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  • 10 Lessons for Living
    2025/07/02

    Charlie and Peter shake things up by pressing pause on their usual market commentary to instead discuss 10 important life lessons from Peter Mallouk. Plus, discover how you can see Peter and Charlie live by attending a CONNECT25 event near you.

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    33 分
  • 10 Lessons From Jonathan Clements
    2025/06/19

    Charlie and Peter are joined by noted Wall Street Journal columnist and Creative Planning Director of Education Jonathan Clements to discuss 10 valuable lessons handpicked from his many contributions to the world of personal finance. Plus, learn how you can contribute to Jonathan's charitable Getting Going on Savings Initiative while furthering your own financial education.

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    57 分
  • Deficit Nation
    2025/06/05

    On this episode, Charlie and Peter examine how the bill recently passed by the House

    could further impact the national deficit and why addressing spending patterns is crucial

    for long-term fiscal health.

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    27 分
  • The End of an Era
    2025/05/22

    With Warren Buffet announcing he’ll be stepping down as the CEO of Berkshire Hathaway at the end of this year, Charlie and Peter discuss seven new lessons we can glean from his legacy. Plus, we’ve seen one of the most significant market rebounds in history since the bear market low in April. Is it a signal or just noise?

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    29 分
  • How to Invest During a Recession
    2025/05/07

    With much debate still surrounding whether we’re heading into a recession, Charlie and Peter give their thoughts and share five tips for investing in the face of an economic downturn. Plus, is the international stock surge a signal or just noise?

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    28 分
  • What Matters in the Long Run
    2025/04/23

    Tariffs may grab headlines, but what’s the real story for investors? In this episode, Charlie and Peter cut through the noise to dive into the ripple effects of trade tensions on the markets — what investors should watch in both the short and long run. Plus, they discuss the recent slide in the U.S. dollar index and what it could mean for your portfolio.

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    34 分
  • How to Invest During a Bear Market
    2025/04/11

    Amid this week's tariff-induced market volatility, Peter and Charlie share their bear market playbook for long-term investors, addressing market timing, tax-loss harvesting and rebalancing opportunities.

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    33 分
  • The Tariff Tantrum and 3 Possible Outcomes
    2025/04/04

    As markets respond to the administration’s sweeping tariff announcements, Peter and Charlie break down the details. Their discussion covers the basics of how tariffs work, the realities of implementing widespread tariffs, whether tariffs can effectively bring jobs back to the U.S., and potential economic outcomes.

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    40 分