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Some financial strategies aren't bad, they're just wildly oversold to people they were never built for. Joe and OG walk through five genuinely legitimate, sometimes powerful tools, cash value life insurance, municipal bonds, qualified longevity annuity contracts, net unrealized appreciation, and co…
Bigger returns. Guaranteed income for life. Retiring five years early. Every one of these sounds like an obvious yes, until you see the invoice that comes with it. Joe puts Doc G, OG, and Jesse Cramer through a rapid-fire "in or out" game: he pitches five genuinely appealing financial ideas, and ea…
Live from FinCon, Joe sits down with historian and bestselling author Joseph Moore, Paula Pant, and Jesse Cramer to talk about what's actually keeping people up at night: AI concentration in the stock market, inflation anxiety that won't fully fade, interest rates that feel "stuck," and a housing m…
Credit card companies are getting smarter about one thing: making an $800 annual fee feel like a steal. Joe and OG open the vault on how the points-and-perks game actually works, why "free" subscriptions and dining credits aren't really free, and the one simple piece of math that tells you whether …
A $12,000 emergency room bill for popping a dislocated shoulder back into place. A car-buying strategy that saved one family $4,000 with a single text message. A college athlete's first taste of NIL money and the tax questions that come with it. Joe and OG spend today answering real questions from …
Ansvarsfriskrivning: Podcasten och konstverket som är inbäddat på den här sidan är från Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP, som är dess ägares egendom och inte anslutet till eller godkänt av Listen Notes, Inc.