Episodes

  • All Kinds of Stuff with Bill and Danielle - Interest Rates, Real Estate, and More

    All Kinds of Stuff with Bill and Danielle - Interest Rates, Real Estate, and More
    Jun 8 2025
    Join Bill and Danielle as they dive deep into the current financial landscape, dissecting the ripple effects of fluctuating interest rates on everything from your savings account to the red-hot real estate market. They’ll break down complex economic jargon into digestible insights, helping you make sense of today’s financial headlines. Don’t miss their candid takes on navigating these challenging but potentially lucrative times.
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    Less than 1 minute
  • The Market Recap, The Importance of Having a Plan, and The Impossible Task of Replacing Billie

    The Market Recap, The Importance of Having a Plan, and The Impossible Task of Replacing Billie
    Jun 1 2025
    We navigate the turbulent waters of recent market shifts and underscore why a solid financial plan is your best defense. We also tackle the unexpected challenge of replacing our beloved Billie, a void that feels almost impossible to fill. Discover how market dynamics and internal team changes are shaping our financial outlook.
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    Less than 1 minute
  • The Double Bill

    The Double Bill
    May 25 2025
    In this episode Bill welcomes back to the show his Dad, Bill Sr. They talk about his transition to retirement, and the importance of a plan, purpose, and social interaction in retirement.
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    Less than 1 minute
  • Market Update with Keith Gangl

    Market Update with Keith Gangl
    May 18 2025
    Bill welcomes Gradient Investments senior portfolio manager Keith Gangl. Keith breaks down the latest inflation data and what it means for your investment strategy. He offers his expert analysis on the recent market volatility, highlighting potential opportunities and pitfalls for long-term investors. Finally, Keith shares key insights on sector rotation and how to position your portfolio for the remainder of the year.
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    Less than 1 minute
  • Mother's Day and More

    Mother's Day and More
    May 11 2025
    In this episode we talk about the moms and how important they are for all of us. We also discuss financial planning.
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    Less than 1 minute
  • The Markets, The Pope and More

    The Markets, The Pope and More
    Apr 27 2025
    In this episode Bill talks about ways to deal with market volatility, the future and the Pope.
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    Less than 1 minute
  • Questions Investors Need to Ask and You Get What You Pay For

    Questions Investors Need to Ask and You Get What You Pay For
    Apr 20 2025
    In this episode we go over the questions that investors need to be asking right now, and about how the promise of free legal work isn't all it's cracked up to be.
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    Less than 1 minute
  • Taxes, Markets and Being Kind

    Taxes, Markets and Being Kind
    Apr 13 2025
    In this episode Bill talks about taxes, the markets and the importance of treating others with kindness.
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    Less than 1 minute
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