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Can't Take It With You - Podcast

Can't Take It With You

 Kevin Smith

Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tackle these themes and more with the aim of being open minded, curious and practical.

Business Education How To Investing
Update frequency
every 33 days
Average duration
32 minutes
Episodes
41
Years Active
2020 - 2025
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#41: The Acquisition Entrepreneur's Guide to Wealth

#41: The Acquisition Entrepreneur's Guide to Wealth

Entrepreneurship can be a powerful path to wealth, but it comes with unique challenges. In this episode, Pioneer Capital Advisory founder Matthias Smith joins Derek Ripp and Carlos Cardenas of Austin…
00:42:35  |   Tue 29 Jul 2025
#40: Money Communication in Marriage

#40: Money Communication in Marriage

Money can cause lots of stress in marriage. Couples don't have to fight, though - there are healthy ways to talk about financial decisions and get on the same page! Licensed professional counselor Am…
00:38:20  |   Fri 11 Jul 2025
#39: Medicare Enrollment Options

#39: Medicare Enrollment Options

Medicare planning is complex, and people often receive a confusing flurry of insurance marketing material when they turn 65. In today's episode, we talk to Medicare expert Dana Lasman. Dana explains …

00:48:45  |   Fri 27 Sep 2024
#38: Avoiding Surprise Tax Bills

#38: Avoiding Surprise Tax Bills

It's great to earn a big bonus, receive a vesting of company stock, or achieve a profitable business year. Unfortunately, without good tax planning, extra income and insufficient withholdings can res…
00:33:44  |   Fri 09 Aug 2024
#37: Making Your Business a Top-Performing Team

#37: Making Your Business a Top-Performing Team

There are many ways to increase business value. Owners often focus on the tangibles, but the intangibles are equally important. In this episode, business coach Dan Dowdy highlights the importance of …
00:23:18  |   Fri 15 Mar 2024
#36: Personalizing the College Preparation Process

#36: Personalizing the College Preparation Process

College consultant Marina Glava discusses key strategies for the increasingly competitive world of college admissions. Marina also shares how students can make the most of their high school years to …

00:31:01  |   Thu 04 Jan 2024
#35: Riding the Waves of Managed Futures

#35: Riding the Waves of Managed Futures

Matt is joined by Andrew Beer of Dynamic Beta Investments (DBi) to explore the world of managed futures. In this episode we cover:

  • Managed Futures 101
    • What is a futures contract?
    • What are managed f…
00:35:42  |   Fri 10 Nov 2023
#34: Last Will or Living Trust?

#34: Last Will or Living Trust?

Estate planning attorney, Kyle Robbins, helps us understand how the probate process actually works (in Texas, but the big concepts apply elsewhere), and what the Executor of an estate should expect t…
00:38:18  |   Fri 29 Sep 2023
#33: A Holistic Approach to Systematic Value

#33: A Holistic Approach to Systematic Value

Matt is joined by Phil McInnis, Chief Investment Strategist for Avantis Investors, to explore the story and strategy behind the newest investment manager to our client portfolio lineup. In this episo…
00:39:50  |   Fri 18 Aug 2023
#32: Winning the Credit Card Game

#32: Winning the Credit Card Game

Kevin goes deep into the topic of credit cards with colleague, John Toungate, a self-taught expert with plenty of real life examples to share.
  • How credit cards impact credit scores
  • Strategies to im…
00:36:21  |   Fri 04 Aug 2023
#31: Seeking High Interest and Low Risk

#31: Seeking High Interest and Low Risk

Derek Ripp meets with Gary Zimmerman of MaxMyInterest to discuss the fragility of banks, risks to cash depositors, and strategies to reduce risk and optimize yield on cash in bank accounts.

·       …

00:36:46  |   Fri 19 May 2023
#30: Mortgages – Every Point Counts

#30: Mortgages – Every Point Counts

Veteran mortgage professional, Russ Laing of Vista Lending, joins us with insight about the dramatic changes in mortgage lending since rates more than doubled in the past year, and what borrowers can…

00:37:32  |   Fri 28 Apr 2023
#29: All that Glitters: A Brief History of Gold

#29: All that Glitters: A Brief History of Gold

Matt interviews George Milling-Stanley, Chief Gold Strategist for State Street Global Advisors. Spanning the historical to the practical, George gives a breakdown of gold’s role over the years, the i…

00:42:55  |   Fri 31 Mar 2023
#28: Questioning the Nature of Passive Investing Reality

#28: Questioning the Nature of Passive Investing Reality

Today Matt interviews Michael Green, CFA from one of our newest fund partners, Simplify Asset Management where he serves as Portfolio Manager and Chief Strategist. In a wide ranging conversation, Mic…

00:46:37  |   Fri 09 Dec 2022
#27: Adapting to a Different Real Estate Market

#27: Adapting to a Different Real Estate Market

  • Real estate entrepreneur, Mark Strub, visits the podcast to give us an update on the rapidly changing residential real estate market. We cover so many topics!
    • The market transitioning from blazing …
00:44:16  |   Mon 10 Oct 2022
#26: Broken Bonds

#26: Broken Bonds

Matt and Kevin analyze the worst year for bonds since the industry began recording data in 1926. They talk about what caused this and where the market might go from here. They review the main categor…

00:32:51  |   Sat 10 Sep 2022
#25: Levels of Tax Efficiency

#25: Levels of Tax Efficiency

Jeff Socha shares insights about how to achieve lower tax liability while adhering to IRS tax laws. We talk about:
  • Levels of tax strategies
  • Understanding your relationship with the IRS
  • Business…
00:32:18  |   Mon 25 Jul 2022
#24: Not stocks, not bonds, what else? Part 2: Trading Strategies

#24: Not stocks, not bonds, what else? Part 2: Trading Strategies

Matt and Kevin crack open the 'other' category of investments, sometimes called 'alternative' investments. The broadest definition is any investment other than traditional stocks and bonds. With both…
00:38:30  |   Sat 23 Apr 2022
#23: Not stocks, not bonds, what else? Part 1: Real Assets

#23: Not stocks, not bonds, what else? Part 1: Real Assets

Matt and Kevin crack open the 'other' category of investments, sometimes called 'alternative' investments. The broadest definition is any investment other than traditional stocks and bonds. With both…
00:47:38  |   Sun 20 Mar 2022
#22: You got company stock! Now what?

#22: You got company stock! Now what?

Meg Bartelt, founder of Flow Financial Planning, joins us to discuss a method for weaving employer stock into personal financial planning.
  • Trends in employer stock plans
  • What are you actually gettin…
00:28:41  |   Fri 14 Jan 2022
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