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Inflation Sucks. Markets Are Wild. Here’s Why I’m Still Thankful. | Let's Get Real Ep. 27
Thanksgiving hits different when you’re the one holding everything up. The bills, the business, the team, the family. And then people tell you, “Be t…
4 months, 2 weeks ago
Thanksgiving Money Triggers: Boundaries, Shame, Peace W/ Rachel Duncan
This one’s for anyone walking into Thanksgiving with a pit in their stomach about money. You know the drill: old stories, old roles, and fresh trigge…
4 months, 2 weeks ago
Coach Or Planner? The Truth About Getting Your Money To Move | Let's Get Real Ep. 26
Most owners wait to hire a planner until everything is “ready.” That’s how you stay stuck. I asked my communities why more people aren’t working with…
4 months, 3 weeks ago
Wills, Trusts, and Buy-Sell Mistakes You Can’t Afford W/ Griffin Bridgers
If you’ve been punting your estate planning all year, this is your wake-up call. In this episode, I bring in Griffin Bridgers—a recovering attorney w…
4 months, 3 weeks ago
Hispanic Households, Media Myths, and Real Boundaries w/ Daniela Molina
This one hits where it hurts: the living room. We dig into how money actually moves in multi-generational, first-gen Hispanic households during the h…
5 months ago
Silence Doesn’t Pay: Your Q4 Leverage Window w/ Dr. Renee Baker
This is your leverage window. Q4 is when companies lock budgets, finalize promotions, set equity, and protect retention risk. Translation: decisions …
5 months, 1 week ago
Year-End Authority Sprint with Matt Halloran
Q4 exposes the truth. Some of you are sprinting. Some of you are stuck in chaos. Either way, the calendar isn’t a magic wand—and the holidays won’t s…
5 months, 2 weeks ago
Alternatives Decoded: Due Diligence and Deployment
If you’re still pretending 60/40 will solve everything, this episode is your wake-up call. I brought back the Queen of Alts, Shana Orczyk Sissel, to …
5 months, 3 weeks ago
Pause, Pray, Process: Financial Harmony with Dr. Preston Cherry
Money feels heavy right now. Prices are loud, headlines are louder, and everyone’s telling you to either hoard cash or gamble big. I’m not interested…
6 months ago
Alimony, 50/50, Prenups: The NoBS Divorce Money Playbook
Divorce is not just a life event. It is a wealth event. In this episode, I sit down with Certified Divorce Financial Analyst Jamie Lima to rip the co…
6 months, 1 week ago