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Critical Thinking Required

Welcome to Critical Thinking Required, hosted by LBW Wealth Management. Our goal is simple: we want to challenge you to think differently about finance and business. Join us, and start the journey today!

Is Tax-Loss Harvesting Right For You?

01 November 2024

07:48

A 1031 Exchange for Real Estate Investments: Is it Right for You?

13 September 2024

13:12

How to pick a Financial Advisor? Part 1 - Fiduciary Duty

06 September 2024

10:05

Investment Champagne Tower - Where To Invest Your Money?

23 August 2024

10:00

Which is More Important: Risk Mitigation or Return Maximization?

19 July 2024

06:10

How Do High Interest Rates Impact Your Daily Life

28 June 2024

07:49

How Do High Interest Rates Impact Your Investments?

14 June 2024

05:02

Retirement Investment Accounts for Self-Employed People

24 May 2024

07:49

2024 First Quarterly Commentary: Stock Markets, Inflation, And The US Election

19 April 2024

05:02

Financial Planning For New Parents (and Parents-To-Be)

25 August 2023

33:27

Performance: Why Are My Stocks Not Doing As Well As The S&P 500?

18 August 2023

24:36

What Happens To Your Digital Assets After Death?

04 August 2023

21:41

Private Investments - The Top 1%'s Favorite (Dangerous) Game

28 July 2023

30:48

Twitter vs Threads: Who Gets To Sit On The Iron Throne?

14 July 2023

19:08

Investing In Music

30 June 2023

29:48

Spending Habits Part II: Things About Budgeting That People DON’T Talk About

23 June 2023

25:27

Spending Habits I: Do You Have These Red Flags?

16 June 2023

24:46

The New Trend: Investors Flee From Crypto to AI

09 June 2023

22:23

4 Hot Industries We Will Not Invest In & Our Exceptions

02 June 2023

37:05

What If The U.S. Defaults On Its Debt?

19 May 2023

27:17

Warren Buffett & Charlie Munger's Take On Investing, Elon Musk, & Life Advice

12 May 2023

32:24

ChatGPT vs. Google Bard: How Will They Change Financial Planning? Part 2

21 April 2023

14:56

ChatGPT vs. Google Bard: How Will They Change Financial Planning? Part 1

14 April 2023

30:41

Disney World vs Florida: Ready? Fight!

07 April 2023

18:29

Can Money Buy Happiness?

31 March 2023

24:21

Social Pressure - Do I Really Need That Beach House/Porsche/Hermes?

24 March 2023

15:12

Silicon Valley Bank - Are My Deposits Safe?

14 March 2023

36:08

SECURE ACT 2.0 - How Does It Impact Me?

10 March 2023

27:39

Ten Simple(ish) Things to Consider for Estate Planning

03 March 2023

30:24

Best Friend Or The Terminator? - Our Take On Robo/AI Advisors

24 February 2023

27:36

Oh Baby, Talk Finance To Me! - How to Discuss Money In A Relationship? (Part II)

17 February 2023

20:01

Oh Baby, Talk Finance To Me! - How to Discuss Money In A Relationship?

10 February 2023

30:16

The Era Of Digital Currency - Pros & Cons

03 February 2023

22:49

Is This The End Of The US Dollar Dominance? - A Chat About U.S. National Debt

27 January 2023

19:33

Money Is About Feelings - How To Discuss Finances With Your Aging Parents

20 January 2023

25:58

2023 New Year's Resolutions For Finance

06 January 2023

27:00

Year-End Personal Finance Checklist - Retirement Contributions

23 December 2022

24:19

Year-End Personal Finance Checklist - Roth Conversion

16 December 2022

25:25

Real Estate Investing In Inflationary Times - Part II

09 December 2022

25:21

Real Estate Investing In Inflationary Times - Part I

02 December 2022

25:18

House Of Cards: What Happened To Crypto Exchange FTX?

18 November 2022

14:59

Here Comes The Down Market - How To Keep Your Emotions In Check?

11 November 2022

16:44

S3EP37 Elon Musk's Twitter Circus: Land of Freedom or Just Another Capitalist Game?

