Best It S Simple Finance Podcasts (2025)

1
What is Shareholder Yield? 45:39

1h ago45:39

45:39

When investors have shareholder yield data, they can see the 'big picture' and learn a smarter way to spot winning stocks. Today's Stocks & Topics: CPA - Copa Holdings S.A. Cl A, Market Wrap, What is Shareholder Yield?, WM - Waste Management Inc., CZMWY - Carl Zeiss Meditec AG ADR, FNV - Franco-Nevada Corp., AEM - Agnico Eagle Mines Ltd., Wide Vola…

1
Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us 25:08

16h ago25:08

25:08

How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been. Topics covered include: What has led to the financial crisis at Harvard What actions has the university taken How do endowments invest and spen…

1
223 \\ 17 IRS Secrets the Wealthy Use (That You’re Missing in 2025!) 22:17

22h ago22:17

22:17

Are you tired of paying too much in taxes? In this episode, we reveal 17 powerful tax strategies the wealthy use to save money — and how you can use them too! From hiring your kids and cutting your business taxes to saving on healthcare and even renting your home to your business, we break it all down in simple, clear steps. You’ll learn how smart …

1
Ep. 534: Recognize Your Exceptional Advantage, Don’t Be Fooled by Familiarity & an Empty-Nest Question 30:23

1d ago30:23

30:23

We discuss why it's valuable to identify your "exceptional advantages" in both work and personal life—those unique blessings or abilities you might take for granted but actually set you apart. We also share a hack that can save you time and frustration when going somewhere, and a simple, revealing question that can help you know yourself (and other…

1
How Buffett Did It 46:20

18h ago46:20

46:20

The game strategy implemented by legendary investor Buffet has been far more complex than only making great stock picks and collecting insurance premiums. Today's Stocks & Topics: BAC - Bank of America Corp., How Buffett Did It, Market Wrap, LMB - Limbach Holdings Inc., PFE - Pfizer Inc., How to Measure the Health of a Dividend, Cash Flow, UNH - Un…

1
6 Ways to Use AI to Improve Your Financial Life 46:47

1d ago46:47

46:47

Discover how artificial intelligence can help you master budgeting, investing, credit scores, taxes, and retirement planning-making your financial life simpler and smarter. Today's Stocks & Topics: HP - Helmerich & Payne Inc., SYF - Synchrony Financial, Market Wrap, 6 Ways to Use AI to Improve Your Financial Life, MDT - Medtronic PLC, ASML - ASML H…

1
222 \\ Why Most Parents Are Accidentally Teaching Their Kids to Stay Broke 21:01

3d ago21:01

21:01

What if your kids could grow up smart about money—before life teaches them the hard way? In this episode, we talk about the 18 money lessons wealthy families teach their kids early on. You’ll learn how to help your child think about money, save smart, invest wisely, and build good habits. These lessons aren’t just for rich families—they’re for anyo…

1
Little Happier: Drifting Through Life: When Not Deciding Becomes a Decision 5:15

3d ago5:15

5:15

Drift—the powerful force of making decisions by not deciding—can shape our lives without our conscious participation. Resources & links related to this episode: Secrets of Adulthood If you’re wondering if you’re drifting, I created a checklist Get in touch: [email protected] Visit Gretchen's website to learn more about Gretchen's best-selli…

1
More Happier: How Do We Know Ourselves and Our Values? A Short Quiz Reveals So Much 35:01

5d ago35:01

35:01

We talk to the brilliant Suzy Welch about her new book, “Becoming You,” and her Values Bridge quiz which can tells us how we rank fifteen core values—and we explore why knowing our values is such a key element to creating happier lives. Resources & links related to this episode: Becoming You by Suzy Welch (Amazon, Bookshop) "The Summer Day" by Mary…

1
Will Mortgage Rates Drop in a Recession? 45:59

5d ago45:59

45:59

As recession fears grow, experts say mortgage rates may not fall as much as in past downturns, and there are several reasons. Today's Stocks & Topics: KHC - Kraft Heinz Co., Market Wrap, Will Mortgage Rates Drop in a Recession, GHM - Graham Corp., GGG - Graco Inc., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, GWW - W.W. G…

