In this episode, Steve and Travis discuss the concept of DEI (Diversity, Equity, and Inclusion) and its impact on ESG (Environmental, Social, and Governance) investing. They explain that DEI is a...

In this episode, Steve Campbell and Travis Maus discuss the concept of irreparable harm to your investment portfolio and how to avoid it. They emphasize the importance of understanding the...

In this episode, Steve Campbell and Travis Maus discuss the topic of mutual funds and why investors may receive a tax bill even when they lose money. They emphasize the importance of understanding...

In this episode, Steve Campbell and Travis Maus continue their series on improving net earnings. They discuss the importance of understanding and evaluating investment fees. They explain the...

In this episode, Steve and Travis discuss the importance of understanding tax codes and the types of investment accounts.They emphasize the need to educate oneself about the tools available and how...

Want to get in touch? Send us a text!In this episode, Travis and Steve discuss when to fund a Roth IRA and when not to. They emphasize the importance of understanding net earnings and the framework...

Want to get in touch? Send us a text!In this episode, Steve and Travis discuss three ideas to supercharge your charitable donations and save on taxes. The first idea is to use a donor-advised fund...

Want to get in touch? Send us a text!In this episode, we discuss how to make money by leveraging debt. We explain the concept of spreads, which is the difference between the interest rate you borrow...

Want to get in touch? Send us a text!In this episode, we discuss the concept of running your personal finances like a business. We emphasize the importance of understanding your cash flow,...

Want to get in touch? Send us a text!In this episode, we discuss the idea of debt and challenge the notion that all debt is bad. We emphasize the importance of understanding the purpose and value of...

Want to get in touch? Send us a text!How do you navigate the tricky waters of talking money with your family? Today, we promise you'll gain insight into normalizing these vital conversations,...

Want to get in touch? Send us a text!Are you unknowingly increasing your financial risk in retirement by trying to avoid it? Today's episode will transform your understanding of financial safety...

Want to get in touch? Send us a text!What if your retirement strategy is setting you up for financial instability? Discover why leaning too heavily on fixed-income sources like pensions and Social...

Want to get in touch? Send us a text!In this episode, we discuss the myth that financial advisors who make commissions can provide impartial advice. We define impartial advice as someone who is not...

Want to get in touch? Send us a text!In this episode, we discuss the myth that Roth IRAs are right for everyone. We explain what a Roth is and how it differs from a traditional IRA. We also discuss...

Want to get in touch? Send us a text!In this episode, we discuss the myth that everyone should have three to six months' worth of expenses in their emergency fund. We argue that this advice is...

Want to get in touch? Send us a text!In this episode, Steve and Travis discuss the misconception that investing in the stock market is like gambling. They emphasize the importance of understanding...

In this episode, Steve and Travis discuss how politics can cloud financial decision-making. They highlight the confusion caused by mixing social issues with complex economic topics and the prevalence...

In this conversation, Steve and Travis discuss the impact of presidential elections on investments. They provide historical context and data to show that there is no correlation between election...

Ever felt tangled in the web of housing affordability? In this episode, we break down the delicate balance between your bank account and the community you yearn to call home. Our parting gift in this...