Podcast Episodes

Smart Money Moves Before Year-End Part 1 - The Big Picture: Your Year-End Money Checkup

It’s time for your money’s annual checkup — and no, there’s no waiting room or copay required. In this first episode of our Smart Money Moves Before …

7 months, 1 week ago

Investing Without Intimidation: From Overthinking to Ownership - Financial Confidence Bootcamp Part 4

It’s time to turn confidence into ownership.

In the final episode of the Financial Confidence Bootcamp, we’re breaking down the world of investing — …

7 months, 2 weeks ago

Trust Over Transactions: How Financial Planning Finally Put People First

For too long, financial advice came with strings attached — confusing titles, hidden commissions, and “suitable” recommendations that didn’t always s…

7 months, 2 weeks ago

The Marketing of Debt: How Lenders Exploit Your Blind Spots (and How to Outsmart Them) with John Dinsmore

Why do smart people still fall into debt traps? The truth is, debt is marketed to us in ways to exploit our psychology. We underestimate the true cos…

7 months, 2 weeks ago

Money, Mindset & the Machines: How AI (and Self-Awareness) Can Change Your Financial Future with Elizabeth Ayoola

What happens when technology meets money mindset? In this conversation, Elizabeth Ayoola — writer, finance expert, and co-host of NerdWallet’s Smart …

7 months, 3 weeks ago

Save Like You Mean It: How Automation Builds Financial Confidence - Part 3 of 4 Financial Confidence Bootcamp

Part 1 - Budgeting That Actually Fits Your Life

Part 2- How to Tackle Debt — Without Cutting Coffee, Joy, or Your Sanity

We’re rewriting the story o…

7 months, 3 weeks ago

Trading Isn’t Just for “Finance Bros”: Why Women Are Built to Win in the Markets with Diana Perkins

If you’ve ever felt like the stock market was a boys’ club you weren’t invited to, this episode is about to change that. Diana Perkins — CPA, investo…

7 months, 3 weeks ago

The Hidden Cost of Inherited Wealth: When Money Creates Guilt, Isolation, and Identity Confusion with Chase Collins

This isn’t a conversation you hear every day. In fact, most people will never talk about it out loud. But money—whether you have too much or not enou…

7 months, 4 weeks ago

The Sneaky Ways We Sabotage Our Money - 40 Money Lessons for 40 Part 5

Most of us think money mistakes are big, obvious moves — but more often, it’s the small, everyday decisions that quietly drain our wealth.

In this f…

7 months, 4 weeks ago

How to Tackle Debt — Without Cutting Coffee, Joy, or Your Sanity - Part 2 of 4 Financial Confidence Bootcamp

This is Part 2 of our Financial Confidence Bootcamp — Four Weeks. Four Habits. One Confident You. Check out Episode 1 of my Financial Confidence Boo…

8 months ago