All Episodes
Stuff About Money They Didn't Teach You In School — 130 episodes
Episode 108: Consistency: The Hidden Engine of Wealth
Episode 107: 3 Behaviors That Protect Your Wealth: The Disciplines That Keep You From Losing What You’ve Built
Episode 106: Before You Build Wealth… Stop Destroying It: The 3 Behaviors That Sabotage Your Financial Future (Part 1 of 4)
Episode 105: Beyond the Salary: Real Money Decisions for New Pharmacists
Episode 104: Normal Returns, Broader Markets, Sexy Bonds and Lasagna With Phil Blancato
Episode 103: 3 Myths About Building Wealth (Part 1)
Episode 102: What 100 Conversations About Money Taught Us
Episode 101: King Cake and the Seasons of Money
Episode 100: Caring for Aging Parents: Why Waiting Is the Most Expensive Option
Episode 99: Should You Wait to Invest When the Market Feels Expensive?
Episode 98: Plan Before Life Forces Your Hand: The Cost of Waiting
Episode 97: Your Goals Need a Reframe
Episode 96: Faith, Finances, and Facing Mortality: A Conversation with Gio Arenas
Episode 95: The Three Biggest Money Lies We Tell Ourselves
Episode 94: When Money Haunts You — Overcoming Financial Fear by Focusing on What Matters
Episode 93: Can You Afford to Ignore Long Term Care?
Episode 92: Backwards Planning: Start with the End in Mind
Episode 91: A Life Worth Living
Handling Transitions: How to Navigate Change Without Losing Stability
The Art of Executive Communication
Decision-Making Under Pressure
Optimizing Your Workload: Working Smarter, Not Just Harder
The Work/Home Divide: Setting Boundaries That Actually Stick
Do You Even Need a Coach? Recognizing the Signs
Episode 90: Complex Isn’t Better: Rethinking Your Financial Plan
Episode 89: Prepare for Future Spending by Practicing the Payment
Episode 88: Parent PLUS vs. Private College Loans with John Hupalo
Episode 87: Dollar Cost Averaging: Your 401(k)’s Superpower
How To Prep Your Finances for the Next Recession (Throwback Episode)
Episode 86: How to Actually Use Money for Happiness
Episode 85: Should You Pay Your Mortgage Off Early?
Episode 84: Tomorrow Never Comes: Why We Put Off Financial Decisions
Episode 83: Is the Piggy Bank Dead? Teaching Kids to Manage Digital Money
Episode 82: Will 2025 Bring More Volatility? Expert Market Outlook with Phil Blancato
Episode 81: Ditch Your Resolutions: Rewire Your Mindset for Financial Success
Episode 80: Common Money Mistakes Advisors See Clients Make
Episode 79: Navigating Student Loans: A Roadmap to Funding College with John Hupalo
Episode 78: Navigating FAFSA with John Hupalo
Episode 77: Less Bad Decisions: How To Build Wealth with Bradley Flowers
Episode 76: Investing in Quality: A Conversation with Kevin Caron, CFA
Episode 75: Boost Your Income: Key Takeaways from IndieTech with Erik and Xavier
Episode 74: Top 3 Financial Planning Tips for Early-Career Pharmacists
Episode 73: Should My Agency Be My Only Retirement Plan? Insights with Carey Wallace
Episode 72: Momentum Investing: Exploring Relative Strength with Ian Saunders
Episode 71: Should I Adjust My Portfolio? The Emotions of Investing with Dr. Matt Morris
Episode 70: Mental Frameworks for Making Better Financial Decisions
Episode 69: From Business to Household CFO: Financial Wisdom with Carey Wallace
Episode 68: How to Maximize the Value of Your Insurance Agency
Episode 67: Build Lasting Financial Security: Embrace These 3 Essential Habits
Episode 66: Do I Need a Bookkeeper? with Jeremiah Bradley
Episode 65: 3 Money Strategies to Teach Your Kids
Episode 64: Am I Getting a Good Deal in My Marriage? with Dr. Matt Morris
Episode 63: Security, Hope and Significance: The True Value of Mothers
Episode 62: Margin, Seasons, & Values. Work-Life Balance in Perspective.
Episode 61: S-Corp vs. LLC: Which Is Best for My Company?
