All Episodes
Women's Money Wisdom — 320 episodes
Episode 323: Planning for Child Free People: Estate, Legacy, and Financial Strategies with Maddy Roche
Episode 322: The Truth About "Trump Accounts" and the Smarter Ways to Save for College with Ann Garcia, CFP®
Episode 321: Retire Early: What Women Need to Know About Leaving Work on Your Own Terms with Bridget Grimes
Episode 320: Beyond the Documents: Estate Planning, Family Communication, and Legacy with Nicole Adkison
Episode 319: The Financial side of Getting Hurt: Insurance, Disability and Personal Injury Law with Megan Burns
Episode 318: Your Perfect Portfolio: How to Find, Build, and Stick to an Investment Strategy That Works for You with Cullen Roche
Episode 317: Your Retirement Sketchbook: How to Envision, Plan, and Live Your Best Retirement with Jamie Hopkins and Bonnie Treichel
Episode 316: Money Talks: Teaching Kids Financial Literacy at Every Age with Charlotte Geletka, CFP®
Episode 315: The Family Meeting That Changed Everything: Planning with Purpose at End of Life with Shelby Nicholl
Episode 314: From Financial Anxiety to Confidence: A Human-Centered Approach to Money Conversations with Josie Ann Lee
Episode 313: Medicare in 2026: What to Know Before You Turn 65 with Cameron Giardini
Episode 312: Building Financial Fluency and Asking Better Money Questions with Tony Steuer
Episode 311: AI and Investing: Surviving the AI CapEx Boom with Kai Wu
Episode 310: Six Habits of Financially Secure Women with Michelle Taylor
Episode 309: Listening to the Whispers: Redefining Success, Security, and Midlife Transitions with Regina Sih-Meynier
Episode 308: Nailing Your 2026 Retirement Benefits: The New Rules, Higher Limits, and the "Power Couple" Strategy
Episode 307: Long-Term Care Planning: Why Waiting Too Long Can Cost You
Episode 306: Beyond the Highlight Reel: The Real Stories of Women Founders with Veronica McGibney
Episode 305: Seven Financial Planning Themes to Guide Your Money in 2026
Episode 304: The Financial Exhale: A Gentle Year-End Money Reset
Episode 303: Top 10 Money Trends and Stories that Shaped 2025 & What They Mean for 2026
Episode 302: Student Loans in 2026: What’s Changing and What You Need to Do Now with David Gourley
Episode 301: Who Needs a Trust? - More People Than You Think with Ashley Waddell-Tingstad
Episode 300: How To Get More Done by Doing Less (Yes, Really) with Dr. Natalie Nixon
Episode 299: Caring Through Crisis: Dementia, Aging, and the Sandwich Generation with Nicole Smith
Episode 298: The Rising Cost of Healthcare - What You Need to Know for 2025 with Cole Craven
Episode 297: Preparing the Next Generation for Financial Success with Philip Barrar
Episode 296: Feel-Good Finance: Healing Your Relationship with Money With Aja Evans, LMHC
Episode 295: Money, Marriage & Fairness: Building an Unstoppable Financial Team with Heather & Douglas Boneparth
Episode 294: How to Pay for College—Without the Panic with Shellee Howard
Episode 293: Women, Wealth & Worth: Closing the Gaps with Bryn Conway
Episode: 292: Financial Caregiving 101 with Journalist & Author Beth Pinsker
Episode 291: 7 Smart Money Moves to Make This Fall
Episode 290: Facing Fear With: Honesty, Options and Decisions with Dr. Rubina Tahir
Episode 289: Your Money Has Feelings: Healing “Financial Scar Tissue” with Shannon Ryan, CFP®
Episode 288: The Psychology of Money: Why We Overspend, Undersave, and Avoid Financial Decisions
Episode 287: Gen X High Achievers & Redefining Retirement with Joy Levin
Episode 286: Planning for an Early Retirement
Episode 285: Your Money Questions, Answered: Roths, Dave Ramsey, Emergency Funds & More
Episode 284: Roth IRAs & 401(k)s: The Tax-Free Growth Strategy You Might Be Overlooking
Episode 283: Rethinking Retirement: The Emotional, Purpose-Driven Side of Life After Work with Dan Haylett
Episode 282: How to Face Your Finances and Build a Life That Works with Michelle Campbell
Episode 281: Slow Summer for Great Vibes and Money Outcomes
Episode 280: One Big, Beautiful Bill: What the OB3 Tax Law Means for Your Money
Episode 279: Less Pressure, More Purpose: Building a Life That Feels as Good as It Looks with Brandi Hudson
Episode 278: CEO Money Mindset: Think Like a Leader in Business and Life with Megan Schwan
