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 is a business podcast hosted by Moran Wealth, with 19 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Moran Wealth hosts Dime After Dime, a business show with 19 episodes published.

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  Dime After Dime

  19. How to Find Your Financial Freedom Number

  May 14, 202619 minS0

  <p>Many investors think about a “financial freedom number,” but defining that number involves more than a simple calculation.</p><p>In this episode of Dime After Dime, Tony Stich talks with Julie Rich about what it means to reach financial independence and how that number may vary based on individual circumstances. They discuss a basic framework for estimating a starting point, along with the limitations of relying on simplified calculations alone.</p><p>Julie outlines several key factors that may influence long-term planning, including healthcare costs, inflation, taxes, life expectancy, and market assumptions. The conversation also explores how conservative proj...

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  Dime After Dime

  18. The Truth About AI in Wealth Management: Tool or Trap?

  May 1, 202629 minS0

  <p>As artificial intelligence becomes more accessible, investors are increasingly exploring how it can support their financial decisions.</p><p>In this episode, Tony Stich speaks with Patrick Moran about the role AI may play in the investment process. The discussion covers how AI can assist in organizing and explaining financial information, along with its limitations, particularly when applied to predictions, complex planning, and decisions that require personal context.</p><p>They also outline questions investors may wish to consider when evaluating AI tools and advisory firms that incorporate them, including how data is handled, how outputs are generated, and...

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  Dime After Dime

  17. Understanding the Role of Leverage in a Financial Plan

  Apr 23, 202618 minS0

  <p>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.</p><p>In this episode of Dime After Dime, Tony Stich speaks with Julie Rich about what leverage means in the context of financial planning for both individual and high-net-worth investors. They discuss several common forms of leverage in this episode!</p><p><br/></p><p>Leverage, including securities-based lending, margin, and home equity borrowing, involves significant risks and is not appropriate for all investors. Borrowing against investment assets may increase...

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  Dime After Dime

  16. Looking Beyond Titles: How to Choose a Wealth Advisor

  Apr 2, 202627 minS0

  <p>Finding the right financial advisor involves more than reviewing past performance, it starts with asking thoughtful questions and understanding how advice is delivered.</p><p>In this episode, Tony Stich speaks with Don Drury about factors investors may consider when evaluating a financial professional. The discussion covers differences between brokerage and advisory relationships, including fiduciary versus suitability standards, as well as how compensation structures can influence the services provided.</p><p>They also outline questions investors may wish to ask during the selection process, along with considerations such as advisor experience, communication style, and transparency around fees and services...

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  Dime After Dime

  15. Tax Planning for Investors in Their 40s and 50s

  Mar 19, 202625 minS0

  <p>Many investors focus primarily on investment returns, but taxes can also play an important role in long-term financial planning. </p><p>In this episode, Anthony Stich speaks with Michael Mongin, CPWA® about planning considerations investors in their 40s and 50s may want to evaluate as they approach retirement. The discussion covers how earlier planning can help investors better understand potential tax implications before major financial decisions are made.</p><p>They explore topics such as tax-loss harvesting, asset location, Roth conversions, and required minimum distributions, along with the value of coordinating with financial and tax professionals when making significant fi...

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