The Moneywise Podcast

“The Moneywise” Radio Show + Podcast is all things funny, finance + economics. Utilizing national hot topics of the day as talking points, this show is dedicated to breaking down dense financial concepts with humor and experience while providing practical financial advice for everyday people and all pocketbook sizes. With years of collective experience and unique insights as fiduciary financial advisors, this show and its rotating cast of hosts offers a fresh + humorous hour for any listener that is interested in improving their financial health.

5/21/26 Fear, Spending & a Trillion-Dollar Elon? 05/22/2026

5/20/26 Bubble Trouble? AI, Auto Leases & Credit Cards 05/20/2026

5/19/26 Doctor Shortages, AI Advances and Preparing for Retirement 05/19/2026

5/15/26 Gold Bars, Roth Strategies & the Story Behind Happy Whole You 05/18/2026

5/14/26 Before You Sell: Financial Habits and Exit Strategies 05/14/2026

5/13/26 Inside The Basement Venue: Music, Events & Community in Downtown Bakersfield 05/13/2026

5/12/26 Inflation, Lending Risks & California’s Record Gas Prices 05/12/2026

5/11/26 The New Energy Crisis? Chad Hathaway Breaks Down Oil in 2026 05/11/2026

5/8/26 Moneywise in the Age of AI + Getting Down to Business Friday 05/10/2026

5/7/26 Markets in Conflict: Risk, Retirement & Business Succession 05/07/2026

5/6/26 Taxes, Trump IRAs & Creative Lending in Today’s Housing Market 05/06/2026

5/5/26 Smarter 401(k)s, Surprising Money Truths & a Bakersfield Symphony Spotlight 05/06/2026

5/4/26 Understanding Trump IRAs, HSA Tax Advantages & Today’s Debt Trends 05/04/2026

5/1/26 Money, Meaning & Giving: Markets, Buffett & Give Big Kern 05/04/2026

4/30/26 From Wall Street to Camp Okihi: Markets, Mistakes & a Mission 05/04/2026

4/29/26 Hard Money Loans + Checklist When Selling Your Business with Patrick Collins 04/29/2026

4/28/26 Risk, Reward & a Side of Local History 04/28/2026

4/27/26 Budgeting in a Buy Now, Pay Later World + Student Leadership in Kern County 04/27/2026

4/24/26 California Soul Food: A Conversation with Kadar of Bentley Bowl 04/25/2026

4/23/26 The Secret to Happy Retirements & the Risks Lurking in Loans and Crypto 04/23/2026

4/22/26 Will the Kern River Flow Again? Taxes, AI & Valley Water Talk 04/22/2026

4/21/26 New Tax Rules, Old Mistakes: What to Avoid This Year 04/21/2026

4/20/26 From Free Money to Financial Security: 401(k)s, Trusts & Market Uncertainty 04/20/2026

4/17/26 Retirement Planning 101: How to Maximize Your 401(k) 04/18/2026

4/16/26 Mangos, Money & Machine Speed: Today’s Unexpected Mix 04/16/2026

4/15/26 Exit Smarter: Business Strategy with Patrick Collins + Listener Q&A 04/15/2026

4/14/26 More Than Money: Debt Freedom & Donor Impact with JJ’s Legacy 04/15/2026

4/13/26 Fix Your Finances: Budgeting, Mistakes & a Look at Agilitech 04/14/2026

4/10/26 Getting Down to Business with Nicholas Ortiz of Tejon Ranch 04/13/2026

4/9/26 Local Banks, Big Decisions & a Big Milestone for Kern Asian Chamber 04/09/2026