Podcast Episodes

Caught in the Messy Middle (Live From The SlowFI Retreat)

Join us for this live recording at the SlowFI retreat where we discuss the messy middle. As we all focus on changing our lives to be more pleasing and intentional, we often find that change is hard. …

Published on 1 year, 1 month ago

Bonus: How Are You Showing Up and NYC Party

This is a quick bonus episode to talk about how we show up in our own lives and to announce our personal finance podcast/pre-launch book party on December 12, 2024 in New York City. Space is limited,…

Published on 1 year, 1 month ago

Why Size Matters w/ Victor Haghani

Today we discuss with the author of The Missing Billionaires the importance of the sizing of our asset allocation. Size matters more than we give it credit for when it comes to what we invest in. In …

Published on 1 year, 1 month ago

Is $4 Million Enough? Community Episode

Join us with Rikki Racela and Joe Saul-Sehy to discuss a Benzinga article which questions whether four million dollars is enough to retire. Although mean net worth is no one near this number at retir…

Published on 1 year, 1 month ago

Start Thinking Rich w/ Brad Klontz and Adrian Brambila

Mindset may be just important as income. In this sweeping episode with Adrian Brambila and Brad Klontz we talk about the hard truths when it comes to wealth in America and what it will take to get pe…

Published on 1 year, 1 month ago

What this NFL Champion Can Teach Us About Entrepreneurship w/ Marques Colston

What connects doctors and athletes? In this episode we talk with NFL Champion Marques Colston about how, surprisingly, both groups can actually be great business people. We discuss with Marques his p…

Published on 1 year, 1 month ago

How These Accidental Influencers Slayed the Greed Monster w/ The Woods

Have you ever dreamed of being an influencer? Today, we chat with accidental influencers Melissa and Stephen Woods from the popular YouTube channel Welcome to the Woods. We discuss the path to becomi…

Published on 1 year, 2 months ago

See One, Do One, Teach One w/ Kelsa Dickey

Kelsa Dickey is a financial coach who helps bring clarity around people's finances and gives them the confidence to make important money decisions. In this episode we chat about how she became a coac…

Published on 1 year, 2 months ago

Bonus: Why I am Not Pulling Monday's Episode

Some controversy arose surrounding Monday's guest, Sherry Peel Jackson. This quick bonus is my explanation of why I am not pulling the episode.

Learn more about your ad choices. Visit megaphone.fm/ad…

Published on 1 year, 2 months ago

Confessions of a Former IRS Agent w/ Sherry Peel Jackson

In this fascinating episode we get the behind the scenes view of our tax system from Dr. Sherry Peel Jackson who helps small businesses keep, protect, and grow their earnings. Is the IRS out to get u…

Published on 1 year, 2 months ago