A Money Catch-up, Episode Recap & Some Questi...

As an investor, a red flag is a warning sign to you that there’s something going on with the company that warrants further investigation. We don’t usually get to see the inner workings of the company, so have to make educated decisions based on the external information available ...  Show more

Are we heading into a recession?! What does it mean? How can I recession proof my finances? In this episode, we have a chat about what a recession means for us, and some strategies we can put in place to make the most of our finances right now. Kate shares how she’s dealing with ...  Show more

Retirement investing, bad debt, backdoor Roth IRAs, bonds, and starting a business. If you’re just beginning your personal finance journey, this can all seem a bit complicated. Where do you invest first? What should you do with extra cash? And how do you know a financial fiduciar ...  Show more

How do you know if it’s time to hire a financial advisor? Do you even need one to start investing in the first place? And what do you do if you’re already working with one and realize you don’t need to anymore? Today, we’re reaching into the (voice)mail bag and pulling out some o ...  Show more

An ETF is just a type of investable asset - there are many different types of ETFsThere are so many choices in the ETF world, and things are changing pretty quickly so we wanted to do an episode explaining the different types of ETFs out there.Bryce and Alec explain the key diffe ...  Show more

In this episode, Alec brings a 'What The ?' to the table for Bryce to puzzle over, and we break down 13Fs... What are they? Forms that the SEC requires to be filed quarterly by institutional investment managers with at least $100 million in assets under management. Bryce and A ...