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Podcast: How New Fed Affects Mortgages
Kevin Warsh is the new Fed chair, and real estate buyers (and sellers) want to know what that means for mortgage rates. In his first Fed Meeting this week, rates held, with 9 governors indicating...
Podcast: Trump Accounts - A Win For Grandkids?
Last summer Congress created a brand new savings vehicle for minors called the “Trump Account” or 530A account. For families building generational wealth, the rules might not be what you'd expect...
Podcast: Inside Ag Business with Serres Ranch
Wine, blueberries and construction- chances are you’ve experienced Serres Ranch in the last 100 years in Sonoma County. A Farm Bureau Farm Family Of The Year, the Serres family has become a pillar...
Podcast: Are Taxes Crushing Your Gains?
Taxes for most people- a First Quarter event, an exercise in document-gathering and submitting to your CPA by a deadline. Then your CPA tells you what new deductions you get, and that's it. But...
Podcast: What The Marines Taught Me About Finance
Physical fitness, crisply-made beds, chopping with high knees and precise execution are foundational principles that could get you through basic training in the United States Marine Corps. But what c
Podcast: Is Your Data A Financial Asset?
What happens when your business server with all your books gets hacked? Hard drive with all your crypto goes 'click click click'? Tech becomes finance, fast. Who do you call?
Podcast: Avoid The Inheritor's Dilemma
Kicking off season 3 of It’s All Money with a special double-episode answering what seems like an obvious question- is inheriting money a good thing? Well...maybe. In the next 20 years, the largest...
Podcast: What The Gold?!
It’s one of the oldest "stocks" ever...GOLD. It’s over though, right? That’s the late-night TV infomercial stuff? Your grandpa had it in a safe but you’re living in the future and everything’s..
Podcast: Crypto Goes Legit?
First came seashells, then gold, then paper, and now, hold your breath, crypto. That last one is hard to swallow because of it’s mysterious, scandalous, and in one case truly unknown origin. But...