Podcast Episodes
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What a Decade of Advising Taught Me About People and Money
Episode 346
Personal finance is a journey, and we've spent years guiding clients through its twists and turns. Now, we're sharing the top 10 lessons we've learne…
1 year, 5 months ago
Student Loans in Trump's First Week
Episode 345
The first week of a new administration always brings a flurry of activity, but despite a wave of executive orders, the Trump administration hasn't to…
1 year, 5 months ago
Homeownership Then vs. Now: Should You Just Rent Instead?
Episode 344
The age-old question of renting versus buying takes center stage in this episode as we explore whether the American dream of homeownership lives up t…
1 year, 5 months ago
What Will the GOP Do First on Student Loans?
Episode 343
With a new Trump administration taking office, the next 100 days could shape the future of student loans in America. We're breaking down what we're …
1 year, 5 months ago
Pay Off, Refinance, or Wait It Out? Planning for Post-SAVE Drama
Episode 342
What's next for student loan borrowers in a world of shifting repayment plans and interest rates? Financial planner Sim Terwilliger, CFP®, CSLP®, joi…
1 year, 5 months ago
Top 10 Tips to Make 2025 Your Wealthiest Year Yet
Episode 341
If you've been wondering how to level up your finances in 2025, we've got you covered. Discover our top 10 strategies to help grow your wealth, incl…
1 year, 5 months ago
1099 by Day, W2 by Law: When Your Boss and the State Disagree
Episode 340
What's the real difference between being a 1099 contractor and a W2 employee? And who actually decides which one you are — your employer or state law…
1 year, 5 months ago
The New Student Loan Order + Investment Mistake I Made
Episode 339
We'll look ahead at major changes in student loan repayments under the new Trump administration, with potential IDR recertification deadlines and im…
1 year, 5 months ago
Buying a Home Without Credit and Avoiding Tax-Time Trouble
Episode 338
Is it possible to buy a home without a credit score?
We're joined by special guest Steve Stewart, podcast editor, who shares how he moved his family…
1 year, 6 months ago
The PAYE Mess + Are U.S. Stocks About to be Dethroned?
Episode 337
Student loan repayment plans are in chaos. From the PAYE and ICR confusion to the ongoing servicer challenges, borrowers face an overwhelming mess. W…
1 year, 6 months ago