04 November 2022

22:50

One Person Cannot Make A Team - How To Communicate With Your Business Partners

28 October 2022

27:25

It's Not A Taboo - Talking To Your Kids About Money

21 October 2022

26:46

Why Are Treasury Bonds Suddenly Sexy Again?

07 October 2022

12:28

Don't Time The Market, Give The Market Time!

23 September 2022

10:05

Invest In Your Favorite Sports team? - A Chat About Sports & Media Investing With Danan Kirby

16 September 2022

44:04

Ying & Nathaniel's Home Tour: VA Loan, Emotional Rides & More

02 September 2022

33:41

Reactions To TikTok Financial Advice 1 - Mortgages & Crypto

26 August 2022

16:14

LBW Book List - "Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts"

12 August 2022

25:15

What's Your Legacy For This World? - Estate Planning 101

29 July 2022

34:23

Is Socially Responsible Investing A Marketing Hoax?

22 July 2022

26:05

Student Loans: History & Forgiveness

15 July 2022

28:48

Should I Start An LLC, S Corp, or C Corp For My Side Business?

01 July 2022

16:16

When Social Security Funding Runs Out: What To Do?

24 June 2022

31:52

An Investment Designed For Inflation: I Bonds

17 June 2022

15:17

Value Investor James Davolos: Investing, Inflation, Indexing, Crypto & Energy

10 June 2022

36:38

Self-Storage - A Shining Star Of Real Estate Investments

03 June 2022

43:44

Born To Be A Planner - Meet Caroline Kahl

27 May 2022

30:43

Doing It Differently – A Chat with Real Estate Private Equity Investor Moses Kagan Part 2

20 May 2022

34:29

Doing It Differently – A Chat with Real Estate Private Equity Investor Moses Kagan

13 May 2022

27:05

Sociology Major + Anthropology Minor = A Great Financial Planner: Welcome Kennidy Briggs

06 May 2022

27:34

Vroom, Vroom: Everything To Know About Buying A Car

29 April 2022

42:12

SECURE Act 2.0, Inflation, Interest Rates, Student Loans, Taxation And The Ukraine/Russian Conflict - Quarterly Commentary

22 April 2022

31:34

SECURE Act 2.0: How Does It Impact Your Retirement?

08 April 2022

36:22

Private Real Estate Investing: Is It For Me?

01 April 2022

41:55

How To Invest "F**k You Money"? - Personal Financial Asset Mapping

25 March 2022

25:50

Should I Borrow From My 401(k)? Well...

18 March 2022

31:26

The Ever-Growing Housing Market - Madison 2022 Edition

11 March 2022

50:20

Mr. Sensitive: The Volatile Ride of Oil Prices

04 March 2022

52:55

Experiencing Loss: How To Cope & What To Say?

25 February 2022

46:45

Self-Imposed Financial Tragedies: Why & What Not To Do (Part 2)

18 February 2022

39:00

Self-Imposed Financial Tragedies: Why & What Not To Do

11 February 2022

33:08

Surrogacy: A Dream Comes True

04 February 2022

42:11

What To Do When There's a Market Downturn

28 January 2022

40:35

Investing In Alternative Assets For Retirement? - A Guide to Self-Directed IRAs

21 January 2022

41:47

Welcome Her Majesty Ying - The Queen Bee Of LBW

14 January 2022

46:14

Inflation, Interest Rates, Home Buying, Student Loans - Quarterly Commentary

07 January 2022

30:46

Guardians of Personal Finance: Awesome Mix Vol. 2021

31 December 2021

13:54

The Art Of Gifting - Limits, Transfers, Taxes, etc...

17 December 2021

29:18

LBW's Journey-Part II

10 December 2021

23:04

LBW's Journey-Part I

03 December 2021

30:52

Tax Bias - The Less Tax, The Better! Right?

19 November 2021

32:03

Meet "GareBear" - An Interview With Gary Grosskopf

12 November 2021

31:58

Laughter And Tears - The Emotional Roller Coaster of Home Purchasing

05 November 2021

28:40

Personal Household Merger Part II – Communicate and Conquer!

23 October 2021

31:40

Household Finance Merger Part I: To Combine, Or Not To Combine...

