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Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
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Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
High-Yield Savings vs. T-Bills: Where Should Your Cash Live?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
“The Forgotten 401(k): Are You Leaving Money on the Table?”
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Don’t Outlive Your Nest Egg: Strategies to Make Savings Last
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Annuities Demystified: Types, Payouts, and Trade-Offs
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Boomers are less bullish on ETFs—should they be?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
50-Year Mortgages: Quick Fix or Costly Mistake?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Value Investing 101: How to Spot Undervalued Stocks
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Critical Minerals, Critical Moment: Rare Earths Stocks Set to Surge
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Gold’s Enduring Role: From Ancient Coins to Bitcoin Era
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Housing Market Forecast 2026: What’s Coming Next?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
How to Roll Over an Old 401(k)
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Emergency Savings: More Than Just a Cushion
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The “Go Live Your Life” Rule: Rethinking Retirement Spending
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Babies, Capitalism & a Demographic Crossroads
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Global Portfolio Insights: Lessons from Around the World
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
AI, Jobs & Investors: Growing Divides in the Workplace
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Generative AI in Finance: 5 Ways to Budget, Plan, and Save
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Is a Securities-Based Line of Credit (SBLOC) Right for You?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Decoding the Market: 4 Strategies to Anticipate Stock Trends
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
What's Behind the Incredible Gold rally?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
When and How to Change Financial Advisors
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
How Asset Tokenization is Revolutionizing Global Finance
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Should You Panic? The Real Impact of a Government Shutdown on Your Investments
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The Home Equity Strategy: Can Retirees Use a Reverse Mortgage to Buy a New Home?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Best of Caller Questions
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The Sunbelt Paradox: Why Retirement Hotspots Like Florida and Arizona Face a Social Security Crisis
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
3 Costly Mistakes Novice Investors Need to Avoid Right Now
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
AI's Copper Consumption: Is the Data Center Boom Driving a Looming Supply Crunch?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Will Mortgage Rates Keep Dropping?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Recession by ZIP Code: Why 22 States Are Already Feeling the Downturn
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Emerging Markets are Finally Rallying
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Top 18 U.S. Cities That Don’t Tax Your 401(k) or Pension
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Gold Rush or Golden Trap? The Truth About Precious Metals IRAs
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The Shrinkflation Problem: How You're Paying More for Less at the Grocery Store
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The Sunk Cost Fallacy: Why You Can't Walk Away
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Is $2 Million Enough to Retire Comfortably?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
What Is a Blue-Chip Stock?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Trump’s H-1B Visa Fee and Its Impact on the U.S. Economy
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Top 4 Signs You’ve Over-Diversified Your Portfolio
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The Retirement Generation Gap: Boomers vs. Gen X
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Is Your 401(k) Doing Everything It Could Be?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
AI vs. Human: Can You Trust a Robot with Your Money?
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The Millionaire Mindset: How Successful People Think About Money
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The AI Job Paradox: Why AI Isn't Causing Layoffs, It's Hiding Hiring Cuts
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors