Jan 12
The Rebalancing Lie Every Financial Advisor Tells You
A massive thank you, as always, to this week's sponsors: Copilot Money: Want to actually see where your money goes without judgment or manual spreadsheets? Copilot Money connects all your accounts in one place, tracks subscriptions automatically (no more surprise renewals), a ... Show More
34m 15s
Sep 2024
Ask HTM - Smarter Ways to Cut Credit Cards, Unrealized Capital Gains on the 401k, & Jumbo Down Payments #880
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guid ... Show More
47m 27s
Feb 2025
Ask HTM - Birth Now Pay Later, Forcing Home Equity with a Basement Build, & Saving vs Paying Credit Cards #946
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guid ... Show More
54m 2s
Jan 2025
Ask HTM - Supercharging Retirement as a Freelancer, HSA for Medical vs Retirement, & “Investing” in Your Primary Residence #934
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guid ... Show More
52m 22s
Oct 2025
Financial Advisors React to Financial Advice on YouTube!
Real money talk - student loans, $600 car payments, and the trap of “saving” without investing. We react to YouTube advice about how simple choices (Roth IRA, index funds, and automatic contributions) turn $10k into real progress, why “always be buying” beats timing the market, a ... Show More
22m 18s
May 2025
Ask HTM - Pro Help to Break the Paycheck to Paycheck Cycle, Down Payment Money Market Accounts, and Viable Student Loan Forgiveness Plans #979
Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide ... Show More
45m 33s
This week's endeavor in free financial literacy for all, brought to you by:
LMNT: You can have all the money in the world, but if you don't feel good physically, none of it matters. For years, I'd finish my morning workout and be foggy-headed with a headache by 1 PM—turns out I was chronically under-hydrated and needed actual electrolytes, not just water ... Show More