15 October 2021

33:48

The Future of Financial Planning: Data, Data, & Data

08 October 2021

44:07

Nathaniel's Not-So-Secret Recipes: Dos & Don'ts For Investments

01 October 2021

41:57

Stock Options/RSUs/ISOs... How To Choose & Exercise My Equity Package?

24 September 2021

41:22

Nanny To The Rescue - A Chat With Katie Provinziano

17 September 2021

49:57

Insurance And Beyond - A Chat With Skip Schrayer

10 September 2021

34:45

Keeping it Permanent with Brent Beshore - A Discussion About Private Equity Investing II

03 September 2021

28:25

Keeping it Permanent with Brent Beshore - A Discussion About Private Equity Investing

27 August 2021

30:04

Make Your House Work For You - What Is A Reverse Mortgage?

20 August 2021

38:26

Buyer Beware III: 529 Plans & College Saving

13 August 2021

35:25

Buyer Beware II: Everything About A Mortgage

06 August 2021

32:28

Buyer Beware I: The Myth of 0-3% Down Payment

30 July 2021

31:06

Should I Take the Advanced 2021 Child Tax Credit?

23 July 2021

21:42

The Business of Death - What is Funeral Planning?

16 July 2021

39:19

Inflation, Waiving Home Inspections, and Fractional Shares - Quarterly Commentary

09 July 2021

38:09

Matchmaker, Matchmaker, Make Me A Match

02 July 2021

45:58

Cannabis: The Plant That Keeps Giving Part II

25 June 2021

36:56

Cannabis: The Plant That Keeps Giving

18 June 2021

36:43

S2EP24 The Evolution Of Financial Advisors: Age of Change

11 June 2021

45:55

Out of School & Into The Real World

04 June 2021

42:50

"This Wine Pairs Perfectly With More Of This Wine!" - A Visit To Wollersheim

28 May 2021

47:37

Swipe Left Or Right: An New Era Of Dating

21 May 2021

36:55

So, You Want To Start A Business - Part II

14 May 2021

39:01

So, You Want To Start A Business!? - Part I

07 May 2021

42:05

"To Be, Or Not To Be..." - Create The Framework For Your Life

30 April 2021

01:04:37

Picture Perfect - A Chat With Photographer Francis Son

23 April 2021

29:27

Self-Leadership: How to Achieve Kung Fu Panda’s Inner Growth – A Chat With Zach Ketterhagen

16 April 2021

51:27

Inflation, Rising Rates, Stimulus Package & NFTs Quarterly Update

09 April 2021

40:15

You Are Not Buying A Car, You Are Buying A Story - A Chat With Luxury Car Dealer Alex Schremp

02 April 2021

49:17

Create A New Reality With Your Own Narrative: A Chat With Artist Jônatas Chimen

26 March 2021

01:01:06

Standing on the Shoulders of the Giants - Saran Ouk's Journey to Starting an NPO

19 March 2021

39:55

How To Sell A Multigenerational Family Business - An Inspiring Businesswoman Diane Seder's Story

12 March 2021

55:51

Eat, Donate, & Love - A Chat With Betsy Hughes

05 March 2021

44:43

Cybersecurity: How To Protect Your Data In This Matrix World - A Chat With Will Robus

26 February 2021

46:02

Fantastic Credit Cards And Where To Find Them

19 February 2021

52:12

Real Estate Investment Is A Full-Time Job - A Chat With Tony Bickmore

12 February 2021

43:59

GameStop's Maniacal Rise - Social Media's Role In The Investing World

05 February 2021

49:17

How To Create The Right Mindset For Success - A Chat With Brian Levenson

29 January 2021

51:48

The Reality Of Remodeling - A Chat With Tony Bickmore

22 January 2021

55:33

IPOs, Airbnb, Tesla, and Bitcoin - Quarterly "Trendy Talk"

15 January 2021

45:43

Space: The Final Frontier - A Chat With Rick Tumlinson

08 January 2021

55:48

Rocking The Music Industry - A Chat With Drew Brown From OneRepublic

03 January 2021

01:15:30

Not Just Another Nerd - An Interview With Nathaniel Leach

18 December 2020

56:30

Wicked Smart Since 1982 - An Interview With Dan Weiss

11 December 2020

37:35

Go Scooter, Go! - An Interview With Tim Bickmore

04 December 2020

33:42

An Education On Education: How To Apply For College

20 November 2020

45:50

Virtual, or not Virtual, that is the question

13 November 2020

33:10

"How To Move To Canada?" Is Trending - Let's Talk About It

06 November 2020

41:06

"What's Up?" Series - 2020's 3rd Quarter Commentary

23 October 2020

28:21

What Does It Mean To Be A Part Of An Index?

