Best Jason Zook Podcasts (2025)

1
Practical AND Beautiful Investing Advice w/ Callie Cox #983 56:40

11h ago56:40

56:40

What it means to have a practical and beautiful portfolio. How recent policy decisions have roiled the stock market. Right-sizing your risk tolerance… These are just a few of the topics we discuss with our guest Callie Cox who is a part of the Ritholtz Wealth Management team. She is also the author of OptimistiCallie, her newsletter where she seeks…

1
Ask HTM - Unnecessary Credit Cards, Creatively Funding Grad School, & Dropping Car Insurance To Save #982 52:42

2d ago52:42

52:42

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

1
Friday Flight - Paper Wealth, Target Date Trends, & Bye Bye Buffett #981 36:01

6d ago36:01

36:01

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

1
245 - We asked AI to interview us... 51:39

5d ago51:39

51:39

If you’re like us and using GPT (or Claude, etc) on a daily basis, then you have an AI that is gaining context about you constantly. With that in mind, we decided to ask AI to come up with questions they thought would be compelling for us to answer! In this episode, we have two AI Speakers joining us to ask us questions about our businesses, conten…

1
Creating a Post-Layoff Action Plan w/ Marlo Lyons #980 54:54

7d ago54:54

54:54

Gone are the days of constantly job hopping in order to rapidly boost your salary! Remember when perusing new job listings during your lunch break while WFH led to a 10-30% pay bump?! Now, with the uncertainty we’re experiencing in the overall market, it’s not just the new hires who are a bit nervous about hanging onto their jobs. Even government w…

1
Ask HTM - Pro Help to Break the Paycheck to Paycheck Cycle, Down Payment Money Market Accounts, and Viable Student Loan Forgiveness Plans #979 45:33

10d ago45:33

45:33

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

1
Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581 19:54

11d ago19:54

19:54

Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, You…

1
Friday Flight - Thrifty Trucks, Pricey Parking, & Soaring Secondary Costs #978 34:36

12d ago34:36

34:36

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

1
244 - Back on Instagram after 3 years: Month 1 recap + Month 2 plan 56:50

12d ago56:50

56:50

We’re one month into our return to Instagram after a 3-year break, and in this episode, we’re pulling back the curtain on what’s working, what’s not, and how we’re approaching Instagram in a way that actually feels good (and sustainable). Spoiler: we’re not here to growth-hack, we’re here to experiment, stay aligned with our business, and TRY to en…

1
Student Loan Shakeup w/ Travis Hornsby #977 59:33

15d ago59:33

59:33

The Feds are cracking down on defaulted student loans! According to the new US Education Secretary, it’s time for student borrowers with federal loans to begin making payments. The clock is ticking and May 5th is the date that nearly 2 million borrowers are going to be moved into repayment plans and collections will begin for loans that are in defa…

1
Ask HTM - Student Loans vs Investing, Best Cell Service While Abroad, & the Role of Faith in Our Finances #976 47:52

17d ago47:52

47:52

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …

1
Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580 1:07:13

20d ago1:07:13

1:07:13

Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, an…

1
Friday Flight - Debt Defaults, VIP Investments, & Regretful Retirees #975 36:30

20d ago36:30

36:30

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

1
243 - How we’re (currently) prepping/planning our parental leave 49:19

21d ago49:19

49:19

With just a few months to go before our Tiny Zook 🐣 arrives (!), we’re sharing how we’re approaching parental leave—not as a step-by-step guide, but as a real-time snapshot of our intentions, plans, and mindset. Whether you’re expecting, planning a business sabbatical, or just curious about building more space into your business, this one’s for you…

1
The Cheap Travel Truth w/ Scott Keyes #974 54:28

22d ago54:28

54:28

Who doesn’t wish that they were currently listening to this episode while lounging at the beach, on a European adventure, or even completely off the grid hiking somewhere amazing?! Of course we all want to do that but c’mon, it’s too expensive! That is the unfortunate excuse that we give ourselves for why we don’t travel as much as we’d like, but o…

1
Ask HTM Special Edition: Tariffs, Market Volatility, & How It All Impacts You #973 58:00

24d ago58:00

58:00

Let’s dive into the week with some fresh listener questions we have lined up for you on this Special Tariffs Edition of Ask HTM (more on that further down). But don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step gui…

1
Friday Flight - Panic Pre-Purchasing, Un-Trustworthy TikTok Trends, & “Recession Hair” #972 33:40

27d ago33:40

33:40

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

1
242 - Why we're ending WAIM Unlimited (part 2) 39:55

28d ago39:55

39:55

This is the second part of our discussion about retiring our WAIM Unlimited coaching program. We are going to do ONE final enrollment period in a few months and we answer some of your questions about this decision. The questions we answered in this ep: How are we feeling confident when it comes to the money side of this decision? Do we have savings…

1
Economic Cheat Codes for Everyday Life w/ Daryl Fairweather #971 50:01

29d ago50:01

50:01

We’re joined by the Chief Economist at Redfin, Daryl Fairweather, so you know we’re talking about the current state of the real estate market today. But before she was knee-deep in housing data Daryl was the senior economist at Amazon, and before that she was a researcher at the Federal Reserve Bank of Boston which is when she was working with Frea…

1
Ask HTM - Paying for DeleteMe, Investing like the Ivies, and When a New Car Makes Sense #970 46:20

1M ago46:20

46:20

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you…

1
UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579 52:09

1M ago52:09

52:09

Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management. In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending…

