Welcome to the Dime After Dime podcast presented by Moran Wealth Management®. Each episode, your host, Anthony (“Tony”) Stich, discusses practical ways to approach wealth, from saving and investing to taxes and retirement planning, all in a clear and approachable way. It’s financial education without the jargon. Welcome to the show!
22. Understanding the Role of HSAs in Long Term Financial Planning
Health Savings Accounts are often used to pay for current medical expenses, but their potential role in a broader financial strategy can extend well beyond today’s healthcare costs. In this episode of Dime After Dime, Tony Stich speaks with Corey Grant about how HSAs work and the tax advantages that can make them a unique savings and investment vehicle. They discuss the triple tax advantage of HSAs, why many account holders keep their balances in cash, and how investing HSA assets may provide...
7 Oct 2026
21. Understanding the Role of Private Markets in a Portfolio
Private markets have historically been associated with institutional investors, but access to private equity, private credit, and other alternative investments has expanded in recent years. In this episode of Dime After Dime, Tony Stich speaks with Charlie Chesebrough about how private markets work and the role they may play within a diversified portfolio. They discuss the differences between public and private investments, how individual investors are gaining greater access to private market...
17 Sept 2026
20. Understanding Backdoor Roths and Their Role in Retirement Planning
Saving for retirement is important, but where those savings are held can also influence the taxes investors may face later in life. In this episode of Dime After Dime, Tony Stich speaks with Aaron Simpson about backdoor Roth contributions and how they may provide another savings option for higher income earners who are unable to contribute directly to a Roth IRA. They discuss how the strategy works, why tax diversification may matter in retirement, and the potential implications of accumulati...
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