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You’re working hard, caring for everyone else, and managing a thousand details a day - but when was the last time you focused on your finances?
As a woman, you might carry the emotional and logistical weight of caregiving, parenting, career-building, and household management. It’s no wonder financial planning tends to fall to the bottom of your list -yet it’s one of the most important tools you have for protecting your future, your family, and your peace of mind.
Women’s Money Wisdom is here to change that.
Hosted by Melissa Joy, CFP®, founder of Pearl Planning in Dexter, Michigan, this weekly podcast is your space for practical insights and relatable advice to help you take control of your financial life. From investing and retirement to navigating life transitions and shifting your money mindset, you'll gain the clarity and confidence you need to make empowered decisions.
Maybe you’re preparing for retirement, juggling the needs of both kids and aging parents, or growing a business you’ve built from the ground up. You want to build wealth in a way that reflects your values. You want guidance that honors your full life, not just your portfolio. And most of all, you want a trusted partner who sees the whole picture, not just the numbers.
If you’re ready to stop putting yourself last - at least financially -this podcast is your starting point.
Subscribe to Women’s Money Wisdom and make your financial future a priority.
The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://pearlplanning.com/
| Episode | Date |
|---|---|
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Ep 340: No One Tells You What to Do First: An Operating System for Life's Hardest Transitions with Samina Bari
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Sep 08, 2026 |
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Episode 339: Go Ahead: 300 Years of Financial Advice That Worked (and Didn't) with Joseph Moore, PhD
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Sep 01, 2026 |
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Ep 338: The Midlife Plot Twist: Rewriting Your Money, Relationships, and Life Story with Lindsay Goldwert
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Aug 25, 2026 |
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Ep 337: Retirement Myths, Busted: What Financial Planners Really Think About Retirement with Stephanie McCullough
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Aug 18, 2026 |
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Episode 336: Even More Than Money: Designing a Financial Life on Your Own Terms with Shanna Due
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Aug 11, 2026 |
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Episode 335: The R.E.A.L. Method: Making Confident Real Estate Decisions After 55 with Donna Castillo
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Aug 04, 2026 |
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Episode 334: The Most Important Financial Decision You Will Make
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Jul 28, 2026 |
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Episode 333: Protecting Your Family From AI-Powered Scams and Fraud With Patrick Coughlin
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Jul 21, 2026 |
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Episode 332: Budgeting for Beauty: The Financial Side of Med Spa Investing with Stephanie Stewart
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Jul 14, 2026 |
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Episode 331: Getting Out of Debt: What Nonprofit Credit Counseling Can Do for You with Bruce McClary
|
Jul 07, 2026 |
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Episode 330: Are You the Family CFO? Recognizing the Invisible Work of Managing Household Finances
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Jun 30, 2026 |
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Episode 329: Mid-Year Markets and Investments Check-In with Melissa Joy, CFP®
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Jun 23, 2026 |
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Episode 328: Burnout, Sabbaticals, and the Power of Strategic Rest with Molly Rosen
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Jun 16, 2026 |
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Episode 327: Prenups as a Partnership: Approaching a Prenuptial Agreement as a Team with Kaylin Dillon, CFP®
|
Jun 09, 2026 |
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Episode 326: The Ambition Penalty: Why Women Are Pushed Down for Getting Ahead with Stefanie O’Connell
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Jun 02, 2026 |
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Episode 325: From Passion to Pickleball Pioneer: Building a Second Act Business with Christy Howden
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May 26, 2026 |
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Episode 324: History, Risk, and the Long Game: Investing Lessons That Never Go Out of Style with Ben Carlson
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May 19, 2026 |
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Episode 323: Planning for Child Free People: Estate, Legacy, and Financial Strategies with Maddy Roche
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May 12, 2026 |
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Episode 322: The Truth About "Trump Accounts" and the Smarter Ways to Save for College with Ann Garcia, CFP®
