All Episodes

Are You Tracking Your Net Worth?

Do You Need a Long-Term Care Insurance Policy?

Financial Planning in an Age of Abundance

Should I Apply for a Trump Account for My Child or Grandchild?

Tax Loss Harvesting

Fluency + Interest: Financial Roles in a Family

Your Money Personality: How One Question Can Improve Your Plan (and Your Marriage)

Divorce Financial Planning - What to Do Now

A Financial Path for Widows (and Those About to Be)

Should I Buy A Vacation Home: Second Home Benefits and Cost

Happy New Year: Here’s a 2026 Financial Planning Checklist

Cash Freedom Model: Replace Budgeting with Family Harmony

Charitable Giving Strategies for 2025 and Beyond