Episode 277: Money Hot Takes: Financial Controversies & Unpopular Opinions
Episode 276: Beyond the 9-to-5: How Franchising Can Redefine Your Career Path with Alex & Julie Roberts
Episode 275: Women, Wealth and Future of Financial Planning with Cary Carbonaro, CFP®
Episode 274: Reinventing Life on Your Own Terms with Digital Nomad Sherita Janielle
Episode 273: Leadership is Leverage: How Strong Leaders Create Bigger Paychecks and Bigger Impact with Jackie Simon
Episode 272: First-Class Travel on an Economy Budget with Points Pro Bry Keith
Episode 271: Estate Planning Made Manageable with Rachel Donnelly
Episode 270: Spring Clean Your Finances: 20 Ways to Refresh Your Financial Life Right Now
Episode 269: RSU's Demystified: How Smart Women Manage Equity Compensation
Episode 268: Mortgage Rates, Market Myths & Smart Home Buying with Erica Powers
Episode of 267: Rethinking Retirement: Spending Surprises, Confidence Gaps & Evolving Timelines
Episode 266: Tariffs, Crashes, and Bear Markets
Episode 265: Navigating Trump's Proposed College Funding Changes With Ann Garcia, CFP®
Episode 264: What’s Up With Women and Money with Author Alison Kosik
Episode 263: Talking About Money and Overcoming Financial Stigma with Author Kathleen Burns Kingsbury
Episode 262: Making Space for Moms and Families with Founder Ariel Wan
Episode 261: Shifting Identities for Women Including Career and Motherhood with Hannah Moore, CFP®
Episode 260: 5 Year Anniversary and Finding Your Authentic Style with Morgan Wider
Episode 259: Family Vision and Values with Business Coach Kelly O'Donnell
Episode 258: Let's Talk About Tariffs
Episode 257: Addiction & Your Money with Karen Coyne, CFP®
Episode 256: Who Needs a Trust with Ashley Waddell-Tingstad
Episode 255: Downsize Your Stuff to Upgrade Your Finances with Sharon McRill
Episode 254: Money Matters in Trump's Second Term
Episode 253: Celebrity Estate Planning Lessons with Jennifer Rozelle
Episode 252: Planning for Financial Success in 2025
Episode 251: Seeking Contentment in the Holidays & Life
Episode 250: How to Retire with Author Christine Benz
Episode 249: Year-End Financial and Tax Moves
Episode 248 : The Extraordinary Power of Charitable Giving
Episode 247: The Soul of Wealth with Author Dr. Daniel Crosby
Episode 246: Overcoming Imposter Syndrome with Coach LJ Gamble
Episode 245: Coping as a Caregiver with Danielle Miura, CFP®, MSFP, EA
Episode 244: How to React to Any Election Outcomes as an Investor
Episode 243: Personal Care and Your Money with Hair Stylist Jessica Hawkins
Episode 242: Investor Lessons from 2024 Detroit Tigers Playoff Run
Episode 241: Sustainable Fashion with Marcie Greene
Episode 240: What You Need to Know About Menopause and Your Money with Julia Carreon
Episode 239: Reducing Overwhelm by Doing Less With Michelle Gauthier
Episode 238: Investing with Human Rights in Mind with William F. Schulz
Episode 237: Getting Ready to Pay for College with Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®, AIF®
Episode 236: Financial Planning for People without Kids with Dr. Jay Zigmont CFP®
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
Episode 234: All About HSAs with Bill Stuart
Episode 233: Olympic Lessons for Investors
Episode 232: Bookkeeping and Tax Planning for Business Owners with Ronisa Clark
Episode 231: All About Medicare with Joanne Giardini-Russell
Episode 230: How to Communicate About Money with Counselor Sara Silvennoinen
Episode 229: Tightwads and Spendthrifts with Author Scott Rick
Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin
Episode 227: Mortgages in a High-Rate Environment with Erica Powers
Episode 226: Finding Financial Pearls & Jimmy C. Shoes
Episode 225: Create Your Dream Home with Melissa Kennedy and Jen Hinesman
Episode 224: Do You Need a Travel Advisor? Custom Trips and Money-Saving Tips with Vinal Desai Burbeck
Episode 223: The Invisible Costs of Child Care with Heather Boneparth
Episode 222: Student Loans: Understanding Loan Forgiveness and Income-Based Repayment Plans with David Gourley, CSLP®
Episode 221: Scholarships and Financial Planning for College with Ann Garcia, CFP®
Episode 220: Should You Count On Social Security In Retirement?