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May 05, 2026 |
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Episode 321: Retire Early: What Women Need to Know About Leaving Work on Your Own Terms with Bridget Grimes
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Apr 28, 2026 |
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Episode 320: Beyond the Documents: Estate Planning, Family Communication, and Legacy with Nicole Adkison
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Apr 21, 2026 |
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Episode 319: The Financial side of Getting Hurt: Insurance, Disability and Personal Injury Law with Megan Burns
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Apr 14, 2026 |
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Episode 318: Your Perfect Portfolio: How to Find, Build, and Stick to an Investment Strategy That Works for You with Cullen Roche
|
Apr 07, 2026 |
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Episode 317: Your Retirement Sketchbook: How to Envision, Plan, and Live Your Best Retirement with Jamie Hopkins and Bonnie Treichel
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Mar 31, 2026 |
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Episode 316: Money Talks: Teaching Kids Financial Literacy at Every Age with Charlotte Geletka, CFP®
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Mar 24, 2026 |
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Episode 315: The Family Meeting That Changed Everything: Planning with Purpose at End of Life with Shelby Nicholl
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Mar 17, 2026 |
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Episode 314: From Financial Anxiety to Confidence: A Human-Centered Approach to Money Conversations with Josie Ann Lee
|
Mar 10, 2026 |
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Episode 313: Medicare in 2026: What to Know Before You Turn 65 with Cameron Giardini
|
Mar 03, 2026 |
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Episode 312: Building Financial Fluency and Asking Better Money Questions with Tony Steuer
|
Feb 24, 2026 |
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Episode 311: AI and Investing: Surviving the AI CapEx Boom with Kai Wu
|
Feb 17, 2026 |
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Episode 310: Six Habits of Financially Secure Women with Michelle Taylor
|
Feb 10, 2026 |
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Episode 309: Listening to the Whispers: Redefining Success, Security, and Midlife Transitions with Regina Sih-Meynier
|
Feb 03, 2026 |
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Episode 308: Nailing Your 2026 Retirement Benefits: The New Rules, Higher Limits, and the "Power Couple" Strategy
|
Jan 27, 2026 |
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Episode 307: Long-Term Care Planning: Why Waiting Too Long Can Cost You
|
Jan 20, 2026 |
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Episode 306: Beyond the Highlight Reel: The Real Stories of Women Founders with Veronica McGibney
|
Jan 13, 2026 |
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Episode 305: Seven Financial Planning Themes to Guide Your Money in 2026
|
Jan 06, 2026 |
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Episode 304: The Financial Exhale: A Gentle Year-End Money Reset
|
Dec 30, 2025 |
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Episode 303: Top 10 Money Trends and Stories that Shaped 2025 & What They Mean for 2026
|
Dec 23, 2025 |
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Episode 302: Student Loans in 2026: What’s Changing and What You Need to Do Now with David Gourley
|
Dec 16, 2025 |
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Episode 301: Who Needs a Trust? - More People Than You Think with Ashley Waddell-Tingstad
|
Dec 09, 2025 |
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Episode 300: How To Get More Done by Doing Less (Yes, Really) with Dr. Natalie Nixon
|
Dec 02, 2025 |
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Episode 299: Caring Through Crisis: Dementia, Aging, and the Sandwich Generation with Nicole Smith
|
Nov 25, 2025 |
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Episode 298: The Rising Cost of Healthcare - What You Need to Know for 2025 with Cole Craven
|
Nov 18, 2025 |
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Episode 297: Preparing the Next Generation for Financial Success with Philip Barrar
|
Nov 11, 2025 |
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Episode 296: Feel-Good Finance: Healing Your Relationship with Money With Aja Evans, LMHC
|
Nov 04, 2025 |
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Episode 295: Money, Marriage & Fairness: Building an Unstoppable Financial Team with Heather & Douglas Boneparth
|
Oct 28, 2025 |
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Episode 294: How to Pay for College—Without the Panic with Shellee Howard
|
Oct 21, 2025 |
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Episode 293: Women, Wealth & Worth: Closing the Gaps with Bryn Conway
|
Oct 14, 2025 |
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Episode: 292: Financial Caregiving 101 with Journalist & Author Beth Pinsker
|
Oct 07, 2025 |
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Episode 291: 7 Smart Money Moves to Make This Fall
|
Sep 30, 2025 |
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Episode 290: Facing Fear With: Honesty, Options and Decisions with Dr. Rubina Tahir
