All Episodes
Building Wealthy Habits — 134 episodes
Episode 134 – Should You Buy a Business or Start Your Own?
Episode 133 - Is Being Debt-Free Always the Right Goal for Business Owners?
Episode 132 - Inflation & Interest Rates: What Do They Mean for Your Financial Plan?
Episode 131 – You Received an Inheritance. What Should You Do Next?
Episode 130 – What Does a Financial Advisor Actually Do All Year?
Episode 129 – The Financial Conversations You Keep Putting Off
Episode 128 – Should You Help Your Adult Children Financially?
Episode 127 – Why Smart People Make Bad Financial Decisions
Episode 126 – How to Raise Kids Who Are Good with Money
Episode 125 – You Have More Money Than Ever… Why Doesn't It Feel Like Enough?
Episode 124 - The Part of Selling Your Business No One Talks About | with Cindy Jennings
Episode 123 - Don't Let a Surprise Tax Bill Ruin Date Night
Episode 122 – What Do You Want Your Money to Do for You?
Episode 121 - Your Business Is Growing. Now What?
Episode 120 - The Money Conversation Most Couples Keep Avoiding
Episode 119 - Should Your Business Own the Building It Operates In?
Episode 118 – JR Lay on Failure, Growth, & the Cost of Hustle Culture
Episode 117 - Don't Miss the Moment! Preparing for a Business Exit
Episode 116 - RSUs vs. RSOs and What Employees Should Know
Episode 115 - The Financial X-Ray Most People Avoid
Episode 114 - You Sold the Business… Now What?
Episode 113 - Before You Meet a Financial Advisor, Watch This!
Episode 112 - Hiring Your Kids in Your Business? What to Know First
Episode 111 - Are Your Investments in the Right Place?
Episode 110 - Why Your Tax Bill Keeps Surprising You!
Episode 109 - Common Investment Mistakes Even Smart Investors Make
Episode 108 - Mastering Liquidity: Risk, Emergency Funds & Investments
Episode 107 - Complex Estate Planning: Moving From Vanilla to Advanced
Episode 106 - Cash, Confidence, and Cycles: How Wealthy People Stay Steady
Episode 105 - The Hidden Costs of Information Overload
Episode 104 - Beyond Net Worth: Redefining Financial Freedom
Episode 103 - Entrepreneurship: From Wealth Creation to Wealth Durability
Episode 102 - Understanding Semi-Liquid Investments
Episode 101 - Evaluating Alternative Investments During Market Uncertainty
Episode 100 - Risk Is Everywhere: How To Respond Without Panicking
Episode 99 - Going Beyond the Fiduciary Standard
Episode 98 - Warning Signs That Your Financial Team Isn't Growing With You
Episode 97 - Keep the IRS from being your Biggest Beneficiary
Episode 96 - The Weakest Link in Your Estate Plan
Episode 95 - The Conversations You Can't Avoid
Episode 94 - The Contrarian Mindset
Episode 93 - Advanced Tax Strategies for Business Owners
Episode 92 - The Lonely Side of Wealth: Why Success Can Feel Isolating
Episode 91 - Thinking About Selling Your Business? Watch This First!
Episode 90 - Is your business funding or draining your retirement?
Episode 89 - The Art of Giving: Strategies for Family and Legacy
Episode 88 - Donor Advised Funds & Smart Giving Strategies for Tax Planning
Episode 87 - 5 Signs to Know When You're Ready to Hire a Financial Advisor
Episode 86 - Common Missteps for Estate Planning
Episode 85 - Spending Habits that Stretch Your Wealth in Retirement
Episode 84 - Creating Reliable, Tax Efficient Retirement Income
Episode 83 - Tax Benefits from The Big Beautiful Bill
Episode 82 - The First 5 Years of Retirement: Habits That Make or Break!
Episode 81 - Your Business Isn't a Retirement Plan - Here's What It Is
Episode 80 - Navigating Real Estate Decisions in Retirement
Episode 79 - Profit First, Not Last: Paying Yourself as a Business Owner
Episode 78 - IRMAA, RMDs, and ROTHs - Oh my!
