All Episodes

Episode 23: The Tax Code Is Full of Incentives—Most People Just Don’t Know They Exist

Episode 22: Social Security for Spouses, Widows, Widowers & Ex-Spouses

Episode 21: Social Security Explained: The Rules That Could Cost You Thousands

Episode 20: "I Thought the Will Controlled Everything..." - Room Full of Women

Episode 19: The Retirement Tax Trap: Why Timing Your Withdrawals Matters

Episode 18: Can You Build Generational Wealth Without Already Being Wealthy?

Episode 16 : Listener Q&A 2

Episode 15 : Listener Q&A 1

Episode 14: The Backdoor Roth Strategy: What High Earners Don’t Know

Episode 13: How to NOT lose a client in 10 days

Episode 12: Taxes Are on Sale Right Now: What That Means for You

Episode 11: Financial Myths That Could Be Costing You Money

Episode 9: The Best Financial Advice We've Ever Received

Spring Clean Your Finances: 7 Things to Review Before the Year Gets Away From You

The Retirement Paycheck: How Do You Replace Your Income When Work Stops?

What Happens to Your Money When You Die?

Women, Wealth & Self-Love: Why Women-Focused Financial Planning Matters

Life Insurance Is Love

What's New for 2025 Tax Returns