The Smarter Money Show

The Smarter Money Show

The Smarter Money Show is your weekly shortcut to sharper investing. Hosted by an experienced investor and strategist, this podcast breaks down stock market insights, income strategies, and long-term wealth-building techniques without the fluff. Whether you're managing your own portfolio or just getting serious about your money, you'll learn how to think like an investor — not a speculator. Each episode delivers clear, actionable ideas around stocks, ETFs, options, behavioral finance, and smarter ways to generate cash flow and protect capital. From covered calls to portfolio structure, tax efficiency, and market psychology - this is finance made practical. No hype. No get-rich-quick nonsense. Just smarter money decisions. Follow now and start thinking one level deeper.

Episodes

Sustainable Investing

August 12, 2025 • 15 mins
Episode 28 of The Smarter Money Show dives into sustainable investing, showing how to grow wealth while supporting environmental, social, and governance (ESG) values. A 2020 Morgan Stanley study found ESG funds outperformed traditional funds 64% of the time from 2004–2018, with examples like ESGU returning 18% in 2020.

The episode covers ESG pillars - environment (e.g., Tesla), social (e.g., Unilever), and governance (e.g., Microsof...
Mark as Played
Transcript

Behavioral Finance

August 11, 2025 • 15 mins
Episode 27 of The Smarter Money Show explores behavioral finance, revealing how psychological biases like loss aversion and herd mentality lead to costly investing mistakes. It highlights how emotions drove market events like the 2008 financial crisis, where panic selling cost investors a 300% recovery by 2019.

A 2021 Dalbar study shows emotional decisions caused a $400,000 shortfall for the average investor over 30 years. The episo...
Mark as Played
Transcript

Retirement Planning

August 10, 2025 • 15 mins
Episode 26 of The Smarter Money Show delves into retirement planning, guiding listeners on building a nest egg to support their dream lifestyle, regardless of age or income. It emphasizes starting early, as saving $5,000 annually at 7% from age 25 yields $1.1 million by 65, compared to $254,000 starting at 45. Key strategies include maximizing tax-advantaged accounts (e.g., 401(k)s, Riester pensions), investing in diversified ETFs ...
Mark as Played
Transcript

Tax-Efficient Investing

August 8, 2025 • 18 mins
Episode 24 of The Smarter Money Show explores tax-efficient investing, offering strategies to minimize taxes and maximize long-term portfolio growth. It highlights how taxes erode returns, with examples showing that a 20% annual tax can reduce a $10,000 investment’s 30-year growth from $76,000 to $44,000. Key strategies include using tax-advantaged accounts like Roth IRAs, holding investments for over a year, choosing low-turnover ...
Mark as Played
Transcript

Sector Rotation Strategies

August 8, 2025 • 21 mins
In Episode 23 of The Smarter Money Show, sector rotation is introduced as a strategy to shift investments among sectors like technology, financials, or consumer staples based on the economic cycle’s phases (recovery, expansion, late cycle, recession) to optimize returns. The episode explains how different sectors perform in each phase, backed by historical data showing sector rotation can outperform the S&P 500 by 2-3% annually...
Mark as Played
Transcript

Dividend Growth Investing – The Power of Compounding Cash Flow

August 8, 2025 • 17 mins
Episode 22 of The Smarter Money Show takes a deep dive into Dividend Growth Investing - a strategy built on owning companies that consistently increase their dividend payouts over time. Discover how reinvesting dividends drives powerful compounding, the key traits of great dividend growth companies, and how to construct a balanced portfolio for both income and growth.

Learn why this approach offers a psychological edge during market...
Mark as Played
Transcript

Corrections and Crashes — Turning Fear Into Long-Term Opportunity

August 8, 2025 • 7 mins
In Episode 21, we explore the realities of market corrections and crashes, explaining what they are, why they happen, and how investor psychology often turns them into bigger problems than they need to be. The episode outlines practical steps to prepare before a downturn, including knowing your risk tolerance, maintaining a cash buffer, and creating a buy list of quality assets.