|
Sep 23, 2025 |
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Episode 289: Your Money Has Feelings: Healing “Financial Scar Tissue” with Shannon Ryan, CFP®
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Sep 16, 2025 |
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Episode 288: The Psychology of Money: Why We Overspend, Undersave, and Avoid Financial Decisions
|
Sep 09, 2025 |
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Episode 287: Gen X High Achievers & Redefining Retirement with Joy Levin
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Sep 02, 2025 |
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Episode 286: Planning for an Early Retirement
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Aug 26, 2025 |
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Episode 285: Your Money Questions, Answered: Roths, Dave Ramsey, Emergency Funds & More
|
Aug 19, 2025 |
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Episode 284: Roth IRAs & 401(k)s: The Tax-Free Growth Strategy You Might Be Overlooking
|
Aug 12, 2025 |
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Episode 283: Rethinking Retirement: The Emotional, Purpose-Driven Side of Life After Work with Dan Haylett
|
Aug 05, 2025 |
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Episode 282: How to Face Your Finances and Build a Life That Works with Michelle Campbell
|
Jul 29, 2025 |
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Episode 281: Slow Summer for Great Vibes and Money Outcomes
|
Jul 22, 2025 |
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Episode 280: One Big, Beautiful Bill: What the OB3 Tax Law Means for Your Money
|
Jul 15, 2025 |
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Episode 279: Less Pressure, More Purpose: Building a Life That Feels as Good as It Looks with Brandi Hudson
|
Jul 08, 2025 |
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Episode 278: CEO Money Mindset: Think Like a Leader in Business and Life with Megan Schwan
|
Jul 01, 2025 |
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Episode 277: Money Hot Takes: Financial Controversies & Unpopular Opinions
|
Jun 24, 2025 |
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Episode 276: Beyond the 9-to-5: How Franchising Can Redefine Your Career Path with Alex & Julie Roberts
|
Jun 17, 2025 |
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Episode 275: Women, Wealth and Future of Financial Planning with Cary Carbonaro, CFP®
|
Jun 10, 2025 |
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Episode 274: Reinventing Life on Your Own Terms with Digital Nomad Sherita Janielle
|
Jun 03, 2025 |
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Episode 273: Leadership is Leverage: How Strong Leaders Create Bigger Paychecks and Bigger Impact with Jackie Simon
|
May 27, 2025 |
|
Episode 272: First-Class Travel on an Economy Budget with Points Pro Bry Keith
|
May 20, 2025 |
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Episode 271: Estate Planning Made Manageable with Rachel Donnelly
|
May 13, 2025 |
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Episode 270: Spring Clean Your Finances: 20 Ways to Refresh Your Financial Life Right Now
|
May 06, 2025 |
|
Episode 269: RSU's Demystified: How Smart Women Manage Equity Compensation
|
Apr 29, 2025 |
|
Episode 268: Mortgage Rates, Market Myths & Smart Home Buying with Erica Powers
|
Apr 22, 2025 |
|
Episode of 267: Rethinking Retirement: Spending Surprises, Confidence Gaps & Evolving Timelines
|
Apr 15, 2025 |
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Episode 266: Tariffs, Crashes, and Bear Markets
|
Apr 08, 2025 |
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Episode 265: Navigating Trump's Proposed College Funding Changes With Ann Garcia, CFP®
|
Apr 01, 2025 |
|
Episode 264: What’s Up With Women and Money with Author Alison Kosik
|
Mar 25, 2025 |
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Episode 263: Talking About Money and Overcoming Financial Stigma with Author Kathleen Burns Kingsbury
|
Mar 18, 2025 |
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Episode 262: Making Space for Moms and Families with Founder Ariel Wan
|
Mar 11, 2025 |
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Episode 261: Shifting Identities for Women Including Career and Motherhood with Hannah Moore, CFP®
|
Mar 04, 2025 |
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Episode 260: 5 Year Anniversary and Finding Your Authentic Style with Morgan Wider
|
Feb 25, 2025 |
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Episode 259: Family Vision and Values with Business Coach Kelly O'Donnell
|
Feb 18, 2025 |
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Episode 258: Let's Talk About Tariffs
|
Feb 11, 2025 |
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Episode 257: Addiction & Your Money with Karen Coyne, CFP®
|
Feb 04, 2025 |
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Episode 256: Who Needs a Trust with Ashley Waddell-Tingstad
|
Jan 28, 2025 |
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Episode 255: Downsize Your Stuff to Upgrade Your Finances with Sharon McRill
|
Jan 21, 2025 |
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Episode 254: Money Matters in Trump's Second Term
|
Jan 14, 2025 |
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Episode 253: Celebrity Estate Planning Lessons with Jennifer Rozelle
|
Jan 07, 2025 |
