Plan For Life Now

Obviously, AI did not come up with the Pod headline, but it did assist with Dave’s NCAA pool selections. Steve decided to go “Au naturel”, using only brain power for his picks. Who will win? In other tech news, will AI...

Even for seasoned Crypto investors who are used to the rollercoaster, the last six months of Bitcoin has been like Kings Dominion on steroids! That combined with the volatility of Gold and Silver made today’s episode a...

2025 was one of the better years to be an investor, but what’s next for 2026? As part of their annual “Prediction Podcast”, Steve and Dave look back at who was right and wrong last year, and what the “experts” are...

Nothing screams “Past Performance Does Not Guarantee Future Results” like Artificial Intelligence stocks. What has fueled incredible market success over the past two years has analysts debating what might happen going...

Similar to Dr. Martin Luther King Jr. (With the exception of the topic, gravitas, historical context, speaking ability, and every other intellectual attribute you can possibly think of), Dave shares his own “ I Had A...

Ever wonder what happens when a whole bunch of financial advisors get together for a 3 day conference? If you said, “Yes”, then you need to critically analyze your “Things To Wonder About” list. Having said that, Steve...

On episode 121 of Plan For Life Now, Steve and Dave break down the recently passed “Big, Beautiful Bill”. How does this bill affect you? If you’re very rich, you’ll be very happy. If you’re retired and a typical client...

A very bullish episode 120 of Plan For Life Now starts with Dave’s review of his trip to Japan. He’s bullish on Japan, especially the toilets ( That, my friends, is what we call “a tease!). Steve then makes a strong...

In this day after “Liberation Day” podcast, Steve and Dave try to unwind and analyze what all this tariff stuff means. Is their analysis accurate? Only time will tell. More importantly, how does this affect your...

Be it tarrifs or DOGE or whatever, the March markets start off (way!) down. A good time for Steve and Dave to reiterate their tangible and emotional investing fundamentals! Plus, you’ll learn a new phrase, “The Yen...

Are you a Fed? Is going into the office 5 days a week not for you? Are you retired or recently retired, and know you need a game plan, but have told yourself you’ll “get to it at some point?” If so, starting at the 7:30...

It’s the season of giving, so Steve and Dave start with how the markets certainly held up their share of the bargain in 2024. And speaking of 2024, they move on to “Seven Lessons of 2024” by Charlie Billelo, arguably...

The Trump (Gravy?) Train It’s a special election recap episode! What will a second Trump presidency mean for your money? Dave and Steve go over the Pros, the Cons, the Neo Cons… You name it, they will cover it on...

Just in case you didn’t believe we were a Washington DC area firm, we decided to take the month of August off from podcasting. So we start with our summer recap, including Steve’s trip to Colorado and Dave’s rare use of...

It could be Trump. It could be Biden. As of this recording, it could even be someone not born during the Roosevelt administration (Franklin, not Teddy, although it seems like Teddy). In any case , Steve and Dave debate...