1

Episode 14 - Equity Compensation and International Gotchas with Anthony Lombard

Apr 30, 2026

44:53

2

Episode 13 - From MIT Engineer to Advice-Only Advocate - Sarah Sprague Gerber's Story

Apr 15, 2026

39:20

3

Episode 12 - Give, Give, Give: How Cody Garrett Built Multiple Revenue Streams through Radical Generosity

Apr 1, 2026

53:00

4

Episode 11 - Academia and Financial Planning Education with Annabelle Dobson

Mar 25, 2026

32:24

5

Episode 10 - From Social Worker to Financial Planner with Krystal Fortner

Feb 28, 2026

43:04

6

Episode 9 - Building an Hourly-Only Practice with Zach Lundak

Feb 15, 2026

34:55

7

Episode 8 - Estate Planning Realities and Roth Conversion Strategies with Mike Piper

Jan 31, 2026

40:35

8

Episode 7 - Maggie Klokkenga on Cash Flow Foundations and Finding Your Tribe

Jan 15, 2026

47:03

9

Episode 6 - Holly Donaldson

Dec 30, 2025

36:54

10

Episode 5 - Steven Fox

Dec 15, 2025

32:31

11

Episode 4 - Jeremy Schneider

Nov 30, 2025

41:57

12

Episode 3 - Chad Gammon

Nov 15, 2025

36:18

13

Episode 2 - Mary Ann Sullivan

Oct 31, 2025

41:18

14

Episode 1 - Eric Simonson

Oct 1, 2025

30:37

15

Episode 0

Sep 30, 2025

5:40

All Episodes