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Can't Take It With You

Nov 10, 2023

Matt is joined by Andrew Beer of Dynamic Beta Investments (DBi) to explore the world of managed futures. In this episode we cover:

  • Managed Futures 101
    • What is a futures contract?
    • What are managed futures strategies?
  • The role managed futures can serve in a broader portfolio including the case for a long-term...


Sep 29, 2023

Estate planning attorney, Kyle Robbins, helps us understand how the probate process actually works (in Texas, but the big concepts apply elsewhere), and what the Executor of an estate should expect to experience. Most people don't learn about this until they have been assigned the Executor of a loved one's estate. Learn...


Aug 18, 2023

Matt is joined by Phil McInnis, Chief Investment Strategist for Avantis Investors, to explore the story and strategy behind the newest investment manager to our client portfolio lineup. In this episode we cover:
  • Avantis' founding and why Phil personally embarked on a new career journey
  • Defining Systematic...


Aug 4, 2023

Kevin goes deep into the topic of credit cards with colleague, John Toungate, a self-taught expert with plenty of real life examples to share.
  • How credit cards impact credit scores
  • Strategies to improve credit scores using credit cards
  • Using the 'soft benefits' of credit cards
  • Strategies to maximize cash...


May 19, 2023

Derek Ripp meets with Gary Zimmerman of MaxMyInterest to discuss the fragility of banks, risks to cash depositors, and strategies to reduce risk and optimize yield on cash in bank accounts.

·       Cash is King or Cash is Trash?

·       What should investors learn from the Silicon Valley Bank fiasco?

·       What...