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Episode 252: Planning for Financial Success in 2025
|
Dec 31, 2024 |
|
Episode 251: Seeking Contentment in the Holidays & Life
|
Dec 24, 2024 |
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Episode 250: How to Retire with Author Christine Benz
|
Dec 17, 2024 |
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Episode 249: Year-End Financial and Tax Moves
|
Dec 10, 2024 |
|
Episode 248 : The Extraordinary Power of Charitable Giving
|
Dec 03, 2024 |
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Episode 247: The Soul of Wealth with Author Dr. Daniel Crosby
|
Nov 26, 2024 |
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Episode 246: Overcoming Imposter Syndrome with Coach LJ Gamble
|
Nov 19, 2024 |
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Episode 245: Coping as a Caregiver with Danielle Miura, CFP®, MSFP, EA
|
Nov 12, 2024 |
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Episode 244: How to React to Any Election Outcomes as an Investor
|
Nov 05, 2024 |
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Episode 243: Personal Care and Your Money with Hair Stylist Jessica Hawkins
|
Oct 29, 2024 |
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Episode 242: Investor Lessons from 2024 Detroit Tigers Playoff Run
|
Oct 22, 2024 |
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Episode 241: Sustainable Fashion with Marcie Greene
|
Oct 15, 2024 |
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Episode 240: What You Need to Know About Menopause and Your Money with Julia Carreon
|
Oct 08, 2024 |
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Episode 239: Reducing Overwhelm by Doing Less With Michelle Gauthier
|
Oct 01, 2024 |
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Episode 238: Investing with Human Rights in Mind with William F. Schulz
|
Sep 24, 2024 |
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Episode 237: Getting Ready to Pay for College with Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®, AIF®
|
Sep 17, 2024 |
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Episode 236: Financial Planning for People without Kids with Dr. Jay Zigmont CFP®
|
Sep 10, 2024 |
|
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
|
Sep 03, 2024 |
|
Episode 234: All About HSAs with Bill Stuart
|
Aug 27, 2024 |
|
Episode 233: Olympic Lessons for Investors
|
Aug 20, 2024 |
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Episode 232: Bookkeeping and Tax Planning for Business Owners with Ronisa Clark
|
Aug 13, 2024 |
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Episode 231: All About Medicare with Joanne Giardini-Russell
|
Aug 06, 2024 |
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Episode 230: How to Communicate About Money with Counselor Sara Silvennoinen
|
Jul 30, 2024 |
|
Episode 229: Tightwads and Spendthrifts with Author Scott Rick
|
Jul 23, 2024 |
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Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin
|
Jul 16, 2024 |
|
Episode 227: Mortgages in a High-Rate Environment with Erica Powers
|
Jul 09, 2024 |
|
Episode 226: Finding Financial Pearls & Jimmy C. Shoes
|
Jul 02, 2024 |
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Episode 225: Create Your Dream Home with Melissa Kennedy and Jen Hinesman
|
Jun 25, 2024 |
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Episode 224: Do You Need a Travel Advisor? Custom Trips and Money-Saving Tips with Vinal Desai Burbeck
|
Jun 18, 2024 |
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Episode 223: The Invisible Costs of Child Care with Heather Boneparth
|
Jun 11, 2024 |
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Episode 222: Student Loans: Understanding Loan Forgiveness and Income-Based Repayment Plans with David Gourley, CSLP®
|
Jun 04, 2024 |
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Episode 221: Scholarships and Financial Planning for College with Ann Garcia, CFP®
|
May 28, 2024 |
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Episode 220: Should You Count On Social Security In Retirement?
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May 21, 2024 |
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Episode 219: Simple Steps To Protect Seniors From Financial Fraud with Cathy Curtis, CFP®
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May 14, 2024 |
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Episode 218: Preparing for an Early Retirement
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May 07, 2024 |
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Episode 217: Teaching Kids Money Basics with Melissa Gordon
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Apr 30, 2024 |
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Episode 216: Finding Hope in Difficult Times with Dr. William Schulz
|
Apr 23, 2024 |
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Episode 215: You Filed Your Taxes. What Comes Next?
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Apr 16, 2024 |
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Episode 214: How to Navigate Money Differences With A Partner with Ashley Quamme
|
Apr 09, 2024 |
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Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling
|
Apr 02, 2024 |
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Episode 212: Even Out The Power Scales of Marriage and Money
|
Mar 26, 2024 |
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Episode 211: When Should I Get Serious About Saving For Retirement?
