June 16, 202611 min
Alien & AI news cycle, gifting rules, mkt update with S&P down 2%, financial guests on podcasts.
TJ and Charles discuss How wild the news cycle is. Mkt update. Getting on track.
Episodes
52
Latest episode
Apr 2026
Language
EN
About the show
Examining the ideas, techniques, and tools of wealth management to help you on your personal finance journey. Interviews with experts and exploring finance topics from different angles.
Listen to episodes
April 1, 202614 min
How to maximize kids Trump Accounts, mkt sell off, takeways from Llyod Blankfeinn's book
Tj and Charles dig into the new trump accounts, market thoughts and some good takes from Llyod's new book. https://www.wsj.com/personal-finance/the-hack-that-turns-trump-accounts-into-multimillion-dollar-tax-free-nest-eggs-53d303c3?gaa_at=eafs&gaa_n=AWEtsqcLA48JrGSSdbKf67ZeuyENVutqtvim9ni_Dsmze3crpdhn_KOrH3wM6gp2tR8%3D&gaa_ts=69cd6c38&gaa_sig=rljkKsstxxwEyGXBoG3AxRSYTpZrwHPN7CHi_qYiWr5QDd_U-KETibYCZ6Shjjve3pHocQ6XJXGj1R3CIPqWEQ%3D%3D https://www.amazon.com/Streetwise-Getting-Through-Goldman-Sachs/dp/B0FBW93LGS
January 8, 20269 min
Ross Mayfield joins to talk 2026 and how what the first 5 trading days can mean for the rest of the year.
Ross Mayfield joins to talk 2026.
December 18, 202514 min
1-2-3 Podcast - A 'moderate' Millionaire is still a millionaire... what happens when you need to take $ out of IRA, Rotation in the mkt?!
123 Pod with TJ Kavanagh and Charles Fry. 1. Personal Finance Topic - What happens when you have to start taking money out of a 401k. 2. Markets - are we seeing a rotation? 3. 2026 Outlooks RMD Article https://www.bairdwealth.com/insights/wealth-management-perspectives/2021/09/make-the-most-of-your-rmds/ WSJ - Article https://www.wsj.com/lifestyle/careers/401-k-s-mint-moderate-millionaires-f662d75a?gaa_at=eafs&gaa_n=AWEtsqcTZ-mxS454icIAJS87UhKwPSxxiCm81foXwVPpiia_M59RA4jgei87Y6CwzQE%3D&gaa_ts=69444cc4&gaa_sig=Amle1EL-2l-fas-9nnhddBGNyIvoPofqzn1E-uXpzOHyQDwb0qf7aQVT_g1lkzqiNXdYDjj4kHW9DD-qyyjOZQ%3D%3D https://www.bairdwealth.com/insights/wealth-management-perspectives/2021
October 14, 202513 min
1-2-3 Roths are coming up in convos, Investing at all time highs, cycle of bull markets
Tj and Charles dig into Roths, the current market and investing at all time highs.
August 28, 20256 min
What is up with the Big Beautiful Bill?
Over the last few weeks we have been getting questions on the new bill. Go through 6 areas we are focusing on. Donor Advised Funds.pdf https://www.youtube.com/watch?v=7HwDaM-wsHk
July 14, 20253 min
Stats around having a financial plan (vs not), how to be bullish, Investing at all time highs
Charles and TJ dig into The % benefits of having a financial plan. What keeps us motivated in the market. Investing at all time highs.
April 3, 202512 min
How I invest my money, Social Security fears increasing and market vol.
1-2-3 Podcast Social Security Fears Market Volatility Individual Investors and shorter investment time frames.
March 26, 202519 min
Mkt volatility from the beach and don't let the media ruin your 401k
February 26, 202513 min
We talk with Ross Mayfield about Donor Advised Funds, Mkt trends and seasonality, attention and investing
Tj and Charles have Ross Mayfield in the room chatting about. Donor Advised Funds. Market Seasonality The attention span of investors and the social media onslaught
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