Does a broker-dealer try to sell you something they know you don’t need, but they make you feel like you should buy it anyway? 🤔 This podcast will enlighten you and makes you understand what a broker-dealer environment looks like. In this episode, Dave talks about… The reason why he hates broker-dealer A little bit…
Why I Hate Broker-Dealers
Annuities
Annuities are a type of insurance that pays out a fixed amount at regular intervals over a specific period (usually decades). In this episode, Dave talks about… How does an annuity work? Why do financial advisors and some people like annuities? Pros and cons of different kinds of annuities? Why other people don’t like annuities?…
The Biggest Tax Deduction I Had (Hint: Not a Cash Balance Plan)
Taxes are hard and it’s almost impossible to avoid them. So if you want to know about other ways to get some of your money back, then this episode is for you. In this episode, Dave talks about… Dave’s journey on his biggest tax deduction How did he do it? Why acquisition of a business is…
Asset Allocation
Understand the concept of asset allocation Asset allocation is a method of diversifying a portfolio by spreading investments among different asset categories. The idea behind this strategy is to paint with a broad brush while maintaining an overall risk management strategy.  In this Podcast episode, Dave talks about… Financial Planning Elaborating Asset Allocation What…
First Meeting With Financial Advisor
What to expect in the first meeting with a financial advisor? The first meeting with a financial advisor is an evaluation. It’s like meeting a new doctor: the advisor has to decide what to report, what recommendations to make, and how you will be diagnosed. In this Podcast episode, Dave discusses… The 4 basic steps…
How to Select a Financial Advisor?
What is the best way to choose a financial advisor? Selecting a financial advisor isn’t easy. Like choosing a medical doctor, finding a financial advisor requires interviewing people to determine the best fit for your needs and personality. Although there may be many qualified professionals in your area, you need to find one that is…
7 Financial Lessons from The Doc Outside the Box- A Physician Fireside Chat with Dr. Nii Darko
Welcome back to our monthly fireside chat with a physician to get to know their journey, their joys, and their struggles with finances and outside of finances. This show is not always about actionable content. It is however a chance for you to see behind the curtains, to walk in another person’s shoes and experience…
5 Financial Lessons from Broke Athletes
I was recently reading about a basketball athlete that went broke… Darius Miles. He’s just a shade younger than me and his basketball career is over. It broke my heart. Unfortunately, he’s not the only one. There’s been dozens of cases of athletes running out of money despite earning tens of millions of dollars. I…
The 10 Most Difficult Years of My Life
Have you ever been in a spot where you wonder if you could keep on going? You wonder if you’re going to make it… When you listen to this podcast, you’re about to discover the hardest, most difficult years of my life. You see- I had the pleasure of being interviewed on the Onward Nation…
The Price of Delay- Physician Fireside Chat with Gary Snead, DO
Welcome back to our monthly fireside chat with a physician to get to know their journey, their joys, and their struggles with finances and outside of finances. This show is not always about actionable content. It is however a chance for you to see behind the curtains, to walk in another person’s shoes and experience…