Shows / Dime After Dime
Dime After Dime
Welcome to the Dime After Dime podcast presented by Moran Wealth Management®. Each episode, your host, Anthony (“Tony”) Stich, discusses practical ways to approach wealth, from saving and investing to taxes and retirement planning, all in a clear and approachable way. It’s financial education without the jargon. Welcome to the show!
Episodes
- Dime After Dime
23. Retirement Relocation: Taxes, Cost of Living and Financial Planning When Moving States
Moving to a new state can be about more than a change in lifestyle. For retirees, pre-retirees, and remote workers, where you live may also have meaningful…
- Dime After Dime
22. Understanding the Role of HSAs in Long Term Financial Planning
Health Savings Accounts are often used to pay for current medical expenses, but their potential role in a broader financial strategy can extend well beyond…
- Dime After Dime
21. Understanding the Role of Private Markets in a Portfolio
Private markets have historically been associated with institutional investors, but access to private equity, private credit, and other alternative investments…
- Dime After Dime
20. Understanding Backdoor Roths and Their Role in Retirement Planning
Saving for retirement is important, but where those savings are held can also influence the taxes investors may face later in life. In this episode of Dime…
- Dime After Dime
19. How to Find Your Financial Freedom Number
Many investors think about a “financial freedom number,” but defining that number involves more than a simple calculation. In this episode of Dime After Dime…
- Dime After Dime
18. The Truth About AI in Wealth Management: Tool or Trap?
As artificial intelligence becomes more accessible, investors are increasingly exploring how it can support their financial decisions. In this episode, Tony…
- Dime After Dime
17. Understanding the Role of Leverage in a Financial Plan
Leverage is often viewed cautiously, and while it can be a useful financial tool in certain situations, it is not appropriate for all investors and involves…
- Dime After Dime
16. Looking Beyond Titles: How to Choose a Wealth Advisor
Finding the right financial advisor involves more than reviewing past performance, it starts with asking thoughtful questions and understanding how advice is…
- Dime After Dime
15. Tax Planning for Investors in Their 40s and 50s
Many investors focus primarily on investment returns, but taxes can also play an important role in long-term financial planning. In this episode, Anthony Stich…
- Dime After Dime
14. The Investor’s Guide to Tariffs and Global Taxes
When you hear “tariff,” who ultimately bears the economic impact? Many investors assume global tax policy sits somewhere in the background, removed from their…
- Dime After Dime
13. Retirement Income for Good Years and Bad Ones
Many people head into retirement with a simple picture in mind: the portfolio earns, the income shows up, the bills get paid, and everything moves forward in a…
- Dime After Dime
12. The Challenges of Sustaining Wealth Across Generations
Building wealth requires so much work and effort, yet history shows how quickly it can disappear once it changes hands. Families don’t lose money because they…
- Dime After Dime
11. International Investing in an Era of Rising Tensions
For decades, global investing followed a familiar playbook. Open trade, stable supply chains, and a U.S.-centered growth engine made international exposure…
- Dime After Dime
10. The True Price of Aging and How To Plan For It
Healthcare is becoming one of the fastest-growing costs retirees face, and the numbers surprise almost everyone, so this time, host Anthony Stich sits down…
- Dime After Dime
9. Does Rebalancing Matter More Than Market Timing?
Rebalancing sounds simple until you’re the one facing volatile markets, unexpected tax consequences, and the emotional roller coaster that pushes investors to…
- Dime After Dime
8. The Conversation Every Family Should Have
Legacy often gets framed in financial terms, but for Tom Moran, AIF®, this conversation starts earlier than any estate document or tax strategy. Tom shares how…
- Dime After Dime
7. What ESG Really Means for Modern Investors
ESG investing has become one of the most talked-about trends in finance, but how much of it actually delivers on its promise? This time, our host Anthony Stich…
- Dime After Dime
6. Thinking About Selling Your Business? Start Here
Running a business takes everything you’ve got: the focus, the long hours, the drive to make it work. But at some point, almost every owner starts thinking…
- Dime After Dime
5. The New Inflation Era: Lessons from the Past, Strategies for the Future
Inflation is back in the spotlight, reshaping how investors think about everything from groceries to retirement portfolios. In this episode of Dime After Dime…
- Dime After Dime
4. Renting vs. Buying: What’s the Smarter Move Today?
Buying a home was once a milestone and a retirement plan in itself, but today, the decision is way more complex. In this episode of Dime After Dime, host…
- Dime After Dime
3. Why Alternatives Deserve a Seat at the Table
When most people think about investing, they picture the familiar mix of stocks, bonds, and cash. But there’s a wider world out there that has historically…
- Dime After Dime
2. The Sandwich Generation’s Biggest Financial Test
Gen X stands at a crossroads, caring for aging parents while still supporting kids who aren’t fully out of the nest. At the same time, they’re staring down one…
- Dime After Dime
1. Portfolio and Capital Preservation at Retirement: Welcome to Dime after Dime!
This is where Dime After Dime begins. Our first conversation is with Charles Chesebrough, CFA, Managing Director of Moran Wealth Management®, and it’s all…