All Episodes
Money on the Table — 13 episodes
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