All Episodes
Managing To Be Wealthy — 160 episodes
Episode 379: What to Do Before You Choose Your Pension
Episode 378: College Funding Strategy Without Sacrificing Retirement
Episode 377: Support Aging Parents Without Derailing Your Plan
Episode 376: Special Needs Planning
Episode 375: Multigenerational wealth planning, and Family communication
Episode 374: Life changes that should trigger an estate plan
Episode 373: The Estate Planning Decisions That Shape Family Outcomes
Episode 372: Easing Into Retirement
Episode 371: Protecting Parents: Financial Moves for Parents in Declining Health
Episode 370: Retiring Before 65: How to Cover Yourself Until Medicare Kicks In
Episode 369: Layering Life Insurance Policies for Different Life Stages
Episode 368: Sharing A Home Without Marriage
Episode 367: Taxes and Beyond- The Foundation of Your Wealth Strategy
Episode 366: Grasping How Our Minds Affect Investing – Throughout Market Ups and Downs
Episode 365: IOUs and Family Ties – Lending Without the Stress or the Mess
Episode 364: Navigating Financial Growth in Subscription-Driven Businesses
Episode 363: Roth conversion strategies across life stages
Episode 362: Estate Plans Without Family Governance: Like a Car Without a Driver
Episode 361: The Sequence of Savings Funding HSA, Roth, 401(k), or Taxable First
Episode 360: Equity Compensation Unlocked – Turning Stock into Strategy
Episode 359: Beyond the Nest- Power Moves for Your Next Wealth Chapter
Episode 358: Boomer Futures – Planning to Live Long, Live Well, and Leave on Your Terms
Episode 357: Peace of Mind in Your Lifetime: Planning for Loved Ones with Special Needs
Episode 356: Gray Divorce: Protecting Wealth and Independence After 50
Episode 355: Smart Spending How Small Businesses Can Use Section 179 to Strengthen Their Financial Plan
Episode 354: Life After Graduation- Preparing Your College Grad for What’s Next
Episode 353: Spending Smart in Retirement
Episode 352: Boomers on the Move – Travel Trends & Financial Tips for the Golden Years
Episode 351: Beyond the Mortgage Hidden Costs, Builder Buydowns & Protecting Your Home and Identity
Episode 350: Demystifying the 403(b) What You Need to Know About Your Retirement Plan
Episode 349: Smart Debt Strategy: Using a HELOC to Accelerate Payoff
Episode 348: Cash Flow Modeling for Early Retirement
Episode 367: Taxes and Beyond- The Foundation of Your Wealth Strategy
Episode 368: Sharing A Home Without Marriage
Episode 366: Grasping How Our Minds Affect Investing – Throughout Market Ups and Downs
Episode 365: IOUs and Family Ties – Lending Without the Stress or the Mess
Episode 364: Navigating Financial Growth in Subscription-Driven Businesses
Episode 363: Roth conversion strategies across life stages
Episode 362: Estate Plans Without Family Governance: Like a Car Without a Driver
Episode 361: The Sequence of Savings Funding HSA, Roth, 401(k), or Taxable First
Episode 360: Equity Compensation Unlocked – Turning Stock into Strategy
Episode 359: Beyond the Nest- Power Moves for Your Next Wealth Chapter
Episode 358: Boomer Futures – Planning to Live Long, Live Well, and Leave on Your Terms
Episode 357: Peace of Mind in Your Lifetime: Planning for Loved Ones with Special Needs
Episode 354: Life After Graduation- Preparing Your College Grad for What’s Next
Episode 356: Gray Divorce: Protecting Wealth and Independence After 50
Episode 355: Smart Spending How Small Businesses Can Use Section 179 to Strengthen Their Financial Plan
Episode 351: Beyond the Mortgage Hidden Costs, Builder Buydowns & Protecting Your Home and Identity
Episode 353: Spending Smart in Retirement
Episode 352: Boomers on the Move- Travel Trends & Financial Tips for the Golden Years
Episode 349: Smart Debt Strategy: Using a HELOC to Accelerate Payoff
Episode 348: Cash Flow Modeling for Early Retirement
Episode 350: Demystifying the 403(b) What You Need to Know About Your Retirement Plan
Episode 347: 529 Plans and Scholarships- Smart Moves When Your Child Gets a Big Win
Episode 345: Behavioral Triggers in Financial Decision-Making
Episode 346: Charitable Giving via Donor-Advised Funds and Qualified Charitable Distributions
Episode 344: Open Enrollment Made Simple – Maximizing Your Benefits
Episode 343: Year-End Financial Checklist: Setting Yourself Up for Success
Episode 342: What Does “Fee-Only” Financial Planning Really Mean?
Ep 341: Do You Need a Financial Advisor? Here’s the Real Answer
Ep: 340 Fortunes Forged in History
Ep: 339 House to Homebase
Ep: 338 Social Security Playbook
Ep: 337 Tax Season Reset
Ep: 336 No Will?…Now What?!
