All Episodes
Dollars and Sense — 84 episodes
Rebuilding After Sudden Loss with Jody LaVoie (Ep. 84)
REPLAY: Building Your Financial Dream Team with Greg Bogdan, CFP® (Ep. 83)
Retirement Beyond the Numbers with Mike McCabe, CFP®, CPC – Part 2 (Ep. 82)
Retirement Planning, Health Coverage, and Income with Mike McCabe, CFP®, CPC – Part 1 (Ep. 81)
REPLAY: Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep. 80)
REPLAY: Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 79)
Financial Truths Every Woman Needs to Hear with Terry Savage (Ep. 78)
What Sports Teach Us About Loyalty & Leadership with Delaney Orozco (Ep. 77)
Supporting Families Through Aging Transitions with Jennifer Beach (Ep. 76)
Aging Parents: What We Learned Caring for Our Parents – Part 2 (Ep. 75)
Aging Parents: How to Start the Conversation – Part 1 (Ep. 74)
College Admissions: Finding the Perfect Fit for Every Student (Ep. 73)
Family Business Succession: Balancing Legacy and Relationships (Ep. 72)
From Stage to Strategy: How Improv Shaped a Financial Career (Ep. 71)
The Joy of Birdwatching: How Sue Bolt Found Peace, Purpose, and Legacy in Nature (Ep. 70)
How Private Vista Can Help You Navigate Every Stage Of Wealth (Ep. 69)
How to Plan a Core Memory Vacation with Byrd Bergeron (Ep. 68)
5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)
Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)
Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)
What You Need to Know About Divorce with Dr. Lydia Richardson (Part 2)
What You Need to Know About Divorce with Dr. Lydia Richardson (Part 1) (Ep. 63)
2025 Medicare Updates with Carly Rosswurm (Ep. 62)
How Economic Data Shapes Our Financial Outlook with Ben Audley
Why Insurance Coverage Matters More Than Ever
Empowering Your Financial Future Post-Divorce
2025 Market Projections with Jeremy Bell (Ep.58)
Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 57)
Transform Stress into Success With Brendan Cournane (Ep. 56)
The Risks of a Concentrated Portfolio With Randy Porzel (Ep.55)
Building Your Financial Dream Team with Greg Bogdan (Ep.54)
Managing Financial Markets During The Elections With Jeremy Bell (Ep.53)
Financial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52)
Financial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51)
Tips for Estate Planning With Lindsey Markus (Ep. 50)
REPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49)
SPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division (Ep. 48)
REPLAY: Mastering Your Finances: Tips for Young Adults with Carrie Shoener (Ep. 47)
How to Prepare for the Death of a Loved One with Carrie Shoener (Ep. 46)
Action Steps After Loss with Delaney Orozco (Ep. 45)
Credit Building Essentials with Kenneth Ashford (Ep. 44)
Strategies for Maximizing Executive Compensation with Matt Parenti – Part Two (Ep. 43)
Strategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42)
Living Your Fulfilled Life With Julie Liss (Ep. 41)
Preparing for the Sale of Your Business: Part 3 With Matthew Hammer & Dawn Mase (Ep. 40)
Preparing for the Sale of Your Business: Part 2 With Deanna Salo and Eric Vanderploeg (Ep. 39)
Preparing for the Sale of Your Business: Part 1 With George Karavattuveetil (Ep. 38)
Municipal Bonds Unveiled With Matt Bernardi (Ep. 37)
Building Your Team for a Successful Divorce Process With Susan Guthrie (Ep. 36)
Key Changes in the Secure Act 2.0 With Laurie Kaplan (Ep. 35)
Estate Planning for the Sandwich Generation (Ep. 34)
Finding Calmness During the Holidays With Brendan Cournane (Ep. 33)
Giving Tuesday: Time to Inspire Change With Lorena Lopez and Matt Currier (Ep. 32)
Year-end Financial Planning With Jim Weil (Ep. 31)
Hacker-proofing Your Finances This Cybersecurity Month With Sarah Khan (Ep. 30)
Co-parenting Strategies Amidst Divorce With Beth Mccormack and Jason Sposeep – Part 2 (Ep. 29)
Love’s Detour: Navigating Divorce With Beth Mccormack and Jason Sposeep (Ep. 28)
How Can Donor Advised Funds Be Used For Estate Planning? With Sean Julian (Ep. 27)
Becoming a Financial Advisor with Mahogany Person (Ep. 26)
The Ultimate Guide to Buying Your First Home With Melanie Everett (Ep. 25)
Annuities 101 with Steve Merdinger (Ep. 24)
Creating Meaning from Your Means with Sarah Newcomb (Ep. 23)
2023’s Mid Year Check In With Bob Westrick (Ep. 22)
Mastering Your Finances: Tips for Young Adults with Carrie Mangan (Ep. 21)
Medicare Made Clear With Carly Rosswurm (Ep. 20)
Honoring Your Loved One’s Memory With Alexandra Koys (Ep. 19)
Taking Emotions out of Personal Finance with Will Howson, CFP®, CPFA (Ep. 18)
How To Support Women In Corporate With Laura Adams (Ep. 17)
Highlighting The Key Changes In Secure Act 2.0 With Laurie Kaplan (Ep. 16)
Why Women Belong in the Wealth Management Industry With Delaney Orozco and Stephanie Nanney (Ep. 15)
Building a Family: A Guide to Fertility and Family Planning with Dr. Allison K. Rodgers (Ep. 14)
Everything You Need To Consider To Maximize Your Social Security Benefits With Mike McCabe (Ep. 13)
The Lasting Legacy of Money Values with Mary Beth McLean (Ep. 12)
Long-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11)
Preparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. 10)
A Year of Unknowns with Stephanie Link (Ep. 9)
Starting a Family Dialogue Around Getting Older With Debbie Feldman (Ep. 8)
Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 7)
The Importance of Putting Together Your Financial Team With Ryan Guedel (Ep. 6)
What You Should and Shouldn’t Do In Today’s Market With Randy Porzel (Ep. 5)
Where You Go Is Not Who You’ll Be With Corinne Smith (Ep. 4)
Becoming A Private Vista Client (Ep. 3)
What You Can Expect From The Private Vista Experience (Ep. 2)
Everything You Need To Know About Private Vista With Nicole Romito (Ep. 1)