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Mar 19, 2024 |
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Episode 210: Navigating Motherhood, Mindset, and Money with Dr. Sue McCreadie
|
Mar 12, 2024 |
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Episode 209: What Should I Do With Excess Cash?
|
Mar 05, 2024 |
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Episode 208: How To Stop Financially Supporting Your Adult Children
|
Feb 27, 2024 |
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Episode 207: You Inherited A Lot of Money Or Assets. Now What?
|
Feb 20, 2024 |
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Episode 206: Dividing Up Finances: Yours, Mine, and Ours
|
Feb 13, 2024 |
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Episode 205: How To Get Organized And Reduce Tax Season Stress
|
Feb 06, 2024 |
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Episode 204: Investing in an Election Year: Why Long-Term Perspective Matters.
|
Jan 30, 2024 |
|
Episode 203: What Lions Playoff Tickets Teach Us About Financial Planning
|
Jan 23, 2024 |
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Episode 202: Resume and Job Hunting Tips for Women with Linda Olejniczak
|
Jan 16, 2024 |
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Episode 201: Skin Deep: Navigating Dermatological Costs and Skincare Essentials with Dr. Meredith Price
|
Jan 09, 2024 |
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Episode 200: Setting Financial Resolutions and Goals for 2024
|
Jan 02, 2024 |
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Episode 199: Turning Thrift Store Finds into Profit with Ruth Fradenburg
|
Dec 26, 2023 |
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Episode 198:Gifts That Grow: Sparkling Ideas for Financial Wellness This Holiday Season
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Dec 19, 2023 |
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Episode 197: Understanding and Overcoming the Emotional Triggers of Overspending with Paige Pritchard
|
Dec 12, 2023 |
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Episode 196: Slaying the Holiday Budget Beast: Tips and Tactics
|
Dec 05, 2023 |
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Episode 195: Maximizing the Impact of Charitable Giving with Melissa Joy
|
Nov 28, 2023 |
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Episode 194: Boosting Your Holiday Fashion with Kelley Muzingo
|
Nov 21, 2023 |
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Episode 193: Year-End Financial Planning with Alexa Kane
|
Nov 14, 2023 |
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Episode 192: Resisting the Spending to Impress Trap: Financial Planning Tips Inspired by Travis and Taylor
|
Nov 07, 2023 |
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Episode 191: Scariest Financial Planning Moves
|
Oct 31, 2023 |
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Episode 190:Breathing, Energy, and the Science of Well-being with Cass Ghiorse
|
Oct 24, 2023 |
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Episode 189: Finding Personal Success and Wellness: A Conversation with Melissa Coulier
|
Oct 17, 2023 |
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Episode 188: Understanding Health Savings Accounts with Melissa Joy
|
Oct 10, 2023 |
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Episode 187: Navigating the Costs of Weight Loss: A Personal Journey
|
Sep 26, 2023 |
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Episode 186: Financial Independence: A Midlife Woman's Guide with Nancy McKenna
|
Sep 19, 2023 |
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Episode 185:Building a Short-Term Rental Portfolio with Natalie Bruno
|
Sep 12, 2023 |
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Episode 184: The Role of 'Girl Money' in Financial Literacy for Women
|
Sep 05, 2023 |
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Episode 183: Financial Self-Control and Budget Management
|
Aug 29, 2023 |
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Episode 182: Turning the Back-to-School Season into a Financial Reset
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Aug 22, 2023 |
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Episode 181:Common Money Conflicts for Couples and How to Resolve Them
|
Aug 15, 2023 |
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Episode 180: Budgeting for College Life: A Parent's Guide to College Send Off
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Aug 08, 2023 |
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Episode 179: Top 5 Financial Planning Take-aways from the Barbie Movie
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Aug 01, 2023 |
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Episode 178: Tipping: Navigating the Gratuity Landscape in a Changing World
|
Jul 25, 2023 |
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Episode 177: Long Term Care Considerations for Women
|
Jul 18, 2023 |
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Episode 176: An Insight into Divorce Forensic Accounting with Tracy Coenen
|
Jul 11, 2023 |
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Episode 175:Financial Planning Discussions for Couples
|
Jul 04, 2023 |
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Episode 174: Exploring Investment Assumptions: Real Estate vs. Stock & Bond Investing
|
Jun 27, 2023 |
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Episode 173: Rediscovering Yourself and Finding Balance in Motherhood with Carmie Buhalis
|
Jun 20, 2023 |
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Episode 172: Financial Lessons from Taylor Swift's Eras Tour
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Jun 13, 2023 |
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Episode 171: Money Mindset to Fight Negative News with Melissa Joy
|
Jun 06, 2023 |
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Episode 170: The Case for 529 Plans for College Savings with Ann Garcia
|
May 30, 2023 |
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Episode 169: Understanding the Debt Ceiling and its Impact on the Economy
|
May 23, 2023 |
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Episode 168: Financial Planning for Midwives and Caregiving Professionals with Aravind Sithamparapillai
