Sep 2, 2026
Sure, you own index funds. But 99% of portfolios have a “shade of gray” that’s more active than we realize. This episode dives into the “shades of gray” in passive investing and how they affect our portfolios and benchmarks.
Looking for a financial planner? → PlanWithJesse.com
Jesse explores an important...
Aug 26, 2026
An "Ask Me Anything" episode including questions like:
- Effective tax rates or marginal tax rates…which one matters?
- I’m at my retirement number, but this stock market is too crazy…should I adjust my portfolio?
- What about flexible spending rules in retirement? Which are good, which aren’t, and how to use them...
Aug 12, 2026
We all know the importance of having a good financial plan in place. But…are we all talking about the same thing? What *is* a financial plan, and how do we know if ours is good or not?
Looking for a financial planner? → PlanWithJesse.com
Jesse explores what financial planning actually is, why it extends far beyond...
Aug 5, 2026
Gliding into retirement raises dozens of questions - some about numbers, many about feelings. And listeners like you have many questions about that transition. Today’s “Ask Me Anything” episode is dedicated to your retirement transition questions.
Looking for a financial planner? → PlanWithJesse.com
In this...
Jul 22, 2026
Your monthly investment statements show what you own, how you've done, and some basic info. But there’s so much info NOT included on your statement, and that’s what we’re diving into today!
Looking for a financial planner? → PlanWithJesse.com
Jesse explains why your quarterly investment statement tells only a...