True Wealth - Financial and Investing Podcast

Everyone talks about the dream of running your own business but few mention the challenges that come with it. In this episode we dig into the highs, lows, and lessons from entrepreneurship, what it takes, what to expect, and how to navigate the journey.

Markets move in strange ways that often spark whispers of conspiracy. Are these just coincidences or signs of something deeper? We explore the stories, the patterns, and the possibilities that keep investors guessing.

Getting good financial advice can make or break your future. But how do you know if you’re working with the right person? In this episode, we’ll expose the red flags you need to look out for in a financial advisor. Whether you’re considering a new partnership or want to double-check your current one, we’ll help you spot the signs that it’s time to find a better fit.

In this episode of True Wealth, David and Justin make investing less intimidating. They break down core concepts you need to know, including dividends, how the S&P 500 works, and the simple truth behind valuing your assets. Get ready to build your financial confidence and enjoy the process.

The best offense in investing is often a strong defense. Short term slumps and seasons of underperformance may feel discouraging, but they are rarely the whole story. Maybe what matters is not who’s ahead today, but who’s still standing decades from now. When you anchor your strategy in discipline and patience, the short run becomes noise and the long run becomes your greatest advantage.

Fantasy football meets finance—Justin & Matt share strategies, avoid one-hit wonders, build depth, and reveal Boom or Bust picks for the season.

5% yields had some of us feeling like kings, but that yield has trickled lower and the party might be ending soon. This episode unpacks what’s coming, how it’ll impact your savings, and why people who always seem to win are already making moves.

Retirees often fear the stock market, but the real danger might be the IRS. This episode breaks down how RMDs can trigger surprise taxes, hike Medicare premiums, and hit your Social Security—and what you can do to stay ahead of it.

This week we unpack robo-advisors, DIY investing pitfalls, and why human insight can still be your best financial asset. Sometimes cheap comes with hidden costs—know what you’re really paying for.

New tax reform is here—and it’s introducing some powerful deductions. From “Senior Bonus” write-offs to new breaks for tip and overtime income, the 2025 rules could mean big savings… if you plan ahead. We’ll break down what’s changing, who it impacts, and why timing is everything.

Ever feel the pressure to look rich just to get a date? This True Wealth episode unpacks how modern dating pushes young people to fake it ’til they make it, financially speaking. Tune in to learn how to build real wealth and stop stressing about flexing for the ‘gram.

Today, Dave and Matt are pulling back the curtain on one of the most iconic myths in modern life: the American Dream. Is it a real opportunity—or just a marketing campaign in red, white, and blue? They’ll explore what the American Dream actually means today, why so many people feel like they’re just pretending to live it, and how much of it is driven by debt, pressure, and perfectly filtered social media posts. Along the way, they’ll ask the hard questions: Is homeownership still the dream? Is financial freedom possible without burnout or a trust fund? And who gets to decide what success really looks like? If you’ve ever felt like you’re checking the boxes but still coming up short, this episode is for you.

Inflation’s not gone. Growth is slowing. Markets are booming. The Fed’s stuck in the middle of it all. In this episode, we break down why monetary policy feels confusing right now, what Powell’s really trying to do, and why the economy can feel strong and fragile at the same time. Tune in to get the clarity you need to understand what’s happening under the hood.

Missiles are flying, headlines are heating up, and global tensions are rising. But panic is not a strategy. In this episode, we break down what is really happening with Israel, Iran, Ukraine, China, and Taiwan. More importantly, we look at how smart investors are reading the tea leaves, spotting opportunity, and staying calm while others overreact. The world may feel on edge, but your portfolio does not have to be.  

Some questions reveal wisdom. Others expose nonsense. A few just make things weird. We’ve collected the ones that separate the steady hands from the sales pitch. If you’ve ever wondered who to trust with your future, this is where it gets interesting. Listen as David & Matt talk about the questions to ask & NOT ask!

Your dollars are quietly bleeding value, and if you’re standing still, you could be falling behind. In this episode, we show you how to build and protect wealth in a high-rate, high-inflation world. One track for young investors. One for near-retirees with everything on the line. Each move is designed to outpace inflation, avoid taxes, and take advantage of opportunity.

AI isn’t coming: it’s already here, and it’s rewriting the rules of business and investing. From job disruption to new investment frontiers, we break down how artificial intelligence is reshaping the market landscape in real time.

