Podcast Episodes
Back to SearchYour Investment Policy Statement Beats Panic
You'll discover how to use an investment policy statement as your emotional anchor to avoid panic selling when markets crash and stay committed to yo…
2 months, 3 weeks ago
Raise Money Without Lifestyle Creep
You'll discover the psychological tricks to keep your raise from disappearing into lifestyle creep and learn exactly where to redirect it for actual …
2 months, 3 weeks ago
Inherited IRA Mistakes the SECURE Act
You'll discover exactly how the SECURE Act changed inherited IRA rules and learn the withdrawal deadlines that'll keep you from leaving money on the …
2 months, 3 weeks ago
CD Ladder Strategy Beat Rate Lock Risk
You'll discover how to split your money across multiple CDs with staggered maturity dates so you earn higher rates while keeping cash accessible ever…
2 months, 3 weeks ago
Transfer Smart Stop Overdraft Stress
You'll discover how to set up automatic transfers that keep your account balanced and protected from overdraft fees without having to check your bala…
2 months, 4 weeks ago
Gift Tax Exemption The Smart Way
You'll discover the exact strategies to gift money to family members tax-free and avoid costly mistakes that could trigger unexpected tax bills down …
2 months, 4 weeks ago
Stop Paying Hidden Investment Fees
You'll discover how to decode expense ratios and spot hidden fees so you can build a portfolio that keeps thousands in your pocket instead of giving …
3 months ago
Mortgage vs Investing Your Extra Cash
You'll discover exactly how to compare paying down your mortgage faster versus investing that extra money to figure out which path actually builds mo…
3 months ago
529 Plans Flexibility You Actually Need
You'll discover how to flexibly use your 529 plan across multiple kids and schools without wasting money or facing tax penalties. 📚 Personal finance …
3 months ago
Turning Employment Gaps Into Opportunities
You'll discover exactly how to explain employment gaps on your resume and in interviews so hiring managers see your value instead of red flags. 📚 Per…
3 months ago