SPACs 101: What Is A SPAC and Should You...

Paying for college isn’t just about covering tuition. It’s about understanding what happens when life takes a turn and what protections exist if it does.Each year, families across the country commit thousands of dollars toward college without fully understanding the terms behind ... Show More

After years of payments, pauses, and paperwork, many public service workers are confused on what payments and time periods may count for Public Service Loan Forgiveness (PSLF).However, there are also more options to have qualifying periods count - thanks to the PSLF buyback progr ... Show More

College move-in day is filled with excitement, but new students often learn quickly that shared living spaces come with unexpected risks. And if you’re not careful, even small accidents can be expensive.From laptop spills to missing laundry, a range of common mishaps can cause fi ... Show More

As you’ll hear at the start of this week’s podcast Warren Buffet isn’t a big fan of private equity firms. He says they lie, so they are not a good choice for investors, like pension funds, for example. But they are even worse for the companies being acquired by private equity fun ... Show More

This week, Sim and Maia delve into the world of private equity, exploring its history, functions, and how individuals can invest in it. They discuss the evolution of private equity from the 19th century to its modern-day implications, the role of private equity firms in acquiring ... Show More

In this week’s Talking Wealth podcast, Dale looks at whether property or shares is the best investment for you given the changes in the property market. Historically property has been the preferred investment for many investors, but times are changing and investors need to look a ... Show More

This week, Sim and Maia discuss how to start investing even if you don't have a lot of money. They provide several strategies, including enrolling in a retirement fund, buying units in an exchange-traded fund (ETF), and investing in fractional shares of individual companies. They ... Show More

In this week’s Talking Wealth Podcast, Janine discusses high dividend yielding funds, specifically SYI and if it is a worthy investment in the current climate. With rising interest rates, people are trying to generate more reliable returns to pay off their mortgages, but is this ... Show More

This week, Sim and Maia dive into the ongoing debate between investing in individual stocks versus funds, breaking down the pros and cons for beginner and seasoned investors alike. They highlight the control, reduced fees, and potential higher gains that individual stocks offer, ... Show More

This week on Talking Wealth, Janine shares one of Buffet’s big investment calls that made Berkshire Hathaway billions and how you can profit like Buffet. It’s no secret that Buffett did not always time investments right, but he knew when the probability of success was significant ... Show More

#601: Nick and his wife have $100,000 to invest, but they’re worried about the volatility of the current stock market. Should they look into alternative investments such as private equity? Even though Roth IRAs come with tax-free withdrawals in retirement, Josh is worried about h ... Show More

This week, Sim and Maia discuss the growing importance of sustainable investing among millennials. They explore the concept of ESG (Environmental, Social, and Governance) and its significance in evaluating companies. The episode highlights three top sustainable companies accordin ... Show More

Send us a textWe've talked a lot about how Private Equity Megafunds approach valuation when they purchase companies through LBOs. And we've spoken about their exits, either through IPOs or PE Secondaries.  But we've never really talked about what happens during the ... Show More