Best Five Dollar Cover Podcasts (2024)

1
Grandparent 529 Education Savings 23:10

2h ago23:10

23:10

In this episode of Practical Finance for Parents, Mike Morton and Matt Robison explore how grandparents can effectively save for their grandchild’s college education using 529 plans. They break down the best strategies, including whether grandparents should contribute to an existing parent-owned 529 or open their own account. With recent FAFSA chan…

1
Is there Cash sitting in your Rollover IRA or Inherited IRA? 24:19

3d ago24:19

24:19

In this episode, Mike Morton and Matt Robison dive into a commonly overlooked step in managing rollover and inherited IRAs: making sure your funds are invested and not just sitting in cash. They share practical tips on how to avoid leaving money idle, like setting a yearly reminder to check your accounts, opting for simple investment choices, and k…

1
Employee Benefits Can Save You Thousands of Dollars 26:53

14d ago26:53

26:53

Make the most of your employee benefits and unlock “free money” that could add up to thousands yearly! In this episode, we break down essential perks, from maximizing retirement savings with 401(k) matching to the tax advantages of Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs). We also explore the value of education and tuiti…

1
Top Five Scariest Financial Planning Topics 28:09

21d ago28:09

28:09

As Halloween approaches, it's not just ghosts and ghouls that can be scary—financial planning can have its own terrifying elements. Join Mike Morton and Matt Robison as they demystify the top five fears in managing money. The risk of running out of funds in retirement, the uncomfortable reality of planning for death and inheritance, the rising cost…

1
How Much Should You Save for College? 29:13

29d ago29:13

29:13

"How are you going to pay for college?" “How much should you save now?” Matt and Mike break down the current costs of higher education, from public in-state schools to high-end private institutions, and offer strategies for saving. Whether you're just getting started or have significant resources to allocate, you’ll get actionable advice on how to …

1
How (In)Sure(d) Are You? 29:54

1M ago29:54

29:54

In this episode, Mike Morton and Matt Robison dive into the often-overlooked topic of homeowners insurance and why spending just five minutes reviewing your policy could save you thousands of dollars. They explain the importance of ensuring your coverage is adequate, especially with rising costs of rebuilding due to inflation and natural disasters.…

1
Boost Teenager Credit Score 23:47

1M ago23:47

23:47

Join Matt Robison and Mike Morton this week as they teach you how to help boost your teenager's credit score. Learn the proactive steps you can take early on, such as adding your child as an authorized user on a credit card. This allows teens to start building credit history without the responsibility of managing payments themselves, and you remain…

1
Don’t Invest in Election Results 26:16

2M ago26:16

26:16

Join Matt Robison and Mike Morton in this week’s episode to explore the common myth that election outcomes can predict stock market performance. They discuss real-life examples, such as the 2016 Trump election and the 2008 Obama election, highlighting how initial market reactions often mislead investors. They emphasize the importance of not overrea…

1
SPIVA: It’s Not Another Artificial Sweetener 30:35

2M ago30:35

30:35

Join Matt Robison and me for this week’s episode in which we tackle the age-old question: actively managed funds or low-cost index funds? Brokers often promise better returns with active management through expert stock picking, but the data tells a different story. We’ll break down the numbers, starting with the SPIVA report, which compares active …

1
Securities Lending: Is it For You? 29:04

2M ago29:04

29:04

Securities lending lets you lend your stocks or bonds to someone else and earn interest in return. It’s legit and has been around for a long time, with the borrower often using your securities to "short sell." You could make some nice passive income, like $800 a month, without doing much. Plus, you still own your stocks and can sell them whenever y…

1
The Sun May be Setting on Your Tax Benefits 🌅 26:57

3M ago26:57

26:57

In this episode, Matt Robison and Mike Morton consider the potential expiration of the Tax Cuts and Jobs Act (TCJA) in 2025 and what it could mean for your finances. They focus on three key areas: the possible reduction of the lifetime gifting exemption from $13 million to $6 million; the likely increase in tax rates due to a decrease in the standa…

1
No Free Lunch - Know Your Fees 29:02

3M ago29:02

29:02

In this episode, Matt Robison and Mike Morton dive into the world of investment fees and the truth behind the "no free lunch" adage. They explore how Wall Street packages seemingly attractive investment products with hidden fees that can erode returns. From Health Savings Accounts (HSAs) with unexpected management fees to interval funds with layers…

1
Back-to-Basics: Roth Conversions 24:52

3M ago24:52

24:52

In this episode, Matt Robison and Mike Morton go back-to-basics with a focus on Roth Conversions—a financial strategy that could potentially save you millions of dollars in retirement. Whether you've amassed significant savings in tax-deferred accounts like Traditional IRAs and 401(k)s or you're just starting to think about how to optimize your ret…

