Best Steve Marbert Podcasts (2026)

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Market Forecasts | Wealth Management 29:30

Play Pause

6h ago29:30

29:30

Episode 623: While Wall Street is optimistic about 2026, John and Matthew explain why industry forecasts are better gauges of sentiment than predictors of markets. You’ll also learn three core wealth management principles that bring focus and intention to how you build, manage, and use your wealth.By Richard Young Associates

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Subscription Captivity | Client Wins 2025 33:10

14h ago33:10

33:10

Episode 622: If you think you already know how to manage subscriptions, think again – today’s models create new challenges that require a different approach. Then, Steve and Abbie reflect on their clients’ biggest wins in 2025, revealing how disciplined planning created opportunity during volatility and set the stage for 2026.…

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Rate Effects | Retirement Readiness 29:50

6d ago29:50

29:50

Episode 621: When interest rates fall, the effects aren’t always immediate. Learn what rate cuts really mean and how to factor them into long-term planning decisions. Then, Justin and Ryan explore why retirement readiness goes beyond money, sharing practical and personal indicators that help clarify when you’re truly ready.…

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Costly Biases | Interest Rates 34:02

25d ago34:02

34:02

Episode 620: Discover why investor behavior matters more than market swings as John and Zach share simple rules to strengthen long-term returns. Then explore how interest rates shape everything from your mortgage to your savings and learn what to watch for next!By Richard Young Associates

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Executor Basics | Financial Checklist 36:07

1M ago36:07

36:07

Episode 619: Steve and Justin break down the executor’s duties in clear steps, helping you navigate estate settlement without feeling overwhelmed. Then they turn to everyday finances, showing how a simple month-by-month checklist can turn endless to-dos into small habits that build long-term success.…

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Buffett Wisdom | Money Simplified 30:32

1M ago30:32

30:32

Episode 618: Matthew and Abbie share the powerful life lessons Warren Buffett models – principles that shape how we live, not just how we invest. And for people who hate “money stuff,” learn how to make money feel simple and manageable with an easy system that works even if budgeting and spreadsheets aren’t your thing.…

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Bull vs. Bear | Digital Estate 31:54

2M ago31:54

31:54

Episode 617: Justin and Zach break down bull and bear markets and highlight what every investor needs to know to navigate them with confidence. Then, learn how to protect your online accounts, passwords, and digital memories with a smart, practical guide to organizing and securing your digital estate.…

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Investor Pitfalls | Holiday Spending 31:14

2M ago31:14

31:14

Episode 616: Even experienced investors fall into familiar patterns like reacting to headlines or waiting for the “right time.” Learn what works better instead. Then, Matthew and Ryan unwrap eight practical ways to enjoy the holidays without overspending, so you can start the new year without financial regret.…

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Soaring Premiums | Early Gifting 32:09

2M ago32:09

32:09

Episode 615: Rising healthcare costs aren’t just about inflation. John and Steve explain how the shutdown is affecting premiums and offer six practical ways to fight back. They’ll also discuss when it makes sense to gift money to your kids—and why waiting may be the wiser move.By Richard Young Associates

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Tax-Loss Harvesting 101 | Aging Parents 30:20

2M ago30:20

30:20

Episode 614: Learn from Zach and Justin how savvy investors use tax-loss harvesting to offset taxes today and build wealth for tomorrow. Then, discover five key money conversations that can help families prepare for aging parents with clarity, confidence, and peace of mind.By Richard Young Associates

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Lifestyle Creep | The Real Jackpot 27:15

2M ago27:15

27:15

Episode 613: Find out why good financial habits often fade as income grows—and the simple steps to get them back. Then, Ryan and Abbie explain why lasting wealth isn’t about luck at all, but about steady investing habits that can quietly compound into real financial freedom.By Richard Young Associates

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Prosperity Puzzle | Widow’s Checklist 30:25

3M ago30:25

30:25

Episode 612: If our nation’s wealth is at record highs, why does it feel so hard to get ahead? Zach and Matthew reveal the hidden forces shaping how we perceive prosperity. Then, learn how to turn an overwhelming to-do list into manageable steps that can protect your financial future after losing a spouse.…

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Social Security | Catching Up 29:53