Episode 77 - The Big Beautiful Bill
Episode 76 - Planning for the Unexpected
Episode 75 - Emotional Responses That Influence Investment Decisions
Episode 74 - The Mindset Behind Money: Insights from 'The Psychology of Money'
Episode 73 - 5 Signs to Know When You're Ready to Hire a Financial Advisor
Episode 72 - Financial Mindset: What Steps You Should Take Throughout The Decades
Episode 71 - Strategies for Entrepreneurs to Build & Preserve Wealth
Episode 70 - Preparing to Sell Your Company
Episode 69 - Why an Estate Plan is More Than a Will
Episode 68 - Don't Get Too Political
Episode 67 - Inheriting vs. Gifting
Episode 66 - Retirement Catastrophes to Avoid
Episode 65 - How to Know When It's NOT Time to Retire
Episode 64 - Save Money on Taxes in 2025
Episode 63 - What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas
Episode 62 - Various Ways to Purchase a Business
Episode 61 - Max Kayes Talks Building a Healthy Relationship with Money Pt. 2
Episode 60 - Max Kayes Talks Building a Healthy Relationship with Money Pt. 1
Episode 59 - Keanon Alderson Talks Family-Owned Businesses
Episode 58 - Case Study: How Do I Know If I Can Retire
Episode 57 - Real Estate Investments with Josh Coniglio
Episode 56 - What is the FIRE Movement?
Episode 55 - Limiting Beliefs with Laura Lyng
Episode 54 - Date Night Why It Is So Important!
Episode 53 - Creating a Vision for 2025
Episode 52 - How to Build Trust with Your Clients
Episode 51 - Financial Principles for Your Kids
Episode 50 - Marketing for Small Biz and RIA with Graham Gardner
Episode 49 - How Do You Know if You Have the Right Financial Advisor?
Episode 48 - Financial Planning Mythbusters Part 2
Episode 47 - Holiday Gift Buying Guide
Episode 46 - Longevity & The Sandwich Generation
Episode 45 - What if I had to Start from Scratch
Episode 44 - Retirement Savings in the 21st Century
Episode 43 - Tax Implications of Shohei Ohtani's Contract
Episode 42 - How Do I Retire Early?
Episode 41 - The Worst Money Advice
Episode 40 - Buy the Latte! The importance of developing a spending plan
Episode 39 - A Simple Guide to Investing
Episode 38 - How Can You Find the Best CD Rates
Episode 37 - Is Parenting Getting Too Expensive?
Episode 36 - When to Hire a Fractional CFO
Episode 35 - United We Budget: Finding Financial Harmony in Marriage
Episode 34 - Changes to Real Estate Laws
Episode 33 - Long-Term Care
Episode 32 - Backdoor Roth IRA
Episode 31 - Myth Busters: Estate Planning
Episode 30 - Planning Process, Step-by-Step
Episode 29 - Short-Term Rentals with Marie Hair (Pt. 3)
Episode 28 - Short-Term Rentals with Brooke Miller & Simone Knepper (Pt. 2)
Episode 27 - Short-Term Rentals, Finance & Legal (Pt. 1)
Episode 26 - Cyber Security
Episode 25 - Political Extremism
Episode 24 - AI and Finance
Episode 23 - Executive Coaching Pt. 2 with Joseph King Barkley
Episode 22 - Executive Coaching with Joseph King Barkley
Episode 21 - Core Elements of an Estate Plan
Episode 20 - The History of Taxes
Episode 19 - History of Investing with Dr. Jason Thomas
Episode 18 - The History of Inflation
Episode 17 - The History of Financial Planning
Episode 16 - Media Review: A Deep Dive on 3 Articles
Episode 15 - Financial Planning for Female Business Owners and Professionals
Episode 14 - Planning for Attorneys
Episode 13 - Planning for Engineers
Episode 12 - Planning for Physicians
Episode 11 - Account Rollovers, Support Groups
Episode 10 - Business Cycles
Episode 9 - Social Security
Episode 8 - Planned Giving
Episode 7 - Entity Formation
Episode 6 - Legal Considerations for Survivors
Episode 5 - Required Minimum Distributions (RMDs) Explained
Episode 4 - Succession Planning Pt. 2
Episode 3 - Survivor Checklist
Episode 2 - Vision and Income Planning
Episode 1 - Succession Planning for Peace of Mind Pt. 1