Podcast Episodes

Strategies for Generational Giving

Episode 335

Join us for today's podcast as  Crystal delivers a July 4th-themed message discussing six strategies for building multi-generational giving foundatio…

2 months, 1 week ago

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Do You SKI??? Spend.. Kids... Inheritance...

Episode 334

Join us for today's podcast as Crystal discusses the concept of "SKI" (Spending Kids Inheritance) and the balance between enjoying one's resources in…

2 months, 2 weeks ago

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Are Mom and Dad Ok??

Episode 333

Join us for today's podcast as Crystal presents a comprehensive checklist to help families protect older relatives from financial scams targeting the…

2 months, 3 weeks ago

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Is SpaceX IPO Right For You???

Episode 332

Join us for today's podcast, as Crystal discusses the upcoming SpaceX IPO and whether you should buy shares when they become available. She emphasize…

3 months ago

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Challenges to Living Generously

Episode 331

Join us for today's podcast as Crystal discusses the challenges that can prevent people from living generously, focusing on the concern of having eno…

3 months, 1 week ago

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Transfer of Wealth

Episode 330

Join us for today's podcast as Crystal discusses the significant transfer of wealth expected to occur as women gain control of over 30 trillion dolla…

3 months, 2 weeks ago

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Memorial Day Message

Episode 329

Join us for today's podcast as Crystal delivers a Memorial Day weekend message focusing on remembrance and its importance in both honoring fallen ser…

3 months, 3 weeks ago

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Trump IRA and Executive Orders

Episode 328

Join us for today's podcast as Crystal talks about two new executive orders related to retirement and investment options. The first order introduces …

3 months, 4 weeks ago

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Do You Have A Plan For Giving?

Episode 327

Join us for today's podcast, as Crystal talks about what your plan is for giving.  What can you do to help make an impact on others' lives?  We would…

4 months ago

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The Legacy Life

Episode 326

What is" The Legacy Life"?  Join us for today's podcast as Crystal shares her takeaways from a recent book she read called  "The Legacy Life" by Davi…

4 months, 1 week ago

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