The Truth About Retirement Success (Stocks vs...

What's the magic number for happiness? We walk through what the data says and share our take on what will make you happier at every stage of your wealth-building journey. Plus, we answer your questions! From planning earlier retirements and navigating the Roth IRA pro-rata rule t ...  Show more

We're back with another edition of Financial Advisors React, and this batch of clips is something else entirely. From the idea of saving money being "stupid" to a full Roth IRA conspiracy theory, these viral money takes are out of control. Not all financial advice online is creat ...  Show more

Today, finance expert Jaspreet Singh dives into the world of financial responsibility, mindset shifts for wealth building, and the art of savvy investing. 

Lewis and Jaspreet unpack complex financial concepts using everyday language and relatable personal examples. From ...

In this podcast episode, the team delves into the techniques and best practices for excelling in an investment bank interview.

Topics covered include:

You know, we all are like emotional monkeys that live in the moment regarding money. Have you ever found yourself in the habit of shopping on Amazon late at night only to realize that you don’t really need what you just bought? You are so not alone. The good news, according to Va ...  Show more

This week, Maia and Simran discuss five things they spent money on in 2023 that didn't bring them joy. They explore the topics of trending or hyped restaurants, getting nails done, assumed sources of joy, and reevaluating spending habits.

Watch the episode ...