Episodes

  • 206: Buckle up: Financial Market Update

    206: Buckle up: Financial Market Update
    Feb 16 2025
    This week, we're tackling the pressing question: How will the new administration's actions shape the economy and financial markets? Tune in as we offer actionable insights and strategies to adapt your portfolio amidst expected market turbulence. With volatility on the horizon, brace yourself for a bumpy ride ahead. Buckle up!
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    1 hr and 7 mins
  • 205: If only we knew / Boycotting the government

    205: If only we knew / Boycotting the government
    Feb 9 2025
    With boycotts sweeping the nation in response to recent government and corporate actions, how can everyday citizens make their voices heard? In this episode, we delve into the power of historical boycotts and discover the potential each of us holds to use our wallets and investments to incite change.
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    57 mins
  • 204: America is on Fire

    204: America is on Fire
    Feb 2 2025
    We are only a few weeks into 2025 and we are already facing intense wildfires and multiple plane crashes. But what truly captured our focus this week is the attack on our fundamental values through the war on Diversity, Equity, and Inclusion (DEI). In this episode, we explore the ramifications of the President's executive orders on our lifestyle and financial well-being. We also discuss how you can make your voice heard through impactful investments and mindful spending. Join us for a vital conversation on safeguarding our values during these turbulent times.
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    1 hr
  • 203: Fading Heroes 2: Diapers to Diapers

    203: Fading Heroes 2: Diapers to Diapers
    Jan 19 2025
    In the circle of life, we transition from being cared for as babies to needing assistance as seniors. In this second episode of our series, we dive into the essential steps you should consider implementing in your parents' lives today. From updating beneficiary forms to canceling unnecessary subscriptions and safeguarding against romance scams—we provide a comprehensive game plan for managing your parents' affairs with confidence.
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    52 mins
  • 202: When Our Heroes Start to Fade

    202: When Our Heroes Start to Fade
    Jan 12 2025
    As adult children increasingly reach out with concerns about their parents' and grandparents' finances, a troubling trend emerges: despite having sufficient resources, aging loved ones are struggling to stay on top of their financial responsibilities due to memory decline. Unpaid bills, service disconnections, and collection calls are becoming all too common.
    In this first episode of a two-part series, we’ll dive into essential actions you can take now to protect your family's elders and ensure their financial stability before it’s too late.
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    55 mins
  • 201: New Year - OLD You + Budget Baby Steps (bbS)

    201: New Year - OLD You + Budget Baby Steps (bbS)
    Jan 5 2025
    Welcome to 2025! As we ring in the new year, many of us are eager to reinvent ourselves. But let’s face it—the “old you” is the one doing all the heavy lifting! Join us this week as we offer advice to help your current self pave the way for a fresh start. Plus, we'll provide you with a micro-dose of easy financial tweaks that can lead to significant rewards throughout the year. Get ready to embark on your transformation journey with practical tips and small, impactful changes.
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    1 hr and 2 mins
  • 200: Recap 2024

    200: Recap 2024
    Dec 29 2024
    Allan and Andrea recap 2024’s top episodes, covering investing, generational wealth, and financial freedom. Tune in for key lessons and prepare for a prosperous 2025!
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    1 hr and 4 mins
  • 199: Shopping Addiction: “It Just Keeps Calling Me”

    199: Shopping Addiction: “It Just Keeps Calling Me”
    Dec 22 2024
    America is a nation of consumers. Two-thirds of our economy relies on us buying stuff. And thanks to technology – from Buy Now, Pay Later to the endless stream of ads – shopping has never been easier. But for many, this ease comes at a cost. In this episode, we delve into tips and strategies on how to recognize whether you have a problem and how to fix it.
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    1 hr