Listeners learn how to survive market turbulence throu...
Mark as Played
Transcript

Rebalancing Your Portfolio – When, Why, and How to Do It Right

August 6, 2025 • 7 mins
In Episode 20, we dive into portfolio rebalancing - one of the most overlooked yet effective tools for long-term investors. You'll learn how rebalancing helps manage risk, enforce discipline, and systematically implement buy-low/sell-high behavior. We break down different rebalancing strategies - time-based, threshold-based, and hybrid - and explain how to handle taxes and costs in both taxable and retirement accounts. Real-world e...
Mark as Played
Transcript

Your Brain vs. Your Portfolio – How to Beat Behavioral Biases

August 6, 2025 • 7 mins
In Episode 18, we dive into the psychological traps that sabotage investors more than any stock pick ever could. From loss aversion and overconfidence to FOMO and confirmation bias, you’ll learn how behavioral mistakes quietly erode your returns. This episode breaks down each bias, shows how it plays out in real-life decisions, and gives you actionable ways to avoid them. The goal is simple: to build emotional discipline and stay i...
Mark as Played
Transcript

Volatility vs. Risk – Why They’re Not the Same

August 6, 2025 • 6 mins
In Episode 17, we explore the crucial difference between volatility - the daily ups and downs of an asset - and true risk, which is the permanent loss of capital. Most investors treat both as the same, which leads to fear-driven decisions and missed opportunities. We break down how volatility can be your friend, especially if you're a long-term investor, and why short-term noise often distracts from long-term value. You'll learn ho...
Mark as Played
Transcript

What Is Risk-Adjusted Return — And Why It Matters More Than You Think

August 6, 2025 • 6 mins
In Episode 16 of The Smarter Money Show, we dive into the concept of risk-adjusted return — a critical but often ignored way to evaluate investments. Instead of simply asking which asset had the highest return, we explore how much risk was taken to achieve it. Using simple examples and clear metrics like the Sharpe ratio, we show how to compare stocks, ETFs, and strategies on a smarter level.

You’ll learn why volatility, consistency...
Mark as Played
Transcript

Tax Efficiency and Asset Location — The Hidden Lever Most Investors Ignore

August 6, 2025 • 6 mins
In Episode 15 of The Smarter Money Show, we uncover one of the most overlooked aspects of building wealth: asset location. You’ll learn the difference between tax-deferred, tax-free, and taxable accounts - and why placing the wrong assets in the wrong accounts can cost you thousands in taxes over time. We explain which types of investments belong in each type of account, using real-world examples to make the concept simple and prac...
Mark as Played
Transcript

How to Build an All-Weather Portfolio

August 6, 2025 • 6 mins
In Episode 14 of The Smarter Money Show, we explore the concept of an all-weather portfolio — a strategy designed to perform in good times and bad. You’ll learn the key asset classes to include, how to balance risk and return, and why traditional 60/40 models may no longer be enough.

We discuss diversification beyond just stocks and bonds, incorporating assets like gold, cash, and alternatives. The episode also breaks down real-worl...
Mark as Played
Transcript

Stocks vs. ETFs – Which One’s Right for You?

August 6, 2025 • 9 mins
Episode 11 of The Smarter Money Show explores the key differences between buying individual stocks and using ETFs to build your portfolio. We look at risk, diversification, control, tax efficiency, and psychological behavior across both approaches.

You’ll learn when it makes sense to stock-pick - and when you’re better off going passive. This episode helps you choose an investment style that matches your personality, discipline, and...
Mark as Played
Transcript

How to Research a Stock From Scratch – Without Being a Professional Analyst

August 6, 2025 • 7 mins
Episode 9 of The Smarter Money Show is a hands-on guide to researching stocks from scratch, using a simple, repeatable framework. You’ll learn how to evaluate a company’s business model, financials, valuation, competitive edge, and risks - all without spreadsheets or jargon.

