EP 11 | AI took July into orbit.
Why do new stock market highs make investors nervous, and what does the SpaceX IPO reveal about chasing momentum? In this month’s episode, Darlene Kuipers & Joey Ott break down July 2026’s market headlines, from the S&P 500’s continued run of record highs to SpaceX’s high-profile debut.
EP 01 | What Is a Roth Conversion – and Could It Lower My Future Tax Bill?
In the inaugural episode of Fireside Finance, hosts Nate Baumann, CFP®, and Josh Franken, CPA, pull their chairs up to the fire to demystify one of the most-asked questions in financial planning: What exactly is a Roth conversion?
Intro | Fireside Finance Trailer
In this show trailer, CFP® Nate Baumann and CPA Josh Franken explain why Fireside Finance exists: to answer the money questions they hear repeatedly from real client conversations. In quick, story-driven episodes (with occasional deeper-dive bonuses), they make smart financial thinking approachable and practical, like an unhurried conversation around the fire.
EP 10 | Cool, calm, and cautious Halloween.
October brought cooler weather along with a cooling but stubborn inflation rate that has investors wondering what’s next. As the Federal Open Market Comm…
EP 07 | July’s big + beautiful moments.
July brought another all-time high for the S&P 500, continuing the summer’s steady market momentum. While headlines have been dominated by politics, the …
EP 06 | All-time highs & artificial smarts… June hit different.
June was one for the history books, and not just because the S&P 500 hit an all-time high while this session was recorded. In this month’s episode, Darlene Kuipers and Joey Ott break down some data beneath the headlines.
EP 05 | May’s market got Moody.
May moved to recalibrate after the rollercoaster of April, amid ongoing tariff uncertainty and mixed economic signals. In EP 05, Joey Ott and Darlene Ku…
EP 04 | April built a bigger coaster.
April brought one of the wildest rides the markets have seen, plunging after surprise tariffs and surging after a single tweet. In EP 04, Joey Ott, Darlene…
EP 03 | March market roller coaster.
As we head into April, we unravel the financial twists and turns that defined March. Joey Ott and Darlene Kuipers analyze the volatility that shaped the markets…
EP 02 | February’s sitting duck.
Joey Ott and Darlene Kuipers discuss market shifts, economic trends, and portfolio strategies as we enter March.In EP 02…Market Adjustments: High-growth …