Episodes 30
Avg. Duration 50m
Activity Highly Active
Apple Rating 5.0 (7)
Since Jan 2025
Latest Episode Mar 2026

Publishing Details

Schedule
Every 2 Weeks
Format
Episodic
Consistency
94%
Hosting
feed.podbean.com

Contact & Outreach

About This Podcast

A podcast specifically focused on helping every person live their ideal life by helping them make better decisions around their finances, relationships, and life.

Podcasting 2.0 Features

chapters transcript

Explore Statistics

Recent Episodes

Should You Sell or Borrow from Your Portfolio?

Mar 31, 2026 22m Transcript

Many investors assume that if they need cash, even for short-term expenses, they have one option: sell their investments. In Episode 30 of Return on Reason, we discuss a less widely understood…

How Much Cash Should You Really Hold?

Mar 17, 2026 50m

Cash feels safe. Over time, excess cash quietly works against you through lower returns, inflation, and taxes. In Episode 29 of Return on Reason, we dive into how to optimize the return on your cash…

The Future of Personal Finance

Mar 03, 2026 50m Transcript

AI, banking innovation, estate planning tools. Why better tools don’t automatically mean better decisions. Innovation in personal finance is no longer constrained to investments. Access to new tools…

The Future of Investment Management

Feb 17, 2026 51m Transcript

After-tax outcomes. Concentrated wealth. Private market access. The math matters more than the marketing. Innovation is inevitable. Access to new investment tools continues to expand. The question is…

Understanding Factor Investing

Feb 03, 2026 51m Transcript

Whether you know it or not, every investor's portfolio takes factor bets. In Episode 26 of Greenstream, we break down what factor investing actually is and how it is used as a framework for…

Is Indexing the Best You Can Do?

Jan 20, 2026 48m

Index funds have transformed investing. They lowered costs, improved diversification, and helped investors avoid many of the most common mistakes. For most people, indexing has been a clear upgrade…

What 2025 Taught Investors (Even After a Great Year)

Jan 06, 2026 51m

Even after a win, the best coaches go back to the tape. 2025 was a strong year for markets. But like a disciplined coach after a big win, the most valuable work happens in the film review. In Episode…

The Business of Baseball with Orioles President Catie Griggs

Dec 19, 2025 40m Transcript

What does it take to run a modern Major League Baseball franchise? In Episode 23 of Greenstream, we talk with Catie Griggs, the Baltimore Orioles’ President of Business Operations, about how the O’s…

How Often Should You Rebalance Your Portfolio?

Dec 04, 2025 50m Transcript

Rebalancing may help keep your portfolio aligned with your goals, but how often should you actually do it? In Episode 22 of Greenstream, we break down the research behind rebalancing, why drift…

Is There Still a Case for International Investing?

Nov 20, 2025 43m Transcript

After 15 years of U.S. outperformance, many investors are wondering whether global diversification is still worth it. In Episode 21 of Greenstream, we look past recent returns and dig into the…

How To Build The Perfect Portfolio For You

Nov 06, 2025 49m Transcript

It’s one of the most important decisions in personal finance. Research has shown that asset allocation, not the stocks you pick, explains 90% of returns (see sources below). That’s why getting your…

The Goal of Tax Planning is to Minimize Lifetime Taxes

Oct 23, 2025 56m Transcript

Taxes are one of your largest lifetime expenses, but most people think about them after it’s too late to make a difference. In Episode 19 of Greenstream, we break down the difference between tax…

Lindsay Jordan & Robyn Bew on Why Every Organization Needs a Board (and How to Join One)

Oct 09, 2025 1h 5m Transcript

Board service is one of the most impactful ways to shape organizations, give back, and expand your influence. In this episode, Lindsay Jordan and Robyn Bew, board governance experts from EY (sharing…

Investing or Gambling? Where Do You Draw the Line?

Sep 26, 2025 46m Transcript

Are you investing or are you gambling? In episode 17 of Greenstream, we unpack evidence from casinos, sportsbooks, and academic finance to show how the odds work against gamblers but for investors.…

Investor Risk: Behavioral Biases That Can Cost Investors Returns

Sep 12, 2025 54m Transcript

Investment returns are expected, not promised. To capture them, investors should both intelligently take risks and stick around for the return. In episode 16 of Greenstream, we break down the…

Investment Risk Explained: How Much Diversification Do You Need?

Aug 29, 2025 56m Transcript

Investing isn’t about avoiding risk; it’s about taking the right risks and avoiding the wrong risks. In episode 15 of Greenstream, we break down what risk means, the difference between compensated…

GenAI’s Impact on Productivity and Profits: With Steve Moritz

Aug 15, 2025 1h 18m Transcript

Is AI overhyped? Or is it the next big leap in productivity and profits? In this episode, we explore real-world examples of how GenAI is transforming small and medium sized businesses. Our guest,…

Are Financial Advisors Worth Their Fee?

Aug 01, 2025 1h 18m Transcript

Do they add enough value to cover their fee? We dive into to unpacking the qualitative and quantitative components of potential value for investors from fee-only advisors. We also compare fee-only…

How to Evaluate Your Advisor's Investment Performance

Jul 18, 2025 51m Transcript

How can you evaluate your advisor’s investment performance? We discuss why it’s an important question to ask, why it’s challenging to answer, and why you should be skeptical if the answer is only…

Generating Retirement Income and the Allure of 'Boomer Candy'

Jul 03, 2025 53m Transcript

In this episode, Marcus Schafer and Patrick Collins discuss the intricacies of generating income in retirement. They explore various strategies for withdrawal rates, the importance of asset…

Frequently Asked Questions

How many episodes does Return on Reason have?

Return on Reason has published 30 episodes since January 2025, covering topics in Business, Entrepreneurship.

Is Return on Reason still active?

Return on Reason is currently highly active with new episodes every 2 weeks. Average episode length is 50m.

How do I contact Return on Reason for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Return on Reason, including email and social media links.

Similar Podcasts