Podcasts

Max Out Your 401(k)

Jared isn’t kidding on this one—your 401(k) is the best way to maximize legal tax deferral and ensure the best possible outcome for your retirement savings. He can’t say it enough. He also...

Markets Don’t Like Uncertainty

With impeachment and elections looming, markets are starting to react. It’s important to insulate yourself from volatility with a well-constructed portfolio. Jared explains how in simple terms.

Cash Is King

Cash is an asset class. Many people forget to make room for it in their financial plan. You need cash for more than just safety—you can’t take advantage of buying opportunities if you don’t...

The Sport of Prediction

Jared jumps into the murky water of predictions for 2020 and hopes to not get fricasseed in the process. He reviews commodities, gold, plant-based diets, oil, and the possibility of that looming...

Diversification or Bust

For the past 12 years, investors who have 100% stocks in their portfolio have been handsomely rewarded for their perilous lack of diversification. But what goes up must also come down.

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