Shows
Taming the Financial ChaosWhat Galileo Can Teach Us About AdviceIn this episode, we’re taking a little detour from the usual financial talk—because sometimes, the most powerful lessons come from unexpected places.We kick things off with a story about Galileo (yes, the telescope guy) and what happened when he challenged what everyone thought was true. It’s not just a history lesson - it’s a reminder of how easy it is to dismiss new ideas without truly listening. And honestly, we see a lot of that happening today.As financial advisors and as human beings, we all give advice, whether we realize...2025-05-2714 min
Locked On Canes - Daily Podcast On Miami Hurricanes Football & BasketballIs Miami A Playoff Team This Year? | Cristobal's Roster Build Ahead Of Schedule? | Position BattlesCould the Miami Hurricanes really be a College Football Playoff team in 2024? 247Sports CFB analyst Josh Pate predicted the Hurricanes to win the ACC and qualify for the playoff as the 3-seed. ESPN’s Greg McElroy also penciled in Miami as the 3-seed. If the Hurricanes can qualify for the playoff in Mario Cristobal’s third year, would you consider that to be ahead of schedule? The biggest factors for reaching the CFP would be an extraordinary season from starting quarterback Cam Ward, a pass rush that lives up to the billing, and consistency of not overlooking opponents. Hos...2024-08-2330 min
Touchdowns and TangentsTDT Live 2024 Week 1#LetsTalkAboutItCurry beats lonescu 29-26 in debut NBA vs. WBNA 3-PT ChallengeSaints convert salary of C Erik McCoy into roster bonus to free up $7.18M in cap space.P Matt Araiza signs with Chiefs#CFB PAC12, commish Kliavkoff agree to part ways CFP Board unanimously approves 5 + 7 format 14 team format in discussion for CFP in 2026. ASU’s Dillingham tells CFB coaches complaining about NIL, Portal to quitTamu commerce vs. Incarnate word team brawl in handshake line; 8 players suspended#TouchdownOrTurnoverChiefs tag Chris Jones 2nd year in a...2024-02-231h 25
Taming the Financial ChaosAI Can Do a Lot...Except Determine Value.We're picking up where we left off in our AI discussion on episodes 4 & 9. If you haven't listened to episode 9, it leads right into what we're talking about in this podcast.If you think about it, AI is great at being task-oriented, but not so great at determining value. We've seen this play out in several examples that I've included in this podcast. (Anyone remember Michael Cohen using Google Bard instead of Google Search??)The bottom line is that when it comes to artificial intelligence and decision-making, you likely want to use a service that can...2024-02-1223 min
Taming the Financial ChaosCompetitive Investing: No One's a WinnerIn this podcast, I'm discussing a blog post that dives into what I call competitive investing.If you find yourself comparing your investments with someone else's...this podcast and blog should resonate with you.Let's talk about why comparing your needs and wants with the goals of others will likely not give you the retirement YOU really want and why it's impossible to determine a winner in this "game."Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate...2023-12-2108 min
Taming the Financial ChaosAI: Should You Trust Financial Decisions to Something That Can't be Held Accountable?Welcome to a continuing discussion about AI!We addressed AI in a previous podcast and how it relates to robo-advisors; in this episode, we're looking at the story of the Air Force drone simulation that could have potentially killed its operator*. This scenario leads us to this question: Should we entrust decisions to something that we know is not perfect and cannot be held accountable? That's what we're unpacking today.(*This story has been reported as false by some media outlets. CLICK HERE to read the story I refer to in...2023-12-1415 min
Taming the Financial ChaosIs ESG Investing Really the Solution We've Been Promised?Is ESG investing the right solution for the problems we’re experiencing globally? And is it possible that this “solution” can cause adverse effects?In our ESG series, we’ve covered the cost of ESG investing – now we’re looking at the potential benefits and results.We’re also looking at real-world examples of how companies are being evaluated and compared – what makes one company “Brown” and another company “Green”? Is it a fair comparison? And what’s the trickle-down effect on the consumer?While the concept of ESG investing seems like a no-brainer that everyone s...2023-11-0118 min
