Najlepsze podcasty z kategorii: Rob Cramer (2024)

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What Can I Do With My Mortgage with Tom Cramer 48:22

1d ago48:22

48:22

I have a mortgage but . . . whether you want to refinance, purchase a second home, or are getting divorced, you have a lot of options. In this episode, Tom Cramer, a mortgage officer at Wintrust, explains what is currently effecting the lending industry and what you can do with the mortgage you have. We are Financial Design Studio: Michelle, Steve,…

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Episode 132 1:07:01

5d ago1:07:01

1:07:01

Bobo and Cramer open the show talking about the Mets big matinee win over the Blue Jays that saw Francisco Lindor break up a no hitter in the 9th inning, and then preview a big showdown this weekend with the Philadelphia Phillies. After that they talk about the Yankees tough match up with the Royals and get ready for another big rival weekend as th…

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Societal Challenges and the “Money World” Don't Always Mix | Katie Gatti Tassin - E89 1:12:28

7d ago1:12:28

1:12:28

Jesse explores the intricacies of student loan forgiveness, highlighting the fallacy that loans can simply vanish without consequence. He argues that the financial burden ultimately falls on taxpayers and critiques the notion that the U.S. government can "magically" eliminate student debt. Jesse explains the Public Service Loan Forgiveness (PSLF) p…

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Changes to Estate Tax Exemptions with Heather Walser 48:55

11d ago48:55

48:55

Estate planning can be as much about taxes as it is about beneficiaries. With the Tax Cuts and Jobs Act of 2017 sunsetting in 2025, there are going to be significant changes to the Estate Tax Exemptions. In this episode, our guest Heather Walser, an estate planning attorney, shares the changes we expect as well as how people are structuring their e…

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Leading With Intention: Leadership Lessons From Sam Houston State University CBO Amanda Withers 23:09

12d ago23:09

23:09

Amanda Withers is the chief financial officer and senior vice president for operations at Sam Houston State University in Huntsville, Texas. In this episode, Withers joins our host Donna Schiele to talk about her journey to becoming a CBO in higher education, the importance of leadership and mentorship, and the future of the CBO role. "I think the …

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Episode 131 58:07

13d ago58:07

58:07

Bobo and Cramer are LIVE and Bobo has just returned from Citi Field after watching the Mets sweep the Red Sox! They discuss the Mets 7 game winning streak and how they are still in the thick of the pennant race. After that they move onto the Yankees who had a rough couple of days in Texas and revisit their conversation about Clay Holmes not getting…

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Episode 130 1:12:38

20d ago1:12:38

1:12:38

Bobo and Cramer open the show talking about the Mets big win to open the series in Arizona and how great Sean Manaea has been lately, and then they get into the greatness of Aaron Judge, the Yankees series against the Nats and how much a healthy Giancarlo Stanton means to the team. After that they wrap up the show breaking down the Jets and Giants …

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Practical Reasons Why "Retirement Success" Can Still Be Painful | Rob Berger - E88 43:48

21d ago43:48

43:48

Referring back to his article, Fundamentals Of Retirement: Is the Summit “Good Enough?”, Jesse uses an experience hiking in the Adirondack Mountains as a metaphor to explore retirement preparedness. He recounts how being poorly equipped for a challenging hike can mirror the pitfalls of entering retirement without thorough planning - you might reach…

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Episode 129 57:39

27d ago57:39

57:39

Bobo and Cramer open the show reacting to the Mets hitting their second walk off home run against the Orioles in 3 games, and how they are looking in the National League wild card race. After that they talk about Soto and Judge chasing Yankee history while the team looks to even the series against the Guardians, and finally they wrap up talking abo…

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Episode 128 1:04:42

1M ago1:04:42

1:04:42

Bobo and Cramer open the show recapping Bobo's trip to Cleveland, and then talk about the Mets recent struggles coming off their long road trip. After that they break down the Yankees facing the White Sox, Juan Soto's 3 home run game and how far can the Yankees go with Clay Holmes as closer? Finally, they wrap up with some football training camp ta…

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How To Secure an Edge Against “Sequence of Returns” Risk | Tyler of Portfolio Charts - E87 52:18

1M ago52:18

52:18

In today’s opening monologue, Jesse explores the concept of Sequence of Returns Risk, a crucial and often misunderstood threat to retirees, by illustrating how poor returns early in a retirement can severely impact long-term stability. He emphasizes the importance of diversification. Jesse then introduces the idea of path dependence, drawing parall…