Lets explore powerful tax strategies real estate investors need to understand. Whether you’re looking to defer capital gains or roll property into a REIT, knowing when and how to use these tools could save you thousands.

In this episode, we dive into the challenges of achieving a “soft landing” in the economy and explore what history can teach us about market downturns. Our conversation unpacks how investor psychology influences market behavior and why discipline and long-term planning matter—especially during uncertain times. We’ll also offer thoughtful questions to help guide sound financial decisions. This isn’t a forecast, but a grounded discussion rooted in historical context and financial fundamentals.

Most people don’t realize they’re already on one of four paths to becoming a millionaire—but they’re walking it blind. This week on True Wealth, we expose the four real-world wealth engines Americans are using today—from corporate careers and real estate deals to index investing and side hustles—and the silent mistake that quietly derails most along the way. If you’ve ever wondered whether you’re truly building wealth or just spinning your wheels, this episode will make you stop and think. Because the truth is: the strategy isn’t what sets you back—it’s how you execute it. Ready to find out which path you’re really on?

Welcome to The Unwritten Resume, a refreshingly honest, thought-provoking show that dives into the real résumé you’re building every day — the invisible one. Most of what we chase isn’t what we really want. Strip it all down, and what’s left? That’s where your real wealth begins!

Learn how to build a retirement portfolio designed to withstand market crashes—not avoid them. Smart structure, steady income, and strategies to keep you standing when others fall.

Building wealth is a skill—but staying wealthy is a discipline. It’s not just about managing money; it’s about managing you. Success brings distractions: lifestyle creep, status chasing, and the slow drift from who you were when you started. Without a clear definition of “enough,” it’s easy to chase everything and feel fulfilled by nothing. True wealth isn’t just what you’ve earned—it’s how well your money reflects your values, your purpose, and your identity. The real goal? To grow your net worth without losing yourself in the process. Listen for the full breakdown.

Tariffs are back and so is the battle for economic control. We break down what’s really happening with China, why Vietnam is under pressure, and how this trade war could reshape the markets, manufacturing, and America’s future.

Some people seem to attract wealth effortlessly—while others struggle despite hard work. But is success really about luck, or is there a way to manufacture it? The truth is, the wealthiest individuals don’t just stumble into fortune—they create the conditions for it to happen. From strategic risk-taking to positioning themselves for the right opportunities, they know how to stack the odds in their favor. In our latest podcast, we break down the mindset, habits, and financial strategies that can help you stop waiting for luck—and start engineering it. Listen to discover how you can make fortune work for you.

True wealth isn’t just about accumulation—it’s about alignment. Too often, we chase financial success only to find ourselves exhausted, unfulfilled, and wondering what it was all for. But what if money wasn’t the goal, but the tool? In this conversation, we’re redefining prosperity—shifting from a mindset of endless hustle to one of purposeful growth. How do you use money to build a life that’s whole, not just full? It’s time to give your wealth a mission, your growth a purpose, and your success a deeper meaning.

In today’s episode, we unpack the lesser-known concepts that can quietly shape your investment success. From the upside of working within limitations to the risks of ignoring survivor bias, we’re taking you beyond the headlines. We’ll also reveal why your network and second-level thinking could be just as critical as your portfolio choices. Listen now for a conversation designed to broaden your approach to building wealth.

The Dow just plunged 900 points, recession fears are back, and tariffs are hitting everything from groceries to gas and even your next iPhone. Meanwhile, hedge funds just dumped $4 trillion in stocks—so is this just a shake-up or the start of something bigger? Listen as we break down what’s happening, why it matters, and what smart investors should be doing right now.

With tariffs now in force, investors must decide: adapt or risk falling behind. Will this policy shift be a short-lived negotiation tactic or a long-term economic realignment? Markets, industries, and portfolios will feel the impact—some thriving, others struggling. The key question: Are you prepared for what’s next?

With higher IRS contribution limits in 2025, many investors wonder if maxing out their 401(k) or IRA is the best move. While it offers tax benefits and long-term growth, it can also limit financial flexibility and create unexpected risks. Before committing, here’s what you need to know to make the smartest choice for your future.

Retirement can be both exciting and a little daunting. The more informed you are, the more confidence and peace of mind you’ll have as you transition into this new chapter. Let’s explore some key factors to consider as you prepare to leave the workforce.

With national debt soaring and voters pushing for change, is the new administration steering the government like a corporation? We break down the talk of a sovereign wealth fund, the proposed Gaza takeover, and what it could mean for investors.

