All Episodes

E301: Are 529 Plans Still Worth It? Why I Think the Answer Is Yes (Probably)

E300: Why Market Downturns Could Be an Opportunity (And How to Stop Letting Fear Rob You)

E299: How to Break Up With Your Financial Advisor (Without the Awkwardness)

E298: So You're Late Filing Your Taxes. Now What?

E297: Filing a Tax Extension Is Not a Big Deal (Here's Why It Might Actually Help You)

E296: Why the Financial News Cycle Is Working Against You

E295: What Is a Trump Account? A Parent's Guide to the New Savings Vehicle for Kids

E294: How Do I Set Up a Retirement or Investment Account for My (Minor) Child?

E293: Should You Buy the Dip? What This Strategy Really Costs You

E292: Why the "Hard-Stop" Retirement is Losing Its Appeal (And How to Design Your Flex Retirement)

E291: The Money Date – A Simple Checklist for Couples Who Want to Get on the Same Page Financially

E290: The Most Costly Bookkeeping Mistakes Small Business Owners Make (And How to Fix Them)

E289: UGMA and UTMA Accounts – What Parents Need to Know Before Opening One

E288: SIPC Insurance – What It Is and How It Protects Your Brokerage Account

E287: Why Filing Your Business Entity Report Matters (And What Happens If You Don't)

E286: How Taxes Work in a Brokerage Account and How to Manage Them

E285: My Three Words for 2026 – Setting Intentions for the New Year

E284: Key Financial Numbers for 2026 – What Changed and What It Means for You

E283: What is a Roth Conversion (and How Do I Use It)?

E282: How to Use the "Rule of 55" for Early Retirement

E281: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes

E280: Should I Use My HELOC as an Emergency Fund?

E279: 3 Ways to Invest in Crypto (and My Preferred Method)

E278: Debunking the Most Common Personal Finance Lies on TikTok

E277: Dollar Cost Averaging vs. Lump Sum Investing – Which Strategy Wins?

E276: How to Navigate Market Volatility Without Losing Your Cool

E275: The Truth About the Future of Social Security

E274: Should I Invest in a Target Date Fund? Weighing the Pros and Cons

E273: 3 Ways to Generate Income from a Lump Sum of Money

E272: When Should I Get Life Insurance?

E271: Does Dividend Investing Live Up to the Hype?

E270: Should I Invest in Physical Gold to Hedge Against Disaster?

E269: Can an HSA Be Used to Pay for Medicare Premiums?

E268: How to Find Unclaimed Money – A Step‑by‑Step Guide to Reclaim What’s Yours

E267: Should You Invest in International Stocks?

E266: How Decluttering Your Finances Can Improve Your Life

E265: Should I Invest the Funds in My HSA?

E264: How Do Gift Taxes Work?

E263: Original Medicare vs. Medicare Advantage Plans Explained

E262: Home Equity Loan vs. HELOC – What’s the Difference and Which One Is Right for You?

E261: How to Pick a Health Insurance Plan – Questions to Help You Choose

E260: What Is an S-Corp and How Do You Set One Up?

E259: Should I Buy a Duplex?

E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare

E257: What is a Buffered ETF and How Does It Work?

E256: So You Started a Business – Now What?

E255: 3 Ways to Improve Your Tax Filing Process Next Year

E254: 10 Budgeting Myths That Keep People from Using a Budget

E253: How to Claim Your Tax Credits for Adoption Expenses

E252: Should I Repair or Replace My Car?

E251: What Are My Options For College Savings For My Child?

E250: What Is a Roth 401(k) and How Does It Work?

E249: Reasonable Compensation for S-Corps – Busting Common Myths

E248: How to Read a Fund Report – Understanding Key Investment Metrics

E247: When to Use a Credit Card Balance Transfer

E246: A Checklist of Documents for Filing Your 2024 Tax Return

E245: How (And Why) to Communicate Your Estate Plan to Your Family

E244: The Biggest Mistakes Made During Tax Season That Can Trigger IRS Audits

E243: My Three Words for 2025 – Setting Intentions for the New Year

E242: How to Create Retirement Income From Your Investments – Three Popular Strategies

E241: Why Shouldn’t I Just Invest in the S&P 500?

E240: What to Do if You Lose Your Job

E239: 5 Myths About 401(k) Plans That Need to Be Debunked

E238: How Do Presidential Elections Affect the Stock Market?

E237: Navigating Your Child’s Transition to Independence – Key Considerations for Parents

E236: The Right Way to Set Up (and Use) YNAB for Budgeting

E235: How to Freeze Your Credit (And Why You Might Want To)

E234: The Psychology Behind Overspending

E233: The Cash Balance Plan – A Powerful Tax Savings Tool for Solo Business Owners

E232: Solo 401(k) Contributions – EmployEE vs EmployER

E231: What is a Good Debt to Income Ratio?

