire English Daring Creatively: Unfiltered Daring Creatively: Unfiltered Korynn Morrison From Guilt to Good with Jeanette Yates From Guilt to Good with Jeanette Yates Jeanette Yates 15 Minutes with the Boss 15 Minutes with the Boss The Australian Financial Review The Story in My Head: Healing & Self-Improvement for the Lazy The Story in My Head: Healing & Self-Improvement for the Lazy Amy - Fellow Human Thrasherway Podcast Thrasherway Podcast HLT Money & a Good Life Money & a Good Life Tribeca Financial LOL Storytime - Stories for Kids LOL Storytime - Stories for Kids Funny Stories for Kids Peter Pru | Option Sellers School Peter Pru | Option Sellers School Peter Pru Motivate Me; Inspirational Speeches Motivate Me; Inspirational Speeches The Mindset Guru The Dream Journal The Dream Journal Katherine Bell Hoy Hablamos: Podcast diario para aprender español - Learn Spanish Daily Podcast Hoy Hablamos: Podcast diario para aprender español - Learn Spanish Daily Podcast Hoy Hablamos Hoy Hablamos: Podcast diario para aprender español - Learn Spanish Daily Podcast Hoy Hablamos: Podcast diario para aprender español - Learn Spanish Daily Podcast Hoy Hablamos Pensieve - Benjamin Ross Pensieve - Benjamin Ross Benjamin Ross Easy Mandarin News | Learn Chinese with Daily News Easy Mandarin News | Learn Chinese with Daily News Easy Mandarin News B is for Book Coach B is for Book Coach A hub for nonfiction non-writers. Lead Better Lead Better Admired Leadership
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Business Owners Think Beyond Taxes: Structure, Exit Planning & Investment Decisions (7/11/2026)

July 13, 2026 12:38pm 2:04

Whether you're starting a business, growing one, or preparing to exit, the financial decisions you make today can have long-term tax and estate planning consequences. In Hour 1, Brian Wiley and Jeremiah Bates explain the...

Direct Indexing: Managing Taxes as Your Wealth Grows

July 02, 2026 5:30am 20 min

For many, index funds are one of the best ways to build long-term wealth. But as portfolios grow and taxable investments become a larger part of the picture, the conversation often shifts beyond investment returns. Today...

Think First: Better Financial Decisions, Roth Strategies & Long-Term Care Planning (6/27/2026)

June 29, 2026 11:26pm 2:03

Brian Wiley is joined by business coach and author Allison Dunn for a conversation about why critical thinking is one of the most valuable financial skills an investor, business owner, or retiree can develop. They discus...

Navigating Medicaid: How Families Can Protect Assets and Pay for Care

June 25, 2026 5:30am 58 min

Most families don't think about Medicaid planning until they're facing a health crisis—but by then, some of the best planning opportunities may already be gone. Nic and Jeremiah are joined by Brooke Baker and Jessica You...

Wealth Traps: Rental Properties, Concentrated Stock Positions & Retirement Income (6/20/2026)

June 22, 2026 9:58am 1:22

Brian Wiley and Jeremiah Bates open the show with a discussion on concentrated stock positions, portfolio rebalancing, and the challenges investors face after large gains. Using examples ranging from Micron stock to broa...

Opportunity Zone Tax Deadlines, Smart RMD Strategies & SpaceX's Record IPO (6/13/2026)

June 15, 2026 12:37pm 2:04

SpaceX officially went public, raising a record $75 billion and becoming the largest IPO in history—and Jeremiah Bates and Nick Daniels spend the first hour breaking down what that means for investors, how IPOs work, whe...

Why Modern Estate Planning Looks Different

June 11, 2026 5:30am 12 min

Estate planning used to be relatively straightforward: create a will, establish a trust if appropriate, and make sure your beneficiaries were named correctly. Today, it's much more complicated. We talk about how modern e...

