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Podcast Archive


How You Should Think About Blockchain


You’ve heard all about Bitcoin and Cryptocurrencies, but have you ever wondered what really enabled all of it to happen, and why it will be a big deal? In this episode Ron and his special guests will arm you with information on how you need to think about Blockchain.

Topics: Bitcoin, Cryptocurrency

Co-host: Aviad Haimi-Cohen, Nathana O'Brien Sharma

Could You Retire Sooner Than You Think?


Do you ever dream of retiring where every day is yours to do whatever you want to do …

Like traveling; spending time with your family; playing golf; or pursuing your passion?

That may seem like some faraway fantasy …

But there are a lot of people who will retire long before their 65th birthday.

And you could too!

Learn how you could retire sooner than you ever thought possible in 4 simple steps.

Topics: Retirement, Taxes

Co-host: Paul West

5 Things You MUST Know About Your IRA and 401K!


How will you make the most out of your IRA and 401K? Learn the 5 things you MUST know about your retirement accounts on this episode.

Topics: Retirement, Taxes

Co-host: Jim Caldwell

How Inflation Could Impact Your Retirement


Every dollar you’ve saved for retirement today could be worth less tomorrow … All because of inflation. In this episode, Paul & Jim cover the little-known strategies that could help you stay one step ahead of inflation in retirement!

Topics: Inflation, Retirement

Co-host: Paul West, Jim Caldwell

7 Pitfalls of Asset Allocation


If you don’t have a properly diversified investment portfolio … you could erase years of hard work, savings and sacrifice … all in the blink of an eye. In this episode, Ron and Paul discuss how you can diversify your portfolio, do more with your money, and reduce risk.

Topics: Diversification, Asset Allocation

Co-host: Paul West

7 Mistakes Made in Retirement


As you get closer and closer to retirement, you will be bombarded with thousands of decisions. In this episode, Ron and Brook cover the 7 mistakes most people make in retirement, and how to avoid them.

Topics: Mistakes Made in Retirement

Co-host: Brook Thompson

Social Security: Save Tens of Thousands of Dollars


In this week’s show, Ron and Paul discuss social security, and how you could avoid losing tens of thousands of dollars in benefits.

Topics: Social Security

Co-host: Paul West

FMP Volatility Roars Back


Volatility is roaring back on Wall Street! What does it all mean for you and your investments?

Topics: Volatility, Market Strategies

Co-host: Paul West

The RMD Tax Trap and Volatility


If you own an IRA, 401K, or other pre-tax retirement account, you will be impacted by required minimum distributions learn more with Ron and Paul on this weeks episode

Topics: RMD, Volatility

Co-host: Paul West

Avoiding High Tax-Fees


Many Americans use the tax laws to their benefit, and can legally get away with avoiding high tax fees. Learn how you can do the same.

Topics: Retirement, high tax fees

Co-host: Paul West

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