Planning
Podcast 96: How Not to Invest – Avoiding Big Money Mistakes with Barry Ritholtz
Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech’s role in finance, and how to build smarter portfolios.
Tagged “AI in finance”
Planning
Podcast 94: Millionaire Milestones – Building Wealth on Your Terms with Sam Dogen
Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset.
Planning
Podcast 92: Making Sense of Social Security with Devin Carroll
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.
