The S&P 500 is near record highs. So why does your financial life still feel uncertain?

In this episode, Anastasia and Bill tackle the disconnect that a lot of people are feeling in this moment where markets are up, hiring is slow, costs are still high, and a general sense that the headline numbers don't match what's happening on the ground.

In this episode, we cover:

• Why the gap between what markets are doing and what households are experiencing is real and what it means for your decisions
• Bill and Anastasia's revised emergency funds number
• How to guard against your own protective instincts
• Why millennials have been conditioned to buy the dip, and why that assumption deserves a second look
• What Bill and Anastasia both believe will define the people who look back on this economic moment and say they made it through stronger

This is about laying the financial foundation that makes you okay regardless of what the headlines say.

Creating Wealth is hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 40-year investment advisor. New episodes every other Friday.

What does Star Wars have to do with building wealth? More than you'd think.

In this episode, Anastasia introduces Bill to the core framework from James Clear's bestselling Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones. This wide-ranging conversation connects several threads like Daoism, Newton's First Law, and what Yoda would say, to help you establish your best financial habits.

• Bill shares three real patterns he has seen across 40+ years of working with clients and the small mistakes that can quietly derail wealth building over time.
• Why "I am someone who builds wealth" is fundamentally different from "I want to save more money" and the ancient philosophy behind it.
• Anastasia and Bill disagree on what they have seen when it comes to money beliefs.
• The specific moment when people damage the compounding curve without fully understanding what they've lost.
• The single financial habit Bill recommends above almost everything else and the small salary move Anastasia says will compound your wealth.
• Why starting is the hardest part, what a gym story about 100 lbs has to do with your savings account, and what Social Security and AI have to do with urgency right now.

Listen in to learn how Atomic Habits by James Clear applies to your financial life.

Creating Wealth is hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 40-year investment advisor. New episodes every other Friday.

Fair warning: this one is a little different.

Every April Fools Day, Anastasia and Bill take a break from their regularly scheduled financial wisdom to do something a little silly, and this year is no exception. In today's episode, they take a "deep dive" on cryptocurrency, unpacking blockchain technology, decentralization, volatility, peer-to-peer transactions, and the importance of planning for your ultimate long-term investment.

Yes, that one.

If you make it to the end without groaning at least once, we'll be genuinely impressed.

Six years in, and this might be our favorite tradition. Thank you for being part of it.