All Episodes

How Genuine Service Builds Trust with Jenessa Ritchie & Krystal Gilliam (Ep. 19)

Navigating Generational Wealth: How to Give Without Enabling with Ashley Quamme (Ep. 18)

Why Play Still Matters: Lessons From the Game Table (Ep. 17)

Inside The Trade Desk: How Discipline Builds Financial Confidence with Kevin Olson (Ep. 16)

Designing a Meaningful Retirement with Mike Branham (Ep. 15)

Behind the Scenes: The People Who Keep Your Financial Life Moving (Ep. 14)

The Real Price of College: How Values and Emotions Shape Financial Decisions with Ron Lieber (Ep. 13)

Redefining Success: Presence, Family, and the Power of Resilience (Ep. 12)

Cybersecurity Made Simple: Protecting Your Family and Finances with Brett J Lee (Ep. 11)

College Is Not a Prize: Finding the Right Fit for Your Family with Heidi King (Ep. 10)

How a CFO Built a Career Around Life, Not Just Work with Amy Tessmer (Ep. 9)

Balancing Priorities and Protecting What Matters with Matt Mercer (Ep. 8)

Finding Your New Normal: Planning Through Life’s Biggest Transitions with Michelle Matom (Ep. 7)

From History to Legacy: How The Planning Center Builds for the Future with Eric Kies (Ep. 6)

From SALT Caps to Senior Deductions: Understanding the New Tax Bill with Rob Baner (Ep. 5)

From Chaos to Clarity: J.J. Sessions, CFP® on Family, Cash Flow, and Financial Freedom (Ep. 4)

From Music to Money: The Unique Culture at The Planning Center (Ep. 3)

Turning Tax Challenges into Financial Opportunities With Caleb Arringdale (Ep. 2)

The Stories Behind the Numbers: Why We Plan the Way We Do (Ep. 1)

Living Beyond the Numbers Coming Soon