Today

What Happens to Your 401k When You Leave a Job?

Millions of Americans change jobs every year without fully claiming the retirement contributions, unvested stock, and other compensation they've earned — and it adds up to billions in lost wealth over a lifetime. We break down the key financial steps every worker should take befo ... Show More

44m 39s

Yesterday

Best of Caller Questions

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Precious Metals, Petrochemical Companies, Rollover 403b to Roth I-R-A, Preferred Sto ... Show More

47 m

Apr 17

Best of Caller Questions

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Re ... Show More

47 m

Apr 2025

Q&A: The Stock Market Sucks. Is Private Equity Any Better?

#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

52m 53s

Sep 2025

233: How Active ETFs, Thematic Investing, and Market Dynamics Are Reshaping Portfolios - AMA with Jay Jacobs

ETFs are at the center of how investors are navigating today’s rapidly changing markets. From active ETFs to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are bui ... Show More

16m 39s

Aug 2025

Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?

Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group points to geopolitical turmoil, global trade policies, and higher gold prices ... Show More

12m 25s

May 2024

Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Jason Shapiro on Twitter https://x.com/Crowded_Mkt_Rpt Jason Shapiro website https://www.crowdedmarketreport.com/ Jason Shapiro YouTube channel http ... Show More

1h 16m

Apr 2025

Investment Clinic: Should I keep betting on Warren Buffett?

Fifty-eight-year-old Margo has amassed a very healthy retirement fund, in part by buying shares in Berkshire Hathaway, the investment company run by Warren Buffett. When even the ‘Sage of Omaha’ is reducing his exposure to certain US stocks, Margo wonders if it’s time for her to ... Show More

35m 16s

Jun 2025

Stock Market Investing For Beginners - A COMPLETE Guide To Stock Market Investing

“If it was so easy, why are so many people losing money in the stock market?” In this no-BS beginner’s guide to stock market investing, Jaspreet breaks down the game plan most people wish they had before throwing money at random stocks and hoping for the best. Yo ... Show More

24m 11s

Nov 2024

521 | Mailbag: Backdoor Roth IRA, 4% Rule, and 401(k) Strategies

Business owners face a ticking deadline that could cost them $500 per day—yet many have never heard of it. The Beneficial Ownership Information form, due December 31st, is just one of the under-the-radar compliance issues that can derail even the most careful financial plans. In ... Show More

1h 7m

Jul 2024

Q&A: $500K in Savings, Defining High Interest Debt, & the Best Way to DCA

In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions!---<ul><li>Should I convert my Traditional IRA into a Roth? </li><li>What should I do with $500K in savings? </li><li>What exactly is high interest debt? </li><li>How shou ... Show More

37m 18s

Jun 2025

VREP #474 | How a Family-First Investor Cracked RRSP Real Estate and Scaled a Multifamily Portfolio with Rodrigo Parada

Think your RRSP is just for stocks and bonds? Think again. Montreal-based investor Rodrigo Parada used his registered retirement savings to unlock real estate investing — and scaled into a multimillion-dollar multifamily portfolio. Rodrigo, founder of Triple Harbor Capital, joins ... Show More

1h 4m

Mar 2025

Motley Fool’s Ricky Mulvey: Why I’m Buying MORE Stocks Despite Growing Recession Risk

Are we headed right for a recession, or are stocks on sale? We don’t own a crystal ball, but Ricky Mulvey from The Motley Fool is capitalizing on the recent stock market swing by loading up on some of his favorite equities. Stay tuned to find out if now is an ideal time for YOU t ... Show More

51m 25s