Podcast Episodes

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 spend…

1 year, 3 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 o…

1 year, 3 months 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 princ…

1 year, 4 months 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 t…

1 year, 4 months 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 health…

1 year, 5 months 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 unc…

1 year, 5 months 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 …

1 year, 6 months 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…

1 year, 6 months 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 …

1 year, 7 months 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 e…

1 year, 7 months ago