Bigger Insights Finance Podcast

Welcome to Bigger Insights Finance

The transcript can be viewed here.


The Bigger Insights Finance podcast helps you build a life you don’t need a vacation from. The goal of this podcast is to give you the education and insights you need to plan your financial future, as well as grow and protect your assets. Some of the topics discussed include:

  1. Budgeting and saving
  2. Debt management
  3. Retirement planning
  4. Investing: Stocks, bonds, real estate, commodities, gold, silver, cryptocurrency
  5. Business development
  6. Tax planning
  7. Tax-favored accounts: 401(k), IRA, HSA
  8. Risk management
  9. Asset protection
  10. Estate planning

Bigger Insights is about sovereignty and resilience. In addition to our podcast and blog content, we provide consulting services to clients like you in one-on-one sessions. We help our clients achieve their goals and secure their future through finance, security, privacy, and technology. If you like this content, see our Privacy & Security and Technology podcasts as well.


We publish our episodes here (below) as well as on other platforms. Feel free to listen and subscribe to our podcasts anywhere you prefer. If you would like for us to publish to a different platform, please let us know.

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Finance - Budgeting - Financial Planning - Accounting - Asset Allocation - Taxable and Tax-favored Accounts - Cash Finance

Asset Location: Taxable vs. Tax-favored Accounts (401k, IRA, HSA)

Asset Location (AKA Asset Placement) is a strategy for organizing your assets in an optimal way that helps you meet your financial goals. In the previous episode, we focused on asset location strategies for reducing taxes and simplifying your tax return. In this episode, we focus on asset location considerations ...
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Planning - Concepting - Whiteboard - Tax Planning Tips - Asset Location - Asset Placement Finance

Asset Location: Reducing Taxes & Simplifying Your Tax Return

Asset Location (AKA Asset Placement) is a strategy for organizing your assets in such a way as to reduce tax burden, simplify your tax return, and manage risk. We discuss our Asset Location strategies, which includes specifics about tax treatment for growth stocks, dividend stocks, taxable bonds, real estate investment ...
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Woman Shopping - Holding Shopping Bags - Retail - Spending Money Finance

What Does it Mean to be Able to Afford Something?

Most everyone will agree that you shouldn’t buy things that you can’t afford, yet so many do. Why is that? It seems to us that one of the reasons for this is because many don’t know what it means to be able to afford something. Spoiler alert – it doesn’t ...
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Legal Document - Contract - Agreement - Asset Protection - Estate Plan - Trust - Living Trust - Last Will Finance

Living Trusts: What and Why You Need One

1 out of 3 US adults have an estate plan. 3 out of 3 need one. Revocable living trusts are powerful, flexible estate planning instruments which all adults should seriously consider, especially if there are children or significant assets involved. In this episode, we detail the advantages and disadvantages of ...
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Savings - Retirement Planning - Investing - Tax Planning - Tax-Favored Accounts - Coins - Tree Finance

Why You Should Consider Investing in a Roth IRA

A Roth IRA is funded with after-tax dollars, but distributions are tax-free in retirement. Everyone knows that, but Roth IRAs have special properties and use cases that rarely get mentioned. We explain what the general and special benefits of a Roth IRA are, as well as under what circumstances you ...
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Inflation - Burning Money - Cash - US Dollar - Purchasing Power - Waste Finance

Why the 2020s Decade Will Likely Be Inflationary

One of the biggest macroeconomic debates of today is whether we'll experience inflation or deflation over the coming years. If you survey 50 economists, you'll come up with 50 different answers. However, after much research, our opinion is that the 2020s decade will likely be inflationary in terms of the ...
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Bigger Insights, LLC, an Ohio limited liability company (“we”, “our”, or “us”), provides general educational information on various topics in our podcasts, as a public service, which should not be construed as professional, financial, real estate, business, tax, legal, marital/relationship, family planning, health, or other advice. The content in our podcasts only represents opinions and views expressed by the authors of said content. See our full Disclaimer for more details.

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