Tag: financial advisor


  • Iron Capital Perspectives
  • May 14, 2026
  • APIA Communications

Episode 26 – You’ve Been Lied to About Target Date Funds

Let’s explore the hidden sophistication in your retirement plan’s “simplest” option. Chuck and Michael welcome special guest Andrew Jacobs van Merlen, Portfolio Manager for T. Rowe Price Target Date Strategies, for a conversation about the evolution of the $5.2 trillion target date retirement fund industry.


  • Iron Capital Perspectives
  • October 14, 2025
  • APIA Communications

Episode 23 – Gold Rush 2.0: Commodity Supercycle?

Chuck and Michael are joined by special guest Wasif Latif, Co-Founder, President & CIO of Sarmaya Partners. Chuck, Michael and Wasif discuss the current trends in commodities and how commodities move in supercycles. They explore investment strategies in commodities, focusing on gold markets, which coincidentally hit a record high the day they recorded this podcast.


  • Iron Capital Perspectives
  • July 17, 2025
  • APIA

Episode 20: In Defense of Freedom

In this episode, Chuck and Michael discuss the critical importance of liberty and economic freedom in the context of the current political landscape. Why is a money management podcast talking about freedom? They explore how freedom impacts markets, the misconceptions surrounding capitalism and socialism, and the critiques of capitalism as critiques of freedom. The conversation…


  • Iron Capital Perspectives
  • October 17, 2024
  • APIA

Episode 16: DIY Investing – Double Your Money: The Rule of 72

Is there really a “get-rich-quick scheme”? Chuck and Michael break down compound interest, the time value of money, and the Rule of 72. Let’s explore. This episode is Part 6 in our DIY Investing series, breaking down the steps one must take to get started with investing. Please watch, listen, like, subscribe, and share. YouTube – Click here to…


  • Iron Capital Perspectives
  • October 2, 2024
  • APIA

Episode 15: DIY Investing – The #1 Lesson

Spoiler alert: The number-one lesson in investing is that there are only two ways to invest. Let’s explore. This episode is Part 5 in our DIY Investing series, breaking down the steps one must take to get started with investing.