|
May 16, 2023 |
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Episode 167: Demystifying Credit Scores with Melissa Fradenburg
|
May 09, 2023 |
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Episode 166: Late-Stage College Planning with Brad Baldridge
|
May 02, 2023 |
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Episode 165: Five Financial Tips to Implement After Filing Your Taxes
|
Apr 25, 2023 |
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Episode 164:Why Timing the Market During a Recession Can Hurt Your Investment Returns
|
Apr 18, 2023 |
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Episode 163: Mortgage Rates and the Unlikelihood of a 2008 Repeat with Nathan Steiner
|
Apr 11, 2023 |
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Episode 162: More Than Money with Melissa Joy, CFP®
|
Apr 04, 2023 |
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Episode 161:Teaching Teens the Value of Money
|
Mar 28, 2023 |
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Episode 160: Considerations When Buying a Second Home with Sherri Stephens.
|
Mar 21, 2023 |
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Episode 159: Bank Failures: Understanding the Causes and Consequences with Melissa Joy.
|
Mar 14, 2023 |
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Episode 158: Important Estate Planning Documents for Adult Children With Liz Derrick
|
Mar 07, 2023 |
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Episode 157: Insurance Considerations for Small Business Owners with Kelly Aitken-Gwinnell
|
Feb 28, 2023 |
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Episode 156: What You Need to Know About Insurance with Kelly Aitken- Gwinnell and Renee Mason-Sherry
|
Feb 21, 2023 |
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Episode 155: Love And Money: Financial Planning Considerations For Couples
|
Feb 14, 2023 |
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Episode 154: Retirement Readiness with Melissa Joy
|
Feb 07, 2023 |
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Episode 153: Surviving a Layoff: Your Financial Checklist for Moving Forward
|
Jan 31, 2023 |
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Episode 152: Budget Friendly Style with Kendra Bissig
|
Jan 24, 2023 |
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Episode 151: Saving for the Future: A Guide to Opening a Roth IRA for Children
|
Jan 17, 2023 |
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Episode 150: What the Secure Act 2.0 Means for Your Retirement
|
Jan 10, 2023 |
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Episode 149: Investment Mindset for 2023 with Charlotte Geletka
|
Jan 03, 2023 |
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Episode 148: Career Pivots for Financial Success with Laura Khalil
|
Dec 27, 2022 |
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Episode 147: Protecting Wealth for Women with Irena Politano
|
Dec 20, 2022 |
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Episode 146: Financial Considerations When Moving
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Dec 13, 2022 |
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Episode 145: Social Security Basics with Vonda VanTil
|
Dec 06, 2022 |
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Episode 144: Opportunities to Give back on Giving Tuesday
|
Nov 29, 2022 |
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Episode 143: Control Holiday Spending in Times of Inflation
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Nov 22, 2022 |
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Episode 142: Less Stress Over the Holidays with Carmie Buhalis
|
Nov 15, 2022 |
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Episode 141: Year End Planning with Melissa Joy
|
Nov 08, 2022 |
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Episode 140: Making the Most of Your Employee Benefits with Melissa Joy
|
Nov 01, 2022 |
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Episode 139: Cost of Living Adjustments for 2023
|
Oct 25, 2022 |
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Episode 138: How to Deal with Grief and Financial Decisions with Kathi Balasek
|
Oct 18, 2022 |
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Episode 137: Paying Down Debt
|
Oct 11, 2022 |
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Episode 136: Lending and the Housing Market in a Rising Rate Environment with Nathan Steiner
|
Oct 04, 2022 |
|
Episode 135: Unclaimed Property with Jay Fradenburg
|
Sep 27, 2022 |
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Episode 134:Inflation Expectations and Market Volatility with Jay Fradenburg
|
Sep 20, 2022 |
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Episode 133: Money Secrets in Your Net Worth with Rachael Camp
|
Sep 13, 2022 |
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Episode 132: Paying for College with Ann Garcia
|
Sep 06, 2022 |
|
Episode 131:Student Loan Forgiveness with Alexa Kane
|
Aug 30, 2022 |
|
Episode 130: Back-to-School Tips with Melissa Fradenburg
|
Aug 23, 2022 |
|
Episode 129: Understanding the Racial Wealth Gap with Renee Baker
|
Aug 16, 2022 |
|
Episode 128: Roth Conversion in a Down Market
|
Aug 09, 2022 |
|
Episode 127: First Generation Wealth with Valerie Rivera
|
Aug 02, 2022 |
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Episode 126: Financial Tips for Buying a Car
|
Jul 26, 2022 |
|
Episode 125: Financial Planning Considerations for LGBTQ People with Laura LaTourette
|
Jul 19, 2022 |
|
Episode 124: Teaching Children Financial Responsibility Through Chores
|
Jul 12, 2022 |
|
Episode 123: Simple Budgeting Tips with Melissa Fradenburg
|
Jul 05, 2022 |
|
Episode 122: Investing Outlook with Jay Fradenburg
|
Jun 28, 2022 |
|
Episode 121: Summer Before College Financial Checklist
|
Jun 21, 2022 |
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Episode 120: Financial Wellness Through Community Work with Diana Yanez
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Jun 14, 2022 |
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Episode 119: Things You Can do If You're Feeling the Pinch of Inflation
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Jun 07, 2022 |
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Episode 118: House Decisions For Aging Parents with Caroline Gaynor