Taming the Financial ChaosGreenwashing, Fees, and Risks: Another Look at ESG InvestingIn our first episode on ESG Investing, we took a look at what it is and the complications that can be involved.Now we're looking at ESG investments and things to take into consideration should we choose to move forward with this type of strategy. We will have a special focus on greenwashing and the potential impact on fees that might be involved. We're also looking at some of the risks involved.Bottom line: When it comes to investing, it pays to do your research and/or work with a professional who can help you...2023-10-0123 min
Taming the Financial ChaosESG Investing: Is it really what it says it is?ESG Investing: What is it? How effective is it REALLY? We’re putting ESG Investing under the microscope without venturing into politics – yes, that IS possible!While it might seem that ESG Investing is pretty cut and dry – they’re not polluting the planet so I should invest in them – that’s actually not the case. Currently, there are over 140 firms in the US alone that have different scoring systems for evaluating ESG investment opportunities. So, how can that be anything but subjective?Could ESG Investing be the right option for yo...2023-09-0126 min
FutureProof Advisor PodcastNavigating the Intersection of Finance and Therapy with Megan McCoyRenowned expert in the field of financial therapy Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, joins Matt on this episode of Bridging The Gap to share her unique insights on the importance of finding individual strategies when working with clients. Megan shares how her background in family therapy combined with her expertise in emotional well-being with financial planning offers a holistic approach. She discusses the power of incorporating silence and patience into conversations with clients. Megan dives into a fascinating study she conducted on trust, communication skills, and return on investment in financial planning, and the k...2023-08-3043 min
Taming the Financial ChaosMan vs. Machine: How Automated is AI?Technology brings wonderful benefits…and some drawbacks. Today we’re looking at the tasks that machines can complete and where human reason and thought puts information into context.Artificial intelligence (AI) is all over the news today. While you might think that technology is fully automated, we’re looking at how humans still have their hand in AI.Why is this important? Before you consider working with a robo-advisor…listen to this podcast. You can also access the blogs about this topic here:Robo...2023-08-0118 min
Taming the Financial ChaosHow Resilient Are Your Finances?How quickly could you tell me the impact of these purchases on your finances:· A $10m mansion at the beach?· A cup of Starbucks coffee?· A home improvement or new car?People tend to freeze on that third question because we don’t know how resilient our finances are.We’re discussing how planning involves measuring, defining the problem, and finding solutions. This involves something that many people aren’t comfortable with: being vulnerable.At Principles of Financial Planning, we use what’s called a Slac...2023-07-0120 min
Taming the Financial ChaosHow CONDITIONS Can Affect Our Financial OutcomesIn our last podcast, we discussed how uncertainty and chance can affect our financial planning. Now, let's talk about how the conditions around our circumstances can also play a significant part.We know where we want to be when it comes to retirement...but how do we get there? Something to consider is the 6 Principles of Financial Planning outlined by yours truly in this podcast!Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate entities. FOLLOW PRINCIPLES O...2023-06-0234 min
Taming the Financial ChaosHow Much Control do You REALLY Have Over Your Finances?Have you ever wondered how much of financial planning we can control...and how much is left to chance?Principles of Financial Planning Advisor Matt McCoy, CFP®, CRPC®, AWMA® digs into control as it relates to your finances, discussing one key question: Do we really HAVE control?In this podcast, we look at chance, conditions, and how experience influences our financial choices. Many things can affect our financial planning, and it's essential to understand how each element interacts with the other.Ready to tame the financial chaos in your life? Let's get started.2023-05-1739 min
IT JUST MAKES SEN$EThe Threatening Email & Fantasy Football Fight & Taylor Swift Tickets & Big Gym Guy & Pig Blood-- Presented by Boneyard Beer --5:20 — Braxton receives a threatening email 9:20 — More details about the IJMS Live Show on Nov. 29 11:50 — Peter felt attacked… ended up exposing his privilege 15:30 — The battle over when Christmas season begins; give Thanksgiving its due 27:10 — Peter and Braxton’s fantasy football fight 42:15 — Peter explains his journey to buying Taylor Swift tickets 51:00 — Old man runs a marathon chain smoking; how long can you run continuously? Marathon people are the worst 57:50 — Oregon’s big letdown; Washington dashes Ducks’ CFP chances1:07:45 — JJ Watt...2022-11-171h 44