All Episodes
Couchside Conversations — 43 episodes
Top Reasons We Overspend (Even Financial Advisors Do It)
Ask a Therapist: How to Make Your Relationship Work
The Invisible Load of Mid-Life
How Different Generations View Wealth
A Family Meeting: Creating Shared Understanding Around Wealth
Where to Live in Retirement
Making Memory Bank Deposits: Tips for Planning Your Next Vacation
What's Your Number?
ChatGPT vs. Financial Advisor
Maximizing Your Credit Card Points
Redefining Work-Life Balance: Presence is Key
How Your Money History Impacts Your Decisions
Economic Signals We Can't Ignore and What to Do About Them
Money & Marriage: Finding Alignment with Your Partner
Creative Investments Beyond Stocks and Bonds
How to Maximize Vacations for a Better Life
Investing in Your Community: Charitable Giving & Impact
Current Me vs. Future Me: The Modern Investor Dilemma
Gen X: Complexities of the Sandwich Generation
Battle of the Spouses: Financial Edition
Parenting Tips for Financially Savvy Kids
The Problem With Most Financial Advisors
Buying a Home vs. Investing in Property
Keeping Up with the Joneses
Managing the Cost of Having Children
Invest in Your Career: How to Maximize Your Benefits
Smart Tips for Effective Cash Management
Supporting Your Child's College Plan: A Guide for Parents
Money Questions I'm Too Embarrassed to Ask
The Financial Side of Parenthood: IVF, Birth and Beyond
Estate & Tax Laws Might Change Next Year: What You Should Know
How Your Money Mindset Impacts Your Goals
Smart Spending Strategies: Life, Family, Career & Investments
Buying a Second Property: Smart Investment or Risky Move?
3 Biggest Money Mistakes I Wish I Avoided
Remodeling Realities: The True Cost of Home Upgrades
The Modern Business: How We Think About Growth & Culture
Smart Ways to Give and Receive an Inheritance
How to Travel More with Credit Card Points
Modearn™: Advice for Millennials & Gen X
Money & Marriage: Finding Alignment with Your Partner
3 Mistakes to Avoid if You’re Self-Employed
From the Heart and the Wallet: Charitable Giving That Makes Sense