1
Forging Financial Flexibility in an Uneasy Economy (Bestie) #969 48:04

1M ago48:04

48:04

Flexibility is a characteristic that will serve you well! This reminded Joel of his summer beach trip with his family to Tybee Island. Shortly after they left, there was a massive swarm of jellyfish that meant beachgoers couldn’t even get in the water. Lifeguards treated around 300 visitors for jellyfish stings in a single weekend. And while that w…

1
Minisode (Jason Only) - Does everything feel messy right now? 11:39

1M ago11:39

11:39

See what we're up to: https://wanderingaimfully.com/now Try Teachery for free: https://teachery.coBy Wandering Aimfully

1
Banking on Bitcoin w/ Natalie Brunell #968 52:23

1M ago52:23

52:23

Whether it’s too late to get in on BTC, hackers targeting crypto, what a Federal Bitcoin Reserve means for the price of BTC… these are just a few of the topics we get into today with our guest, Natalie Brunell. When we occasionally talk about Bitcoin, it’s typically within the context of investing, and even then our approach is for it to be a relat…

1
Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578 1:05:07

1M ago1:05:07

1:05:07

Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humil…

1
Ask HTM - Deciding How Much ‘Fun $’, Prepping for Long Term Care, & Doubling Down on Employer Retirement Accounts #967 50:12

1M ago50:12

50:12

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you…

1
UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577 56:16

1M ago56:16

56:16

Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’ In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and dis…

1
Friday Flight - Tax Tips, Wage Deflation, & Liberated From Low Prices #966 34:58

1M ago34:58

34:58

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

1
241 - 5 signs it's time to pivot your business 43:53

1M ago43:53

43:53

How do you really know when it’s time to move on from an offer you’ve built your business around? In this episode, we’re sharing the four indicators that helped us make the decision to wind down WAIM Unlimited—insights we hope will help you reflect on your own path. We dive into: What it feels like to fall out of love with your offer (and why that’…

1
Trustworthy Tax Advice w/ Jasmine DiLucci #965 50:26

1M ago50:26

50:26

Imagine a scenario where you purchase pretty much whatever you want at the grocery store, you frequently go out to eat, and on top of that you always buy drinks for friends- no questions asked. That’s about what it would take to get food spending up to around 15% of average household income… but that sounds a bit insane! Most folks shop for sales, …

1
Ask HTM - Budgeting for Housing Splurges, ChatGPT for Your Savings, & Churning Free Gym Trials #964 49:43

1M ago49:43

49:43

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you…

1
Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes) 53:26

2M ago53:26

53:26

Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world. In today’s episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he’s fo…

1
Friday Flight - Education Evisceration, BNPL Burgers, & Torched Teslas #963 31:05

2M ago31:05

31:05

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

1
240 - Why we’re ending WAIM Unlimited (part 1) 52:27

2M ago52:27

52:27

After six incredible years, we’ve decided to retire our flagship program, WAIM Unlimited (after one FINAL upcoming launch). In this episode, we’re walking you through exactly why we’re making this sizable change. Retiring WAIM Unlimited didn’t come from burnout or panic… but from clarity, alignment, and a desire to move into our next chapter with i…

1
Getting the Job You Want w/ Madeline Mann #962 52:34

2M ago52:34

52:34

Today on the podcast we’re joined by Madeline Mann who is an HR and recruiting leader and is also the author of Reverse the Search which hits the shelves on April 1st. Madeline spun her insider knowledge of the hiring process into an award-winning career coaching empire, called Self Made Millennial, where she has reached millions of folks. Through …

1
Ask HTM - Responding to a Rental App Denial, Crummy 529 Plans, and Buying Land as an Investment for Family #961 52:14

2M ago52:14

52:14

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you…

1
Barry Ritholtz - Debunking Investment BULLSH$T! | #575 1:18:57

2M ago1:18:57

1:18:57

Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,’ offers a blueprint to help you make better decisions and achieve financial success. In today’s episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers …

1
Friday Flight - Appealing ARMs, Iterating Investments, & College Cost Cuts #960 36:08

2M ago36:08

36:08

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…

1
239 - Spring 2025 Launch Recap (lower sales, big lessons, and future shifts) 58:32

2M ago58:32

58:32

Our latest WAIM Unlimited launch was smaller than expected, but instead of panicking, we’re using it as a chance to adapt, experiment, and pivot. In this launch recap episode, we’re breaking down: The details of our Spring 2025 launch (amidst first trimester, new 6-month option, and our very minimal marketing effort) Why we think sales were lower t…

1
Make More Money, Do More Good w/ Derrick Kinney #959 51:31

2M ago51:31

51:31

We argue that money itself isn’t a good or bad thing, it’s not holy or evil, but we do think it comes down to what you do with it that makes the world a better or worse place. That message is also at the heart of Derrick Kinney’s best-selling book “Good Money Revolution”... what are you doing with your money, what actions are you taking? That’s at …

1
Ask HTM - Mass Government Layoff Triage, If Declining Rental Income Is Still Worth It, and Generating Passive Income #958 53:18

2M ago53:18

53:18

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you…

1
Buy Stock Where You Shop With Grifin | Aaron Froug | #574 36:42

2M ago36:42

36:42

Today’s guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop. In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the fu…

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Jason Zook Podcasts

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