Is a Great Company Always a Great Stock?
Tony Stich and Don Drury launch Smokin’ Stocks with a friendly debate over a popular growth stock, valuation, and the market backdrop. Watch or listen to Episode 01.
Protecting Your Portfolio During Market Corrections
Don Drury, Tom Moran, and Charlie Chesebrough discuss how to think about market corrections, portfolio preparation, and managing emotions on Quarter Over Quarter (E030).
The HSA: More Than a Medical Checking Account
Tony Stich and Corey Grant explain the HSA’s triple tax advantage, the receipts strategy, eligibility, portability, and beneficiaries on Dime After Dime (E022).
Tax Strategies for Concentrated Portfolios: What Smart Investors Are Doing
Tom Moran, Don Drury, and Charlie Chesebrough discuss tax-loss harvesting, direct indexing, charitable giving, and estate planning for investors with large embedded gains on Quarter Over Quarter (E029).
Understanding the Role of Private Markets in a Portfolio
Charlie Chesebrough joins Dime After Dime (E021) to explain how private equity and private credit work, what illiquidity means for investors, how to think about fees, and where to start with healthy skepticism.
Why 2026 Earnings Feel Different — and the Risks Nobody’s Pricing In
Tom Moran, Don Drury, and Charlie Chesebrough unpack why 2026 earnings look different from prior years, whether the market’s broadening is durable, and what the national debt means for rates on Quarter Over Quarter (E028).
The Backdoor Roth: What High Earners Are Missing
According to senior advisor Aaron Simpson, too much pre-tax retirement money can create real problems down the road. He joins Dime After Dime (E20) to unpack backdoor Roth conversions, the mega backdoor Roth, and the rule that trips up most DIYers.
Selling Your Business: What Buyers Really Pay For with Kevin Keuper
According to M&A advisor Kevin Keuper, only 20-30% of businesses that go to market actually sell. He joins Quarter Over Quarter (E027) to unpack what buyers actually pay for — and what separates a business that sells from one that doesn’t.
Market Shocks and Investor Mistakes: What History Teaches Us
What has stayed remarkably consistent, across decades of market history, is this: the decisions that do the most damage to a portfolio are rarely made during calm markets.
Nine Wealth Strategies That Matter More Than Ever
Tom Moran and Don Drury on liquidity, concentration, tax-aware planning, and 2026 estate law changes in this episode of Quarter Over Quarter.