17 October 2020

30:11

What's All The Buzz? The Truth About The Stock Split

09 October 2020

22:11

Taking Retirement Abroad - A Chat With Tony Bickmore

02 October 2020

34:35

What Will The Presidential Election Do To The Market?

25 September 2020

24:11

Midwest Real Estate Digest with Lindsay Koch & Leslie Haverland

18 September 2020

52:56

Los Angeles Real Estate Digest With Tiffany Chin

11 September 2020

40:17

The Fed Uncaps Its 2% Inflation Without Increasing The Federal Funds Rate - What Does That Mean For The Market And Me?

03 September 2020

25:30

Employee Stock Options Galore - Do You Understand Your Full Pay Package?

28 August 2020

27:42

Long Term Care Insurance: How to Protect Yourself in the Future

21 August 2020

47:02

"Ready... Go!" Mini-Series: Top 5 Financial Topics of 2020 So Far

14 August 2020

24:01

Dance With the Devil - The effective Use of Leverage AKA Debt

06 August 2020

45:36

The Secrets of Home Ownership - A Chat With Mortgage Professional Ryan Grant

03 August 2020

40:21

What's Wrong With Our Healthcare System and Where Do We Go From Here? - A Chat With Mike Gibbons

23 July 2020

37:18

Am I Really Underperforming VS the S&P 500? - The Secrets Within the Benchmark

17 July 2020

34:29

Concentration VS. Risk: How to Maximize Your Return with Concentration and Minimize Risk at the Same Time

10 July 2020

33:16

Cognitive Bias Series Part 3: Bandwagon Bias

01 July 2020

17:23

A Chat With Mike Steadman (Captain, USMC): Race and Entrepreneurship

25 June 2020

47:57

Price VS Value...Fight! Part 2 - The Disconnect Between the Stock Price & the Company's Value

18 June 2020

19:04

Price VS Value...Fight! Part 1 - The Disconnect Between the Stock Price & the Company's Value

18 June 2020

26:23

Is it Better to Not Lose $900 Than to Find $900?: Loss Aversion Bias - Financial Bias Part 2

11 June 2020

18:59

What is it Like to be a Restaurant Owner in Today's Market? - An Interview with Lance Ratze

04 June 2020

26:47

What is a Financial Planner - Part 2

29 May 2020

21:27

What is a Financial Planner - Part 1

29 May 2020

21:51

Cognitive Bias Series Part 1: Anchoring Bias & Recency (Availability) Bias

20 May 2020

23:47

Self-Reflecting Through the Mirror of this Pandemic: What's Important to You and How to Plan Your Finances Around It?

13 May 2020

22:58

The Doctor Is In: Dr. Ross Goldberg's Take on our Healthcare System During and After COVID-19, Part 2

07 May 2020

28:10

The Doctor Is In: Dr. Ross Goldberg's Take on our Healthcare System During and After COVID-19, Part 1

07 May 2020

24:30

The Crazy World of Oil Market: the History, and the Future Part 1

30 April 2020

25:58

The Crazy World of Oil Market: the History, and the Future Part 2

30 April 2020

25:56

How Hard is it to Invest? Buy Low and Sell High, Right? - The Myth of Market Timing

16 April 2020

21:22

What's the Core Asset of any Business? - You, and Me! The Power of Human Capital

14 April 2020

24:39

Well the Market Downturn is Here, What Now? - How to Take Advantage of the Crisis

07 April 2020

21:45

Small Business isn't for the Faint of Heart - How to Run a Small Business in this Crazy Market

01 April 2020

21:51

Cash is King - the Importance of Having an Emergency Fund in a Market Downturn Like This

22 March 2020

22:36

What Happened to the market? Panic happened: Corona Virus, Oil Prices, and the end of an 11-Year Bull Market?

11 March 2020

40:38