All Episodes
Money is Personal — 160 episodes · page 1 of 2
Breaking the Sequence and Winning
Why Market Volatility Does Not Matter
An Intelligible Perspective On Past Performance
That Sinking (Fund) Feeling
Marriage and Money for Dummies
Don’t Say ‘I Do’ Until You Listen To This
Healthy Money Habits for Partners
Tangled Up In Cord-Cutting
Foundational Attitude
Stressed Spending
Food For Thought
2024 – Discipline Is Our Anthem
Do This Not That, Layoff Edition (Annotated)
Eyes Wide Open
Coping by Consuming
HSA Hacks – Annotated Edition
Level Up – Develop Your Career
Level Up – Invest More
Level Up – Save More Money
Level Up – Spend Smarter
Level Up – Pay Down Debt
Will the Real Financial Planner Please Stand Up?
You Drive Your Career Or Your Career Will Drive You
From Financial Planning to Financial Doing
From 30 to 40: A Decade of Lessons, Learning, and Growth
Takeaways from the Collapse of SVB Financial
2023 Homebuying Playbook
If—
Run Your Race
New Year, Same You, What Do?
Be Bold in 2023
7 End of Year Tax Tips
Lessons From Losing My Mom
Fourth Quarter Mindset
Emotionally Predatory
Would You Buy, Hold, or Sell Stock in YOU?
CYA
The Multigenerational Home in Financial Planning
Limits
Intelligent Insurance
Flip the Script on Saving Money
How to Be a Bull in a Bear Market
The Difficulty of Doing Nothing
Navigating the Housing Market
Idols & False Prophets
A Little Nudge Can Do Tremendous Good
The Value of Rest
My Zero Dollar Anniversary
Everybody is a Long Term Investor When the Market is Up
Just Make More Money!
2022: New Year, New You, Let’s Go!
Planning For The Future When You Don’t Feel Like It!
Index Investing: A Sleigh Full Of Coal
How The Investment Industry Is Asinine
Top Tips for Benefit Season
In Case of Emergency
Expect Your Worth
Long Term Care Conundrum
If You Don’t Know Who The Fish Is…
CFP Is A Sham
When Companies Do Bad Things
The Purpose of Insurance
Reflection and Progression
A Financial Tsunami Is Coming
The Best Asset Class To Invest In
Credit Cards: Saints and Sinners
Past Performance Is An Expensive Mistake
Dave Ramsey Is Dead Wrong On Mortgages
Don’t Drive Yourself Poor
5 Savvy Stimmy Plays
Hype Train Is Not An Investment Philosophy
What Is An Investment Philosophy?
You Can’t Get A Little Pregnant
The Drum Major Instinct
What My Exercise Bike Taught Me
It Is Time To Go!
Learning From Brené Brown About Budgeting
Disrupting Your Attitude
Is FREE Really Worth It?
2021: The Year of Getting Stuff Done
Employee Retirement Plans & Negotiating Key Benefits
Employee Health Care Trends
The HSA Financial Powerhouse
72 Is The New 65
Umbrella Insurance Academy
How Financial Advisers Get Risk Wrong
The Educational Savings Toolbox
When Money Meets Marriage
Goal-Setting for Spending
You Cannot Afford to Ignore Your Health
Three Key Ideas for the Second Half of 2020
As Life Opens Back Up Playbook
Black Lives Matter Financially
Briggs’ Beat on Retirement Savings Benchmarks
3 Cardinal Rules You Must KNOW About Your Investments
Home Improvement Without Debt and Destruction
Sustain Your Finances and Your Sanity
Use Downtime to Build Up Income
Financial Tactics and Myth Busting Home Mortgages
‘Cause We Are Living In A Instagram World