SpaceX's IPO, Estate Planning Without Kids & Tax Gain Harvesting Strategies (6/6/2026)

June 08, 2026 11:49am 2:01

What happens to your money, your assets, and even your digital life if you don't have children to step in? Jeremiah Bates and Alex Lundgren spend the first hour tackling one of the fastest-growing estate planning challen...

The Retirement Calculator Problem (Plus RSUs, Stock Options & Company Stock Tax Surprises) (5/30/2026)

June 01, 2026 11:34am 1:22

Can you really know if you're ready to retire? Jeremiah and Alex spend much of this episode unpacking one of the most commonly misunderstood tools in financial planning: retirement projections and Monte Carlo simulations...

When the Paycheck Stops, Then What?

May 28, 2026 5:30am 14 min

For decades, most people focus on one side of retirement planning: Saving money, building investments, and growing retirement accounts. But eventually the question changes: "How do I actually live off this?" Nic talks ab...

AI Scams, 401(k) Tax Mistakes, & Expensive Financial Missteps to Avoid (5/16/2026)

May 18, 2026 11:21am 1:22

Financial problems don't always come from bad decisions—they often come from not understanding the rules. Jeremiah Bates and Nic Daniels break down the costly financial mistakes people make when acting without a clear st...

I'd Retire Tomorrow… If It Weren't for Health Insurance

May 14, 2026 5:30am 15 min

"I'd retire tomorrow… if it weren't for health insurance." It's one of the most common concerns we hear from people approaching retirement, especially those hoping to leave work before Medicare begins at age 65. In this ...

Medicaid Myths, IRMAA, & Proper Long-Term Care Preparedness (5/9/2026)

May 11, 2026 12:27pm 2:03

Jeremiah Bates and Alex Lundgren spent Mother's Day weekend tackling one of the biggest financial issues many families avoid until it's too late: long-term care and the cost of aging. The show opens with Brooke Baker and...

Micron's 600% Surge: Why Large Gains Don't Solve Cash Flow (5/2/2026)

May 04, 2026 11:47am 1:22

What happens when your 401(k) suddenly surges and your lifestyle starts rising with it? This week, Brian and Jeremiah uses a real example of Micron stock climbing over 600% in about a year to show how quickly investor be...

Taking Money Out of Retirement Isn't So Simple

April 30, 2026 5:30am 17 min

Taking money out of your accounts sounds simple… but it's usually not as simple as it seems. In this episode, Nic walks through why withdrawals are more than just getting cash. They're actually one of the biggest tax dec...

Self-Employment Tax Shock, Social Security Insolvency, & A Widow's Retirement Plan (4/25/2026)

April 27, 2026 12:24pm 1:22

A simple tax question turns into a bigger realization: even if you don't owe income tax, you can still owe thousands in self-employment tax. Brian and Alex break down why a new graduate's tax bill didn't disappear after ...

Estate Planning Failures, HSA Tax Strategies, & When DIY Backfires (4/18/2026)

April 20, 2026 11:24am 1:22

  Most people don't have a money problem—they have a follow-through problem. Brian Wiley and Jeremiah Bates use real-life case studies, including a massive estate mess left behind by Brian's own father, to show why DIY f...

Certainty vs. Flexibility in Retirement Income Planning

April 16, 2026 6:00am 16 min

Guaranteed income is often seen as the goal in retirement, but it comes with trade-offs that many investors don't fully understand. This podcast breaks down what you're actually giving up when you exchange a lump sum for...

Iran Market Reversal, Estate Planning Pitfalls, & Annuity Income Debate (4/11/2026)

April 13, 2026 11:04am 1:22

A volatile stretch tied to the Iran conflict quickly reversed last week, giving us a real-time example of how fast markets can swing and why reacting to short-term headlines can backfire. Jeremiah and Alex tackle listene...

Pension Lump Sum vs. Monthly Income: What's the Right Choice?

April 09, 2026 5:00am 18 min

If you have one, choosing between a pension lump sum and monthly income may seem simple, but it's one of the most important financial decisions you'll make in retirement. Nic breaks down the key differences between takin...

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