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Episode 127 1:05:06

1M ago1:05:06

1:05:06

Bobo and Cramer open the show talking about the Mets long west coast trip's up and downs and trying to get on the board in their series against the Rockies in Denver, after that they talk about the Yankees getting on the right track and how they should handle the intentional walks that Aaron Judge draws. Finally they wrap up talking some football t…

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Making the Most of Your Life Insurance Policies 41:02

1M ago41:02

41:02

Young families, professionals, and retirees will come to us with questions about their life insurance policies. Do they have enough coverage? Should they keep this old policy? And how can they can actually be used? We talk through each of these issues in this episode. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passi…

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Episode 126 1:01:02

2M ago1:01:02

1:01:02

Bobo and Cramer open the show breaking down how the Mets and Yankees did at the MLB trade deadline and the Mets winning a big series against the Twins, and the Yankees sweep of the Phillies. After that they get into some NFL training camp talk as the Giants offense has been slow out of the gate and the Jets are trying to resolve a contract dispute …

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Should I Drain My 401k to Pay Off My Mortgage? | AMA #2 with Jesse - E86 48:23

2M ago48:23

48:23

In today’s AMA, Jesse delves into various financial dilemmas and strategies to maximize benefits and secure a stable retirement. The first question comes from Mindy, a 50-year-old widow, weighing the pros and cons of remarrying due to its potential impact on her survivor benefits. Jesse explains the complexities of Social Security spousal and survi…

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Episode 125 1:03:40

2M ago1:03:40

1:03:40

Bobo and Cramer open the show reacting to a close 3-2 win for the Mets to clinch the season series over the Yankees, as they watch them go for the sweep in real time. They talk about Francisco Lindor's great play and Jeff McNeil's recent hot streak. After that they talk about the Yankees prolonged struggles and the historic lack of production in th…

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Where Does Your Money Go? 46:00

2M ago46:00

46:00

You probably have questions about your money. We think most of the answers depend knowing where your money actually goes. So, in this episode we help you figure that out. By understanding your personal cash flow, you analyze how you spend and begin to plan for bigger goals. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a…

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Episode 124 1:06:22

2M ago1:06:22

1:06:22

Bobo and Cramer open the show talking about the American League yet again winning the MLB All-Star Game, and how Soto, Judge and Alonso performed in it, then they take a look at what awaits the Mets and Yanks in the second half of the season. After that they react to the major news of Jalen Brunson signing an extension with the Knicks at a massive …

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Red Flag Finance Scams on the Big, Scary Internet | Rachael Camp - E85 1:03:37

2M ago1:03:37

1:03:37

Jesse starts by sharing two of his blog posts in today’s monologue. The first post, “The Answers are Here, But…”, expands on William Gibson’s quote, “The future is already here. It’s just not evenly distributed, yet.” Jesse draws a connection between Gibson’s quote and the distribution of financial literacy, explaining that The Best Interest is par…

1
Episode 123 57:40

2M ago57:40

57:40

Bobo and Cramer open the show talking about the Mets continued good play, the mismanagement of the pitching staff by manager Carlos Mendoza and their trade for a new reliever. After that they break down the Yankees extended cold streak and the collapse of Carlos Rodon's first half. Finally they wrap up debating All-Star snubs and who needs to make …

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Start with Why: Rob's Story 1:00:39

2M ago1:00:39

1:00:39

In this episode, we interview the CIO of FDS! Rob shares what he learned from his parents, how he went from meteorology to investing, and his journey from corporate America to entrepreneur. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you …

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Episode 122 4th of July Spectacular! 1:06:42

3M ago1:06:42

1:06:42

Bobo and Cramer open the show talking about the Mets staying hot against the Nationals, and discuss the moves they need to make to stay relevant, they also break down the Yankees good weekend in Toronto, and their tough time agains the Reds. After that they wrap up the show talking about NBA and NHL free agency and what the Knicks and Rangers have …

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How New Parents Can Avoid Money Mistakes | Andy Hill - E84 53:47

3M ago53:47

53:47

Jesse begins today's episode with two reflections. First, he talks about the rarity and preciousness of gathering all your loved ones in one place. While money is important, it is ultimately a means to gain the freedom to spend time with those you care about. In his second reflection, Jesse recounts the story of his parents' neighbors' house catchi…

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Episode 121 41:02

3M ago41:02

41:02

Bobo is on location at Citi Field while he and Cramer talk about the Mets win over the Yankees in Game 1 of the Subway Series and preview Game 2, they also talk about what both teams need to address heading into July and the upcoming trade deadline. After that they talk about the Rangers loss of Barclay Goodrow on waivers and their reported interes…