1
Don’t Go with the Flow 26:20

4M ago26:20

26:20

Are you tired of being told to just "go with the flow"? Well, not today. In this episode, Matt Robison and I delve into why focusing on your net worth is more important than worrying about your cash flow. Have you ever scrambled to cover monthly expenses, or dipped into your investments for an unexpected charge, and felt the stress afterward? You'r…

1
The Elephant in the Room 32:57

4M ago32:57

32:57

In this week's episode, I’m joined by financial coach Adam Koren, an expert in helping people overcome their money anxieties, to discuss the elephant in the room: your finances. No one likes to talk money, but it is monumentally important to pay attention to your finances, regardless of your income level. Stop feeling like you “should” know how and…

1
Never Pay Taxes: Circumvent Uncle Sam with an HSA 25:32

4M ago25:32

25:32

In this episode, Mike Morton and Matt Robison discuss the incredible benefits of Health Savings Accounts (HSAs), which offer a unique way to save money without losing any to taxes. Learn how HSAs provide a "triple whammy" of tax advantages: contributions are tax-deductible, funds grow tax-free, and withdrawals for qualified medical expenses are tax…

1
Don Your Crown - Your Dynasty Awaits 26:46

4M ago26:46

26:46

Dreaming of establishing your own dynasty? While you may not control a nation, you can create a long-lasting educational legacy with a 529 plan! Join Matt Robison and me, Mike Morton, on this week’s podcast as we delve into funding education for your children, grandchildren, and even beyond. We'll explore how 529 plans, tax-advantaged savings accou…

1
10 Financial Hot Topics for 2024: Boring and Painful 31:27

5M ago31:27

31:27

In this week's podcast episode, "10 Financial Hot Topics for 2024: Boring and Painful," join me and Matt Robison as we delve into Allan Roth's latest financial insights for 2024. We cover critical topics my clients often ask about, from understanding the difference between real and nominal returns,and managing cash to avoid inflation's eroding effe…

1
Is the Social Security Sky Falling? 31:34

5M ago31:34

31:34

For decades, concerns have circulated that the U.S. The Social Security system would run out of money. While headlines continue to warn of imminent depletion, the political implications, especially during election years, fuel much of this fear. Join Matt Robison and Mike Morton this week as they discuss the efforts currently underway to ensure the …

1
Capital Pains 25:34

6M ago25:34

25:34

Join us this week as Matt Robison and I discuss the strategies for minimizing capital gains taxes in today’s profitable housing market. We'll share a real-life client story that highlights how a couple saved thousands in tax liability by leveraging home improvement receipts and the primary residence exclusion. Discover how meticulous record-keeping…

1
When to Hire for your Consulting Business 18:00

6M ago18:00

18:00

When is the best time to hire for your consulting? In today's episode of The Consultant CEO Podcast, I discuss the importance and strategy of hiring for women Consultant CEOs so that you can determine when is the best time to hire and reap all the benefits of hiring such as reclaiming time, energy, and increasing revenue. I also address common anxi…

1
To-Do or Not To-Do? Take a Calendar Approach 30:02

6M ago30:02

30:02

To-do or not to-do? Take a calendar approach Ever feel like your to-do list never ends? Constantly moving unfinished tasks to the next day? In this episode, Matt Robison and I explore a game-changing productivity hack: scheduling tasks directly on your calendar. Forget the overwhelming to-do list that grows endlessly. Instead, allocate specific tim…

1
Working on your business and not in it? Five tips to scale your business 20:04

6M ago20:04

20:04

Have you ever wondered what it truly means to step into your role as CEO and lead your consulting business? Have you ever found yourself trying to come out of the consultant trap? The trap of being so busy working in your business you struggle to find time to work on your business? In this episode, I discuss what you need to work on your business. …

1
Inherited IRAs 29:18

6M ago29:18

29:18

Join Matt Robison and me as we delve into the intricate world of inherited IRAs. In the first quarter of 2023, Americans held over $12 trillion in IRAs, and if you've inherited some of that wealth, there's a lot you need to know. We'll clarify who qualifies as an Eligible Designated Beneficiary (EDB), the impact of the Secure Act 1.0's 10-year rule…

1
Home Hack: Live with your Mom (in-law) 28:15

6M ago28:15

28:15

In this week’s podcast, Matt Robison and I delve into the world of "home hacking," a trend that's gaining traction in the realm of real estate. But forget about the usual DIY tricks to boost your home's value – we're talking about doubling your net worth through unconventional living arrangements. Imagine living with your mom as the key to unlockin…

