In this episode of Pocket-Sized Advice, Ralston breaks down why market volatility doesn’t mean something’s wrong, and shares one simple question to ask before making any change to your investment plan: Did my goals change, or am I reacting to how I feel right now? Whether you’re navigating a rough stretch in the market or just need a reminder to stay the course, this quick, practical tip can help you keep perspective and stick to a plan built around your actual goals, not the headlines.

In this episode of Pocket-Sized Advice, TradeWinds Financial Advisor Miller Hoffman breaks down everything you need to know about IPOs (Initial Public Offerings) — one of the hottest topics in investing right now. What is an IPO? How do they work? And what are the risks for everyday investors? Miller unpacks it all, including why companies like SpaceX go public, why hype often overshadows substance, and what the first-year returns of some of today’s biggest companies can teach us about patience and risk management.

Discover Your Money Personality: Saver, Spender, Avoider, or Controller | Pocket Size Advice Jeb Bowie introduces the concept of “money personality” on Pocket Size Advice, describing four common money personas: the saver, spender, avoider, and controller. He explains that none of these tendencies are inherently wrong, but issues arise when people don’t recognize their patterns and allow one persona to drive every financial decision. The episode emphasizes building a healthier relationship with money through self-awareness so viewers can create a financial plan that works for them and reflects their values. For more information, viewers are directed to tradewinds.global.