All Episodes
We Make Money Fun — 81 episodes
The Epidemic - Parents taking care of grown kids
Why the S&P 500 Is Not A Diversified Investment Strategy
Tony & René Steelman
From Accounting to Helping Our Clients Build Confidence in their Financial Plans
Wendy Rios
How To Graduate from College in 4 Years, Debt Free
Bart Wensink & Lori Durham-Wensink
What can we learn from celebrities?
Liza Maldonado & Mark Durrick
Shanna's Health Journey
Chris Coates
Secure Act 2.0
How Lisa was able to retire at 42 using good financial planning
A look back at 2022 and forward to 2023 in the markets
Meet the Team - Melisa Horn
What To Do With a Windfall
Are Women Feeling More Financial Pressure?
The Employee Retention Credit (ERC) Explained
What's Going On With The Market?
Student Loan Forgiveness: Everything You Wanted to Know
What Happened to Crypto?
Inflation Reduction Act Explained
Why Everyone Needs A Coach
What Shanna Learned From Catching COVID
What the Phoenix Suns Taught Shanna
Are We Headed Toward a Recession?
529 Plans
How to Apply for College Financial Aid
How Pending Legislation Can Affect You
Ukraine, Interest Rates, and the Supply Chain
Dana's Role As a Financial Coach
Dana's Incredible Journey to being a Financial Coach
Self Directed Brokerage Windows
Pooled Employer Plans
Know all of your options for your retirement plan!
What is a HCM-BuyLine® anyway?
Estate Attorney Heather Parker, Part 2
How Our Move Is Like Finding a Financial Advisor
Estate Attorney Heather Parker Part 1
Aaron Blau Part 2
Aaron Blau Part 1
Real Estate Market with Karen Camblin, Part 2
Real Estate Market with Karen Camblin, Part 1
Positioning Yourself As a Real Estate Buyer
Today's Real Estate Market
Top 7 Financial Planning Mistakes
Hire a Divorce Attorney or DIY?
COVID's Affect on Divorce
Explaining The GameStop Story
Taking Care of Aging Parents - What You Need to Know NOW
Mortgages and Refinancing
Financial Virtues and Your Personality: Atlas Point's Carrie Nelson (Part 2)
Improving Financial Conversations: Atlas Point's Carrie Nelson (Part 1)
Meet The Heritage Team: Alden
How Might The Market Perform Under the Biden-Harris Presidency?
Pets and Money
How About Marriage and Money?
Social Security - How Early Is Too Early?
When a Gift Is Not a Gift
The Dumbest Decision Shanna Didn't Make
Economic Recoveries
A Financial Planning FIRST Advisor
Continuity Planning
Estate Planning
The Insurance Plans You Need
The CARES Act and Businesses
The CARES Act and Individuals
Market Volatility
How Your Advisor Is Paid
All About RSUs
Financial Moves You Can Make For Those You Love
The SECURE Act Explained
How To Make The New Decade Your Best Decade Yet
New Years Money Resolutions
Should I Hire a Divorce Attorney?
A Certified Divorce Financial Analyst
How Do I Measure A Clients Investments?
Investment Philosophy
Financial Planning vs Investment Planning
Walking In To Our Office
How It All Started