Episode 7 - Market Crashes - Halloween Edit
In this Halloween edition of The Edit, we’re talking about something truly scary: a stock market crash. We look at historic market swoons, how long they took to recover, why missing the rebound can be so costly—and most importantly, what to do when the next one comes.
Episode 6 - Recalculating
Recalculating is about figuring out your next move once you know where you are on the retirement map. Whether you’re behind, on track, or ahead, your blue dot isn’t a grade—it’s simply the starting point for finding the best route forward.
Episode 5 - Retirement checkpoint, YOU ARE HERE
You know where you want to go—but do you know where you are? The Retirement Checkpoint helps you find your YOU ARE HERE dot.
Episode 4 - Risk, the price of admission
Risk isn’t something to fear—it’s something to understand and control like speed in a car.
Episode 3 - Time is The Magic
Discover why staying invested beats timing the market—and how small, consistent investments can grow into serious wealth.
Episode 2 — Asset Allocation: the secret sauce of investing
Most people think investing is about picking stocks, its not.
Episode 1 — Investing Fundamentals: why most people invest the wrong way
How wealthy families actually build portfolios.