Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
Come take a journey with us as we explore topics and concepts from the obscure to those hiding in plain sight, so obvious that you wonder how you missed the low lying fruit. Financial planner and host Andy Keeler and his team, thought leaders, and guests discuss everything from maximizing your money and lowering taxes to how to gain the upper hand in an auction and the math behind online gambling. We discuss wealth building strategies and wander into deeper aspects of the human mind that can improve or inhibit our ability to build wealth with confidence.
Episodes
38 episodes
How To Spot A Good Business And Sell It Well
Ever wonder whether your dream business is a smart investment or a costly hobby in disguise? We dig into the real math and human realities of starting, buying, operating and selling small businesses with Emmet Apolinario, a certified exit plann...
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31:01
Garage Dreams on a Smart Budget. Collecting Cars the Right Way
Ever felt your pulse jump at the sound of a big-block V-8 or the whistle of a twin-turbo Flat 6? We chase that feeling the smart way, sitting down with Ectore Tranquilo, an analytical chemist by trade who built a reputation as a sharp-eyed car ...
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30:08
What's Your Number? Savings Goals Decade By Decade
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habit...
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21:14
From Spice Routes to Sharpe Ratios: Building Smarter Portfolios with a History Lesson
Think your returns tell the whole story? We challenge that belief by walking through the real engine of smarter investing: the relationship between risk, return, and correlation—and how those forces shape a portfolio you can actually live with....
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30:19
The $16,000 Medicare Mistake You Can't Afford to Make
Medicare remains a frustrating enigma for millions of Americans despite being in existence for over 60 years. Even highly educated professionals find themselves bewildered when approaching their Medicare enrollment, often making costly mistakes...
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27:15
Hidden Savings Strategies Beyond Your 401k
Discover the hidden savings vehicles that could transform your financial future beyond simply maxing out your 401(k). Keeler and Nadler's Jake Martin joins Andy to unpack powerful but often overlooked strategies that could save you thousands in...
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24:55
The Blind Spots That Cost DIY Investors Thousands
Financial planning is a complex system of interconnected gears—turn one, and you turn several others. While many people take pride in managing their investments, they often miss this crucial perspective, leading to costly oversights and missed ...
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24:28
Free Money for Schools: The Tax Credit No One Told You About
Discover a little-known opportunity that allows Ohio taxpayers to redirect their state income tax dollars to private school scholarships—at absolutely no cost to themselves. This game-changing program gives you direct control over a portion of ...
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17:01
The Hidden Gems of the 2025 Tax Bill You Need to Know About
Tax legislation can be overwhelming, especially when it spans 870 pages of dense policy changes. Our latest deep dive untangles the recently passed "Big Beautiful Bill" (BBB) to spotlight the provisions most likely to impact your financial futu...
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23:42
Demystifying Advisor Fees: What You're Really Paying For
When was the last time you calculated exactly what you're paying for financial advice? More importantly, do you know what services you should be receiving for those fees? In this eye-opening exploration of advisor compensation, we pull back the...
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22:57
Why Smart People Make Dumb Bets: The Science Behind Gambling (Re-release)
Why would supposedly rational people bid $28 for a $20 bill? What makes gambling so irresistibly attractive despite overwhelming odds against winning? Dr. William Resch pulls back the curtain on the powerful psychological forces that drive our ...
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34:59
Trapped by Low Interest Rates: Solving Today's Housing Conundrum
The real estate landscape has shifted dramatically, and at the heart of today's housing crisis lies an unexpected culprit: the golden handcuffs of record-low mortgage rates from a few years ago. Homeowners who secured rates now find themselves ...
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27:29
How did Warren Buffett build an empire one 'moat' at a time? Think ketchup.
Warren Buffett once said, "I try to invest in businesses that are so wonderful an idiot can run them, because sooner or later one will." This refreshingly simple approach has helped build one of history's greatest fortunes over six decades and ...
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31:47
Beyond the numbers. Holistic financial strategies built on strong relationships (re-release)
(This is a previously published episode from February) Unlock the secrets of turning financial complexity into clarity from our full-house of experts, led by host, Andy Keeler, along with his team: Abby Rose, Jessica Hultberg, and M...
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31:20
Why Smart People Make Dumb Bets: The Science Behind Gambling
Why would supposedly rational people bid $28 for a $20 bill? What makes gambling so irresistibly attractive despite overwhelming odds against winning? Dr. William Resch pulls back the curtain on the powerful psychological forces that drive our ...
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34:59
Modern solutions for the inevitable need of long-term care
The way we think about long-term care needs a radical reimagining. Moving beyond the antiquated image of hospital-green hallways and institutional settings, our expert guests Sherlyn Swindell of Plus Financial Network and Lisa Harder of Securia...
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40:33
Balancing Your Physical and Financial Well-being: Surprising Parallels and Practical Strategies
Have you ever noticed how the discipline required to maintain physical health mirrors the discipline needed for financial success? This fascinating connection forms the foundation of our exploration into the parallels between physical and fisca...
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30:04
When 'Bull Markets' need a break: Understanding today's market correction
After two years of exceptional market returns exceeding 24%, volatility has returned with the S&P 500 entering correction territory—down approximately 10% from recent highs. But before you hit the panic button, our panel of financial expert...
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35:48
Amplifying gains or amplifying losses? The truth about leveraged ETFs
Are you curious about leveraged ETFs (exchange-traded funds) and their potential to amplify returns? Or amplify your risks? Andy and Mark delve into the mechanics of these financial products, breaking down how they aim to provide returns ...
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21:02
Beyond the numbers. Holistic financial strategies built on strong relationships
Unlock the secrets of turning financial complexity into clarity from our full-house of experts, led by host, Andy Keeler, along with his team: Abby Rose, Jessica Hultberg, and Mark Beaver. Abby shares an intriguing tale of how strategic tax pla...
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31:20
Got some short-term cash to save? Don't go stocks. Go here.
So let's say you and your spouse are saving for a nice vacation that's still 18 months away. We're talking Europe! Or, a new model luxury SUV that just came out but you want to wait a year and let that new car depreciation decrease ...
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21:48
Tempted to invest in cryptocurrency? Ask yourself THIS question first
Just how much of your nest egg are you willing to lose? That's just one question to ask if you really want to invest in cryptocurrency. This episode is the second of a two-part series where Andy and Keeler & Nadler's Mark Beave...
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22:42
Cryptocurrency: To understand it, you first have to define it.
How's this for a couple of fun financial facts? The United Nations recognizes exactly 180 currencies worldwide. A lot, right? From the Czech Koruna to the Danish Krone, the Botswana Pula to the Mexican Peso. &nbs...
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22:01
The 'millionaire next door' has these 3 investment strategies in common
Whether it's legendary investor Warren Buffett, local billionaire Les Wexner or the low-key guy next door who just paid cash for a snazzy retirement beach condo, wealth builders of all stripes typically have three investment avenues to quote '<...
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24:24