Episode 60: Understanding the Dow Jones, S&P 500, and Nasdaq Composite
Champion People With Jeff Roy
Paying for College With Christen Arafeh
Leave the World Better Than How You Found It With Vonda Copeland
Surprise and Delight With Erin Richardson
Basics of Estate Planning for Everyone with Ryan McBride
Serving Veterans With Rob Bowen
Going Where Others Won’t With Mohamad Momin
Making Each Other Better
Changing lives through swimming with Margaret Rutherford
Welcome to America with Michael Overstreet
2 Things Erik and Xavier Are Doing to Better Their Finances in 2024
Always be giving with Gertha Jean
“My heart is smiling,” with Chris Paradiso
What will the stock market do in 2024? with Phil Blancato
“Give To Others” with Billy Wagner
Income Is Not Wealth. Wealth Is Not Income. w/ David Carothers
Impacting Community Through Giving With Inman Houston
College Financing: Mastering FASFA, 529s & Essential Planning Tips with John Hupalo
Taking Flyte and Changing Lives Through Financial Literacy With Alex Bigbie
Prepare, Don't Predict. Surviving Uncertain Markets.
Bánh Mìs, Daiquiris & Celebrating Financial Milestones
How Often Do You Think About the Roman Empire (How They Viewed Wealth)? #romanempire
#GirlMath…Come On Man!
8 Reasons Business Owners Should Diversify Their Wealth
The Power of Simple in Financial Planning
A Fresh Take on Budgeting…Even Millionaires Do It
Reasons to Share Your Goals
Common Sense Money with Daniel Prudhomme
I Got No Car Note! II
Education Planning: Xavier’s Story
Building Wealth and Advice - Erik and Xavier Weigh In
Pharmacy and Owning Your Own Business with Jeff Rodriguez
The Household CFO with Dr. Sarah Fallaw
College Loans and Financial Aid with John Hupalo
Liquid Assets and What They Do For You
Disability Insurance: Questions and Facts
Social Media and Financial Advice
The 10 Tenets of Relationships as According to Dr. Matt Morris
Farewell, 2022, and Hello, 2023!
Secure Act 2.0 Impact on Business Retirement Planning with Vinnie Allard, AIF®
Financial Literacy and Leaving the Classroom with The Great Teacher Resignation
“If It’s to Be, It’s Up to Me”, Visioning and Role Modeling With Daniel Seong
7 Financial Issues You Should Discuss Before Getting Married With Jessica Burke
Financial Decisions You’ll Have To Make for Your Wedding with Jessica Burke
Inflation, Recession, Mid-term Elections and the Market with Kevin Caron
5 Common Financial Mistakes
7 Things That 401k Investors Should Know
Does Life Insurance Destroy Wealth or Build It?
Is a Financial Advisor Worth It?
The Intersection of Insurance, Entrepreneurship, and Trust with Bradley Flowers
When Should I Teach My Kids About Money? With Dr. Roy Salgado
Money & Happiness with Business Professor Rob Lalka
FAQ: Investing in Down Markets
How Much Should I Save?
Financial Procrastination: Xavier’s Talk With Himself
Coming to America: I Felt the Wind I Was Breathing Was Not Mine
Financial Margin: Fight For It
Plan Wisely: 4 Reasons I Disagree with Dave Ramsey
How Much Stock Market Risk Is Just Right? With Dr. John Grable
What Factors Determine My Mortgage Interest Rate? with Jason Gauthier
Plan Wisely: How to Deny Your Kid To Better Their Financial Future
How To Build & Keep Wealth w/ Dr. Billy Williams
Plan Wisely: How To Prep Your Finances for the Next Recession
Which IRA Is Right for Me…Roth or Traditional?
Plan Wisely: Coping With Financial Stress During Times of Anxiety
Who Are You Taking Your Financial Cues From?
Importance of Collaboration between your CPA and Financial Advisor
Coming to America
Compound Interest: Your Secret Weapon to Building Wealth
I Got No Car Note! With Nolin Frias
2 Ways To Increase Your Net Worth in 2022
Inflation, Bananas, and Free Toasters with Phil Blancato
Money - A Thermometer of Wellness for the Couple
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