Episode 219: Simple Steps To Protect Seniors From Financial Fraud with Cathy Curtis, CFP®
Episode 218: Preparing for an Early Retirement
Episode 217: Teaching Kids Money Basics with Melissa Gordon
Episode 216: Finding Hope in Difficult Times with Dr. William Schulz
Episode 215: You Filed Your Taxes. What Comes Next?
Episode 214: How to Navigate Money Differences With A Partner with Ashley Quamme
Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling
Episode 212: Even Out The Power Scales of Marriage and Money
Episode 211: When Should I Get Serious About Saving For Retirement?
Episode 210: Navigating Motherhood, Mindset, and Money with Dr. Sue McCreadie
Episode 209: What Should I Do With Excess Cash?
Episode 208: How To Stop Financially Supporting Your Adult Children
Episode 207: You Inherited A Lot of Money Or Assets. Now What?
Episode 206: Dividing Up Finances: Yours, Mine, and Ours
Episode 205: How To Get Organized And Reduce Tax Season Stress
Episode 204: Investing in an Election Year: Why Long-Term Perspective Matters.
Episode 203: What Lions Playoff Tickets Teach Us About Financial Planning
Episode 202: Resume and Job Hunting Tips for Women with Linda Olejniczak
Episode 201: Skin Deep: Navigating Dermatological Costs and Skincare Essentials with Dr. Meredith Price
Episode 200: Setting Financial Resolutions and Goals for 2024
Episode 199: Turning Thrift Store Finds into Profit with Ruth Fradenburg
Episode 198:Gifts That Grow: Sparkling Ideas for Financial Wellness This Holiday Season
Episode 197: Understanding and Overcoming the Emotional Triggers of Overspending with Paige Pritchard
Episode 196: Slaying the Holiday Budget Beast: Tips and Tactics
Episode 195: Maximizing the Impact of Charitable Giving with Melissa Joy
Episode 194: Boosting Your Holiday Fashion with Kelley Muzingo
Episode 193: Year-End Financial Planning with Alexa Kane
Episode 192: Resisting the Spending to Impress Trap: Financial Planning Tips Inspired by Travis and Taylor
Episode 191: Scariest Financial Planning Moves
Episode 190:Breathing, Energy, and the Science of Well-being with Cass Ghiorse
Episode 189: Finding Personal Success and Wellness: A Conversation with Melissa Coulier
Episode 188: Understanding Health Savings Accounts with Melissa Joy
Episode 187: Navigating the Costs of Weight Loss: A Personal Journey
Episode 186: Financial Independence: A Midlife Woman's Guide with Nancy McKenna
Episode 185:Building a Short-Term Rental Portfolio with Natalie Bruno
Episode 184: The Role of 'Girl Money' in Financial Literacy for Women
Episode 183: Financial Self-Control and Budget Management
Episode 182: Turning the Back-to-School Season into a Financial Reset
Episode 181:Common Money Conflicts for Couples and How to Resolve Them
Episode 180: Budgeting for College Life: A Parent's Guide to College Send Off
Episode 179: Top 5 Financial Planning Take-aways from the Barbie Movie
Episode 178: Tipping: Navigating the Gratuity Landscape in a Changing World
Episode 177: Long Term Care Considerations for Women
Episode 176: An Insight into Divorce Forensic Accounting with Tracy Coenen
Episode 175:Financial Planning Discussions for Couples
Episode 174: Exploring Investment Assumptions: Real Estate vs. Stock & Bond Investing
Episode 173: Rediscovering Yourself and Finding Balance in Motherhood with Carmie Buhalis
Episode 172: Financial Lessons from Taylor Swift's Eras Tour
Episode 171: Money Mindset to Fight Negative News with Melissa Joy
Episode 170: The Case for 529 Plans for College Savings with Ann Garcia
Episode 169: Understanding the Debt Ceiling and its Impact on the Economy
