Latest Episodes
38
Marcus Henderson's Money Story
Marcus Henderson has built a firm and a successful 30 year career in financial services, in spite of serving a clientele most advisors wouldn't...
37
Student Loan Forgiveness Struck Down! Here's What Happens Next ...
The Supreme Court just struck down the Biden Student Loan Forgiveness Program! In this episode, we talk about why the rationale used to cancel...
36
What Does An Investment Adviser Do?
While you've heard that investment advisers charge a fee to manage your investments, you might not know what the fee actually covers. In this...
35
What Is A Robo Advisor?
Robo advisors help investors have access to professional investment management at a fraction of the cost. Tune into this episode to hear more about...
34
Are You An Accredited Investor?
Accredited investors have access to a pool of investments and opportunities not available to the general public ... and you may already be considered...
33
What Is Direct Indexing?
Direct Indexing is a new investment style that blends characteristics of index and ETF investing with that of investment management. In this episode, we...