All Episodes

Episode 95 | So You're Getting a Divorce? Should You Really Keep the House?

Episode 94 | Reinventing Yourself After 50: What's Possible When You Align Your Life & Money

Episode 93 | From Stay At Home Mom To CEO: Kathleen’s Journey To Entrepreneurship

Episode 92 | Nervous About The Markets? Here's How To Think About It

Episode 91 | Estate Planning, Taxes & Charitable Giving with Cassie Kincaid

Episode 90 | Navigating Widowhood: Building Your Financial Team & the Questions to Ask

Episode 89 | Tax Loss Harvesting Myths: What Actually Works

Episode 88 | Confident, Successful, and Scared About Money? Let's Talk About It

Episode 87 | What We Really Ask In Our First Meeting (And Why)!

Episode 86 | A 5-Step Process For Goal Setting In 2026

Episode 85 | 5 Ways To Deal With Market Volatility

Episode 84 | 7 Smart Financial Moves To Consider Before Year End

Episode 83 | Tax Goddess Part II

Episode 82 | Flipping the Switch From Saver to Spender in Retirement

Episode 81 | Rewriting Your Money Story

Episode 80 | A Conversation with Jayne Di Vincenzo

Episode 79 | 3 Tax Planning Strategies to Consider Before Year-End

Episode 78 | The Big Secret to Long-Term Investment Success

Episode 77 | The 3 Most Important Economic Indicators

Episode 76 | Financial Goals at Every Age

Episode 75 | What the Government Shutdown Means for Your Portfolio

Episode 74 | Crypto Explained: The Risk, Rewards, and Realities

Episode 73 | Living Richly in Blended Families: Insights from Mike & Kim

Episode 72 | What Stocks Do After a Fed Rate Cut

Episode 71 | How the BLS Calculates Jobs

Episode 70 | 12 Simple Money Habits to Transform Your Finances

Episode 69 | What it Costs to Raise a Child in America

Episode 68 | Current Research on Women & Wealth

Episode 67 | Should You Have Private Equity in Your 401(k) Plan?

Episode 66 | Unique Ways to Fund Your Next Big Financial Goal

Episode 65 | OBBBA - Part 2

Episode 64 | One Big Beautiful Bill Act For Real

Episode 63 | Long-Term Care Planning for Single Women

Episode 62 | Should You Stay or Should You Go? (Part 2)

Episode 61 | Should You Stay or Should You Go? (Part 1)

Episode 60 | Tensions in the Middle East

Episode 59 | Test Your Retirement Literacy

Episode 58 | Blending Family Finances

Episode 57 | Downshifting vs Retiring

Episode 56 | One Big Beautiful Bill

Episode 55 | Building Credit For Young Adult Children

Episode 54 | Smart Money Tips for Summer Travel

Episode 53 | How to Prepare For a Recession

Episode 52 | DMV Real Estate with Tracey Barrett

Episode 51 | Self-Care is Not Selfish

Episode 50 | Our Money Journeys

Episode 49 | Cybersecurity Essentials With Mike McCabe

Episode 48 | Leadership and Strategy With Dr. John Hillen

Episode 47 | Financial Spring Cleaning

Episode 46 | Lessons in Leadership & Life With Meg Carpenter

Episode 45 | Smart Tax Strategies with "Tax Goddess" CPA Shauna Wekherlien

Episode 44 | 5 Ways to Deal with Market Volatility

Episode 43 | AI, Automation, and Tax Strategies with CPA Brian Wendroff

Episode 42 | Social Security Myth Busters III

Episode 41 | Social Security Myth Busters Part II

Episode 40 | Desperation Sparks Innovation: A Conversation with Kim Wilczak

Episode 39 | What is Your Money Personality?

Episode 38 |  Social Security Myth Busters I

Episode 37 | Top Financial Regrets of Older Retirees

Episode 36 | How to Start Your Year Off Strong

Episode 35 | Top 10 From '24

Episode 34 | Holiday Family Survival Guide, Financial Style

Episode 33 | To Buy or Lease a Car?

Episode 32 | How to Pick the Right Credit Card

Episode 31 | Risk Management

Episode 30 | Setting Financial Boundaries

Episode 29 | Concentrated Stock Positions

Episode 28 | Managing Your Credit

Episode 27 | 1031 Real Estate Exchanges

Episode 26 | Women & Investing

Episode 25 | Kara with Curo

Episode 24 | Executive Compensation 101

Episode 23 | Donor-Advised Funds (DAFs)

Episode 22 | Reverse Mortgages

Episode 21 | What Would Taxes Look Like Under Trump vs. Harris?

Episode 20 | Going to Cash Ahead of the Election

Episode 19 | Selecting Benefits

Episode 18 | Insurance Questions for Early Retirees with David Hillelsohn

Episode 17 | Early Retirement with Anne-Marie Laboe

Episode 16 | My Spouse Passed Away, Now What? (Part III)

Episode 15 | My Spouse Passed Away! Now What? (Part II)

Episode 14 | My Spouse Passed Away! Now What? (Part I)

Episode 13 | Navigating Medicare with John Norce

Episode 12 | Should I Take a 401(k) Loan?

Episode 11 | All About Mortgages with Leo Anzoleaga

Episode 10 | Traditional vs. Roth 401k Contributions

Episode 9 | Estate Planning 101

Episode 8 | Overlooked Tax Deductions

Episode 7 | Our Financial Planning Process

Episode 6 | All About "HSAs" (Health Savings Accounts)

Episode 5 | Should I Pay for My Kid's College?

Episode 4 | How Much Cash Should I Have?

Episode 3 | Should I Pay Off My Mortgage?

Episode 2 | When Should I Hire a Financial Planner?

Episode 1 | Origin Story