Episode 168: Financial Planning for Midwives and Caregiving Professionals with Aravind Sithamparapillai
Episode 167: Demystifying Credit Scores with Melissa Fradenburg
Episode 166: Late-Stage College Planning with Brad Baldridge
Episode 165: Five Financial Tips to Implement After Filing Your Taxes
Episode 164:Why Timing the Market During a Recession Can Hurt Your Investment Returns
Episode 163: Mortgage Rates and the Unlikelihood of a 2008 Repeat with Nathan Steiner
Episode 162: More Than Money with Melissa Joy, CFP®
Episode 161:Teaching Teens the Value of Money
Episode 160: Considerations When Buying a Second Home with Sherri Stephens.
Episode 159: Bank Failures: Understanding the Causes and Consequences with Melissa Joy.
Episode 158: Important Estate Planning Documents for Adult Children With Liz Derrick
Episode 157: Insurance Considerations for Small Business Owners with Kelly Aitken-Gwinnell
Episode 156: What You Need to Know About Insurance with Kelly Aitken- Gwinnell and Renee Mason-Sherry
Episode 155: Love And Money: Financial Planning Considerations For Couples
Episode 154: Retirement Readiness with Melissa Joy
Episode 153: Surviving a Layoff: Your Financial Checklist for Moving Forward
Episode 152: Budget Friendly Style with Kendra Bissig
Episode 151: Saving for the Future: A Guide to Opening a Roth IRA for Children
Episode 150: What the Secure Act 2.0 Means for Your Retirement
Episode 149: Investment Mindset for 2023 with Charlotte Geletka
Episode 148: Career Pivots for Financial Success with Laura Khalil
Episode 147: Protecting Wealth for Women with Irena Politano
Episode 146: Financial Considerations When Moving
Episode 145: Social Security Basics with Vonda VanTil
Episode 144: Opportunities to Give back on Giving Tuesday
Episode 143: Control Holiday Spending in Times of Inflation
Episode 142: Less Stress Over the Holidays with Carmie Buhalis
Episode 141: Year End Planning with Melissa Joy
Episode 140: Making the Most of Your Employee Benefits with Melissa Joy
Episode 139: Cost of Living Adjustments for 2023
Episode 138: How to Deal with Grief and Financial Decisions with Kathi Balasek
Episode 137: Paying Down Debt
Episode 136: Lending and the Housing Market in a Rising Rate Environment with Nathan Steiner
Episode 135: Unclaimed Property with Jay Fradenburg
Episode 134:Inflation Expectations and Market Volatility with Jay Fradenburg
Episode 133: Money Secrets in Your Net Worth with Rachael Camp
Episode 132: Paying for College with Ann Garcia
Episode 131:Student Loan Forgiveness with Alexa Kane
Episode 130: Back-to-School Tips with Melissa Fradenburg
Episode 129: Understanding the Racial Wealth Gap with Renee Baker
Episode 128: Roth Conversion in a Down Market
Episode 127: First Generation Wealth with Valerie Rivera
Episode 126: Financial Tips for Buying a Car
Episode 125: Financial Planning Considerations for LGBTQ People with Laura LaTourette
Episode 124: Teaching Children Financial Responsibility Through Chores
Episode 123: Simple Budgeting Tips with Melissa Fradenburg
Episode 122: Investing Outlook with Jay Fradenburg
Episode 121: Summer Before College Financial Checklist
Episode 120: Financial Wellness Through Community Work with Diana Yanez
Episode 119: Things You Can do If You're Feeling the Pinch of Inflation
Episode 118: House Decisions For Aging Parents with Caroline Gaynor
Episode 117: Interest Rates, Inflation and The Federal Reserve
Episode 116: Breaking Away From Financial Abuse With Stacy Francis, CFP ®, CDFA®, CES®
Episode 115: Spring Clean Your Finances
Episode 114: Plan For Next Year's Taxes Now with Melissa Joy, CFP ®
Episode 113: How Much House Can I Afford?
