Send us a text

In this episode of Investor’s Playbook, we’re breaking down a major change that’s catching a lot of borrowers off guard. The tax-free window for student loan forgiveness officially ended on January 1, 2026, and that means forgiven debt may now be treated as taxable income again.

We explain what that shift really means, who it impacts the most, and how it could affect your financial plans if you’re expecting loan forgiveness in the future. From Public Service Loan Forgiveness to income-driven repayment plans, we walk through how taxes now come back into the picture and what borrowers should be thinking about going forward.

If student loans are part of your financial story, this episode will help you understand what changed, why it matters, and how to protect yourself from an unexpected tax bill.

Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc

Send us a text

In this episode of Investor’s Playbook, we’re breaking down how smart investors start the year strong and set the tone for everything that follows. The first moves of 2026 matter—from reallocating portfolios and adjusting risk to aligning with new economic trends and policy shifts.

We’ll talk about why early positioning can make a huge difference, what signals investors are watching coming out of the new year, and how mindset, strategy, and discipline separate reactive investors from intentional ones. This isn’t about chasing hype—it’s about laying the groundwork for long-term success.

If you want to start 2026 with clarity, confidence, and a plan, this episode shows you how investors make their first plays count.

Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc

Send us a text

In this episode of Investor’s Playbook, we’re clearing up a mistake that costs people money every year—confusing tax preparation with tax planning. While most people only think about taxes once a year, investors know the real savings happen all year long.

We break down the difference between filing your taxes and actually planning around them, and why waiting until tax season is often too late. From income timing and deductions to investment strategy and retirement accounts, we explain how tax planning helps you keep more of what you earn.

If you want to stop reacting to taxes and start being proactive with your money, this episode will help you understand the difference—and why it matters.

Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc

Send us a text

In this episode of Investor’s Playbook, we’re talking about the possibility of the Federal Reserve cutting interest rates on December 10th—and what that could do to your investments. We dig into why rate cuts matter, how they can breathe new life into certain sectors, and what kinds of moves investors might consider if the Fed pulls the trigger.

We’ll break down potential winners and losers: from interest-rate-sensitive sectors like real estate and consumer credit, to risk assets such as tech and growth stocks that often surge when borrowing gets cheaper. We’ll also walk you through possible ripple-effects on inflation, bond yields, and overall market sentiment.

Whether you’re a long-term investor or just keeping a pulse on the market, this episode is meant to give you a clearer view of what a rate cut could mean—and how to think ahead before the Fed’s decision day.

Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc

Send us a text

In this episode of Investor’s Playbook, we’re breaking down the new retirement rule changes coming in 2026 and what they mean for your money. From updated contribution limits to shifts in tax benefits and catch-up options, we walk through the changes in plain language so you know exactly how to take advantage of them.

We’ll talk about how these new rules can help you save more, retire sooner, and build a stronger long-term plan without feeling overwhelmed by the fine print. Whether you’re just getting started with your 401(k) or fine-tuning your retirement strategy, this episode will help you move into 2026 with clarity and confidence.

If “retirement” feels far away or complicated, this is your guide to making it simple—and making it work for you.

Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc

Send us a text

In this episode of Investor’s Playbook, we’re calling out the Black Friday hype for what it really is: a well-designed system to keep people spending instead of building. While everyone else is hypnotized by “limited-time deals” and flashy discounts, we’re breaking down how to step out of the consumer trap and into an investor mindset.

We talk about why Black Friday encourages impulse buys, emotional decisions, and short-term gratification—plus how that mindset can quietly sabotage your long-term financial goals. Then we flip the script and show how investors approach this season differently: by protecting their money, looking for real value, spotting opportunities in the market, and choosing growth over quick dopamine hits.

If you’re ready to break the spell and start thinking like someone who builds wealth instead of someone who chases sales, this episode is your wake-up call.

Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc

Send us a text

In this episode of Investor’s Playbook, we’re navigating a trifecta of market stress and opportunity.
First up: Bitcoin dropping below the $100,000 mark—an important psychological and technical threshold for the crypto space that’s sending caution signals.

Next: Tech stocks are pulling back amid valuation concerns and emerging macro-headwinds. Markets are wrestling with whether the earlier rally in high-flying tech names has run ahead of itself.

And finally: the U.S. government has temporarily reopened, ending a prolonged shutdown—but the restart hasn’t erased the fallout. With delayed economic data, backlogged reporting and still-elevated uncertainty, investors are remaining cautious.

We’ll unpack how these three forces tie together—why risk assets like crypto and tech are so sensitive to policy reversals and economic weakness, how the reopening of the government sets the stage for new data surprises (good or bad), and where investors might find real entry points or defensive repositioning. Whether you’re long crypto, heavy in tech, or just riding the broader market waves, this episode gives you the breakdown you need to stay sharp.

Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc

Send us a text

This episode dives into two major stories that have serious implications for both personal finance and the broader market. First up: Donald Trump and his administration’s proposal for a 50-year mortgage—a move touted as a solution to housing affordability, but loaded with long-term caveats. We’ll walk through how stretching the loan term would lower monthly payments today but dramatically increase interest costs and slow down equity building for borrowers.

Then, we shift gears to tech: major technology stocks are pulling back, and we’ll unpack why. From soaring valuations and bubble concerns in AI and semis, to rising interest rates and weaker demand for cloud services, the tech sector is facing some real headwinds.
By bringing these two threads together—housing policy that could reshape consumer balance sheets, and tech sector turbulence that could reshape portfolios—we’ll explore what it all means for everyday investors. Whether you’re considering a home purchase, or invested in the tech giants, this episode will give you insight to make smarter decisions.

Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc