Latest Episodes
29
Interest Rate Cuts & The Yield Curve | Episode 029
In this episode Mark delves into the recent decision by the Federal Reserve to lower interest rates by 50 basis points. Mark discusses the...
28
What’s On My Mind: Travel, Moving & Taxes? | Episode 028
Mark hosts this week’s episode from Crested Butte, Colorado, discussing his recent travels, moving preparations, and the intricacies of tax planning. After a brief...
27
Compounding Memory Dividends | Episode 027
In this unique episode Mark records from a cruise ship while reflecting on his memorable experiences from his trip to Santorini 38 years ago...
26
The Big Purge: Downsizing Your Stuff | Episode 026
This episode delves into 'The Big Purge,' detailing Mark's journey of downsizing and decluttering his possessions. He reflects on how excess stuff can weigh...
25
Navigating First-Time Home Buying: Insights and Strategies with Katie and Jessica | Episode 025
In this episode Mark is joined by his daughter Katie and her good friend Jessica to discuss the intricacies of first-time home buying. They...
24
Market Volatility, IRA Rollovers and Inherited IRA Rules | Episode 024
In this episode Mark updates listeners on his personal housing situation and discusses the recent challenge accessing his Charles Schwab account amid market volatility...