Episode 112: Teaching Teens Good Money Habits with Melissa Fradenburg
Episode 111: ESG Investing
Episode 110: Asset Allocation and Diversification with Melissa Fradenburg
Episode 109: Being Present in Motherhood and Career with Cathy Harber
Episode 108: Risk Tolerance with Melissa Fradenburg
Episode 107: Lifestyle Creep with Melissa Fradenburg
Episode106: Buying the Dips with Melissa Fradenburg
Episode 105: Asking for a Raise with Melissa Fradenburg
Episode 104: Asset Protection Trusts with Ameena Sheikh and Jasmine Rippy
Episode 103: How Aspiring Physicians Can Manage Student Loans
Episode 102: All About Emergency Reserves
Episode 101: Simplifying the Mortgage Process with Jill Byrne and Laura Peters
Episode 100: How to Stay Calm In times of Market Volatility
Episode 99: Passive vs. Active Investing with Amanda Piper, CFA
Episode 98: Financial Procrastination with Melissa Fradenburg
Episode 97: Start Your New Year Right with Melissa Joy
Episode 96: Three Action Items to wrap up the Year with Melissa Joy
Episode 95:Get Your House in Order for Aging with Kristie Kindstrom
Episode 94: Tips for the Next Generation From a Financially Responsible Millennial with Ashley Mont
Episode 93: Keeping Holiday Spending in Check with Melissa Fradenburg
Episode 92:Smart Financial Moves on #GivingTuesday with Alexa Kane
Episode 91:Holiday Health and Wealth with Nutrition Coach Liza Baker
Episode 90:Year-End Financial Planning Moves with Hannah Near
Episode 89: Money Issues in Relationships with Lynn Walsh
Episode 88: Mortgage Options in Retirement with Nathan Steiner
Episode 87: How to Talk to Your Kids About Money with Jackie Fradenburg
Episode 86: Demystifying the FAFSA Form with Ann Garcia
Episode 85: Qualified Domestic Relation Orders with Sharee Burkel
Episode 84: Understanding Spousal Support with Peter Bissett
Episode 83: What Proposed Tax Changes Could Mean for You with Hannah Near
Episode 82: Benefit Options for Open Enrollment with Adam Wadie
Episode 81: Building a Work Life You Love as a Mom with Kelli Anderson
Episode 80: Common Mistakes In Estate Planning with Chiara Mattieson
Episode 79: Winning Resumes with Brooke Kent
Episode 78: Top 5 Financial Tips
Episode 77: Preparing an Employee for a Company IPO with Danika Waddell
Episode 76: Improving Your Net Worth with Alexa Kane
Episode 75: Financial Issues in Divorce with Anthony Urbani II J.D. and Jennifer Adlhoch
Episode 74: Financial Planning for Emerging Entrepreneurs with Anna N'Jie-Konte
Episode 73: Budgeting with Karen Dybis
Episode 72: Buying a Home in a Sellers-Market with Shana Sine Cameron
Episode 71: Claims and Coverage Options for Water Damage with Joe Tiberi
Episode 70: Social Justice Investments with Maya Philipson
Episode 69: The Secrets to Happiness at Work with Dr. Tracy Brower
Episode 68: Financial Planning Considerations for Americans Working Abroad with Marina Hernández
Episode 67: Life Insurance with Alexa Kane
Episode 66: College Planning with Jill Carr
Episode 65: Human Rights and Investing with Perth Tolle
Episode 64: Motherhood, Money, and Making Space for Selfcare with Erica Galvan
Episode 63: Finding Your Worth with Amalia Miralrio
Episode 62: What to Look for in a Financial Advisor (Guest Podcast)
Episode 61: Financial Life Planning with Dan Boyce
Episode 60: Understanding Prenuptial Agreements with Jennifer Lawrence
