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THE FINANCIAL WELLNESS PODCAST

Jul 29, 2019

In this episode, Dave and Brian discuss the new "CalSavers" plan! This is actually a great plan that's purpose is to help citizens learn to save money for the future. This new law is going to mandate every employer in the United States to register or bring someone in to help the employees. If you're interested in...


Jul 22, 2019

In this Episode, Dave and Brian delve into everybody's favorite topic: Retirement Funds. Just in this episode, Dave talks about 401K and IRA accounts, the difference between the two, and the special "flavors" between the pre-tax and after-tax differences. Then, Dave goes into the specifics of whether leaving your money...


Jul 15, 2019

In this episode originally aired, Dave and the Roundtable were in the middle of their credit card discussion.  After Nick suggested that the Costco, Visa Card was his favorite the Roundtable decided it was time for a review. Listen in to what Dave, Nick and Brian think about the card. Do you have the card? Send us an...


Jul 8, 2019

In this episode, describes his version of "It's My Money!" Dave delves into the this topic, specifically with the listeners in mind, and discusses the optimal retention the most efficient way to save your money. Dave discusses several tips and tricks for the listeners. Then, Dave uses a notion by Warren Buffet of...


Jul 1, 2019

In this episode, Dave receives a letter he received from his friend, author of Trust Based Philosophy, Mark Given. Mark is an author of many books, which delve into complicated topics but puts a common-sensical touch to it. Listen in to hear Mark talk with Dave in the subsequent episode of the perfect day and...