E230: Maximizing College Savings – A Guide to "Superfunding" a 529 Plan

E229: Will I Have to Pay Taxes When I Sell My House?

E228: What Does a Solid Financial Plan Look Like?

E227: Should I Invest in the Current "Hot" Stock?

E226: How to Share and Transmit Documents When Working With Financial Professionals

E225: A Guide to Designating a Transfer-on-Death Beneficiary for Your Vehicle

E224: Unlocking Financial Stability – Mastering the Personal Finance Metrics that Matter Most

E223: Choosing the Right Retirement Plan – Solo 401(k) vs. SEP IRA

E222: The Impact of Money Scripts on Your Financial Decisions

E221: How Debt Can Sabotage Your Financial Future – Understanding the Negative Effects of Debt

E220: Can I Withdraw From My IRA for a Down Payment on a Home?

E219: Understanding 401(k) Loans – How They Work and When to Consider One

E218: What Home Improvements Increase Cost Basis (And Why You Should Care)

E217: What's a "Normal" Down Payment for Buying a House?

E216: How to Recognize (And Avoid) Scams

E215: How to Switch Banks (In 5 Steps)

E214: Understanding Umbrella Insurance – What Does It Mean and Why Do You Need It?

E213: A Step-by-Step Guide to Setting Up a Solo 401(k) for Self-Employed Professionals

E212: Can a 529 Be Rolled Into a Roth IRA?

E211: The Benefits of Working With a Flat Fee Financial Advisor

E210: Simplifying Tax Season – The Essential Tax Documents You Can't Afford to Miss

E209: Navigating Tax Debt – What to Do When You Can't Pay the IRS

E208: New Reporting Requirement for Small Businesses (BOI)

E207: My Three Words for 2024

E206: Important Numbers for 2024

E205: How to Set Up a Household Budget – A Template for Categories and Groups

E204: Estate Planning – Choosing Between a Will and a Trust for Peace of Mind

E203: Are You a Victim of Recency Bias? Understanding and Overcoming its Impact on Your Investments.

E202: How to Get Your Estate Planning Documents Notarized

E201: What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?

E200: Do Debit Cards Offer Fraud Protection?

E199: An Overview of Flow-based Budgeting

E198: How to Avoid Probate on Bank Accounts

E197: How to Start a Business for Less Than $1,000

E196: The Taxable Brokerage Account – An Underrated But Powerful Investing Tool

E195: The Process and Timeline for Buying Your First Home

E194: How to Sell Your Business

E193: How to Stop Overspending and Regain Control of Your Finances

E192: Unlocking the Triple Tax Benefit – How an HSA Can Maximize Your Savings

E191: How to Build Wealth in Every Stage of Life

E190: What is Reverse Budgeting and How Can It Help You Save Money?

E189: Rules of Thumb to Determine How Much Life Insurance You Need

E188: Protecting Your Money – Understanding the Consequences of Debit Card Fraud

E187: ESG Investing Defined – A Beginner's Guide

E186: The Truth About Starting a Business – Debunking Myths About Startup Costs

E185: The Quickest Way to Get Out of Debt – A Guide to Choosing the Right Strategy

E184: Five Behaviors That Diminish Your Investment Returns

E183: How to Avoid Probate

E182: Personal Financial Security – A Comprehensive Guide to Safeguarding Your Finances

E181: How to Organize Your Financial Life

E180: A Comprehensive Guide to Starting a Side Hustle and Making Money

E179: S-Corp Reasonable Salary – Tips for Minimizing IRS Audit Risk

E178: FDIC Insurance Limits Explained – How Much Coverage Do You Have?

E177: Six Things That Happen When You Switch to Debit Cards

E176: Everything You Need To Know About Quarterly Estimated Taxes

E175: A List of Dumb Things I’ve Done With Money

E174: Should I Form an LLC for My Business Activity?

E173: Demystifying the Different Types of Tax Professionals

E172: The Five Most Common Life Insurance Mistakes

E171: Three Automations to Improve the Flow of Money in Your Life

E170: What Does it Mean to "Pay Yourself First?"

E169: What is an Investment Policy Statement?

E168: How to Create a Transfer on Death Deed for Your Home

E167: My Three Words for 2023

E166: Basic Estate Documents Everyone Should Have

E165: A Roundup of End of Year Financial Planning Items

E164: Updates to Contribution Limits and Other Important Numbers for 2023

E163: 6 Ways to Improve Your Credit Score

E162: Benefits of Creating an Online IRS Account

E161: Should I Put My Emergency Fund in I Bonds?

