Can't Take It With You

#28: Questioning the Nature of Passive Investing Reality

Dec 9, 2022

Today Matt interviews Michael Green, CFA from one of our newest fund partners, Simplify Asset Management where he serves as Portfolio Manager and Chief Strategist. In a wide ranging conversation, Michael shares the unique lens through which he analyzes markets and articulates his concerns around changes in...

#27: Adapting to a Different Real Estate Market

Oct 10, 2022

Real estate entrepreneur, Mark Strub, visits the podcast to give us an update on the rapidly changing residential real estate market. We cover so many topics!

The market transitioning from blazing hot to warm
Supply and demand forces in Austin
The impact of higher mortgage rates on buyers and sellers
The 'missing...

#26: Broken Bonds

Sep 10, 2022

Matt and Kevin analyze the worst year for bonds since the industry began recording data in 1926. They talk about what caused this and where the market might go from here. They review the main categories of bonds, the recent outcomes for each, and what investors should be prepared for when investing in bonds going forward.

#25: Levels of Tax Efficiency

Jul 25, 2022

Jeff Socha shares insights about how to achieve lower tax liability while adhering to IRS tax laws. We talk about:

Levels of tax strategies
Understanding your relationship with the IRS
Business deductions often overlooked
How to get the most out of your CPA
Perspectives on audit risk

#24: Not stocks, not bonds, what else? Part 2: Trading Strategies

Apr 23, 2022

Matt and Kevin crack open the 'other' category of investments, sometimes called 'alternative' investments. The broadest definition is any investment other than traditional stocks and bonds. With both stocks and bonds facing difficult economic conditions, many investors are asking the question 'what else is there?'. This...