1
221 \\ Why 98% of Business Owners Are Clueless About Their Most Valuable Asset with Trevor Greenway 17:54

6d ago17:54

17:54

In this episode, I talk with Trevor Greenway, CEO and co-founder of InterVal — a company that's helping small business owners better understand the value of their business. Trevor shares how most owners don’t know what their business is worth, even though it’s usually their biggest asset! He explains why that’s a problem and how InterVal is solving…

1
Why Your Emergency Fund Should Be $35,000 in 2025 47:09

6d ago47:09

47:09

Rising costs and economic uncertainty make financial preparedness more important than ever. Today's Stocks & Topics: JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, Market Wrap, AZO - AutoZone Inc., APP - AppLovin Corp., Why Your Emergency Fund Should Be $35,000 in 2025, VEMT - Vanguard USD Emerging Markets Government Bond UCITS ETF, CRWV - Co…

1
How Will Declining Immigration Impact the US Economy? 46:13

7d ago46:13

46:13

For starters, stricter immigration policies could significantly disrupt industries like agriculture and construction. Today's Stocks & Topics: OTIS - Otis Worldwide Corp., Market Wrap, HSTM - HealthStream Inc., How Will Declining Immigration Impact the US Economy? TMO - Thermo Fisher Scientific Inc., SYK - Stryker Corp., EXR - Extra Space Storage I…

1
Why Bond Investing Is Easier Than Ever 26:22

8d ago26:22

26:22

Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market’s very composition has evolved. Episode Sponsors Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money…

1
220 \\ The Compliance Lie: How Playing by the Rules Is Costing You Six Figures 18:17

8d ago18:17

18:17

Think playing it safe with your taxes is smart? Think again. In this episode, we talk about the hidden dangers of “compliance culture”—doing everything by the book but still losing thousands of dollars. You’ll learn why just filing your taxes isn’t enough, how fear is costing you big, and what smart business owners do instead. We’ll break down real…

1
Ep. 533: Dust It Off or Let Go, the Power of PT & How to Create Compelling TV Characters 26:53

8d ago26:53

26:53

We discuss why it’s useful to dust off unused items--and either start using them or give them away. We also share a happiness hack from a listener who explains why it can be very valuable to give physical therapy another chance. Finally, we explore the Secret of Adulthood about cultivating friendship, and we answer a listener's question about how a…

1
Americans Are Losing Billions to Sports Betting-At What Cost? 45:56

8d ago45:56

45:56

Since 2018, Americans have wagered nearly $450 billion but there's a dark side with gamblers experiencing increased debt, bankruptcies, and reduced savings. Today's Stocks & Topics: TGT - Target Corp., Oil, Market Wrap, JEPI - JPMorgan Equity Premium Income ETF, IIPR - Innovative Industrial Properties Inc., Social Security, BRY - Berry Corp., How t…

1
5 Estate Planning Tips for 2025 46:23

9d ago46:23

46:23

Kiplinger is highlighting five key steps for effective estate planning in 2025, including creating a will, managing digital assets, and leveraging current tax exclusions. Today's Stocks & Topics: MCK - McKesson Corp., Market Wrap, XBB - BondBloxx BB-Rated USD High Yield Corporate Bond ETF, 5 Estate Planning Tips for 2025, Cash into the Market, BKNG…

1
219 \\ The IRS Wants You to Win—But Only If You’re a Business Owner 22:30

10d ago22:30

22:30

What if the tax code wasn’t made to take your money—but to help you keep it? In this episode, we break down why over 99% of the tax code is actually full of ways to save on taxes… but only if you own a business or invest. You’ll learn how buying a business—yes, even in today’s economy—can unlock powerful tax savings. We talk about how to structure …

1
Little Happier: When to Listen to Criticism and When to Ignore It 3:55

10d ago3:55

3:55

Distinguishing helpful from unhelpful criticism is a challenge that every creative person faces. No formula exists for knowing which criticism to heed; we must each develop our own discernment. Get in touch: [email protected] Visit Gretchen's website to learn more about Gretchen's best-selling books, products from The Happiness Project Coll…

