All Episodes
The Crystal Clear Finances Podcast — 120 episodes
10 Key Life Insurance Terms
Be A CEO
Maximize Social Security
Charles Schwab and Fidelity
ROTH Trump Accounts
Discover Live Build
Understand Your Risk
The 5 Categories of Money
Need Millions To Retire???
Afraid to Run Out of Money???
Strategies for Generational Giving
Do You SKI??? Spend.. Kids... Inheritance...
Are Mom and Dad Ok??
Is SpaceX IPO Right For You???
Challenges to Living Generously
Transfer of Wealth
Memorial Day Message
Trump IRA and Executive Orders
Do You Have A Plan For Giving?
The Legacy Life
10 Mistakes to Avoid When Gifting
5 Areas of Focus for Retirement
The Secret to Wealth
The Money Matrix
Trump Account or TOD??
Puzzled by Gold???
Time to Transition
Respond, Don't React
Super ROTH Strategy
What is your NAIL?
Retrain Your Brain!
Do YOU want to be a Millionaire?
Are You choosing to be broke?
Hope is NOT a Strategy!
Do You Have A Wealthy Mindset?
Top 10 Topics of 2025
Trump Accounts in 2026
7 Tax Efficient Ways to Give
2026 GPS
Wealthy Habits YOU Can Do!
"Plan Your First 90 Days of Retirement!"
9 Financial Mistakes to Avoid
Who do you know?
NASCAR Champion Kyle Busch
5 Key Areas!
7 Steps
Top 10 Life Insurance Mistakes
3 Ways to Prepare for Wealth
What is YOUR role in Family Legacy?
Don't Make These 6 Mistakes!
What will YOU leave behind?
How Can I Create.....
What's In It For Me?
3 Reasons Why to Not Use a Bank for Saving...
Do You Need To Save or Invest?
Want to Be Wealthy? Try This!
3 Steps to take...
Financial Freedom and Life Insurance, what is the connection?
Best Financial Advice
Can I Retire?
One Big Beautiful Bill Part 2
One Big Beautiful Bill
Money Cycles...
Financial Freedoms....
How do you find the Right Financial Advisor???
Life Insurance, more than one purpose....
Top 10 Questions...
How you can create Legacy Gifting!
Got Your Cheat Sheet?
100 Days and Counting!
The SEC and Life Insurance
IQ+SQ+EQ= Equals? Tune in today to find out....
Growth hurts...
A.I. no longer just from the future, it's already here...
Economic Jitters.. Have they gotten you?
Goodbye Pensions....
Social Security, a thing of the past?
Created to Create!
Spring is a time for new growth, are you going through growing pains of your own??
Money or Wisdom?
Ring..Ring...Hello? Will you answer the call?
Got a Plan! Are you following YOUR plan?
Wealthy Mindset, how do I get one?
Think like a Rockefeller!
Enter into Your Golden Era
Are you choosing to be broke????
Christians and Wealth, do they go together?
Are you creating or delaying wealth in your life???
Are You Ready?
7 Steps to Financial Growth for 2025
4 Steps To Creating Wealth, How many do you know?
Part 2 Habits that can STOP your Wealth...
7 Habits that can stop your Wealth.. Do you know what they are?
Government decisions and Your finances.. how are they impacted?
Year End Checklist, what should be on yours?
Charitable Gifting, the Gift not just for Holidays
The Stock Market and The 2024 Election, what does this mean for us all?
Investing Fundamentals
P.E.M. Personal Economic Model Part 3 Your Tax Filter
Part 2 of P.E.M Interview with James Blanton Co-Founder of PEM Life
P.E.M. Personal Economic Model, Your Wealth and Income Potential Part 1
#1 Top Conversation, Personal Economic Model
Three Components to a Financial Plan
Core Beliefs, Taxes and The Market
Family Legacy
Allocation Mix
Family Banking and Life Insurance
Cashflow Analysis
The Softer Side of Wealth
Actual VS Average Return
Conversations and Collateral Capacity, what is that you may ask?
25 Years and a Big Thank You!
The Psychology of Money.. Who is calling the shots on YOUR finances?
Money Mindsets, How do you measure success?
Retiring soon? Questions you should be asking Part 2
Retiring soon? Questions you should be asking Part 1
3 Bucket Approach to Retirement and How It can work for You
Social Security Highlights and Tips to Consider Part 2
Social Security Highlights and Tips to Consider Part 1
Money Myths Unveiled Part 3