All episodes
Episode 377- When Sunday Night Starts to Feel Different
Episode 376 - You Can't Pick Your Decade: Why Chasing the Highest Rate of Return Misses the Point
Episode 375 - The Financial Rules You Never Questioned
Episode 374 - You Can Compound Money. You Cannot Compound Thursday Night.
Episode 373 - Are You Training Yourself to Worry ?
Episode 372 - AI Gave Me Financial Advice. Then I Checked the Math
Episode 371 - What Do You Want That Is Keeping You From What You Want?
Episode 370 - Let Them Learn While the Stakes Are Small
Episode 369 - Will Your Plan Survive a Bad Year?
Episode 368 - Are You Saving For a Life You Forgot to Live?
Episode 367 - Don't Hire a Financial Advisor Until You Ask These 5 Questions
Episode 366 - The Biggest Companies Always Change. Why Don't Investors?
Episode 365 - Is An Inheritance Helping Your Kid... Or Hurting Them?
Episode 364 - 5 Risks of Concentrated Stock
Episode 363 - 5 Meetings Every Family Should Have Every Year
Episode 362 - The Basics of Investing: From Philosophy to Practice
Episode 361 - How Much Life Insurance Do I Need?
Episode 360 - Investing By Evidence, Not Emotions
Episode 359 - Retirement Isn't About Assets. It's About Income
Episode 358 - The Hidden Leak in Your Financial Life (And How to Fix It)
Episode 357 - The Marshmallow Test and Your Financial Life
Episode 356 - How To Buy Your Time Back
Episode 355 - Hidden Time Traps
Episode 354 - The Risk No One Talks About: Time Risk
Episode 353 - The Millionaire's Paradox
Episode 352 - Retirement Planning & Taxation: A Conversation with Bob Kievet
Episode 351 - Unmasking Banksy: Lessons for Financial Advisors
Episode 350 - Can I Retire?
Episode 349 - The Essentials of Financial Planning
Episode 348 - When the World Gets Loud, Go for a Walk
Episode 347 - The 5 Tests to Determine if You're Actually Financially Successful
Episode 346 - Who's in the Room? The Invisible Guest Shaping Your Financial Decisions
Episode 345 - The Quiet Scripts Running Your Life
Episode 344 - Beyond Wealth: Embracing Schopenhauer's Philosophy
Episode 343 - When Your Money Is Working Against Your Life
Episode 342- True Liquidity: The Backstop to the Balance Sheet
Episode 341 - The Hidden Power of Zooming Out
Episode 340 - Taxes in Retirement
Episode 339 - Why Discipline Isn't the Problem - Alignment Is
Episode 338 - When Money Stops Being the Problem And Becomes the Tension
Episode 337 - Crafting a Future That Shapes Today
Episode 336 - Built For Life, Not Just Wealth
Episode 335 - Navigating the Risks of Over-Concentrated Stock Positions
Episode 334 - The Illusion of Progress
Episode 333 - Why Does It Feel Like Financial Planning is a Moving Target?
Episode 332 - Holiday Reflections: What Truly Matters
Episode 331 - Your Financial Plan: Organize & Prioritize
Episode 330 - Are You Planning Financially Backwards?
Episode 329 - The Art of Choosing a Financial Advisor
Episode 328 - Thankful for what you get to do vs what you have to do
Episode 327 - How Ryan is funding his kid's college education
Episode 326 - Rules Around Inherited IRAs
Episode 325 - 3 Takeaways from the Art of Spending Money
Episode 324 - Let's Get Real About Retirement
Episode 323 - Safeguard your Wealth: A conversation with Rob Bukacek
Episode 322 - The Rise of Alternative Strategies in Retirement Planning
Episode 321 - Tax Loss Harvesting
Episode 320 - Let's Talk About Interest Rates
Episode 319 - 5 Questions to ask when interviewing a Financial Advisor
Episode 318 - Small Thinking vs Big Thinking
Episode 317 - What Happens After Seven Figures
Episode 316 - Top 3 Portfolio Mistakes
Episode 315 - Retirement Rich, Cash Poor
Episode 314 - How Are Your Assets Taxed?
Episode 313 - Sequence of Returns Risk
Episode 312 - Will Your Savings Last?
Episode 311 - What are the Different Types of Life Insurance with Mark SanGiacomo
Episode 310 - Top 3 Questions to Ask When Interviewing Advisors
Episode 309 - How to Prioritize So You Can Retire Part 2
Episode 308 - How to Prioritize So You Can Retire Part 1
Episode 307 - Should You Overpay Your Mortgage? Part 2
Episode 306 - Should You Overpay Your Mortgage? Part 1
Episode 305 - State of Washington Estate Tax: What You Need To Know Now
Episode 304 - What is Index Investing?
Episode 303 - What is Mortgage Recasting?
Episode 302 - Lessons From Our Clients
Episode 301 - How Buffered ETFs Can Fit Into Your Financial Plan
Episode 300 - Retirement Strategies Beyond Market Dependency
Episode 299 - To Roth or Not To Roth Part 3
Episode 298 - To Roth or Not To Roth Part 2
Episode 297 - To Roth or Not To Roth Part 1
Episode 296 - 5 Things To Help You Financially Plan for Retirement Part 2
Episode 295 - 5 Things To Help You Financially Plan for Retirement Part 1
Episode 294 - Finding My "Why" As A Financial Advisor - Alex Collins
Episode 293 - Finding My "Why" as a Financial Advisor - Ryan Burklo
Episode 292 - What is an Umbrella Policy?
Episode 291 - Time to Talk about Exchange Funds
Episode 290 - 2 Misunderstandings about Dividends
Episode 289 - Are You Inheriting an IRA?
Episode 288 - How to Maximize Your HSA
Episode 287 - Tariffs 101
Episode 286 - The 5 Principles of Investing
Episode 285 - Let's Talk about Taxes Pt 3
Episode 284 - Let's Talk about Taxes Pt 2
Episode 283 - Let's Talk about Taxes Pt 1
Episode 282 - Understanding Recovery Rates in Investing
Episode 281 - Traversing The Estate Planning Maze with Rob Bukacek
Episode 280 - Understanding Obligations & Goals
Episode 279 - Inheritance vs Investment
Episode 278 - The Five Biggest Factors of Retirement Planning