Our 2 Cents – Episode #247 The State of Your Estate: Planning Basics (Part 2) Here’s Part 2 of our State Estate Tax Planning series! Plus, the Lewits share some St. Patrick’s Day data and highlight what’s on the agenda for our March financial planning calendar. Tune in now! Quotes of the Month: “Saving is a very fine thing. Especially when your parents have done it for you.” – Winston Churchill “I’ve got all the money I’ll ever need…if I die […]

Our 2 Cents – Episode #246 The State of Your Estate: Planning Basics (Part 1) A fresh episode of Our 2 Cents is here! On today’s show, Steve and Gabriel give you the inside scoop on whether retiring overseas is really worth it and launch part 1 of their state estate tax planning series. Listen in now! The Iran Conflict: Quick comments on the economical impacts of this ongoing matter. Retiring Outside the U.S.: Retiring abroad can sound like a […]

Our 2 Cents – Episode #245 Financial Celebrity Hot Takes We are back with another great episode of Our 2 Cents. The Lewits are sharing timely financial tips for February and weighing in on some headline-making celebrity money advice. Tune in to hear our take. You won’t want to miss it! Gabriel’s Quick Hits: What happens now after the Supreme Court’s ruling on tariffs? What’s the 2026 market and economic forecast? February Financial Focus: Take advantage of February to review […]

Our 2 Cents – Episode #244 Gold Medal Retirement Planning On this episode of Our 2 Cents, Steve and Gabriel use the Olympics as a powerful metaphor for retirement, from preparing for your “opening ceremony” to optimizing your financial game plan. Tune in for practical insights on rebalancing, tax prep, and what it really takes to earn your own gold-medal retirement. Quotes of the Month: “We live by the Golden Rule. Those who have gold make the rules.” – Buzzie Bavasi […]

Our 2 Cents – Episode #243 Super Bowl Financial Predictions Game on! In today’s episode of Our 2 Cents, the Lewits break down early February headlines, share their Super Bowl insights, and tackle listener questions. Tune in using the link below! Gabriel’s Quick Hits: The torch is lit, and the Winter Olympics are officially underway. Groundhog Day verdicts are in! Are you Team Punxsutawney Phil or Team Woodstock Willie? The Super Bowl Indicator: Is your Super Bowl pick also your […]

Our 2 Cents – Episode #242 Your Financial Calendar We’re ready to roll on this episode of Our 2 Cents! On today’s show, the Lewits close out January with a timely discussion on financial wellness—plus a clear roadmap to help you set your financial course for the year ahead. Tune in using the link below! Gabriel’s Quick Hits: Just a little Fed update… What do Americans think about the morals and ethical standards of these professions? January is Financial Wellness […]

Our 2 Cents – Episode #241 Orbiting the Economy Welcome to another out-of-this-world episode of Our 2 Cents! Today, Steve and Gabriel explore the latest headlines, key market trends, and what the 2026 economic outlook could mean for investors. Listen in using the link below. Blast Off!: A 322-foot-tall rocket is rolling into position as NASA gears up for its next big launch into orbit. Inflation Grocery List: How has inflation impacted everyday grocery prices? Take a look at what […]

Our 2 Cents – Episode #240 Financial Snow Day A new year is the perfect time for new goals. The Lewits are sharing practical lessons to help you start the year strong. Plus, they explore the financial takeaways you can learn from a snow day. Tune in using the link below. 2025 Podcast Stats: A huge thank-you to our listeners for continuing to help Our 2 Cents grow, and we’ve got the metrics to prove it! Financial New Year’s Resolutions: […]

Our 2 Cents – Episode #239 How to Think About Your Money in 2026 Welcome to 2026! Steve and Gabriel are kicking off the first episode of the new year by sharing key updates and a warm outlook on what’s ahead. Tune in and start the year informed! Listen now using the link below. Quotes of the Month: “Money is the best deodorant.” — Elizabeth Taylor “People who advocate simplicity have money in the bank; the money came first, not the […]