All Episodes
The Financial Harmony™ Podcast — 111 episodes
Why High Earners Don't Need to Look Poor to Build Real Wealth
Is Paying a Financial Advisor 1% Too Much? (What You’re Missing)
Trust, Freedom, and the Future of Finances & Civilization: A Conversation with George Kinder
AI Won’t Replace Advisors. But This Will.
Preparing for Uncertainty in Life and Money
Gen X Followed the Rules. Here’s What Happened.
Will High Earners Actually Pay Less Tax in Retirement?
5 Money Beliefs Making You Feel Broke (Remove These Beliefs ASAP)
Over 50? Watch This — You’ll Catch Up on Your Retirement
Where Most Retirement Plans Secretly FAIL (And You Won’t See It Coming)
This Secret Retirement Cost Could DELAY Your Retirement By 3+ Years
Stop! Don’t Convert to Roth Until You Watch This (or you’ll overpay)
My Honest Thoughts To Anyone Working Past 59... RETIRE ASAP
57% of Retirees Regret Not Doing These 5 Things Earlier
Why Smart Retirees Claim Social Security at 62 (Not 70)
Can You REALLY Retire at 50 vs 60 With $1.5M? | CFP Case Study
Most People Miss This Before Retiring
Top 5 Gen X Money Regrets (And How to Fix Them)
What a TOD Deed Can Do for Your Estate Plan
Does Crypto Belong in Your Investing Portfolio?
The Big Beautiful Bill Could Save Business Owners 6 Figures in Taxes
Big Fees: Are You Overpaying for Amex Platinum or Chase Sapphire?
Are Social Security Benefits Taxable? Gen X Are Shocked About the Tax Traps
Should Gen X Take Social Security at 62? Smart or Risky?
Why High Earners Still Feel Stuck Financially
NUA Tax Strategy: The Secret to Saving BIG on Company Stock
Inherited IRAs Explained: What Heirs Need to Know to Avoid Costly Mistakes
Healthspan vs Lifespan: Why Gen X Must Rethink Retirement
Why More Money Needs Smarter Planning (And How It Builds Wealth Faster)
Sell in May and Go Away: Smart Move or Tired Myth?
HSA Secrets: How to Retire Wealthier & Pay Less in Taxes
Choosing the Right Retirement Account: Roth 401(k), Roth IRA, After-Tax 401(k)
The Truth About Global Diversification and the S&P 500
There’s No Such Thing as a Self-Made Millionaire: Unpacking the Realities of Wealth
Gen X Alert: Student Loan Collections Restart—What to Do Now
Buffett Retires: What You Miss About His Wealth Wisdom
Retire Wealthy: Essential Tax and Bonus Tips for Oil and Gas Executives
Tax-Smart Investing: Using Taxable Brokerage Accounts to Boost Wealth, Flexibility, and Reduce Taxes
Discussing Legacy and Long-Term Care with Aging Parents
Lump Sum vs. Dollar-Cost Averaging: Which One Makes You More Money?
Is Gen X Taking Mortgage Debt Into Retirement? Pros, Cons, and Smart Payoff Strategies
What Is Comprehensive Financial Planning? (And Why It Matters Now More Than Ever)
How Geographic Arbitrage and Retiring Abroad Can Transform Your Financial Future
Why High-Income Earners Need Spending Plans Instead of Budgets
Is $1 Million Still Enough? The New Wealth Benchmarks Explained
Executive Compensation Mastery: RSUs, Stock Options & ESPPs Explained
Tax-Efficient Retirement Strategies for For High-Income Business Owners
Financial Infidelity to Financial Intimacy: How Married Couples Can Manage Their Finances
Seizing Opportunities: Navigating Market Corrections with Core-Satellite Investing
Navigating Market Corrections: Here’s What You NEED to Know
How Much Should You Have Saved for Retirement by 40, 50, or 60?
High Earners, Are You Saving Enough? The Truth About Emergency Funds
Why High-Income Families NEED These 3 Trusts
Estate Planning 101: What You MUST Do Before It’s Too Late
Will an Annuity Save Your Retirement?
Financial Anxiety? Here's How to Find Financial Harmony with Your Money
Rental Properties After 40: Smart Wealth Moves or Risky Headache?
Retire Like a Boss: 4 Secrets to Comfort and Joy
Bitcoin is Up—But Should You Buy?
Building Wealth with Gratitude: Essential Tips for Gen X
How to Build a Diverse Portfolio with Alternative Investments
4% Rule Guru Bill Bengen Reveals How to Maximize Your Retirement Income!
Why Retirement Feels Out of Reach for Gen X
The Secret to Avoiding Money Regrets
Avoid Regret: Maximize Open Enrollment NOW!
Can You Really Trust Reddit for Financial Advice?
The Shocking Truth Continues: Are Gen X Parents Still Ruining their Retirement?!
Are Gen X Parents Ruining Retirement by Supporting Their Adult Children?
Moving Your 401k After Leaving Your Job
Are Luxury Hotels Worth It?
What Does It Mean To Be Wealthy?
Boost Your Fulfillment and Finances With Aspirations
Are Bonuses Taxed Differently?
Wealthy Spending Habits: Debunking Myths and Misconceptions
Long-Term Care Conversations With Loved Ones
Charitable Giving Strategy: Good Giving and Reduce Taxes
Tips for Retiring Abroad Success
Planning Retirement For Small Business Owners
Secure the Bag: Journey Not Jive with Marques Ogden
Moving Couples from Conflict to Financial Harmony with Dr. Michael Thomas
Does Your Mind Mess with Your Money?
Using Reverse Mortgages for Finances Flexibility with Don Graves
Using Positive Psychology for New Year Finance Goals with Ashley Quamme
Concentration in Your Investment Portfolio
How to Experience Retirement Transition with Charles H. Cherry, Jr
Ways Money Shame Impacts Your Finances with Aja Evans
Ways Secure Act 2.0 Helps Gen X Secure Retirement
Understanding the Emotion and Money of Gen X Finances
Handle Black Friday and Cyber Week Spending For Your Finances
Strategic Tax Planning and Maximizing High-Income Earnings with Thomas Kopelman
Ikigai Your Life and Finances
Maddening Money Myths
5 Life & Money Conversations for Gen X
Estate Planning Checklist Highlights
Spending Freedom Now and Retirement
Ways to Set Your Financial Boundaries
401k's Are Not Scams
Flexible Wealth: Diverse Investment Account Types with Christine Benz
Unlock and Overcome Financial Trauma with Saundra Davis
What Financial Advice Does GenX Want?
Is Social Security Running Out?
E10: Four Reasons Your Stories Make Money Seasons w/ Jess Bost, RICP®
E9: The Power of Life & Money Conversations: Resilience to Aspiration w/ Leah Davis, FFC®
E8: Hobby to Hustle: Find Joy in Your Workplace & Entrepreneur Careers w/ Guest Jennifer Gloria
E7: The Money & Emotion of Marriage with Lazetta Rainey Braxton, MBA, CFP®
E6: Roll & Adapt: How to Avoid Personal Deflation During External Inflation
E5: A Rounded Conversation About Cryptocurrency with Dr. Michael G. Thomas, AFC®
E4: Pathways: You Decided to Start Your LMB Journey, Now What?
E3: Where Did Life Money Balance™ Begin? Meet the Parents (Part 2)
E2: Where Did Life Money Balance® Begin? Meet the Parents (Part 1)
E1: The Launch: Life Money Balance™ Podcast & Live Asprtnly™