All Episodes
Behind The Designs — 73 episodes
Raising Kids Who Understand Money: Teens + College Students
Raising Kids Who Understand Money: Ages 0-12
What Pancreatitis Taught Us About Caring in Crisis
What You Should Expect If You Are Named as Trustee
What You Forget to Plan, Until After Your Spouse Passes
What to Learn from Retirees Who Donated All Their Money
Case Study 3: Repairing DIY Retirement Mistakes
Case Study 2: Relocating to Care for Aging Parents
Case Study 1: Retiring Early to Travel
2024 Tax Season Recap and 2025 Tax Planning
Hack Your Travels with Credit Card Points with Ism Shovan
How to Plan for RMD Taxes
A Crash Course on Equity Compensation
The True Cost of Healthy Living with Rachel Staycheff-Hamm
The Anti-Consumerist Manifesto
How to Get Involved and Make a Difference
The Secret to Holiday Hosting with Chris and Kathy
Start with Why: Steve's Story
What the Election Results Mean for Your Money
So, You Want to Start a Business
Healthcare for Aging Parents with Leah McNamara
How to Lower Your High Insurance Costs, with Ryan Delp
What Can I Do With My Mortgage with Tom Cramer
Changes to Estate Tax Exemptions with Heather Walser
Making the Most of Your Life Insurance Policies
Where Does Your Money Go?
Start with Why: Rob's Story
How to Steward Your Inheritance Well
Understanding the Inheritance Process
Should You Rent or Buy (or Build)?
2023 Tax Review & 2024 Tax Planning
Start with Why: Trevore's Story
How to Set Goals (if you're already succeeding)
Target Date Funds: Are They the Right Choice?
Investing Across Your Lifetime
Helping Kids Make College Choices with Nathan Bargar
How to Spot Scams and Avoid Financial Fraud
How to Set Your Kids Up For Success
The College Funding Challenge
Start with Why: Michelle's Story
2023 Investment Review and 2024 Outlook
Transitions with Emotional and Financial Contexts with Stephanie Geisler
From Passion to Action: Becoming a Not-For-Profit with Shelly Nysinski-Reese
Smart Holiday Shopping
Storytime: Adopting from Africa
Organizing your possessions (or your parents!) with Ashley Rapp
What Buyers Need to Know about Mortgages with Tom Cramer
Are You Getting the Best Insurance Money can Buy? with Ryan Delp
Creating Successful Estate Plans with Heather Walser
How to Manage Your Aging Parent's Finances
Will Social Security Run Out?
Should I Save for My Kid's College Education?
Financial Decisions Don't Have to Be Permanent
How do Financial Advisors Vacation?
How to Finance Your Summer Projects
Forever to Never Tax, with Roth Conversions
Insurance Mistakes and Misconceptions
2022 Tax Season in Review
Who do you call . . . CFP®? EA? CFA?
Don't Make Retirement Your Dream
Financial Advisors on Silicon Valley Bank
The Biggest Threat to Your Financial Plan
How to Get Where You Want to Be
Cash is King. So What?
Save Me Taxman!
Storytime: From Consumer to CFP
Looking Back, Giving Back
The Structure to Build Wealth With
What About Cryptocurrency?
Holidays and Awkward Finance Questions
Is Buy & Hold Investing Dead? (Part 2)
Investing Ahead of the News (Part 1)
Designed for Life: Our Story