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!
Dime After Dime
Latest Episodes
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 After Dime, Tony Stich speaks with Aaron Simpson about backdoor Roth contributions...
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, Tony Stich talks with Julie Rich about what it means to reach financial indepen...
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 Stich speaks with Patrick Moran about the role AI may play in the investment proc...
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 meaningful risks.In this episode of Dime After Dime, Tony Stich speaks with Juli...
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 delivered.In this episode, Tony Stich speaks with Don Drury about factors inves...