Ep: 335 Who’s Got YOUR back?
Ep: 334 Turning Properties into Profits
Ep: 333 Wealth RX: The Doctor’s Blueprint
Ep: 332 Tax Bracket Playbook
Ep: 331 Leverage Debt, Grow Wealth
Ep: 330 Unlock Backdoor & Mega Roth Secrets!
Ep: 329 TRUST Smarter, Build Forever
Ep: 328 Decode Your Statements
Ep: 327 Couple’s Wealth: One Language
Ep: 326 Long-Term Care Realities
Ep: 325 Crack the Wealth Code
Ep: 324 Family Fusion & Finances
Ep: 323 Get Help From the Pro!
Ep: 322 Protect Your Safe Haven
Ep: 321 Grad Goals – Financial Freedom
Ep: 320 Cash Hoarding’s Hidden Cost
Ep: 319 Naughty or Nice: Financial Wins!
Ep: 318 Life Events and Your Money
Ep: 317 RMD Success Strategies
Ep: 316 Veteran Wealth Strategies
Ep: 315 Last Call: Year-End Financial Tips
Ep: 314 A Woman’s Legacy
Ep: 313 Optimize Benefits, Plan Ahead
Ep: 312 Alternative Investments Uncovered
Ep: 311 Money Myths: Fact or Fiction?
Ep: 310 Future Healthcare, Medicare’s Impact
Ep: 309 Digital Defense, CPA Shortage Solutions
Ep: 308 The Fed’s Rate Play
Ep: 307 Smart Growth for Small Biz
Ep: 306 Medicare Made Easy!
Ep: 305 Get Rich Quick!
Ep: 304 Long-Term Care: What’s YOUR Game Plan?
Ep: 303 Wages and the Economy
Ep: 302 Bold Retirement Explorations
Ep: 301 Social Security Work Strategies
Ep: 300 Tax Tactics at All Ages
Ep: 299 401k or IRA?
Ep: 298 Real Estate Insights
Ep: 297 Special Needs Wealth
Ep: 296 Establishing Trusts
Ep: 295 Beyond Uncertainty: Interest Rate Financial Strategies
Ep: 294 Beyond Uncertainty: Charitable Legacy Planning
Ep: 293 Beyond Uncertainty: Safeguarding Your Capacity
Ep: 292 Stock Option Insights
Ep: 291 Prosperity In Retirement
Ep: 290 Tuition Tactics
Ep: 289 Solopreneur Tax Tips
Ep: 288 Credit Cards: Multiplying Effects
Ep: 287 Structuring YOUR Business
Ep: 286 Identity Theft
Ep: 285 Fee-Only Insights
Ep: 284 NIL’s Possibilities
Ep: 283 Rollovers Made Easy
Ep: 282 Investment Blunders
Ep: 281 Insurance for Future Protection
Ep: 280 Unique Career Finance
Ep: 279 Estate Planning Perspectives
Ep: 278 Homebuying Aspirations
Ep: 277 Couple’s Wealth: One Language
Ep: 276 Cashflow Resolution Secrets
Ep: 275 Family Tax Essentials
Ep: 274 Impactful Giving
Ep: 273 Social Security Mastery
Ep: 272 Wellness Wealth Synergy
Ep: 271 Good Credit/Bad Credit
Ep: 270 Using a 529 For Your Kid’s Future
Ep: 269 The Future of Healthcare
Ep: 268 Healthcare and Your Money
Ep: 267 Navigating Financial Planning for Aging Parents
Ep: 266 Financial Planning for Divorce
Ep: 265 Single Stock Risks
Ep: 264 Kids and Money
Ep: 263 Do you have enough to retire?
Ep: 262 Are Your Employee Benefits on Point?
Ep: 261 Insure YOUR Legacy!
Ep: 260 HERE’S WHAT’S COMING NEXT!
Ep: 259 SPENDING DURING THE HOLIDAYS
Ep: 258 ARE YOU WORRIED ABOUT PROTECTING YOUR HOME?
Ep: 257 Social Security Benefits
Ep: 256 GENERALLY SPEAKING
Ep: 255 YOUR FIRST JOB
Ep: 254 YOUR ESTATE PLAN
Ep: 253 ASSET LOCATION & TAX DIVERSITY
Ep: 252 OPEN ENROLLMENT SEASON
Ep: 251 AMASS AND PASS
Ep: 250 HEALTHCARE TIPS
Ep: 249 Financial Leakage
Ep: 248 THE ENTREPRENEUR IN YOU
Ep: 247 ADJUSTABLE MORTGAGE RATES
Ep: 246 KIDS LOVE MONEY
Ep: 245 MONEY MAIL BAG
Ep: 244 SCHOOL PENSIONS
Ep: 243 INVESTING IN GOLD
Ep: 242 MORE LOAN FORGIVENESS
Ep: 241 CHIP SHORTAGE