# Jason Zweig

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Ep. 1918: Penny Wise?

Don and Tom take on one of investors’ biggest blind spots: focusing on tiny costs while ignoring the factors that have a far greater impact on long-term wealth. Using a recent Jason Zweig article as a springboard, they explain how taxes can reduce stock market returns far more than the difference b…

Penny Wise?

Don and Tom take on one of investors’ biggest blind spots: focusing on tiny costs while ignoring the factors that have a far greater impact on long-term wealth. Using a recent Jason Zweig article as a springboard, they explain how taxes can reduce stock market returns far more than the difference b…

How Much Are Taxes Really Costing Your Investments?

You’ve worked hard to reduce investment fees, but what about taxes? In this episode, Liz explores new research showing how taxes may have a much bigger impact on long-term portfolio growth than most investors realize. She breaks down the historical tax drag on investment returns, why today’s tax en…

The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC. Please join Brent as he shares his experience and knowle…

A Master Conman in His Own Words

Over the phone, Paul Regan offered prospective clients something that sounded too good to be true: investments with guaranteed returns of 10-15%. It was all part of a multimillion-dollar Ponzi scheme. WSJ’s Jason Zweig obtained hours of recorded phone calls, in which Regan seduced his victims, who …

Episode 170: Trump Accounts, Prenups, & Economic Challenges Facing Our Youth

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:           1.   Talking points: Are Prenuptial Agreements Necessary When a Couple Has Disparate Levels …

#4 Jason Zweig: Elevate Your Financial IQ

WSJ columnist Jason Zweig and I tackle important topics like how to be a smarter investor, filtering out noise, why philosophy and history matters, and his new book, The Devil’s Financial Dictionary.   Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, searchable tra…

A $45 Billion Hedge Fund Collapse and the House Money Effect

A two-year-old hedge fund called Situational Awareness went from a $45 billion valuation to $10 billion in about a week, and Adam and Andy unpack how. The fund's 27-year-old founder, Leopold Aschenbrenner, made his name writing a manifesto on AI disruption, then bet on it with 300 to 400% leverage.…

130 | The Ultimate Buy and Hold Portfolio Strategy

Most investors settle for market returns—but what if deliberately tilting your portfolio toward historically undervalued, overlooked companies could tilt the odds in your favor? Brad and Jonathan sit down with investment educator Paul Merriman to explore his "ultimate buy-and-hold portfolio" approa…

David McAlvany: Markets, Emotion, and Precious Metals

David McAlvany joins Coach Pete for a May 2013 conversation about the global financial picture. They discuss market behavior, emotional reactions, and the role of precious metals in the economic debate at that time. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically transcribed fro…