Podcast Episodes
Back to SearchEpisode 215: Is the Free $1,000 From a Trump Account Actually a Trap
Season 5 Episode 215
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Trump Accounts (technically known as 530A IRA savings plans) became available for parents looking to build wealth for their kids. But…
2 months, 1 week ago
Replay Episode 46: Accredited Investor and other Investor Classifications
Season 5 Episode 46
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In this episode, I discussed what is an Accredited Investor and what opportunities are available to people who qualified and an Accre…
2 months, 2 weeks ago
Episode 214: Same Team, Same Dream? How Couples Handle Money
Season 5 Episode 214
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Is there a "right" way to handle money in a marriage? In this episode, we dive into the widely debated topic of how couples manage an…
2 months, 3 weeks ago
Replay Episode 51: Financial Terms with Investing
Season 5 Episode 51
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Just like the world of medicine has its own language, the world of finance and investing also has its own language. This is why when …
2 months, 4 weeks ago
Episode 213: Opting Out of the Default Wills, Prenups, and Taking Control
Season 5 Episode 213
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Talking about death and divorce is never romantic, but staying silent means letting the government make your most personal decisions …
3 months ago
Replay Episode 31: Growth vs Fixed Mindset
Season 5 Episode 31
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Financial literacy is an important part of building wealth—but knowledge alone isn't enough. A truly wealthy mindset starts with beli…
3 months, 1 week ago
Episode 212: Social Security Strategies for Married Couples
Season 5 Episode 212
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Welcome back to part two of our deep dive into Social Security! In episode 209, we covered the foundational basics of how the system …
3 months, 2 weeks ago
Replay Episode 33: Traditional Mutual Funds vs. Exchange Traded Funds
Season 5 Episode 33
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In this replay episode, we're revisiting one of the most common investing questions: Should you invest in exchange-traded funds (ETFs…
3 months, 3 weeks ago
Episode 211: Feeling Like You "Made It" Financially
Season 5 Episode 211
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When do you shift from simply "doing fine" to truly feeling like you are reaping the financial rewards of your career?
Inspired by a p…
4 months ago
Replay Episode 49: Mindset with Dr. Karen Leitner
Season 5 Episode 49
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Over the last 4 years, there have been several guests on the podcast. The guest who had the most downloads is Dr. Karen Leitner.
List…
4 months, 1 week ago