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Episode | Date |
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Ep 89. Life Changes & Big Moves: A Conversation on Transitions and New Beginnings
|
Mar 26, 2025 |
Ep 88. Retirement in Any Forecast: Strategies for Uncertain Times with Heather Schrieber
|
Mar 12, 2025 |
Ep 87. Under Construction
|
Feb 26, 2025 |
Ep 86. Special Announcement
|
Aug 14, 2024 |
Ep 85. Where’s Waldo (Matt Stahl)
|
Jul 31, 2024 |
Ep 84. Psychology of Money: Nothing is Free
|
Jul 17, 2024 |
Ep 83. Replay - How Is Your Advisor Being Paid? Part 2
|
Jul 03, 2024 |
Ep 82. Replay - How Is Your Advisor Being Paid? Part 1
|
Jun 19, 2024 |
Ep 81. Navigating Long-Term Care with Natalie Morland
|
Jun 05, 2024 |
Ep 80. Mastering Behavioral Finance with Dr. Daniel Crosby
|
May 22, 2024 |
Ep 79. Empowering Women in Transition with Jennifer Lee
|
May 08, 2024 |
Ep 78. The Psychology of Money: You’ll Change
|
Apr 24, 2024 |
Ep 77. How Is Your Portfolio Like a Football Team?
|
Apr 10, 2024 |
Ep 76. The Psychology of Money: Room for Error
|
Mar 27, 2024 |
Ep 75. The True Value of Financial Advisors
|
Mar 13, 2024 |
Ep 74. The Future of Wealth Management
|
Feb 28, 2024 |
Ep 73. Meet Our Senior Advisor Lauren Brown, CFP®
|
Feb 14, 2024 |
Ep 72. The Psychology of Money: Surprise!
|
Feb 06, 2024 |
SPECIAL EPISODE REPLAY: From Stressful Corporate Job To Living Life on Their Terms With Steve and Renee Shanesy
|
Jan 17, 2024 |
Ep 71. The Psychology of Money: Reasonable Is Greater Than Rational
|
Jan 03, 2024 |
Ep 70. The Great Wealth Transfer
|
Dec 20, 2023 |
Ep 69. Brad’s New Concept
|
Dec 06, 2023 |
Ep 68. Why Fiat?
|
Nov 22, 2023 |
Ep 67. Owning Property While Transitioning Into Retirement Vs. Renting
|
Nov 08, 2023 |
Ep 66. Lessons and Insights From Our Time in the Industry
|
Oct 25, 2023 |
Ep 65. Debunking Debt Myths: The Power of Strategic Borrowing
|
Oct 11, 2023 |
Ep 64. The Psychology of Money: Save Money
|
Sep 27, 2023 |
Ep 63. Raising Kids to Make Smart Money Choices
|
Sep 13, 2023 |
Ep 62. Mastering Estate Planning: Safeguarding Your Legacy with Jay Organek
|
Aug 30, 2023 |
Ep 61. The Illusion of Affluence
|
Aug 16, 2023 |
Ep 60. 401(k) Myths: Debunking Max Out Strategies for Financial Success
|
Aug 02, 2023 |
Ep 59. Anne and Skip's Inspiring Journey to a Fulfilling Retirement
|
Jul 19, 2023 |
Ep 58. The Psychology of Money: Freedom & Man in the Car Paradox
|
Jul 05, 2023 |
Ep 57. Demystifying Social Security: Navigating Taxation and Maximizing Retirement Benefits
|
Jun 21, 2023 |
Ep 56. The Hidden Costs Associated with Investing: Exploring Fees and Expenses
|
Jun 07, 2023 |
Ep 55. Embracing Challenges, Celebrating Victories, and Expanding Your Potential
|
May 24, 2023 |
Ep 54. The Golden Dilemma: Investing in Precious Metals in Today's Market
|
May 10, 2023 |
Ep 53. The Psychology of Investing: How Failures Drive Success
|
Apr 26, 2023 |
Ep 52. Uncovering the Secrets of Investing with Kurt Brown
|
Apr 12, 2023 |
Ep 51. Meet Cooper Hitt - The Jack-of-All-Trades
|
Mar 29, 2023 |
Ep 50. Unlocking the Secrets of Taxes: A CPA's Guide to Financial Success with Carly Carlson
|
Mar 15, 2023 |
Ep 49. Markets - Nowhere to Hide
|
Mar 01, 2023 |
Ep 48. Getting Wealthy Vs. Staying Wealthy
|
Feb 15, 2023 |
Ep 47: Reflecting on the Past Year and Setting Intentions for the Next
|
Feb 01, 2023 |
Ep 45. Confounding Compounding
|
Jan 04, 2023 |
Ep 44. Letting Your Values Guide Your Decisions with Kelly Wolf
|
Dec 21, 2022 |
Ep 43. From Stressful Corporate Job To Living Life on Their Terms With Steve and Renee Shanesy
|
Dec 07, 2022 |
Ep 42. The Power of Giving
|
Nov 23, 2022 |
Ep 41. Creating A Plan for Long-Term Care
|
Nov 09, 2022 |
Ep 40. When Is It Enough?