1
Don’t Fall for Flashy Headlines: Shiller PE Ratio 30:58

7M ago30:58

30:58

In this week's episode, Matt Robison and I delve into the essential lesson from renowned economist Robert Shiller: don't get swept away by stock market hype. Join us as we explore the implications of the Shiller PE ratio, currently standing at a lofty "34," we unpack Shiller's groundbreaking research and its practical applications for investors. Wi…

1
The Dangers of Being Stuck in Doing What You Love 10:42

7M ago10:42

10:42

In this episode, I taking you a step further into delegation and going a bit against the grain on this topic. I’m specifically talking about the work you are not delegating; the work you actually love enjoy doing at the expense of business growth. I’m challenging you today to elevate beyond the 'doer' level to a CEO role that empowers and develops …

1
Don’t be Daft, use a DAF: Donor Advised Fund 33:11

7M ago33:11

33:11

In this week's podcast, Matt Robison and I, Mike Morton, delve into the world of charitable giving and the benefits of using a Donor Advised Fund (DAF) into your philanthropic strategy. A DAF functions like a personal account where you can deposit various assets, such as cash, stocks, or cryptocurrencies, which then become charitable donations. We …

1
Mastering Delegation to Unlock Your CEO Success 24:51

7M ago24:51

24:51

This episode discusses the importance of delegation for CEOs and consultants to scale their businesses effectively. It emphasizes the significance of delegating tasks, maintaining clear communication, setting expectations, and measuring success. Delegation is an essential strategy for CEOs to focus on high-level tasks, improve time management, and …

1
The Joker Fund 21:41

7M ago21:41

21:41

In today's episode, Mike Morton and Matt Robison introduce a revolutionary solution to alleviate financial anxiety: the Joker Fund. Inspired by the infamous line from The Dark Knight, "Nobody panics when things go according to plan," they emphasize the importance of planning ahead to tackle irregular expenses that often leave individuals feeling fi…

1
The Ripple Effect: How Passion and Impact Drive Business Succes 16:37

7M ago16:37

16:37

Have you ever pondered whether your consulting business should prioritize passion or profitability? In this episode, I delve into the significance of passion and impact over profit in business, exploring the profound 'Ripple Effect' it can create within your entrepreneurial endeavors. While both passion and profit are essential components of busine…

1
IRA Beneficiaries: It’s all about the Benjamins 25:02

7M ago25:02

25:02

In this week’s episode, hosts Mike Morton and Matt Robison discuss IRA Beneficiaries. They delve into the critical decision of choosing a beneficiary for your Individual Retirement Account(s) (IRA) and its financial ramifications. Through a real-life example, you will see how one of Mike’s clients' strategic maneuver saved her family $150k in taxes…

1
How to Elevate Your Inner CEO 21:48

8M ago21:48

21:48

In this episode of The Consultant CEO, we're diving into what it takes to Elevate Your Inner CEO. We kick things off by talking about the importance of leading with vision and strategy. It's all about setting those long-term goals and empowering and delegating to your team to help you move the vision forward. It's not just about hiring talent; it's…

1
The Million-Dollar Mindshift: Reframe Your Thinking to Achieve Business Success 29:44

8M ago29:44

29:44

We're exploring the essential steps to elevate your inner CEO and what it means. - The importance of understanding your current mindset, emphasizing how behaviors and decision-making processes impact your business's growth potential. - Shifting towards an abundance mindset, highlighting the transformative power of positivity and celebration in fost…

1
The Consultant CEO: Why and Who Should Listen 9:46

8M ago9:46

9:46

Welcome to the Consultant CEO Podcast. The podcast for consultants who serve client organizations and want to scale their corporate consulting business without burning themselves out. Building your business up until now has been a constant uphill climb and it may have left you feeling like you don’t have the energy or capacity to do more. That mean…

1
Don’t Panic: Overcoming Financial Avoidance 25:59

8M ago25:59

25:59

In this week’s episode, Mike Morton is joined by financial coach Adam Koren to discuss strategies for overcoming the stress and shame often associated with managing personal finances. They delve into the emotional aspects of money management, emphasizing the importance of recognizing societal barriers to financial literacy and fostering open dialog…

1
Dude, Where's My Money? 26:15

8M ago26:15

26:15

Join Matt Robison and I this week as we discuss the various ‘buckets’ your finances are in and if you have the right ratios for your needs. Inspired by a real client’s story, we talk about portfolio holdings such as real estate, brokerage and retirement. Having too much money “locked up” in assets such as your house and your 401k could make it diff…