Just because we can’t practice law doesn’t mean we don’t care about it. So we brough in guest attorney Derek Simmons to discuss the in’s and out’s of corporate entities. Why might you need one? Which one is right for you? What are common mistakes? All that, plus the usual shenanigans that happen each week. Take a listen.

Deep Seek is shaking up the markets, leaving investors wondering—is this an overreaction or a real threat to American tech? While speculation runs wild, there’s a bigger takeaway: How should we respond when volatility hits? This lesson extends beyond just one news cycle.

Lets break down the ripple effects of President Trump’s latest executive orders and their potential impact on the stock market. From energy deregulation to AI investments and trade tariffs, we’ll explore how these sweeping policy changes could shape key industries, influence investor sentiment, and create opportunities, or risks, for your portfolio.

IRAs are a cornerstone of wealth-building, but how do they really work? From Traditional to Roth and everything in between, we’re breaking down your options and strategies. Don’t miss this essential episode—it’s time to take control of your financial future!

What happens when the top 10 biggest US stocks make up 30% of the index? How do we set goals that make investing make sense? With a new year bringing new innovation, let’s make more informed decisions.

Plausible or complete nonsense? Let’s break down some of the most popular conspiracy theories to assess whether they could have any chance of being true. Why does this matter? What if understanding these theories could help us gain an edge on potential market effects?

Turn holiday cheer into financial success! 🎄 Discover 12 simple yet powerful money tips to start 2025 on the right foot. Don’t miss these actionable strategies to help grow your wealth and secure your financial future!

Finances don’t have to be complicated—in fact, they’re as straightforward as basic math! In this episode, we dive into the fundamentals of managing your money, cutting through the noise and demystifying the process. Learn how sticking to the basics can set you on the path to financial success, without overthinking or overcomplicating things.

Ready to wrap up 2024 with a bang? We’re keeping it light and fun as we dive into year-end financial tips you don’t want to miss. From why setting up a family trust could be the ultimate holiday gift to quirky traditions that could spark your financial goals for 2025, we’re sharing practical advice with a playful twist. Join us as we cover: 🎄 Year-end financial checklists 🎁 Why now might be the perfect time to set up a family trust 🎉 Quirky financial traditions to kick off the new year 💡 Tips for setting achievable money resolutions Like, subscribe, and comment with your own financial traditions or resolutions—we’d love to hear them!

True wealth goes beyond money. Explore how relationships, resource management, and faith build a meaningful and fulfilling life.

How do all of the new changes Trump plans to unveil possibly affect the market? Lets start speculating and see if we can find areas where the market might be headed.

True Wealth explores the balance between health, wealth, and personal growth. Get actionable advice to maintain peak wellness, optimize long-term finances, and align your life with purpose. Perfect for achievers seeking more than money—they want a fulfilling, balanced life.

Explore how a Republican-led presidency, House, and Senate could reshape markets, from manufacturing to tech and energy. Discover key insights into tariffs, immigration policy shifts, market valuations, and fiscal changes under unified GOP control.

AI is transforming the world of investing, bringing new capabilities to individual investors, advisors, and institutions alike. Listen as David & Justin explore the promise & pitfalls of AI powered investing.

Let’s talk about this trending acronym “FIRE” and how you can better understand the principals and work towards making financial freedom a reality. Unlock the key concepts towards building a brighter tomorrow.

Stupid mistakes can be costly. If you don’t want to learn the hard way, tune in and hear about the dumb financial mistakes people make that can harm their future. From poor planning to emotional decisions, this series covers what NOT to do with your money!

Explore how shifts in U.S. oil policies shape investor strategies and the broader economic outlook. Learn about the effects of regulatory changes, global market dynamics, and evolving energy trends on oil prices and profitability. Understand how these factors influence the stability and direction of the U.S. energy sector and the economy at large.

In this episode, David and Justin discuss the different financial challenges each generation faces. Whether we’re talking about culture, politics, or economics, the reality is that we all face different headwinds. You may be a Baby Boomer trying to reach (and survive) retirement, a Gen X’er with kids still at home, a Millenial trying to get traction in this expensive world, or Gen Z’er wondering if there will be anything left for you. Let’s be real – there are some big hurdles to clear. We talk about what each generation is facing – why it matters – and what to do about it. The interesting twist? The solutions for each generation may have a lot in common.