3M ago29:53

29:53

Episode 611: Many advisors say “wait” on Social Security, but Steve and Ryan explore the hidden risks of delaying, and how to find your personal sweet spot. Then, learn how simple, consistent steps can help you rebuild your retirement savings and strengthen your financial future.By Richard Young Associates

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Disability Insurance | Fed & Mortgages 30:34

3M ago30:34

30:34

Episode 610: Don’t let illness or injury derail your finances – discover why short-term and long-term disability coverage may be the most important protection you don’t have. Next, Justin and Matthew break down why the Fed isn’t the only force influencing mortgage rates and what other factors help determine what borrowers pay.…

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Financial Unity | Investor Mistakes 28:00

3M ago28:00

28:00

Episode 609: John and Abbie share simple habits that help couples turn financial stress into lasting strength. Next, they discuss DALBAR’s insights on behavior and single-stock risk, pointing to smarter strategies for long-term success.By Richard Young Associates

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401(k) Rollover? | Advisor Insights 33:28

4M ago33:28

33:28

Episode 608: Should you roll over your old 401(k) or leave it where it is? Steve and Zach explain the pros and cons of each choice. Then, hear eight insights from a veteran advisor that reveal what really matters in wealth management.By Richard Young Associates

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Tax Timing | Decluttering Finances 30:08

4M ago30:08

30:08

Episode 607: Deferring taxes isn’t always the winning move. Learn from Ryan and Matthew why accelerating them can sometimes lead to big lifetime savings. They also show how simplifying your finances, from consolidating accounts to trimming scattered goals, can bring freedom and lasting confidence.By Richard Young Associates

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LTC Insurance | 401(k) Cuts 30:34

4M ago30:34

30:34

Episode 606: Thinking about long-term care? John and Justin explain how evaluating your resources may show you don’t need a policy at all. Then, the Money Doctors outline six ways that cutting 401(k) contributions might feel like relief today, but could jeopardize your retirement tomorrow.By Richard Young Associates

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Estate Planning | Hands-Off Investing 31:06

4M ago31:06

31:06

Episode 605: Estate planning doesn’t have to be complicated. Abbie and Ryan explain how you can minimize taxes, spare your heirs the stress, and ensure your wishes are crystal clear. Then, the Money Doctors reveal how a hands-off investing approach can protect you from costly errors and build lasting wealth.…

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Financial Psychology | Roth Conversions 32:35

5M ago32:35

32:35

Episode 604: John and Abbie uncover the psychological traps behind common money mistakes. They also share strategies to help you avoid them and set up “Future You” for success. Then, the Money Doctors break down the pros and cons of Roth conversions to help you decide if they’re the right move for your financial future.…

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Micro-Retirement | Wedding Budgeting 33:44

5M ago33:44

33:44

Episode 603: Zach and Matthew weigh the rewards and risks of stepping away from work for a micro-retirement. Then, they share six practical tips for creating a wedding budget that honors your dreams while protecting your long-term financial goals.By Richard Young Associates

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Tax-Savvy Retirement | Finding Contentment 29:24

5M ago29:24

29:24

Episode 602: John and Matthew share seven smart strategies to help you cut taxes and keep more of your money in retirement. Then, they explore how understanding the difference between needs and wants can lead to greater financial peace and contentment.By Richard Young Associates

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Bull vs. Bear | Income Strategies 32:32

5M ago32:32

32:32

Episode 601: Abbie and Matthew explain what truly defines a bull or bear market and how to navigate each with confidence. Then, they’ll break down two common retirement income strategies – living off dividends or following the 4 percent rule. Learn which approach may serve you better in the long run.…

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Retirement Paycheck | Investment Approaches 29:29

6M ago29:29

29:29

Episode 600: Don’t let your savings strategy stop at retirement—learn how to turn your nest egg into a steady, lasting paycheck. Then explore research that challenges common instincts about waiting for the “right time” to invest.By Richard Young Associates

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Saver’s Dilemma | 529 Flexibility 31:32

6M ago31:32

31:32

Episode 599: Saving for retirement is only half the battle—Zach and Justin share how to overcome the fear of actually spending it. Then, they explain why a 529-to-Roth rollover is a great Plan B, but not a solid college savings strategy.By Richard Young Associates