TABER Asset Management

09/02/2026

Does writing down a goal actually make you more likely to achieve it, or is that just motivational-poster advice?

🎙️ In this episode of Finerate, we separate the research from the popular myths around goal-setting and make the case for why a written plan changes financial outcomes.

Finerate is a financial education community for people who are ready to move from financial anxiety to financial confidence - and this is our podcast. Hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 45 year investment advisor, Finerate explores the psychology of money, the gap between...

08/31/2026

Dropping your child off at college is a milestone that brings a mix of emotions. It also changes the way money moves through your household.

As you adjust, consider whether your financial plan still reflects your current priorities. Maybe it's increasing retirement savings, planning future travel, updating estate documents, or preparing for the next stage of your career.

Your family is entering a new chapter. Your financial plan should grow with it.

08/26/2026

What can history teach us about where the U.S. economy is headed?

This episode unpacks Ray Dalio's research on the patterns behind rising and falling nations, and what those patterns might mean for your financial future.

We talk reserve currency status, growing debt, and how to build resilience into your own portfolio no matter what happens on the global stage.

Listen now: https://www.taberasset.com/podcast-1/episode/1fc7f86b/what-history-teaches-us-about-the-future-of-the-us-economy

08/24/2026

Inflation doesn't hit every expense the same way. Housing, healthcare, and groceries have all outpaced the average.

The inflation number you see in headlines is a blended average across many categories. Some categories rise slowly, others much faster.

Healthcare, housing, and food have consistently outpaced general inflation over the past two decades. For retirees, these categories often make up a larger share of the budget than they did during working years.

A retirement plan built around the average inflation rate can understate what you'll actually spend. Looking at your specific spending patterns, not just the national average, gives a clearer picture of what your future costs will really look like.

08/19/2026

What if getting clear on your priorities isn't about giving things up, but about creating more freedom?

In this episode of Finerate, we’ll make the case that real abundance starts with knowing exactly what you want.

Finerate is a financial education community for people who are ready to move from financial anxiety to financial confidence - and this is our podcast. Hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 45 year investment advisor, Finerate explores the psychology of money, the gap between...

08/17/2026

Thinking about starting a business or side hustle?

Here are 3 essentials for building a strong financial foundation.

08/13/2026

Looking for financial success? Find out how you can maximize your potential with these 6 habits. Link in the comments.

Looking for financial success? Find out how you can maximize your potential with these 6 habits.

08/12/2026

Thinking about getting married next year?

Before saying "I do," it's important to have honest conversations about communication, finances, and long-term goals to build a strong foundation for your marriage.

In this episode of Finerate, Rev. Dr. Scott Paczkowski joins us to share his insights from years of pre-marital counseling experience.

🎧 https://www.taberasset.com/podcast-1/episode/271600af/finances-and-forever-building-a-strong-foundation-for-marriage-with-rev-dr-scott-paczkowski

08/10/2026

Back-to-school season means new supplies, new schedules, and new routines to master.

The same energy can work for your finances too.

Most people wait until December to think about year-end financial moves, and by then, options are limited and decisions can feel rushed.

August is a good time to start thinking ahead. Enough time to review your tax strategy, revisit your investment allocations, and adjust retirement contributions before Q4 begins.

A financial review now means fewer scrambling decisions later.

08/05/2026

What should you actually be teaching your teenager about money and when? In this episode of Finerate, we tackle the real, practical money conversations parents should be having with 13-17 year olds.

We’ll also cover Trump Accounts, the new federal child savings account that launched in July 2026, and how it stacks up against a Roth IRA or 529 plans.

Whether you're the parent of a teenager, planning ahead for one, or curious about what real financial preparation for young adults should look like, this episode offers grounded, experience-based guidance from two financial professionals; one who's done it in his own family, four times over.

Finerate is a financial education community for people who are ready to move from financial anxiety to financial confidence - and this is our podcast. Hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 45 year investment advisor, Finerate explores the psychology of money, the gap between...