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The Moneywise Guys

The Moneywise Guys

2,758 episodes — Page 2 of 56

6/4/26 From Sector Rotations to Local C.H.A.N.G.E.S.

Jun 5, 202643 min

6/3/26 Our Backyard Economy: Downtown Growth, Money Mistakes & Ag Pressure

Jun 3, 202648 min

6/2/26 529s, Trump Accounts, AI Oversight & Kern County Growth

Jun 3, 202647 min

6/1/26 Trump Accounts, College Cash & AI Careers

Jun 1, 202647 min

5/29/26 Bad Money Habits, Fast Deliveries & 1031 Exchange Smarts

May 31, 202644 min

5/28/26 Market History, Mystery Money & The Hey There Delilah Foundation

May 28, 202643 min

5/27/26 The Business Beat: Budgets, CarbonVault, and Local Oil

May 27, 202646 min

5/26/26 Simple Budgets, Smart Taxes, and the Rise of AI

May 26, 202649 min

5/22/26 Prime Time Profits with Michael George of Safe 1 Credit

May 26, 202644 min

5/21/26 Fear, Spending & a Trillion-Dollar Elon?

May 22, 202645 min

5/20/26 Bubble Trouble? AI, Auto Leases & Credit Cards

May 20, 202647 min

5/19/26 Doctor Shortages, AI Advances and Preparing for Retirement

May 19, 202648 min

5/15/26 Gold Bars, Roth Strategies & the Story Behind Happy Whole You

May 18, 202647 min

5/14/26 Before You Sell: Financial Habits and Exit Strategies

May 14, 202644 min

5/13/26 Inside The Basement Venue: Music, Events & Community in Downtown Bakersfield

May 13, 202649 min

5/12/26 Inflation, Lending Risks & California's Record Gas Prices

May 12, 202647 min

5/11/26 The New Energy Crisis? Chad Hathaway Breaks Down Oil in 2026

May 11, 202646 min

5/8/26 Moneywise in the Age of AI + Getting Down to Business Friday

May 10, 202644 min

5/7/26 Markets in Conflict: Risk, Retirement & Business Succession

May 7, 202644 min

5/6/26 Taxes, Trump IRAs & Creative Lending in Today's Housing Market

May 6, 202649 min

5/5/26 Smarter 401(k)s, Surprising Money Truths & a Bakersfield Symphony Spotlight

May 6, 202645 min

5/4/26 Understanding Trump IRAs, HSA Tax Advantages & Today's Debt Trends

May 4, 202647 min

5/1/26 Money, Meaning & Giving: Markets, Buffett & Give Big Kern

May 4, 202644 min

4/30/26 From Wall Street to Camp Okihi: Markets, Mistakes & a Mission

May 4, 202647 min

4/29/26 Hard Money Loans + Checklist When Selling Your Business with Patrick Collins

Apr 29, 202643 min

4/28/26 Risk, Reward & a Side of Local History

Apr 28, 202644 min

4/27/26 Budgeting in a Buy Now, Pay Later World + Student Leadership in Kern County

Apr 27, 202644 min

4/24/26 California Soul Food: A Conversation with Kadar of Bentley Bowl

Apr 25, 202643 min

4/23/26 The Secret to Happy Retirements & the Risks Lurking in Loans and Crypto

Apr 23, 202644 min

4/22/26 Will the Kern River Flow Again? Taxes, AI & Valley Water Talk

Apr 22, 202649 min

4/21/26 New Tax Rules, Old Mistakes: What to Avoid This Year

Apr 21, 202643 min

4/20/26 From Free Money to Financial Security: 401(k)s, Trusts & Market Uncertainty

Apr 20, 202644 min

4/17/26 Retirement Planning 101: How to Maximize Your 401(k)

Apr 18, 202644 min

4/16/26 Mangos, Money & Machine Speed: Today's Unexpected Mix

Apr 16, 202646 min

4/15/26 Exit Smarter: Business Strategy with Patrick Collins + Listener Q&A

Apr 15, 202647 min

4/14/26 More Than Money: Debt Freedom & Donor Impact with JJ's Legacy

Apr 15, 202644 min

4/13/26 Fix Your Finances: Budgeting, Mistakes & a Look at Agilitech

Apr 14, 202645 min

4/10/26 Getting Down to Business with Nicholas Ortiz of Tejon Ranch

Apr 13, 202643 min

4/9/26 Local Banks, Big Decisions & a Big Milestone for Kern Asian Chamber

Apr 9, 202642 min

4/8/26 Moneywise Returns: Avoiding Debt Traps & The Story of Kern Oil with Rickey Bird

Apr 8, 202648 min

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].

Mar 31, 202650 min

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].

Mar 31, 202648 min

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.

Mar 28, 202646 min

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].

Mar 28, 202654 min

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].

Mar 23, 202645 min

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].

Mar 18, 202652 min

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].

Mar 17, 202648 min

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].

Mar 16, 202648 min

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].

Mar 14, 202650 min

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].

Mar 14, 202647 min