Mentioned On
Episode Mentions
Becker Private Equity & Business Podcast · Feb 24, 2026
The Good, the Bad, & the Ugly 2-24-26
“Source cited for reporting that typical Americans have approximately $1,000 saved for retirement”
Luxury Market PerformanceRetirement Savings CrisisWealth Inequality and Income Distribution
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Life Kit · Feb 3, 2026
Money tips no one taught you
“Recommended as an easy-to-use resource for researching investment funds and looking up expense ratios by ticker symbol.”
Investment fee structures and expense ratiosActive vs. passive fund management performanceTraditional IRA vs. Roth IRA tax implications
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The Clark Howard Podcast · Jan 6, 2026
01.06.26 Ask An Advisor With Wes Moss
“Referenced as resource for comparing buffered ETF performance against S&P 500 benchmark returns”
Wealth Distribution and Net Worth Statistics in AmericaRetirement Account Accumulation StrategiesRoth IRA vs. Traditional 401k Contribution Decisions
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Money Rehab with Nicole Lapin · Dec 17, 2025
How to Create an Investing Plan Like a Billionaire— Even If You're Not One Yet
“Accessible platform for retail investors to access financial data and company reports (10-Ks, PNLs)”
Investment Thesis FrameworkHedge Fund Investment StrategiesVenture Capital Due Diligence
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