|
Oct 26, 2022 |
Ep 39. Welcoming Our First Remote Advisor: Mark Kline
|
Oct 12, 2022 |
Ep 38. How To Stop Letting Your Money Guide Your Life with Mitch Reaume
|
Sep 28, 2022 |
Ep 37. Spending Money and Having Fun
|
Sep 14, 2022 |
Ep 36. A Season of Change with Darren Lepak
|
Aug 31, 2022 |
Ep 35. The Psychology of Money: Luck and Risk
|
Aug 17, 2022 |
Ep 34. The Psychology of Money: No One's Crazy
|
Aug 03, 2022 |
Ep 33. Living the Every Day is Saturday Life with Jason Suss
|
Jul 20, 2022 |
Ep 32. Meet Our New COO, Ashley Milot
|
Jul 06, 2022 |
Ep 31. Don’t Poke The Bear Market
|
Jun 22, 2022 |
Ep 30. Chasing Your Values
|
Jun 08, 2022 |
Ep 28. Breaking Down the Psychology of Money
|
May 11, 2022 |
Ep 27. The History of Inflation
|
Apr 27, 2022 |
Ep 26. Meet Courtney Millard
|
Apr 13, 2022 |
25. Protecting Yourself from Financial Crimes
|
Mar 30, 2022 |
24. Becoming An RIA
|
Mar 16, 2022 |
23. Tax Planning with Retirement Expert, Ed Slott
|
Mar 02, 2022 |
22. Meet Our Newest Paraplanner: Tim Monson
|
Feb 16, 2022 |
21. 2022 Visions
|
Feb 02, 2022 |
19. Meet Juan Toran, Private Wealth Manager
|
Jan 05, 2022 |
18. The Greatest Advantage of Taking a Risk in Yourself With Chadd Mason
|
Dec 22, 2021 |
17. The 3 Biggest Risks In Retirement, Part Three – Longevity
|
Dec 08, 2021 |
16. The 3 Biggest Risks in Retirement, Part Two – Withdrawal Rate Risk
|
Nov 24, 2021 |
15. The 3 Biggest Risks in Retirement, Part One – Sequence of Returns Risk
|
Nov 03, 2021 |
14. Freedom Inside the Boundaries of Spending
|
Oct 20, 2021 |
13. Who is Private Wealth Manager Scott Airey?
|
Oct 06, 2021 |
12. It’s Time to Understand Your Healthcare Coverage With Allison Kraus
|
Sep 22, 2021 |
11. How Is Your Advisor Being Paid? Part 2
|
Sep 08, 2021 |
10. How Is Your Advisor Being Paid? Part 1
|
Aug 25, 2021 |
9. Leading the Every Day Is Saturday Lifestyle With Gavin Kaysen
|
Aug 11, 2021 |
8. Who is Private Wealth Manager Daniel Petkau?
|
Jul 28, 2021 |
7. Who is Private Wealth Manager Daniel Colvin?
|
Jul 14, 2021 |
6. Do You Have the Four Essential Traits of a Long-Term Investor?
|
Jun 30, 2021 |
Episode 5 – Don’t Forget About Taxes in Retirement
|
Jun 16, 2021 |
Episode 4 – How To START Working with Fiat Wealth Management
|
Jun 02, 2021 |
Episode 3 – What is Fiat Wealth Management?
|
May 19, 2021 |
Episode 2 – Who Is Matt Stahl?
|
May 05, 2021 |
Episode 1 – Who is Brad Gotto?
|
Apr 21, 2021 |