All Episodes
Master Your Money and Mindset — 61 episodes
Are Trump Accounts Too Good to Be True?
Have You Checked Your Retirement Plan Lately?
Start Now, Grow Big
What Happens With Life Insurance After Divorce
Building Better Money Habits
Closing Out the Year with Clarity
How to Handle a Year-End Investment Review
The Importance of Year-End Tax Planning
5 Rules for Retirement Decisions
A Happier, Less Expensive Holiday Season
One Big Beautiful Bill Act's Impact on Estate Planning
Pulling the Curtain Back on Crypto
Life Insurance in 15 Minutes!
(Replay) Why Life Insurance is Peace of Mind
Having a Service Level Mindset
Hidden Financial Impacts from Remote Work
Stop Waiting Until You're Ready to Start Something
Can You Turn Around Your Financial Situation in 90 Days?
The Emotional Roller Coaster of Market Volatility
What is a Strategic Emergency Fund?
The Tax Cuts and Jobs Act: What It Means for You in 2025 and Beyond
The Correlation Between Your Finances and Your Mindset
Save Smart, Invest Wisely
Peace of Mind: The True Meaning of Financial Freedom
Money with a Mission: How Goal Setting Transforms Your Financial Future
The Power of Financial Literacy
Why Life Insurance is Peace of Mind
Understanding Client Concerns in Financial Applications
How to Make the Decision to Have One Parent Stay Home
Common Financial Mistakes - Don't Make Them!
Empowering Mindset & Manifestation
Eldercare 101
Conquer Your Financial Fears with Financial Coach Leah Davis
Teaching Children Financial Literacy
Start your Career Strong: An Episode for Young Professionals (and their parents)
Your Relationship with Money
Special Needs Planning
Achieve True Wealth By Mastering Your Mindset
How to Handle Money
Building a Buffer: Part 2
College Planning with John Pearson
The Cost of Healthcare During Retirement
Building a Budgeting Sheet
Estate Planning
Jump$tart
The Power of Mastering Your Health
FAQs About Medicare
How to Get More Women Investors
Understanding P&C
Know Your Compensation Philosophy
Premium Financing
Clients' Perspective of Financial Planning Journey
Behavioral Finance
Financial Education in the Workplace
Building Your Million-Dollar Brand
Understanding Student Loan Forgiveness
Disability Insurance
Why Does Your Medical Matter?
Building a Buffer: Part 1
Financial Planning
Introduction to Master Your Money