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May 31, 2022 |
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Episode 117: Interest Rates, Inflation and The Federal Reserve
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May 24, 2022 |
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Episode 116: Breaking Away From Financial Abuse With Stacy Francis, CFP ®, CDFA®, CES®
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May 17, 2022 |
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Episode 115: Spring Clean Your Finances
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May 10, 2022 |
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Episode 114: Plan For Next Year's Taxes Now with Melissa Joy, CFP ®
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May 03, 2022 |
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Episode 113: How Much House Can I Afford?
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Apr 26, 2022 |
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Episode 112: Teaching Teens Good Money Habits with Melissa Fradenburg
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Apr 19, 2022 |
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Episode 111: ESG Investing
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Apr 12, 2022 |
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Episode 110: Asset Allocation and Diversification with Melissa Fradenburg
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Apr 05, 2022 |
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Episode 109: Being Present in Motherhood and Career with Cathy Harber
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Mar 29, 2022 |
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Episode 108: Risk Tolerance with Melissa Fradenburg
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Mar 22, 2022 |
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Episode 107: Lifestyle Creep with Melissa Fradenburg
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Mar 15, 2022 |
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Episode106: Buying the Dips with Melissa Fradenburg
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Mar 08, 2022 |
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Episode 105: Asking for a Raise with Melissa Fradenburg
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Mar 01, 2022 |
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Episode 104: Asset Protection Trusts with Ameena Sheikh and Jasmine Rippy
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Feb 22, 2022 |
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Episode 103: How Aspiring Physicians Can Manage Student Loans
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Feb 15, 2022 |
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Episode 102: All About Emergency Reserves
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Feb 08, 2022 |
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Episode 101: Simplifying the Mortgage Process with Jill Byrne and Laura Peters
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Feb 01, 2022 |
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Episode 100: How to Stay Calm In times of Market Volatility
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Jan 25, 2022 |
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Episode 99: Passive vs. Active Investing with Amanda Piper, CFA
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Jan 18, 2022 |
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Episode 98: Financial Procrastination with Melissa Fradenburg
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Jan 11, 2022 |
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Episode 97: Start Your New Year Right with Melissa Joy
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Jan 04, 2022 |
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Episode 96: Three Action Items to wrap up the Year with Melissa Joy
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Dec 28, 2021 |
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Episode 95:Get Your House in Order for Aging with Kristie Kindstrom
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Dec 21, 2021 |
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Episode 94: Tips for the Next Generation From a Financially Responsible Millennial with Ashley Mont
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Dec 14, 2021 |
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Episode 93: Keeping Holiday Spending in Check with Melissa Fradenburg
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Dec 07, 2021 |
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Episode 92:Smart Financial Moves on #GivingTuesday with Alexa Kane
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Nov 30, 2021 |
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Episode 91:Holiday Health and Wealth with Nutrition Coach Liza Baker
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Nov 23, 2021 |
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Episode 90:Year-End Financial Planning Moves with Hannah Near
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Nov 16, 2021 |
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Episode 89: Money Issues in Relationships with Lynn Walsh
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Nov 09, 2021 |
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Episode 88: Mortgage Options in Retirement with Nathan Steiner
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Nov 02, 2021 |
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Episode 87: How to Talk to Your Kids About Money with Jackie Fradenburg
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Oct 26, 2021 |
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Episode 86: Demystifying the FAFSA Form with Ann Garcia
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Oct 19, 2021 |
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Episode 85: Qualified Domestic Relation Orders with Sharee Burkel
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Oct 12, 2021 |
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Episode 84: Understanding Spousal Support with Peter Bissett
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Oct 05, 2021 |
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Episode 83: What Proposed Tax Changes Could Mean for You with Hannah Near
