Podcast Episodes
Back to SearchProtecting Your Overseas Investments Advice for the Family CFO
Tired of feeling overwhelmed by managing family finances across borders? You're not alone! Whether you're juggling investments for loved ones oversea…
1 year, 2 months ago
What If Retirement Isn't About Slowing Down
Retirement isn't the end—it's your chance to build a life you love. Whether you're dreaming of travel, giving back, or just living stress-free, your …
1 year, 2 months ago
Navigating Cross-Border Finance Strategies for Family CFOs
Managing money across borders doesn't have to be a nightmare. If you've got family—or finances—in more than one country, it's time to stop guessing a…
1 year, 2 months ago
When Buying Real Estate Is the Wrong Investment
Think real estate is the ultimate retirement investment? Think again. Before you sink your savings into bricks and mortar, find out what hidden cost…
1 year, 2 months ago
Dealing with Illness 3 Ways to Avoid Financial Ruin
When a spouse gets sick or injured, everything changes—and fast. The last thing you want is to be caught off guard, unsure how to access accounts, m…
1 year, 2 months ago
High Dividend, High Stress
Think a 15% dividend sounds like easy money? Think again. A retired professor learns the hard way that chasing high yields can lead to big losses—and…
1 year, 2 months ago
Financial Resilience Post Divorce How to Create a New Investment Strategy
Divorce doesn't just change your relationship status—it resets your entire financial game plan. Ready to take control? Learn how to rebuild your port…
1 year, 2 months ago
Financial Peace Comes from Preparation, Not Predictions
Tired of feeling like every market dip is a five-alarm fire? It doesn't have to be that way. Learn how one investor stayed calm, cool, and completely…
1 year, 2 months ago
Do Volatile Markets Make You Feel as If You're Being Punched in the Face
Ready to take control of your investments and stay cool when the market gets tough? It's time to learn how to stick to your plan, even when the marke…
1 year, 2 months ago
Retiring Soon Don't Let the Fear of Taxes Freeze Your Strategy
Avoiding taxes might feel smart... until it costs you peace of mind. If you're heading into retirement with a growth-heavy portfolio, you could be se…
1 year, 3 months ago