Podcasts

Pledge allegiance to the flag, support the troops, and cheer for your favorite Olympian. There’s nothing wrong with a little...

Would you be happy if your investment portfolio earned average market returns? Is that enough to secure a comfortable retirement?...

The world’s greatest inventors, most accomplished musicians, and best athletes often attribute their success to persistence. It’s the same trait...

In the early 2000s, UPS unveiled a new way to navigate its routes. The idea seemed too simple to be...

What is the role of a good advisor? It depends who you ask, which is part of the problem with...

How’s your communication game? Are you keeping up with the times or sticking with the status quo? In this Yankee...

When will you have enough money to make work optional? Are you building the right mix of assets? Is your...

Does the threat of OSHA fines weigh on your mind? One violation is all it takes to put your practice...

Do you know how your advisor gets paid? If not, there’s a good chance your best interest is taking a...

Think of it as preventative care for your practice. It may not seem urgent, and it’s definitely not convenient, but...

How is it possible that the average dentists retires later than the average American? Income can’t be the reason —...

Milton Friedman, Peter Lynch, Warren Buffett. When financial advice comes from a nobel laureate, a legendary mutual fund manager, or...