Episode 59: Inheritance Mistakes with Cathy Curtis
Episode 58: Fitness and Financial Habits with Sarah Jelinek
Episode 57: Getting Over Fears of Talking About Money by Lindsay Bryan-Podvin
Episode 56: Mortgage Options in Divorce with Nathan Steiner
Episode 55: ESG Investing with Kalita Blessing
Episode 54: Business Ownership with Chris Cooper
Episode 53: BEST OF 52 Pearls with Melissa Joy and Melissa Fradenburg
Episode 52: Tax Considerations in Divorce with Jamie Wilkerson Majni
Episode 51: Humble Beginnings to Financial Success Dr. David Rhoiney
Episode 50: Gen Z Disruption with Julia Carreon
Episode 49: Visualizing Retirement with Stuart Ritter
Episode 48: Financial Therapy with Nate Astle
Episode 47: Comparison is the Thief of Joy with Cherisa Allen
Episode 46: Equity Compensation with Rachel Elson
Episode 45: Legal Documents for Families with Kids with Ashley Waddel-Tingstad
Episode 44: Making Big Financial Decisions with Casey Snyder
Episode 43: Emotions and Money with Kathy Longo
Episode 42: Year-End Tax and Financial Planning with Alexa Kane
Episode 40: Holiday Spending with Karen Dybis
Episode 39: Attributes of Wealthy People with Sarah Boston and Karen Coyne
Episode 38: Getting Top Dollar for your Listing with Jennifer Adlhoch
Episode 37: Refine Your Networking Prowess with Laura Webb
Episode 36: Gen X Finances with Stephanie Vaught
Episode 35: Women Investors with Tommi Johnsen & Elisabetta Basilico
Episode 34: Money Talk for College Students with Stacy Miller
Episode 33: Charitable Giving with Laura Brownfield
Episode 32: How to Tackle Open Enrollment
Episode 31: Financial Things We Wish We Knew in Our 20s
Episode 30: Medicare with Joanne Giardini-Russell
Episode 29: Student Loan Strategies with Catalina Kaiyoorawongs
Episode 28: Five Financial Things to do Before Year End
Episode 27: Owning Your Money Story with Eugenie George
Episode 26: Pivoting your Business Mindset during COVID-19 with Megan Gunnell
Episode 25: Bridging Wealth and Income Equality with Camille York
Episode 24: Opportunities for Young High Earners with Asad Gorani
Episode 23: Small Giants Values with Hamsa Daher.
Episode 22: Financial Considerations for Women in Divorce with Heather Bendure
Episode 21: Collaborative Divorce with Alisa Peskin-Shepherd
Episode 20: Zingerman's Visioning for Uncertain Times with Elnian Gilbert
Episode 17: Conquering Financial Shame with Christine Luken
Episode 16: Closing the Racial and Gender Wealth Gap with Renee Baker
Episode 15: What is Financial Planning?
Episode 14: Financial Perspective During Coronavirus with Dan Boyce
Episode 13: Mortgage Decisions During Divorce with Erica Powers
Episode 12: College Decisions During COVID-19 with Amy McVeigh
Episode 11: All about Medicare issues during COVID-19
Episode 10: Using Gratitude for an Abundant Money Mindset During Covid-19 with Dawn Starks
Episode 9: What do I do with my 401K?
Episode 8: Retirement Investing in Bear Markets with Ashby Daniels
Episode 7:Understanding Bankruptcy with Charissa Potts
Episode 6: COVID-19 and Estate Planning with Joan Skrzyniarz
Episode 5: Technology Adaptations in the Age of Covid-19 with Bill McManus
Episode 4: Cares Act Relief for Individuals
Episode 3: CARES Act Relief for Small Business Owners
Episode 2: Focus on What You Can Control
Intro & Week 1: Map your financial goals