Podcast Episodes

Try Before You Buy: How to Test-Drive Big Life Transitions

Major financial transitions don't have to be binary choices – testing your assumptions before making big moves can prevent costly mistakes and regrets. In this episode, Nick and Scott talk about test…

Published on 5 months ago

Taking Control of Your Financial Future: Planning, Investing & Risk Management

In the face of the uncertainty of life, it’s difficult knowing that many things are out of your control. Focusing on your financial well-being can often feel daunting, especially with the unpredictab…

Published on 5 months, 2 weeks ago

How To Spend More In Retirement With a Dynamic Withdrawal Rate

This week, we welcome new co-host Nick Covyeau, a Certified Financial Planner and owner of Swell Financial Partners, to discuss safe retirement spending strategies. We talk about the different approa…

Published on 6 months ago

The Diversification Illusion of the S&P 500

The S&P 500 was up 25% in 2024, so is that all you need for a strong financial future? Not so fast. Putting all your money in one place—even a good one—is risky.

Smart investors look beyond the U.S. t…

Published on 6 months, 2 weeks ago

Investing Principles to Keep in Mind in 2025

If you’re tired of checking on your portfolio every day, we’ve got good news! In this episode, we go back to Investing 101 to look at the basic principles of a healthy outlook on the markets.

Join us …

Published on 6 months, 4 weeks ago

The 5 Steps of a DIY Annual Investments Review

The new year is a great time to do an annual review. In this episode, we look at five things to look at regarding your investments to help you make the most of your money. 

Join us as we look at some …

Published on 7 months, 1 week ago

Building Habits that Last Longer than Resolutions

New year, new you, new episode! Failed New Year’s resolutions are so cliche. How can you achieve lasting results, whether you’re trying to get healthy, save more money, or something else?

Tune in to h…

Published on 7 months, 3 weeks ago

What Does Your Most Fulfilled Life Look Like?

What does your most fulfilled life look like? If you’re not sure, then this episode is for you. 

Join us as we discuss three questions to help you uncover what is most important to you!

Resources menti…

Published on 8 months, 1 week ago

Should I Rent or Should I Buy?

To be a home owner or not to be a home owner, that is the question – and the answer is anything but simple!

Tune in as we discuss when home ownership makes sense and when it may be better to rent. 

Rea…

Published on 8 months, 3 weeks ago

When Roth Conversions Make Sense (and When They Don’t)

Roth conversions can be a great tool for minimizing your tax burden, but you don’t want to jump in blind. If you have a 401(k) and/or an IRA, you don’t want to miss this episode.

Join us as we look at…

Published on 9 months, 1 week ago