1
Top Secret Asset Locations 22:28

9M ago22:28

22:28

In this week's episode, Matt Robison and I, Mike Morton, delve into the concept of asset location. No, we aren’t revealing CIA operatives' whereabouts but rather discussing the strategic placement of investments, which can significantly impact returns, potentially yielding a $74k difference. Asset location refers to where investments are held, such…

1
Anne Lester on Personal Finance 37:05

9M ago37:05

37:05

This week I am joined by special guest Anne Lester to discuss the importance of educating young individuals about finances. In particular, we discuss Anne’s latest book titled Your Best Financial Life: Save Smart Now for the Future You Want and its focus on individual financial responsibility. We also talk about the shift towards personal financial…

1
Risk: Why Timeframe Matters 23:57

10M ago23:57

23:57

Risk: It bears Repeating Anything worth saying is worth repeating. - Humble the Poet We’ve talked about risk many times in the past. In particular, how you view risk. The reason the conversation bears repeating, other than the fact that I field this topic on the regular, is because it is tied to a strong emotion: anxiety. Not taking a risk is the b…

1
Bitcoin ETF 29:26

10M ago29:26

29:26

Have you heard the news? There are now Bitcoin Exchange-Traded Funds (ETFs)! I can hear your head scratching from here but don’t worry. Matt and I are here to break down these new trade floor offerings on this week’s episode and give you the information you need to make an informed decision when it comes to investing in this new product. What is a …

1
Financial Portfolio Yearly Review Checklist 27:14

10M ago27:14

27:14

It’s January. The W-2’s and 1099’s are beginning to roll in. Your tax accountant is chomping at the bit to get your documents so they can begin preparing your returns. Why not take this opportunity to review your financial well-being? Join Matt Robison and me this week as we present a handy checklist of things you should examine every year to reach…

1
How to use your After-Tax 401k Contributions 22:32

11M ago22:32

22:32

Legit Money Laundering: After-Tax 401k Contributions Are we really talking about money laundering in a financial advice podcast? Yes, but it is completely legit and could give you an extra $25k/year! This week Matt and I explored a unique and powerful strategy for maximizing savings and potential earnings: After-Tax 401k contributions. The short st…

1
Year End Review: What you did well and what to improve? 25:48

11M ago25:48

25:48

It’s that time of year when we all swear we are going to get to the gym more often, eat healthier, limit our time on social media, and make a better effort to stay in touch with family and friends. Looking ahead feels good, but how many times have you set those goals only to have abandoned them by January 31st? In this year-end review episode, Matt…

1
They can make you want to rollover 34:22

11M ago34:22

34:22

IRAs: They can make you want to rollover Host Matt Robison asks me this week about his rollover IRA. In an enlightening episode for us both, you will learn the ins and outs of Individual Retirement Accounts (IRAs) including the different types, rollovers, and the strategic moves you can make to optimize the tax benefits of these accounts. While I’d…

1
How to Hire a Financial Advisor 26:40

11M ago26:40

26:40

If you’ve been a listener to this podcast for some time, you are likely well aware of the things to look for when hiring a financial planner. However, your friends may not be. If the topic of finances comes up, do the right thing: educate your friends and family on how to find a good advisor. What happens when you don't help your friends and family…

1
I’ve made the list, you check it twice 29:54

12M ago29:54

29:54

10 Year-End Financial Moves As the year draws to a close, it's crucial to take a closer look at your finances and ensure you're getting the most out of 2023. In this podcast episode, we've compiled a checklist of 10 financial considerations that can make a significant impact on your overall financial well-being. Listen to Matt and I discuss the fol…

1
Not Your Father’s Personality Test 30:06

12M ago30:06

30:06

Not your Father’s Personality Test This week, Matt and I are joined by Registered Life Planner and former guest Andrea Miller, to delve into the fascinating world of Sparketypes. You’ve probably heard of the Myers-Briggs personality test developed in the 1920’s or the DISC assessment that followed two decades later, but the Sparketype tool is the f…

1
Set and Forget 26:44

1y ago26:44

26:44

The 60/40 401k Portfolio is Dead! 😯 Are you one of the many who set up a 60/40 stock-bond split in your retirement portfolio, thinking it was the golden ticket to a worry-free retirement? Well, think again. Recent market events have signaled a paradigm shift, leaving the classic 60/40 401k portfolio gasping for breath. The Rise and Fall of the Clas…

1
Cut the Cords 24:18

1y ago24:18

24:18

Cut the Cord on Cable and Streaming Services In the fast-paced world of entertainment, where streaming services have become the norm, the decision to cut the cord and bid farewell to traditional cable TV has become a common topic of discussion. But what about all those streaming services? The three-month free trial ends and suddenly you are paying …

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Five Dollar Cover Podcasts

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