E160: How to Get Your Resume Noticed While Job Hunting

E159: Five Ways to Lower Anxiety in a Stressful Market

E158: Can I Contribute to a Traditional IRA and a Roth IRA at the Same Time?

E157: How to Use a Donor Advised Fund In Your Financial Plan

E156: SIMPLE IRA vs 401(k)

E155: Starting a Business? Stop Worrying About Your Pricing.

E154: How to Manage Money as a Committed Couple

E153: Comparing the Risk of Loss vs. the Risk of Missing Out

E152: Five Things You Need to Know About Your Roth 401(k)

E151: How Big Should My Emergency Fund Be?

E150: How to Accurately Calculate Your True Monthly Expenses

E149: How to Ask for a Raise

E148: What Is Investment Management?

E147: Using Financial Ratios to Make Better Money Decisions

E146: Does Socially Responsible Investing, ESG, and Impact Investing Really Make a Difference?

E145: Five Simple Money Systems That Will Level Up Your Financial Health

E144: How to Be a Socially Conscious Consumer (While Feeling Overwhelmed)

E143: Should I Invest in Gold?

E142: An Overview of "I Bonds"

E141: Should I Buy Life Insurance Before I Need It?

E140: What Documents Do I Need For Financial Planning?

E139: How Does a 401(k) Loan Work?

E138: Should I Take Out a Loan For My Business?

E137: How to Get a Service Business Up and Running for Less Than $1,000

E136: How to Invest in Cryptocurrency

E135: How to Implement Reverse Budgeting

E134: How to Use "Investment Buckets" to Manage Growth, Risk, and Liquidity

E133: How Money Scripts Influence Your Financial Plan

E132: How to Evaluate Socially Responsible Investments

E131: Should I Buy the Dip?

E130: Budget Alternatives for People Who Don't Want to Budget

E129: My Three Words for 2022

E128: What It's Like to Work With Me

E127: Getting in Shape to Be a Solid Home Buyer

E126: What I Look for When Evaluating Mutual Funds and ETFs

E125: The Basic Estate Planning Documents that Everyone Needs

E124: Unpacking the HSA and How It Works

E123: An Executive Summary of ESG Investing

E122: Modern Health Insurance Options for Small Business Owners

E121: The Easiest Financial Plan in the World

E120: Five Reasons to Choose a Solo 401(k) Instead of a SEP

E119: How to Pay Yourself as a Business Owner

E118: Should I Try to Beat the S&P 500?

E117: How to Manage Multiple Jobs or Businesses at the Same Time

E116: How Long-term Care Can Wreck Your Financial Plan

E115: Why I Don't Own a Credit Card

E114: Through the Eyes of a Child – How to Bring Creative Thinking Back Into Your Business and Your Life (with Lorraine Ball)

E113: Busting the Most Common Myths About ESG Investing

E112: Don't Let Your 401(k) Become Escheated

E111: A Guide to Quarterly Estimated Taxes (with Kim Padgitt)

E110: How to Build a Socially Conscious Business

E109: What Documents Do I Need to Keep on File?

E108: What Issues Should I Consider When Starting a New Job?

E107: Should I Invest in Digital Assets (Cryptocurrency) Like Bitcoin?

E106: What to Do If You Don’t Have a 401(k)

E105: Do I Need an EIN as a Business Owner?

E104: Budgeting With An Irregular Income

E103: How to Build a Business You Can Sell

E102: Lump Sum Investing vs Dollar Cost Averaging vs Recurring Contributions

E101: Independent Contractor or Employee?

E100: 7 Lies We Tell Ourselves About Money (with Dan VanDusen)

E99: Should I Get My Life or Disability Insurance From My Employer?

E98: What is a Custodian?

E97: What Does a Financial Advisor Actually Do?

E96: Financial Benefits of Hiring Your Child

E95: How to Create a One-Page Financial Plan

E94: Why Your Financial Plan is Wrong (And So Is Everyone Else's)

E93: Should I Invest in Target Date Funds?

E92: PPP Round 2 Explained (for Small Business Owners)

E91: Should I Play Around in the Stock Market?

E90: How to Break Up With Your Financial Advisor

E89: Expanding your Business With Referral Marketing (with Tiffanie Kellog)

E88: What is a "Backdoor" Roth IRA?

E87: My Three Words for 2021

E86: What It's Like to Work With Me

E85: Implementing Values-based Budgeting (with Bari Tessler)

E84: The Solo 401(k) Plan — A Powerful Tool for Entrepreneurs

E83: End of Year Tax Planning (with Kim Padgitt)

E82: Answers To All Your Mortgage Questions (with Brittany Green)

E81: How to Move Past the Money Issues You've Been Avoiding

E80: Should I Start a Business With a Partner?

E79: A PPP Loan Forgiveness Update

E78: What Do Presidential Elections Mean for Markets?

