The Moneywise Guys
2,696 episodes — Page 1 of 54
5/15/26 Gold Bars, Roth Strategies & the Story Behind Happy Whole You
5/14/26 Before You Sell: Financial Habits and Exit Strategies
5/13/26 Inside The Basement Venue: Music, Events & Community in Downtown Bakersfield
5/12/26 Inflation, Lending Risks & California's Record Gas Prices
5/11/26 The New Energy Crisis? Chad Hathaway Breaks Down Oil in 2026
5/8/26 Moneywise in the Age of AI + Getting Down to Business Friday
5/7/26 Markets in Conflict: Risk, Retirement & Business Succession
5/6/26 Taxes, Trump IRAs & Creative Lending in Today's Housing Market
5/5/26 Smarter 401(k)s, Surprising Money Truths & a Bakersfield Symphony Spotlight
5/4/26 Understanding Trump IRAs, HSA Tax Advantages & Today's Debt Trends
5/1/26 Money, Meaning & Giving: Markets, Buffett & Give Big Kern
4/30/26 From Wall Street to Camp Okihi: Markets, Mistakes & a Mission
4/29/26 Hard Money Loans + Checklist When Selling Your Business with Patrick Collins
4/28/26 Risk, Reward & a Side of Local History
4/27/26 Budgeting in a Buy Now, Pay Later World + Student Leadership in Kern County
4/24/26 California Soul Food: A Conversation with Kadar of Bentley Bowl
4/23/26 The Secret to Happy Retirements & the Risks Lurking in Loans and Crypto
4/22/26 Will the Kern River Flow Again? Taxes, AI & Valley Water Talk
4/21/26 New Tax Rules, Old Mistakes: What to Avoid This Year
4/20/26 From Free Money to Financial Security: 401(k)s, Trusts & Market Uncertainty
4/17/26 Retirement Planning 101: How to Maximize Your 401(k)
4/16/26 Mangos, Money & Machine Speed: Today's Unexpected Mix
4/15/26 Exit Smarter: Business Strategy with Patrick Collins + Listener Q&A
4/14/26 More Than Money: Debt Freedom & Donor Impact with JJ's Legacy
4/13/26 Fix Your Finances: Budgeting, Mistakes & a Look at Agilitech
4/10/26 Getting Down to Business with Nicholas Ortiz of Tejon Ranch
4/9/26 Local Banks, Big Decisions & a Big Milestone for Kern Asian Chamber
4/8/26 Moneywise Returns: Avoiding Debt Traps & The Story of Kern Oil with Rickey Bird
3/31/26 Borrowing, Budgeting & Building the Future with Bakersfield College
The Moneywise Radio Show and Podcast Tuesday, March 31st BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Stacy Pfluger, Interim President at Bakersfield College website: https://www.bakersfieldcollege.edu/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dr. Stacey Pfluger and Bakersfield College are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/30/26 Banking on Business: A Conversation with AJ Antongiovanni
The Moneywise Radio Show and Podcast Monday, March 30th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: A.J. Antongiovanni, President and CEO of Mission Bank The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. AJ Antongiovanni and Mission Bank is not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/27/26 401(k) Game Plan: Contribution Limits, Roth vs Traditional & Smart Allocations
The Moneywise Radio Show and Podcast Friday, March 27th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
3/24/26 From the Fed to the Pump: Understanding Today's Economy
The Moneywise Radio Show and Podcast Tuesday, March 24th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Richard Gearhart, Ph. D, Professor of Economics for CSU-Bakersfield The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dr. Richard Gearhart is not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/23/26 New Vision for BMoA, Plus Tipping Culture & Flight Prices
The Moneywise Radio Show and Podcast Monday, March 23rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Gilbert Vicario, Executive Director and Chief Curator at the Bakersfield Museum of Art website: https://www.bmoa.org/ facebook instagram The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Gilbert Vicario and The Bakersfield Museum of Art are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/18/26 Market Uncertainty, Inflation Curiosities & the Heart Behind Bakersfield Angels
The Moneywise Radio Show and Podcast Wednesday, March 18th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allison McClain, Co-ED Finance & Development for the Bakersfield Angels website: https://www.bakersfieldangels.org/ facebook instagram The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allison McClain and The Bakersfield Angels are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/17/26 Your Right to a Lawyer at Risk? Inside California's New Ballot Fight
The Moneywise Radio Show and Podcast Tuesday, March 17th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Matt Clark, Attorney + Managing Partner at Chain Cohn Clark Law Firm website: https://www.chainlaw.com/ Event Details: Date: March 25, 2026 Time: 3:00 p.m. – 6:00 p.m. Location: Chain Cohn Clark 1731 Chester Ave. Bakersfield, CA 93301 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Matt Clark and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/16/26 Water, Agriculture and Energy: The Issues Shaping Kern County
The Moneywise Radio Show and Podcast Monday, March 16th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Cox, Business Editor for The Bakersfield Californian website: www.Bakersfield.com The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Cox and The Bakersfield Californian are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/13/26 Kat Clowes of March Consulting: Cracking College Admissions in the Age of AI
The Moneywise Radio Show and Podcast Friday, March 13th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kat Clowes, Founder/CEO of March Consulting website: https://mymarchconsulting.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kat Clowes and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/12/26 Stocks, Strategy, and Coffee: The Story Behind Reverb Coffee
The Moneywise Radio Show and Podcast Thursday, March 12th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Keith Villalovos, Owner of Reverb Coffee website: https://reverb.coffee/ instagram: @reverbcoffee The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Keith Villalovos and Reverb Coffee are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/11/26 Preview of the Bakersfield Tennis Open, Updated Emergency Fund and What is a Taco Trade?