1
More Happier: How Regret Can Make You Happier [Revisited] 33:28

12d ago33:28

33:28

We discuss how regret and reflection can help us make better decisions in the future, and increase our happiness. Regret can be a hard thing to talk about. Many people who actually prefer to avoid using the word. By anticipating future regret, we can make better choices in the present, and by reflecting on past regret, we can think about how to do …

1
Fewer Than Half of Americans Plan to Travel This Summer 46:49

12d ago46:49

46:49

A recent Bankrate survey reveals that the affordability factor has been cited by 65% of expected non-travelers-- and this group may be budgeting for 'staycations'. Today's Stocks & Topics: STRL - Sterling Infrastructure Inc., XYZ - Block Inc., UBER - Uber Technologies Inc., Fewer Than Half of Americans Plan to Travel This Summer, KPP Newsletter, SS…

1
218 \\ This FinTech Is Quietly Revolutionizing Small Business Spending — Here’s How with Andrew Jamison 18:12

13d ago18:12

18:12

In this episode, I chat with Andrew Jamison, CEO and co-founder of Extend, a FinTech company that helps small businesses take control of their spending. If you’ve ever worried about giving employees a company credit card or dealing with messy expense reports, this episode is for you! Andrew shares how Extend lets business owners safely hand out vir…

1
Is AI Revolution Under Threat from Tariffs? 46:40

13d ago46:40

46:40

A new wave of U.S. tariffs is raising costs and creating supply chain uncertainties for data centers and tech giants. Today's Stocks & Topics: VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Market Wrap, HIMS - Hims & Hers Health Inc., CRM - Salesforce Inc., Is AI Revolution Under Threat from Tariffs?, CP - Canadian Pacific Ka…

1
Sharp Decline in Chinese Freight Vessel Traffic Hits Major U.S. West Coast Ports 45:08

14d ago45:08

45:08

Supply chain disruptions are resulting as Chinese freight ship arrivals at the busiest U.S. ports have dropped significantly due to the ongoing trade war and tariffs. Today's Stocks & Topics: BTAL - AGF U.S. Market Neutral Anti-Beta Fund, META - Meta Platforms Inc, Market Wrap, LDOS - Leidos Holdings Inc, SN – Shark Ninja Inc., Stock-Bond Correlati…

1
Investing in Emerging Markets with Ali Akay 34:34

15d ago34:34

34:34

Ali Akay, CIO of Carrhae Capital, answers why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and South Africa. Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter …

1
217 \\ The IRS Doesn’t Want You to Hear This: The Ozempic Tax Loophole 21:18

15d ago21:18

21:18

Are you paying out-of-pocket for Ozempic or other weight-loss meds? You might also be paying too much in taxes—and not even know it. In this episode, we talk about smart ways to save money by turning medical costs into legal tax deductions. You’ll hear real stories from business owners who missed out on big savings and how they fixed it. We’ll brea…

1
Ep. 532: Favorite Words, a Simple Packing Hack, and Managing Obliger-Rebellion at Work 33:55

15d ago33:55

33:55

We explore why making a list of your favorite words ("whimsy," "crackle," "latibulate") and using them can boost happiness. We share a simple hack that makes packing easier, and we reflect on a dog-related Secret of Adulthood. We also tackle a listener question about how to manage Obliger-rebellion when facing increased workload after coworker layo…

1
Amazon Drops Plan to Show Tariff Charges on Product Listings 46:43

15d ago46:43

46:43

Amazon briefly considered showing tariff-related costs on some product pages but abandoned the idea following criticism from the White House and a direct call from President Trump to Jeff Bezos. Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, Treasury Inflation-Protected Securities (TIPS), STIP - iShares 0-5 Year TIPS Bond ETF, …

1
A Simple Guide to Investing in Gold 47:18

16d ago47:18

47:18

Choose the best option for your portfolio and financial goals by using the various ways to invest in gold, including mining stocks, gold ETFs, futures, and purchasing physical gold. Today's Stocks & Topics: EWZ - iShares MSCI Brazil ETF, Market Wrap, ODFL - Old Dominion Freight Line Inc., A Simple Guide to Investing in Gold, NEM - Newmont Corp., GO…

