Podcast Episodes
Back to SearchIs Your Financial Plan Supporting the Life You Want?
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think abou…
5 months ago
Can You Retire Early With Two Million Dollars?
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think abou…
5 months, 2 weeks ago
The Simple Automations That Can Actually Boost Your Net Worth
It’s wild how fast a year goes by, and when you finally look back, the gap between what you meant to do and what actually happened is bigger than ant…
6 months ago
A Simple Guide to Smarter Giving
The holidays have a way of bringing money and meaning into the same conversation. In this episode of Real Personal Finance, Scott and Nick lean right…
6 months, 2 weeks ago
Your Financial To-Do List Before December 31st
Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now…
6 months, 4 weeks ago
It’s Open Enrollment Season: How to Avoid Leaving Money on the Table
A lot of people are under-utilizing their corporate benefits, unintentionally leaving money on the table. Open enrollment is a great opportunity to r…
7 months, 1 week ago
What Business Owners Need to Know About the OBBBA
The One Big Beautiful Bill Act has some pretty great enhancements for business owners, but you have to know what you’re looking for in order to get t…
7 months, 3 weeks ago
There’s More to Saving for Retirement Than Knowing How Much Money You’ll Need
“How much money do I need to save in order to retire – what’s my number?” It’s one of the most common questions financial advisors get, and we unders…
8 months, 4 weeks ago
Pre-Tax, After-Tax, Roth: How Should You Distribute Your 401(k) Contributions?
People often think of their 401(k) as the set-it-and-forget-it retirement account. You set your contribution amount, get your employer match, and lea…
9 months, 1 week ago
A Meaningful Conversation About Money with Former NYT Columnist Carl Richards
Whether you know him as “The Sketch Guy” from his decade-long run as a NY Times columnist or you’ve heard him on a podcast, if you’re interested in t…
9 months, 3 weeks ago