All Episodes

20. Q1 2026 in Review: Expect the Unexpected

19. The Real Cost of Giving

18. What Clients Want From a Financial Advisor

17. The Leadership Lessons You Learn the Hard Way with JC Abusaid

16. Are You Managing a Portfolio or Just Collecting Investments? with Taylor Sutherland

15. The Awkward Money Math We Don’t Talk About with Angela Renee

14. The Part of Business Sales That You May Not Be Prepared For with Matt Rabin

13. The First Year After Loss: Financial Steps That Can Help New Widows with Samantha Garcia

12. The Money Choices That Help Shape Your 30s and 40s

11. What Business Owners Should Know Before Selling with James Ahn

10. Key Financial Moves to Make in Your 30s and 40s

9. Q3 Recap: Market Uncertainty is Nothing New

8. The Top 3 Tax Issues to Watch Out for in Retirement

7. Claim Now or Wait? Navigating the Social Security Dilemma with Vincent Birardi

6. How Much Money Will You Need in Retirement? Saving & Spending During Your Golden Years

5. Investing Through Life’s Phases with JC Abusaid

4. Riding the Ups and Downs: Behavior in Volatile Markets

3. Why Are People So Scared to Talk About Money? with Angela Renee

2. What Do You Spend Your Money On (and How Does Spending Make You Feel)?

1. Welcome to Fearless Money Talks!