We cover key questions to ask, red flags to avoid, and how to build conviction without falling into hype. This is the blueprint for smarter, independent stock r...
Mark as Played
Transcript

Surviving a Bear Market – How to Manage Emotion, Capital & Strategy When Things Get Ugly

August 6, 2025 • 6 mins
Episode 8 of The Smarter Money Show helps you build a clear plan for navigating market downturns. We explore the psychology of fear, common investor mistakes, and what history teaches us about market crashes. You’ll learn how to manage risk, protect capital, and spot opportunity when sentiment is at its worst. This episode isn’t about pretending crashes don’t hurt - it’s about turning them into long-term advantages. With the right ...
Mark as Played
Transcript

Buybacks vs. Dividends – Which One Really Benefits You as an Investor?

August 6, 2025 • 6 mins
Episode 7 of The Smarter Money Show explains the mechanics and psychology behind stock buybacks versus cash dividends. You’ll learn why companies choose one over the other, how each affects shareholder value, and what to watch out for when evaluating buyback programs. We also discuss tax efficiency, timing risk, earnings-per-share impact, and how Wall Street often misuses buybacks.

Whether you’re a passive investor or picking stocks...
Mark as Played
Transcript

Investor Psychology – Why Your Brain Is Often the Biggest Risk

August 6, 2025 • 7 mins
Episode 5 of The Smarter Money Show digs into the mental side of investing - where most mistakes are made. We unpack key behavioral biases like loss aversion, confirmation bias, FOMO, and recency bias, and show how they quietly influence your decisions.

Through practical examples and research-backed insights, you'll learn how to stay objective, manage fear and greed, and think long-term even in volatile markets. This episode isn’t a...
Mark as Played
Transcript

Sector Rotation – How to Position for Every Phase of the Market Cycle

August 6, 2025 • 7 mins
Episode 4 of The Smarter Money Show explores sector rotation — the shifting performance of different industries throughout economic cycles. We explain how sectors like tech, healthcare, energy, and utilities behave during expansion, contraction, and recovery phases.

You’ll learn how to spot early signals, how to use sector ETFs, and why rotation isn’t about perfect timing but better positioning. The episode also covers defensive vs....
Mark as Played
Transcript

Dividend Investing Done Right – Modern Strategies for Passive Income

August 6, 2025 • 8 mins
Episode 3 of The Smarter Money Show explores how to use dividends effectively in today’s market environment. From classic dividend aristocrats to modern ETFs and global dividend plays, you’ll learn how to think about yield, stability, tax treatment, and long-term reinvestment.

We dive into the difference between dividend income and total return, how to avoid dividend traps, and how compounding plays a bigger role than you might thin...
Mark as Played
Transcript

Popular Podcasts

    New Heights with Jason & Travis Kelce

    New Heights with Jason & Travis Kelce

    Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!

    The Breakfast Club

    The Breakfast Club

    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!

    Fudd Around And Find Out

    Fudd Around And Find Out

    UConn basketball star Azzi Fudd brings her championship swag to iHeart Women’s Sports with Fudd Around and Find Out, a weekly podcast that takes fans along for the ride as Azzi spends her final year of college trying to reclaim the National Championship and prepare to be a first round WNBA draft pick. Ever wonder what it’s like to be a world-class athlete in the public spotlight while still managing schoolwork, friendships and family time? It’s time to Fudd Around and Find Out!

    Dateline NBC

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

    24/7 News: The Latest

    24/7 News: The Latest

    The latest news in 4 minutes updated every hour, every day.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

Explore

iHeart

Live Radio

Podcasts

Artist Radio

Exclusives

News

Features

Events

Contests

Photos

Information

About

Advertise

Blog

Brand Guidelines

Contest Guidelines

Subscription Offers

Jobs

Get the App

Automotive

Home

Mobile

Wearables

© 2025 iHeartMedia, Inc.