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.

1/14/26 Long-Term Thinking in a Short-Term World: Buffett, QE, and Mortgage Rates 01/15/2026

1/13/26 What Market Corrections, AI & Earnings Season Mean for Your Money 01/13/2026

1/12/26 Markets, Music, and a Mission with Jovon Dangerfield of TYM4Change 01/13/2026

1/9/26 Big Bills, Job Numbers, and What’s Changing for Your Wallet 01/12/2026

1/8/26 Why LEAP IT Works: Women in Finance, Policy Shifts, and Smarter Money 01/11/2026

1/7/26 Head Over Heart: Staying Disciplined as Markets Flood with Uncertainty 01/08/2026

1/6/26 Black Gold & Broken Systems: Lessons from Venezuela to California 01/07/2026

1/5/26 Navigating Charitable Deductions, Alimony Changes & 1031 Exchanges 01/06/2026

12/19/25 Jackpots, 60/40, and the Money Mistakes Holding You Back 12/20/2025

12/18/25 From Pennies to Portfolios: Markets, AI, and Compound Growth 12/20/2025

12/17/25 Purpose, Wellness, and Giving Back: Inside the Thrive & Purpose Foundation 12/18/2025

12/15/25 From Credit Cards to Rate Cuts—Where the Economy Stands 12/16/2025

12/12/25 Trusts, Connections, and the Ultimate ‘What Not to Do’ with Your Money 12/15/2025

12/11/25 A.I. Investing Trends and Essential Estate Planning with Kyle Jones 12/12/2025

12/10/25 Rate Cuts, Inflation… and Tiger King Christmas Calls? Only on Moneywise 12/11/2025

12/9/25 Holiday Scams, Healthy Boundaries & Headlines with John Cox 12/10/2025

12/8/25 The Hidden Economy: Survivor Benefits & America’s Unspent Billions 12/08/2025

12/5/25 Understanding CFPs, AI’s New Frontier, and the Bakersfield Ronald McDonald House 12/08/2025

12/3/25 AI Ups & Downs, Year-End Checkups, and the Power of Music 12/04/2025

12/2/25 Retirement Security, Rising Rates, and the Bitcoin Breakdown 12/03/2025

12/1/25 Stress-Tested: Americans, Markets & the Media Machine 12/01/2025

11/25/25 Your Retirement, Your Advisor & the New World of AI 12/01/2025

11/24/25 What’s Next for Home Loans? Rates, Refis & New Mortgage Concepts 11/26/2025

11/21/25 Markets vs. the AI Boom: What’s Real and What’s Hype? 11/23/2025

11/20/25 Solar 101: Your End-of-Year Guide Before Rebates Disappear 11/21/2025

11/18/25 Hard Rock Tejon, Smarter Risks, and The Hub of Bakersfield 11/19/2025

11/14/25 The 50-Year Mortgage, Electric Big Rigs, and CTEC’s Next Chapter 11/15/2025

11/13/25 Shifting Gears: Tesla’s Drop, Post-COVID Habits, and the Heart of CityServe 11/14/2025

11/12/25 America’s Job Market, Advisor Shortages, and Holiday Lights at CALM 11/13/2025

11/11/25 New Year, New Taxes: Planning Ahead with John Duffield 11/12/2025