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Podcasts

Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Need

How Companies Are Actually Spending Money on AI Now

On X

not a surprise that @politico was handed access to the tax returns of all Americans

Articles

Weekend Reading For Financial Planners (June 1-2)

Ray Dalio | The All-In Interview

Weekend Reading For Financial Planners (July 6-7))

Books

The Machiavellians: Defenders of Freedom

The Prince

The Hidden Globe: How Wealth Hacks the World

• What I Read This Week