Recent Episodes
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Recent Reviews
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PolapumaDebtThank you for these podcast, but in order to be more effective instead of speaking sociologically, there should be some real numbers and calculations. From income to proper allocation utilize real so that folks can get an idea of what’s achievable too much theory.
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Tay SmakerThinly veiled advertisingAs I think Mike Wilson’s podcast often brings useful insight I thought I’d try this out but sadly it was a thinly veiled sales pitch for hiring an investment advisor. The investor’s question about why it makes sense to go with an Assets Under Management fee structure was brushed aside with some clever misdirection and redirected to discuss the probability simulations that they love to parade rather than show real returns versus an index fund. I would not trust any advice I heard here after hearing this episode (S2E1)… disappointing but I suppose I shouldn’t be surprised.
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Sofla24My new favorite podcast!Invaluable real-world-applicable advice presented an an entertaining and easily digestible format. I can’t wait for what’s to come on future episodes! Jamie’s voice and narration is superb for this type of content.
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blackcatmamaHopefulHappy to see a podcast like this, and have high hopes that it will be helpful and applicable to many people. Unfortunately, I have to say that you were really losing me with episode 2 about the couple that makes 500k a year with retirement worries. Most households don’t make even a 5th of that including mine.
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sandymgEnlighteningThis is a great way to gain financial education while being engaged and finding ways to connect.
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LL 95What should I do with my moneyPoor technical quality, tempo/sound seemed on high speed. Content sounded canned.
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Squirmy54Very interestingLearned some helpful things to consider and reminds me the importance of working with an advisor who really understands all of the nuances around how to navigate any unexpected circumstance in your financial picture.
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P3n1s l0v3er<33AwesomeGreat listen while commuting to work
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flyfish71InheritanceThe podcast brought clear and concise actionable advice around tough issues. I have a clear sense of how to plan for this probable event.
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HNWguyMoney adviceVery insightful information!
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ProfBarb88Financial (and Emotional) SecurityThe peace of mind that comes with knowing that one’s finances are in competent, caring hands is priceless. This podcast motivates me to act, to check out the impressive advisers at Morgan Stanley.
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