The Momentous Wealth Podcast

Hosted by Momentous Wealth Management

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Latest episode

Oct 2025

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About the show

A candid look at the world of finance and investments.

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60 recent

October 22, 20251 hr 4 min

Episode 64 - Update on Mortgage Rates (feat. Jason Fleming)

Mortgage rates have been on a rollercoaster—so what’s really happening in the housing market? In this episode, Todd Pisarczyk and Nik Miner sit down with mortgage expert Jason Fleming to break down current interest rate trends, what’s driving the recent shifts, and what buyers and homeowners should be watching for in the months ahead. Whether you're in the market for a home or just keeping an eye on real estate, this episode delivers timely, practical insights you won't want to miss.

October 8, 202535 min

Episode 63 - Private Equity

Private equity has become a major force in today’s investment landscape—but is it right for your portfolio? In this episode, Todd and Aiden Pisarczyk break down what private equity really is, how it differs from public markets, and why it’s typically reserved for accredited investors. They explore the potential benefits, risks, and what to consider before diving in. Whether you’re a business owner or a curious investor, this episode offers a clear, thoughtful look at one of the most talked-about alternative asset classes.

September 23, 202530 min

Episode 62 - National Debt

In this episode of the Momentous Wealth Podcast, Todd Pisarczyk and Aiden Pisarczyk unpack the complexities of the U.S. national debt and what it really means for investors. They explain how government debt differs from personal debt, why rising debt levels often make headlines, and whether it should change the way you invest. Their takeaway? While national debt is important to understand, it shouldn't distract from long-term financial planning. This episode offers a clear, level-headed look at a topic that’s often misunderstood—and frequently overhyped.

September 9, 202554 min

Episode 61 - Politics and the Market

In this episode of The Momentous Wealth Podcast, Todd Pisarczyk and Nik Miner discuss how political environments influence investor sentiment—and why most political headlines don’t translate into long-term market impact. They explore common misconceptions around politics and investing, explain why reacting emotionally to policy changes can hurt your portfolio, and encourage a long-term, fundamentals-first approach. It’s a level-headed conversation designed to help busy professionals and business owners stay focused on what really drives investment success.

August 7, 202519 min

Episode 60 – What Washington Residents Need to Know About the New Capital Gains & Estate Tax Hikes

Todd Pisarczyk and Nik Miner dive into Washington State’s newly passed Senate Bill 5813 — and it’s a big one. This legislation brings significant increases to capital gains and estate taxes for Washington residents. In this episode, we unpack what’s in the bill, what it could mean for your financial future, and practical strategies that may help reduce the impact. We also explore specific planning opportunities for business owners who could be hit especially hard by these changes. If you live in Washington and want to stay ahead of the tax curve.

July 31, 202525 min

Episode 59 - What Investors Need to Know About the Big Beautiful Bill

In this episode, Todd Pisarczyk and Nik Miner break down the buzz around the newly passed “Big Beautiful ”Bill”— and why it matters to your money. From major planning updates to subtle shifts that could impact your portfolio, we highlight the most important takeaways for investors. Whether you’re a business owner, a busy professional, retired, or just trying to stay ahead of the curve, we’ve got you covered with insights that are both practical and actionable.Vanguard article regarding Big Beautiful Bill:https://advisors.vanguard.com/insights/article/reference-guide-for-advisors-on-the-one-big-beautiful-bill

May 1, 202542 min

Episode 58 - Why You Need a Plan for Long-Term Care – Featuring Special Guest Nathan Sanow

In this episode, we’re joined by special guest Nathan Sanow for an honest, insightful conversation on long-term care—what it is, why it matters, and why having a plan before you need it is one of the smartest financial decisions you can make. If you’re in your 40s or 50s and haven’t thought much about this yet, this episode is your wake-up call. We break down the myths, the costs, and the key considerations to help you start the conversation with confidence.

April 8, 202520 min

Episode 57 – Part 2 of 2: Navigating Market Volatility Using The Buckets of Money Approach

The Momentous Wealth Podcast with Todd PisarczykIn Part 2 of our market volatility series, we’re shifting the focus to investors who are nearing or already in retirement. Todd walks through what we call the Buckets of Money approach—a practical framework we use at Momentous Wealth to help clients maintain a long-term perspective, even when it feels like time horizons are shrinking.When markets are unpredictable, it’s easy to lose sight of the bigger picture. This episode breaks down how segmenting your assets into strategic “buckets” can provide clarity, reduce emotional decision-making, and ensure your retirement plan stays on track—regardless of short-term market noise.If you’re thinking about how to invest more intentionally as you approach retirement, this one’s for you.

March 25, 202522 min

Episode 56 – Part 1 of 2: Navigating Market Volatility

The Momentous Wealth Podcast with Todd Pisarczyk.2025 has been a volatile year for the markets, and at Momentous Wealth, we know that uncertainty can raise a lot of questions for investors. In this two-part series, we’re breaking down timely strategies to help you stay grounded and make confident decisions in a shifting landscape.In Part 1, Todd dives into the power of diversification. While it’s not a new concept, we look at why it may be more important than ever right now. We’ll share some data that highlights its effectiveness, explore why market timing rarely delivers long-term value—or peace of mind—and revisit the impact of tariffs back in 2018 to better understand what today’s headlines might mean for your portfolio.Whether you’re a busy professional or enjoying your retirement and trying to make sense of the noise, this episode is designed to help you stay focused on what really matters.

February 4, 202524 min

Episode 55 - Smart Money Moves in Your 40s: The Keys to Building Lasting Wealth

Welcome to a pivotal decade! In this episode, we dive into the crucial strategies every investor in their 40s needs to master. Whether you’re a business owner looking to maximize your wealth or a professional navigating career shifts, we’ll cover the essential moves to grow and protect your nest egg. Discover how to leverage your peak earning years, craft a tax-savvy investment plan, and build multiple income streams for financial freedom. It’s time to take charge of your financial future and turn today’s decisions into tomorrow’s success. Let’s unlock the secrets to building lasting wealth.