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How to Steward Your Inheritance Well 42:27

3M ago42:27

42:27

In this episode, we pick up from episode 45 on how to steward your inheritance well. Once the money is in your account, how to do process the emotions and decide where to put that money now? We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you…

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Episode 120 1:03:46

3M ago1:03:46

1:03:46

Bobo and Cramer open the show with a video about the Mets winning streak and Grimace, and then talk about the recent passing of the great Willie Mays. After that they get back into the Mets winning streak, and then talk about how the Yankees are about to get even better as their ace Gerrit Cole is about to rejoin the rotation. They wrap up the show…

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Fight, Flight, and Friction: Being Smart in Your Volatile Portfolio | Carl Richards - E83 55:07

3M ago55:07

55:07

Jesse starts this episode with a confession: money still stresses him out. The four ways that Jesse reduces this stress are remembering what’s going right financially, prioritizing spending, working hard, and remembering that others have walked this path. Then, with another call back to his blog, Jesse invokes Marshall McLuhan’s quote “the medium i…

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Episode 119 1:03:33

3M ago1:03:33

1:03:33

Bobo and Cramer open the show talking about the Mets splitting a pair of games in London with the Phillies, but then taking a loss to the Marlins in their return home. After that they marvel at Aaron Judge's hot streak and how good the Yankees have been. They also recap the NBA and Stanley Cup Finals, before wrapping up with some NFL mini camp talk…

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Understanding the Inheritance Process 50:11

3M ago50:11

50:11

Whether you are preparing to structure or leave an inheritance, we want to help you build, not destroy, relationships. In this episode, we discuss the roles involved and how they work in each stage of the inheritance process. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial succe…

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Episode 118 1:09:16

3M ago1:09:16

1:09:16

Bobo and Cramer open the show reacting to the devastating Game 6 loss of the New York Rangers in Florida against the Panthers, and discussing potential off-season moves going forward. After that, they talk about the Mets who swept the Nationals, but are still terrible and then talk about the red hot Yankees and how Juan Soto and Aaron Judge have be…

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“Truth: We Are Very Bad At Anticipating What We Want” | Jonathan Clements - E82 47:08

3M ago47:08

47:08

Jesse begins today’s episode with a short monologue on the highs and lows of money. Can money buy happiness? Or are they uncorrelated? Either way, money can certainly buy flexibility and optionality. Jesse collects insights from Thom Yorke, Matthew Killingsworth, Danny Kahneman, and Angus Deaton. Today’s guest is Jonathan Clements, the founder and …

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Episode 117 1:03:24

4M ago1:03:24

1:03:24

Bobo and Cramer open the show talking about Bobo's trip to the Rangers watch party for game 3, but get derailed when they're rage for the Mets boils over. They rant about how bad the Mets have been and then get back to talking about the Rangers tough loss in OT in game 4 and preview a pivotal game 5 for the Rangers Thursday night at MSG. After that…

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Should You Rent or Buy (or Build)? 1:10:41

4M ago1:10:41

1:10:41

In this episode, we talk about whether you should rent or buy a home, and even when it might be time to build one instead. We talk with Rob who explains the 2024 housing market, his own experiences as a buyer and seller, and things to consider about building. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for he…

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Episode 116 1:03:51

4M ago1:03:51

1:03:51

Bobo and Cramer open the show talking about the Knicks losing at home to the Pacers in Game 7, and what the future holds for their team. After that, they react to the Jets and Giants having their OTAs this week and recap another lost week for the Mets and the Yankees try to salvage their series against Seattle. Finally they wrap up the show preview…

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"Is My 100% S&P 500 Portfolio Wrong?" | AMA #1 with Jesse - E81 37:43

4M ago37:43

37:43

On today’s episode, we bring you something a little different. Jesse’s collected a series of questions from newsletter subscribers and will answer them in today’s AMA (Ask Me Anything). Jesse answers into which accounts young people should be putting their money. Other questions answered are: Is getting to your “Coast FI” a good idea? How to balanc…

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Episode 115 1:08:05

4M ago1:08:05

1:08:05

Bobo and Cramer start the show reacting to the Knicks blow out win over the Pacers in Game 5, and then turn their attention to the Rangers who have lost the last two, but still have Carolina on the brink. After that they talk some baseball as the Mets continue to flounder and the Yanks look strong in Minnesota. Finally they wrap up the show talking…

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2023 Tax Review & 2024 Tax Planning 53:58

4M ago53:58

53:58

After preparing almost 200 tax returns, our team shares what we noticed about the 2023 tax season . . . and what to know for 2024 taxes. We cover everything from charitable gifts, IRA contributions, rental properties, and child credits. If you want to learn more about tax planning, find our guide to Tax Savings Strategies in the shownotes! We are F…

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Episode 114 1:01:43

4M ago1:01:43

1:01:43

Bobo and Cramer open the show talking about the Rangers and Knicks playoff runs both getting off to a hot start and recap the Rangers double overtime win in game 2. After that they talk some baseball as the Mets continue to play .500 ball and the Yankees beat up the Astros again.

