Optimize Wealth Podcast Collection

Rethinking Risk in 2026

Behavior Still Drives Investment Decisions (Even with an Advisor)

Behavioral Mistakes That Hurt Long-Term Returns

Business Owners in a Slowing Economy: Managing Liquidity, Risk, and Personal Wealth

From Accumulation to Distribution: Why Retirement Is the Most Complex Phase of Wealth

From Operator Mode to Owner Freedom: Converting Business Success into Durable Wealth

The Wealth Planning Mistakes Business Owners Make Too Often

Understanding the VIX: What Market Volatility Means for Investors

Succession Planning in 2026: What Business Owners Need to Know Now

Money & Marriage: How Couples Build Financial Clarity, Confidence, and Connection

Optimized Wealth Starts with How You Want to Live

Rebalancing Strategies When Rates Drop

Reflecting on 2025: Lessons from a Volatile Year

Fundamentals Over Headlines

Holiday Conversations That Protect Your Legacy

The Federal Reserve’s Next Move: What It Means for Your Portfolio

Smart Year-End Giving: Tax-Efficient Philanthropy Strategies

Year-End Tax Strategies That Reflect Your Values