E77: Reviewing Your Credit Report

E76: Identity Theft Protection 101

E75: Secure Your Life With a Personal Cybersecurity Audit

E74: How to Use a Taxable Brokerage Account in Your Financial Plan

E73: You're Making Other People Rich (with Ryan Sterling)

E72: Is Pet Insurance Worth It?

E71: What I Look for in a Bank

E70: Emergency Fund Life Hacks

E69: Navigating Available Health Insurance Options (with Matthew Allen)

E68: Business Benefits of a Small Business 401(k) Plan (with Nicolle Willson)

E67: Answers to the 10 Most Common Auto & Home Insurance Questions (with Ashe Abebe)

E66: Three Mistakes You’re Probably Making with Life Insurance (with Mark Maurer)

E65: Why is My Friend's Investment Account Doing Better Than Mine?

E64: The Future of Financial Advice (with Tyrone Ross)

E63: Do “Lazy” Portfolios Have a Place in Your Investment Plan? (A Mastermind Discussion)

E62: Rebalancing Your 401(k) and Investment Accounts (Mid-year Overview)

E61: Emergency Fund 101

E60: How to Overcome Your Limiting Beliefs About Money (with Gull Khan)

E59: How to Launch an Online Course or Product

E58: Empower Your Community with YNAB for Good

E57: A Deep Dive Into Disability Insurance (with Ashe Abebe)

E56: My Top Three Ways to Achieve Extreme Productivity

E55: Common Financial Questions Unpacked (A Mastermind Discussion)

E54: Navigating Family, Work, and Productivity in the Pandemic (with Matthew Brennan)

E53: Pandemic & Your Money - Roundup for May 6, 2020

E52: Three Financial Best Practices for Solo (or Micro) Business Owners

E51: Tools for Managing Financial and Life Stress (with Kristin Oja, NP)

E50: Stop Trying to Time the Market

E49: How to Request Mortgage Forbearance Under the CARES Act

E48: Unpacking the CARES Act and What It Means for You

E47: A Budgeting Crash Course With YNAB

E46: Q&A About Money Decisions in Scary Market Conditions

E45: What Am I Doing With My Money Right Now?

E44: Introduction to the F.I.R.E. Movement (with Adam Morgan)

E43: How to Start an LLC

E42: What is An HSA and Do I Need One?

E41: Three Great Reasons to Set Up Automatic Contributions

E40: What Does It Cost to Work With a Financial Advisor?

E39: Your Small Business Marketing Playbook (with Ashley Monk)

E38: Tax Efficient Saving Strategies

E37: Your Tax Questions Answered (with Kim Padgitt & Julie Pesek)

E36: Using Science to Make Better Money Decisions (with Tyler Ludlow)

E35: My 3 Words for 2020

E34: De-mystifying 401(k) Rollovers

E33: The Value of Recharging Without Guilt

E32: Keeping Your Digital and Financial Life Secure

E31: 7 Common Retirement Saving Mistakes

E30: What To Do When You’re Scared About the Stock Market

E29: Life Without Credit Cards (with Amy Foley)

E28: Considering Entrepreneurship as a Franchise Owner (with Jeff Crane)

E27: How to Get Excited about Budgeting (with Rachel Richards)

E26: A Crash Course in Real Estate Investing (with Dan O'Brien)

E25: Thinking Through the Options of Self-employment vs. Taking a Job

E24: How (And Why) to Rebalance Your 401(k)

E23: 13 Myths About Working With a Financial Advisor

E22: How We Paid Off Over $400k in Student Loan Debt

E21: Do That New Thing (And a Podcast Update)

E20: Your Money Questions Answered at #XYPNLIVE

E19: Send Your Questions for XYPN Live

E18: What is Financial Coaching?

E17: Keeping Business Focus by Staying in the Zone

E16: Divorced and $500k in Debt - A Comeback Story

E15: 12 Modern Passive Income Ideas

E14: Tacos, Netflix Binging and Marketing for Service Firms

E13: What is Socially Responsible Investing?

E12: Growing Slow Without Debt or Investors

E11: Growing a Side Hustle Into a Full-time Business

E10: Achieving Mental and Emotional Resilience as a Business Owner

E9: How to Avoid Over-thinking Your Business

E8: Launching Initiatives with a One-page Creative Brief

E7: Charging What You're Worth

E6: Navigating the Challenges of Combining (or Not Combining) Finances with Your Partner

E5: How Do I Make Money With a Blog or a Podcast?

E4: All About the Solo 401(k) Plan

E3: Parallel Entrepreneurship - The Good, the Bad and the Ugly

E2: Optimizing Your Bank Accounts With Intention

E1: The 10-step Process for Starting a Business for < $1,500

E0: Introduction to The Elevation Project