The Moneywise Radio Show and Podcast Wednesday, March 11th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Mark Frederikcz, Bakersfield Racquet Club website: https://btopen.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Mark Frederikcz and The Bakersfield Racquet Club are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/10/26 Bees, Bitcoin & the Business of Farming
The Moneywise Radio Show and Podcast Tuesday, March 10th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Steve Murray, Owner of Murray Family Farms website: https://www.murrayfamilyfarms.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Steve Murray and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/9/26 Rage Bait, Rate Hikes & Robots: What's Really Driving Business Today?
The Moneywise Radio Show and Podcast Monday, March 9th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
3/6/26 Riding Donkeys, Blue Cheese and Fighting the Good Fight
The Moneywise Radio Show and Podcast Friday, March 6th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Ashley Voorhees, Executive Director for CASA of Kern County website: https://kerncasa.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Ashley Voorhees and CASA of Kern County are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/3/26 Financial Trainers, Mortgage Rates & California's Paper Bag Problem
The Moneywise Radio Show and Podcast Tuesday, March 3rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allyn Medeiros, Agape Mortgage website: https://allynmedeiros.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allyn Medeiros and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/2/26 Downtown Reimagined: A Conversation with Sage Equities
The Moneywise Radio Show and Podcast Monday, March 2nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Anna & Austin Smith, Sage Equities website: https://sagebakersfield.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Anna & Austin Smith and their business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/26/26 Building a Beauty Brand in Bakersfield: The Mi Wellness Story
The Moneywise Radio Show and Podcast Thursday, February 26th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Sonia Dhillion & Su Ra, Co-Owners of Mi Wellness & Aesthetics website: https://mi-spa.com/ Instagram Facebook The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Sonia & Su and their business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/25/26 From Probate Court to Golden Spoon: A Conversation with Kyle Jones
The Moneywise Radio Show and Podcast Wednesday, February 25th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kyle Jones, Law Offices of Kyle Jones website: https://www.kwjoneslaw.com/ phone: 661-833-1090 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kyle Jones and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/24/26 Trades, Tariffs & Taxes: What It Means for Your Money
The Moneywise Radio Show and Podcast Tuesday, February 24th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Duffield, CPA/MST website: https://www.bakersfieldaccountants.com/ address: 3850 Riverlakes Dr Suite E, Bakersfield, CA 93312 phone: 661-488-7000 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Duffield and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/23/26 A Conversation with Tomas delToro-Diaz: Risk, Capital & Growth
The Moneywise Radio Show and Podcast Monday, February 23rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Tomas delToro-Diaz, EDFP Music Produced by Tomas The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Tomas delToro-Diaz and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/20/26 Roth IRA Know-How & Cracking College Admissions in the Age of AI
The Moneywise Radio Show and Podcast Friday, February 20th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kat Clowes, Founder/CEO of March Consulting website: https://mymarchconsulting.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kat Clowes and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/19/26 Moneywise Sits Down with Music Legends Paul South & Monty Byrom of Buddha's Beef
The Moneywise Radio Show and Podcast Thursday, February 19th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Monty Byrom and Paul South of, "Buddha's Beef" Bands Website: https://buddhasbeefandmeatpacking.com/ Tickets to Saturday's Show: An Evening with Buddha's Beef The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.