Podcast Episodes
Back to SearchThe Questions You Must Ask Your Financial Advisor
Episode 117
Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly t…
2 years, 5 months ago
Easy Wins in Personal Finance
Episode 116
Ever thought that minor tweaks in your financial plan could lead to major wins? It’s important to eventually get a comprehensive financial plan for y…
2 years, 6 months ago
End of Year Financial Planning For 2023
Episode 115
Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement…
2 years, 7 months ago
Are There Universal Retirement Truths? Part 2
Episode 114
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are cer…
2 years, 7 months ago
Are There Universal Retirement Truths? Part 1
Episode 113
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are cer…
2 years, 7 months ago
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Episode 112
Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the rea…
2 years, 8 months ago
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Episode 111
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this …
2 years, 8 months ago
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples, Part 2
Episode 110
Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of f…
2 years, 9 months ago
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples (Part 1)
Episode 109
Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financi…
2 years, 10 months ago
Specific Strategies for Single Women
Episode 108
In this episode, we discuss seven essential financial planning strategies for women, with a particular focus on those who are single, divorced, or wi…
2 years, 10 months ago