1
216 \\Tax the Rich? How That Strategy Just Cost One Country Billions 16:49

17d ago16:49

16:49

What happens when a country tries to tax the rich… and the rich just leave? That’s exactly what happened in Norway—and it cost them billions. In this episode, we break down why raising taxes on wealth didn’t go as planned, and what business owners and high-income earners can learn from it. You’ll hear what happened in Norway, what other countries l…

1
Little Happier: When the Words of Ritual Give Me My “America Feeling” 2:34

17d ago2:34

2:34

Certain moments inspire my "America feeling"—a profound connection to the ideals of the United States. For instance, the formal words of the opening ritual for a session of the United States Supreme Court reminds me of the value of justice. Get in touch: [email protected] Visit Gretchen's website to learn more about Gretchen's best-selling …

1
More Happier: Puppy! Taffy Has Arrived 25:37

19d ago25:37

25:37

We talk about the happiness, rewards, and challenges of having a new dog. Resources & links related to this episode: Support your favorite indie booksellers and enjoy a fun perk from Bookshop Follow me on Instagram for photos and videos of Taffy Read Secrets of Adulthood Get in touch: [email protected] Visit Gretchen's website to learn more…

1
What Does Stagflation Mean for Your Wallet? 46:27

19d ago46:27

46:27

Rising stagflation risks are marked by slow economic growth and high inflation; and they can impact your investments, spending, and overall financial planning. Today's Stocks & Topics: TTC - Toro Co., Market Wrap, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, What Does Stagflation Mean for Your Wallet?, Following Politicians Stock Trades, KP…

1
215 \\ The Netflix of Tax Strategy: Ditch Outdated Methods and Keep Millions with Brett Swarts 33:32

20d ago33:32

33:32

In this episode, I sit down with Brett Swarts, founder of Capital Gains Tax Solutions, to talk about how business owners can legally avoid big tax bills when they sell their business, real estate, or even Bitcoin. Brett shares how a smart tool called the Deferred Sales Trust helps people keep more of their money — and not hand it over to the IRS. H…

1
Why Should You Care If the US Dollar Falls? 47:27

20d ago47:27

47:27

A decline in the US dollar can affect prices, investments, and travel costs, making it important to understand how these changes might influence your everyday life. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, Market Wrap, OKE - ONEOK Inc., ADBE - Adobe Inc., Why Should You Care If the US Dollar Falls?, AEM - Agnico Eagle Mines Ltd., CME - …

1
Introducing: Confessions of a Female Founder with Meghan 43:01

21d ago43:01

43:01

We’re excited to introduce you to Confessions of a Female Founder with Meghan, a new show from Lemonada Media. As Meghan, Duchess of Sussex builds out a business of her own, she’s getting advice and insights from a handful of amazing women who have scaled small ideas into successful companies. These fly-on-the-wall conversations will no doubt inspi…

1
How Much Money Do Americans Think They Need to Retire? 45:39

21d ago45:39

45:39

A recent survey explored Americans’ perceptions of the ideal retirement savings amount, and it highlighted the gap between expectations and reality. Today's Stocks & Topics: PRIM - Primoris Services Corp., Market Wrap, SPG - Simon Property Group Inc., CPT - Camden Property Trust, MAA - Mid-America Apartment Communities Inc., NKE - Nike Inc. Cl B, T…

1
Is the Rest of the World Selling America? 19:55

22d ago19:55

19:55

The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12 years of U.S. outperformance. Topics covered include: What was the narrative and economic and financial performance from 1995-2001, 2002-2012, and 20…

1
214 \\ Toxic Money Beliefs Are Costing You a Fortune—Here’s the Truth No One Tells You 20:02

22d ago20:02

20:02

Ever wonder why you still feel broke—even when you make good money? It might not be your income. It could be your thoughts. In this episode, we break down 20 toxic money beliefs that are keeping people stuck. From “money is the root of all evil” to “I’ll start saving when I earn more,” we show you how these thoughts sneak in and hold you back. You’…

