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
20 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...
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 speaks with Michael Mongin, CPWA® about planning considerations investor...
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 brokerage account. In reality, tax policy can influence cash flow, which may af...
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 straight line.In this episode, host Anthony Stich and guest Aaron Simpson dis...
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 don’t care, but because the next generation often receives assets without having any ...
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 feel optional for many investors. That backdrop is changing.In this episod...
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 with Aaron Simpson, CFP®, CLU®, ChFC®, RICP® and Senior Vice President at Moran Wealth t...
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 react at the worst possible moments. In this conversation, our host Anthony Stich sit...
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 philanthropy became part of his family’s rhythm, why many families choos...
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 sits down with Charles Chesebrough Jr., CFA, to unpack the rise of values-based inve...
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 about what comes next.In this episode, host Anthony Stich sits down with Don Drur...
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, host Anthony Stich welcomes Charles Chesebrough Jr., CFA, to explore how in...
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 Anthony Stich sits down with Julie Rich to dig into the crossroads many face: renting vers...
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 been reserved for the wealthiest investors and big institutions. In this episode of 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 of the largest wealth transfers in history. In this episode of Dime after Dime, Anth...
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 about navigating one of the trickiest stages of your financial life — thos...