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#41: The Acquisition Entrepreneur's Guide to Wealth
Entrepreneurship can be a powerful path to wealth, but it comes with unique challenges. In this episode, Pioneer Capital Advisory founder Matthias Smith joins Derek Ripp and Carlos Cardenas of Austin…
#40: Money Communication in Marriage
Money can cause lots of stress in marriage. Couples don't have to fight, though - there are healthy ways to talk about financial decisions and get on the same page! Licensed professional counselor…
#39: Medicare Enrollment Options
Medicare planning is complex, and people often receive a confusing flurry of insurance marketing material when they turn 65. In today's episode, we talk to Medicare expert Dana Lasman. Dana explains…
#38: Avoiding Surprise Tax Bills
It's great to earn a big bonus, receive a vesting of company stock, or achieve a profitable business year. Unfortunately, without good tax planning, extra income and insufficient withholdings can…
#37: Making Your Business a Top-Performing Team
There are many ways to increase business value. Owners often focus on the tangibles, but the intangibles are equally important. In this episode, business coach Dan Dowdy highlights the importance of…
#36: Personalizing the College Preparation Process
College consultant Marina Glava discusses key strategies for the increasingly competitive world of college admissions. Marina also shares how students can make the most of their high school years to…
#35: Riding the Waves of Managed Futures
Matt is joined by Andrew Beer of Dynamic Beta Investments (DBi) to explore the world of managed futures. In this episode we cover: Managed Futures 101 What is a futures contract? What are managed…
#34: Last Will or Living Trust?
Estate planning attorney, Kyle Robbins, helps us understand how the probate process actually works (in Texas, but the big concepts apply elsewhere), and what the Executor of an estate should expect…
#33: A Holistic Approach to Systematic Value
Matt is joined by Phil McInnis, Chief Investment Strategist for Avantis Investors, to explore the story and strategy behind the newest investment manager to our client portfolio lineup. In this…
#32: Winning the Credit Card Game
Kevin goes deep into the topic of credit cards with colleague, John Toungate, a self-taught expert with plenty of real life examples to share. How credit cards impact credit scores Strategies to…
#31: Seeking High Interest and Low Risk
Derek Ripp meets with Gary Zimmerman of MaxMyInterest to discuss the fragility of banks, risks to cash depositors, and strategies to reduce risk and optimize yield on cash in bank accounts. · Cash is…
#30: Mortgages – Every Point Counts
Veteran mortgage professional, Russ Laing of Vista Lending, joins us with insight about the dramatic changes in mortgage lending since rates more than doubled in the past year, and what borrowers can…
#29: All that Glitters: A Brief History of Gold
Matt interviews George Milling-Stanley, Chief Gold Strategist for State Street Global Advisors. Spanning the historical to the practical, George gives a breakdown of gold's role over the years, the…
#28: Questioning the Nature of Passive Investing Reality
Today Matt interviews Michael Green, CFA from one of our newest fund partners, Simplify Asset Management where he serves as Portfolio Manager and Chief Strategist. In a wide ranging conversation,…
#27: Adapting to a Different Real Estate Market
Real estate entrepreneur, Mark Strub, visits the podcast to give us an update on the rapidly changing residential real estate market. We cover so many topics! The market transitioning from blazing…
#26: Broken Bonds
Matt and Kevin analyze the worst year for bonds since the industry began recording data in 1926. They talk about what caused this and where the market might go from here. They review the main…
#25: Levels of Tax Efficiency
Jeff Socha shares insights about how to achieve lower tax liability while adhering to IRS tax laws. We talk about: Levels of tax strategies Understanding your relationship with the IRS Business…
#24: Not stocks, not bonds, what else? Part 2: Trading Strategies
Matt and Kevin crack open the 'other' category of investments, sometimes called 'alternative' investments. The broadest definition is any investment other than traditional stocks and bonds. With both…
#23: Not stocks, not bonds, what else? Part 1: Real Assets
Matt and Kevin crack open the 'other' category of investments, sometimes called 'alternative' investments. The broadest definition is any investment other than traditional stocks and bonds. With both…
#22: You got company stock! Now what?
Meg Bartelt, founder of Flow Financial Planning, joins us to discuss a method for weaving employer stock into personal financial planning. Trends in employer stock plans What are you actually…
Frequently Asked Questions
Can't Take It With You has published 41 episodes since December 2020, covering topics in Business, Education.
Can't Take It With You is currently declining with new episodes every 2 months. Average episode length is 32m.
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