1
Ep. 531: Arrive Right on Time, Benefits of Pill Organizers & the Strongest Way to Make Friends 27:53

22d ago27:53

27:53

We discuss why arriving right on time for events makes it easier to have fun and to network (especially for introverts or newcomers). We also share the benefits of using an ordinary weekly pill organizer, and explore research supporting the Secret of Adulthood: “One of the best ways to find friends is to make friends with the friends of our friends…

1
Five Essential Applications of Generative AI in Finance 47:13

22d ago47:13

47:13

Generative AI is transforming finance by enhancing budgeting, financial planning, education, literacy games, and debt negotiation simulations. Today's Stocks & Topics: CSCO - Cisco Systems Inc., Market Wrap, Five Essential Applications of Generative AI in Finance, VUCP - Vanguard USD Corporate Bond UCITS ETF, Dentists and Private Equity Firms, Tari…

1
Best of Caller Questions 46:55

23d ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: 401k, How to Analyze ETFs, Rental Properties Insurance, Emerging Markets - Brazil, Cannabis ETFs, China's Deep Seek, Roth 403b vs. Roth I-R-A, Crypto Cur…

1
213 \\ Congress Just Declared War on Wealth—Are You Ready? 18:23

24d ago18:23

18:23

What if the IRS took 40% of your next million? That’s not just a scare—Congress is working on a bill that could make it real. In this episode, we break down what H.R. 2534 means for business owners, high earners, and anyone with big income plans. You’ll learn what’s in the bill, how it could raise your taxes, and what smart people are doing right n…

1
Little Happier: Easy Answers or Hard Truths: Whom Do You Trust? 9:01

24d ago9:01

9:01

When we’re trying to make a point, it’s often more effective to tell a story than to deliver a lecture. Example: an episode from the popular TV show “Better Call Saul” memorably illustrates the important truth that we’re probably better off assigning a complex problem to the person who acknowledges the difficulties rather than to the person who off…

1
More Happier: Gretchen’s & Elizabeth’s Dog Decisions 27:58

26d ago27:58

27:58

In honor of the arrival of a new dog, we take a flashback to previous discussions of our lives with Barnaby, Daisy, and Nacho. We each decided to “Choose the bigger life,” and we’re very happy we did. Bonus: One of the all-time best episode of “A Little Happier,” all about Barnaby. Resources & links related to this episode: A Little Happier: We’ve …

1
Best of Caller Questions - Good Friday 46:55

26d ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Stocks with Two Symbols, Safe Investment, The Thrift Savings Plan (TSP), Roth Conversions, Dividends, Fixed Annuities, Precious Metals Stocks, Bonds, Pan…

1
212 \\ Sales Won’t Save You: Why Your Business Needs a Financial Playbook with Hillary Seiler 32:07

27d ago32:07

32:07

Is your business growing—or just getting more expensive? In this episode, we talk with Hillary Seiler, aka Coach Hill, a money coach to NFL teams and small business owners. She shares why cash flow—not sales—is the real key to business success. Hillary breaks down how to find where your money is going, what’s actually bringing in revenue, and how t…

1
Trump's Unpredictable Tariff Policy Presents Buying Opportunities 45:28

27d ago45:28

45:28

Market experts are suggesting that long-term investors could find buying opportunities amidst the uncertainty of President Trump's tariff policies. Today's Stocks & Topics: MU - Micron Technology Inc., Market Wrap, GOOGL - Alphabet Inc. Cl A, PSK - SPDR ICE Preferred Securities ETF, Trump's Unpredictable Tariff Policy Presents Buying Opportunities,…

1
Should You Pay Off Low-Interest Student Loans Before Buying a Home? 46:14

28d ago46:14

46:14

There are several factors to consider... like interest rates, your long-term stability, and financial goals. Today's Stocks & Topics: DOCN – Digital Ocean Holdings Inc., Market Wrap, Should You Pay Off Low-Interest Student Loans Before Buying a Home?, Gold, SIEGY - Siemens AG ADR, MSFT - Microsoft Corp., GOOG - Alphabet Inc. Cl C, Demand for Gold i…

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