Podcast Episodes

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 10 months, 1 week 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 10 months, 3 weeks 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 11 months, 1 week 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 11 months, 3 weeks ago

What Do Financial Advisors Actually Do?

Ever wonder what exactly a financial advisor does? In our latest episode, we’re going beyond investments and insurance to look at the big picture of everything we do as advisors.

Join us as we pull ba…

Published on 1 year ago

How to Leverage Tax Projections to Minimize Your Tax Burden

Sitting down to do a tax projection can make a huge impact on the amount of taxes you pay – but you have to do it before December 31!

Whether you’re expecting next year to be a high- or low-income yea…

Published on 1 year ago

Making Moves During Open Enrollment? Learn More About Life Insurance, Disability Coverage, 401(k), and More

We’re back with another look at open enrollment decisions! This time, we’re talking life insurance, disability coverage, 401(k)s and more.

Join us as we discuss which options make sense, and which you…

Published on 1 year, 1 month ago

Weighing the Benefits: How to Make a Decision on Employer-Provided Health Insurance

Open enrollment season is almost here! Do you know what you’ll need for health insurance next year? 

Join us as we look at the most important factors to consider when choosing your plan. 

Ready to lear…

Published on 1 year, 1 month ago

Embracing the Mess: How to Improve Financial Outcomes When Life Doesn’t Go as Planned

If your financial goals always feel like they’re just out of reach, you’re not alone! In this episode, we talk about the dissonance between your financial plan and real life – and how to put your adv…

Published on 1 year, 2 months ago

What is an Exchange Fund (and Should You Ever Join One)?

Should you join an exchange fund? Can they really minimize taxes? What are the potential downsides? What are your other options? Do we recommend them?

Join us as we talk through the pros and cons of e…

Published on 1 year, 2 months ago