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Beware! Don’t Fall Into “The College Money Pit Trap!” | Evan Giokas - E80 1:11:34

4M ago1:11:34

1:11:34

Jesse starts this episode discussing his “50/50 rule” of college savings. Jesse also talks about 529-to-Roth conversions (why they’re overrated!), the FAFSA, and other financial tools at our disposal for college planning. Evan Giokas then joins the show to dive deeper into a college admissions conversation. Evan is the founder of The College Confid…

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Episode 113 1:01:09

5M ago1:01:09

1:01:09

Bobo and Cramer open the show talking about the Mets getting him a win on his birthday earlier this week, and address the new City Connect uniforms, they also react to the Yankees dropping the first two games of their series in Baltimore. After that they break down the Rangers dominating sweep against the Caps and the Knicks crushing loss in OT at …

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Start with Why: Trevore's Story 45:42

5M ago45:42

45:42

In this episode, we interview the COO of FDS! Trevore shares how he started his first business, how he discovered what he cares about, and the importance of focus to maintain balance. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about …

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Embracing Change Fearlessly with University of North Texas CBO Clayton Gibson 31:45

5M ago31:45

31:45

Clayton Gibson is vice president for finance and administration and CFO at the University of North Texas in Denton, Texas. In this episode, Gibson joins our host Donna Schiele to talk about his educational journey, his transition from corporate to higher ed, and the importance of mentorship. "Focus on your career and technical skill sets, but you a…

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Episode 112 48:21

5M ago48:21

48:21

Bobo and Cramer open the show breaking down the Knicks thrilling come back win at MSG and the Rangers hanging on to beat the Caps as well, both taking 2-0 leads in their playoff series. After that they get into our 2024 NFL Mock Draft as they give our take on how the top 10 picks will fall in this years draft.…

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Health = Money = Time | Phil Pearlman - E79 50:17

5M ago50:17

50:17

In episode 79 of The Best Interest Podcast, host Jesse Cramer discusses the intricate relationships between health, wealth, and time with guest Phil Pearlman. Jesse starts with his usual monologue, explaining and establishing that health, money, and time are all interchangeable resources that many people trade-off throughout their lives. Jesse and …

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Episode 111 1:09:04

5M ago1:09:04

1:09:04

Bobo and Cramer open the show talking about how the Rangers clinched the President's Trophy on Monday and home ice throughout the playoffs, after that they break down the Knicks big win and their highest playoff seeding in a decade. After that they react to the Mets recent hot streak and the Yankees salvaging the finale in Toronto!…

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How to Set Goals (if you're already succeeding) 54:07

5M ago54:07

54:07

We want to take advantage of every opportunity that comes our way. That's why coach Sarah Fincher shares why doing "the right things" isn't always enough. In this episode we talk about how defining what you want matters for how to set goals. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach…

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Keeping Students Central: University of Arkansas CBO Ann Bordelon on Investing in People 49:51

5M ago49:51

49:51

Ann Bordelon is executive vice chancellor for finance and administration at the University of Arkansas in Fayetteville, Arkansas. In this episode, Bordelon joins our host Donna Schiele to talk about her career journey, mentorship, and leadership through change in higher education. “I look back on my career and there have been a handful of people wh…

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Episode 110 59:51

5M ago59:51

59:51

Bobo and Cramer kick off the show talking about the fallout from Wrestlemania 40 and a heated Rangers/Islanders game with a wild finish. After that they break down a big win for the Knicks and the return of OG Anunoby, and finally they finish up talking about the Mets sluggish start and a record hot start for the Yankees!…

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An Informative Debate: The Most Important Rules of Personal Finance | Justin Peters - E78 1:12:29

5M ago1:12:29

1:12:29

Jesse starts this episode with an engaging monologue: how exactly does The Best Interest generate revenue? Jesse answers this question and asks YOU for your help in ensuring The Best Interest continues as a terrific free financial resource. And then Justin Peters joins for the second half of the episode. Justin hosts The Struggle is Real, a podcast…