All Episodes
Through The Pines — 100 episodes
Ep. 107 - The Longevity Surprise: Why Some Retirement Plans May End Too Soon
Ep. 106 - The Financial Side of Divorce: Protecting Your Future
Ep. 105 - "Girl Math?," Why We All Make Irrational Money Decisions
Ep. 104 - Financial Goal Setting in 2026 | Through The Pines Ep. 104
Ep. 103 - Summer 2026 Financial Trends and Retirement Strategies
Ep. 102 - Reality of the Retirement Tax Trap
Ep. 101 - Money Mastery in the Gig Economy
Ep. 100 - 100 Episodes of Through the Pines - The Full Story & What We've Learned
Ep. 99 - Breaking Down the Money Principles That Matter Most
Pines Ep. 98 - Money Talks BEFORE Marriage
Ep. 97 - 5 Ways to Build & Destroy Wealth (in 2026!)
Ep. 96 - Money Fads & Bubbles vs. Fundamentals
Ep. 95 - Reasons You NEED a Financial Advisor in 2026 (Before It's Too Late)
Ep. 94 - Questions Financial Advisors LOVE vs. HATE
Ep. 93 - 2026 Financial Landscape & How to Navigate
Ep. 92 - Trump Accounts & How to Save for Your Kids Future
Ep. 90 The Hartford: Transitioning Into Retirement (The Freedom Paradox)
Ep. 89 - Your Year End Financial Review (Deadlines Approaching)
Ep. 88 - AI vs. Certified Financial Planners (Who Comes Out Ahead?)
Ep. 87 - Steps to Create Financial Independence
Ep. 86 - Risks That Threaten & Destroy Wealth
9.30.25 Pines Ep. 85 - How Health & Longevity Matters for Wealth-Building
Ep. 84 - The Ultimate Financial Checklist
Ep. 83 - Building Wealth in Retirement
Ep. 82 - Financially Supporting Your Adult Kids (When You Should)
Ep. 81 - A Millennials Guide to Financial Freedom
Ep. 80 - The 5 Money Questions You MUST Ask Your Partner
Ep. 79 - Why Save & Invest (We're just going to die anyway?)
Ep. 78 - Building Wealth With a Roth IRA
Ep. 77 Mastering Debt: The Good, Bad & The Ugly
Ep. 76 Preparing for Estate Settlement
Ep. 75 - Caring Financially for Aging Parents
Why You Shouldn't Panic During a Chaotic Market
Ep. 73 - How to Create a Winning Business Plan
Ep. 72 - Master Your Money in 2025: Budgeting, Investing, and Winning with Market Trends
Ep. 71 - Unveiling Insurance Secrets: Save Big or Risk It All?
Biggest Reasons People FAIL to Plan Financially
Income During Retirement - Through The Pines Ep. 69
Love & Money: How to Structure Cash in Your Marriage
Most Overlooked Financial Planning Topics
What You Need to Know About Charitable Giving
NET WORTH is The Most Important Number in Your Financial Life!
7 Most Debated Financial Topics (Who is right?)
What To Do With Excess Cash
How To Invest (The Basics)
Behavioral Finance & How our Subconscious Controls our Money
2024 Financial TRENDS (and what hasn't changed?)
Why You Need a Trust
Financial Risk Management - Through The Pines Ep. 58
Receiving an Inheritance, now what?
Why Are These Financial Subjects NOT Taught in School?
Five Core Values of Smart Money Kids
Financial Portfolio Basics // Through The Pines
How to Leave a Legacy // Through The Pines Podcast
Retirement Phase of Life //Through The Pines Podcast
How to Set Your 2024 Financial Goals // Through The Pines Podcast
What Wealth Means To You - Through The Pines Podcast
The Pre-Retirement Phase of Life (5-10 years before Retirement)
Through The Pines - How to Sell Your Business
Do THIS to Build Generational Wealth
Money Mind Games
How to Stack Cash - The Accumulation Phase of Wealth Building
Through The Pines Ep. 44 - How To Avoid Financial SCAMS
What To Do With Your Money During A Recession
9 Questions to Ask When Considering Changing Financial Advisors
July '23 Market Update: Are we heading into a Recession?
Should You Manage Your Own Money, Through The Pines Podcast
Buying & Selling Businesses with Michael Westover
Through The Pines Ep. 38 - Barriers to Financial Planning
Through the Pines - Secure Act 2.0: How New Retirement Rules May Impact You
Transitioning Into Retirement, A Perspective From a Retired Financial Advisor
Through the Pines Ep. 34 - Bank Failures & Keeping Your Money Safe
How the Wealthy Invest, and What We Can Learn // Through the Pines
Through The Pines Ep. 33 - Prepare For Long Term Care
Through the Pines - Crush it Financially in 2023!
Through The Pines Ep. 31 - Financial Planning in Your 80s & Beyond!
Through The Pines Ep. 30 - Money Mistakes Financial Advisors Have Seen Over the Years - Don't Make Them.
Through the Pines Ep. 29 - Managing Money In Your Thirties
Through the Pines Ep. 28 - Business As A Financial Plan
Through the Pines Ep. 27 - Real Estate as Part of Your Financial Plan: How to Start!
Through the Pines Ep. 26 - The Ultimate Financial Plan
Through the Pines Ep. 25 - The ULTIMATE 401(k) Guide
Through the Pines Ep. 24 - How to Take Money OUT of an IRA
Through the Pines Ep. 23 - How to Put Money Into an IRA
Through the Pines Ep. 22 - How to Stick to a Budget
Through the Pines Ep. 21 - LOVE and MONEY, How to Structure Finances as a Couple
Through the Pines Ep. 20 - Building a Money Base
Through The Pines Ep. 19 - Bear Market Basics
Through the Pines Ep. 18 - How to Build a Financial Portfolio
Through the Pines Ep. 17 - How to Structure MONEY in Retirement - Decade of Your 70s
Through the Pines Ep. 16 - Estate Planning and Trusts Part 2
Through the Pines Ep. 15 - Estate Planning and Trusts Part 1
Through The Pines Ep. 14 - How to Manage Money in Your 40s!
Through The Pines Ep. 13 - Financial Planning Basics: How Much Do You Need For Retirement?
Through The Pines Ep. 12 - Financial Considerations in Your 60s
Through The Pines Ep. 11 - 75 Years of Wealth Building Advice
Through The Pines - Scary Good Money Moves
Through The Pines Ep. 9 - Holy 50s Batman! // How to Structure Finances in Your Fifties
Through The Pines Ep. 8 - The Secure Act & Its Impact On Your Retirement
Through The Pines Ep. 7 - How Much Is Too Much Debt