We kicked off this episode with a great question: What's a purchase you've never regretted? That surprising discussion then led us into a much deeper topic: gifting, legacy, and charitable giving. We unpack how intentional gifting can actually be a core part of your financial plan, aligning your money with your personal values. Colin and Wheeler break down various strategies for giving, including the annual exclusion amount for family and friends , options like super funding a 529 for college...
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We kicked off this episode with a great question: What's a purchase you've never regretted? That surprising discussion then led us into a much deeper topic: gifting, legacy, and charitable giving. We unpack how intentional gifting can actually be a core part of your financial plan, aligning your money with your personal values. Colin and Wheeler break down various strategies for giving, including the annual exclusion amount for family and friends , options like super funding a 529 for college...
Episode 26- What Just Happened? Why October Surprised Everyone
Compound Growth
45 minutes
3 weeks ago
Episode 26- What Just Happened? Why October Surprised Everyone
What if everything you thought you knew about October in the markets was wrong? In this episode, Wheeler and Colin dig into the so-called “October Effect” — why history says it’s a bad month for investors, and why this year flipped that narrative on its head. From the 1907 panic to 2008’s crash, they trace how superstition and seasonality shape investor psychology far more than we realize. Then, the conversation pivots to what’s really driving today’s markets: a record $7.4 trillion sitting i...
Compound Growth
We kicked off this episode with a great question: What's a purchase you've never regretted? That surprising discussion then led us into a much deeper topic: gifting, legacy, and charitable giving. We unpack how intentional gifting can actually be a core part of your financial plan, aligning your money with your personal values. Colin and Wheeler break down various strategies for giving, including the annual exclusion amount for family and friends , options like super funding a 529 for college...