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Sep 28, 2021 |
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Episode 82: Benefit Options for Open Enrollment with Adam Wadie
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Sep 21, 2021 |
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Episode 81: Building a Work Life You Love as a Mom with Kelli Anderson
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Sep 14, 2021 |
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Episode 80: Common Mistakes In Estate Planning with Chiara Mattieson
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Aug 31, 2021 |
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Episode 79: Winning Resumes with Brooke Kent
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Aug 24, 2021 |
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Episode 78: Top 5 Financial Tips
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Aug 17, 2021 |
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Episode 77: Preparing an Employee for a Company IPO with Danika Waddell
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Aug 10, 2021 |
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Episode 76: Improving Your Net Worth with Alexa Kane
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Aug 03, 2021 |
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Episode 75: Financial Issues in Divorce with Anthony Urbani II J.D. and Jennifer Adlhoch
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Jul 23, 2021 |
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Episode 74: Financial Planning for Emerging Entrepreneurs with Anna N'Jie-Konte
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Jul 20, 2021 |
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Episode 73: Budgeting with Karen Dybis
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Jul 13, 2021 |
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Episode 72: Buying a Home in a Sellers-Market with Shana Sine Cameron
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Jul 06, 2021 |
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Episode 71: Claims and Coverage Options for Water Damage with Joe Tiberi
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Jun 30, 2021 |
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Episode 70: Social Justice Investments with Maya Philipson
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Jun 22, 2021 |
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Episode 69: The Secrets to Happiness at Work with Dr. Tracy Brower
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Jun 15, 2021 |
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Episode 68: Financial Planning Considerations for Americans Working Abroad with Marina Hernández
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Jun 08, 2021 |
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Episode 67: Life Insurance with Alexa Kane
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Jun 01, 2021 |
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Episode 66: College Planning with Jill Carr
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May 25, 2021 |
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Episode 65: Human Rights and Investing with Perth Tolle
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May 18, 2021 |
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Episode 64: Motherhood, Money, and Making Space for Selfcare with Erica Galvan
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May 11, 2021 |
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Episode 63: Finding Your Worth with Amalia Miralrio
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May 04, 2021 |
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Episode 62: What to Look for in a Financial Advisor (Guest Podcast)
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Apr 27, 2021 |
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Episode 61: Financial Life Planning with Dan Boyce
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Apr 20, 2021 |
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Episode 60: Understanding Prenuptial Agreements with Jennifer Lawrence
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Apr 13, 2021 |
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Episode 59: Inheritance Mistakes with Cathy Curtis
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Apr 06, 2021 |
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Episode 58: Fitness and Financial Habits with Sarah Jelinek
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Mar 30, 2021 |
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Episode 57: Getting Over Fears of Talking About Money by Lindsay Bryan-Podvin
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Mar 23, 2021 |
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Episode 56: Mortgage Options in Divorce with Nathan Steiner
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Mar 16, 2021 |
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Episode 55: ESG Investing with Kalita Blessing
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Mar 09, 2021 |
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Episode 54: Business Ownership with Chris Cooper
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Mar 02, 2021 |
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Episode 53: BEST OF 52 Pearls with Melissa Joy and Melissa Fradenburg
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Feb 23, 2021 |
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Episode 52: Tax Considerations in Divorce with Jamie Wilkerson Majni
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Feb 16, 2021 |
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Episode 51: Humble Beginnings to Financial Success Dr. David Rhoiney
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Feb 09, 2021 |
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Episode 50: Gen Z Disruption with Julia Carreon
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Feb 02, 2021 |
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Episode 49: Visualizing Retirement with Stuart Ritter
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Jan 26, 2021 |
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Episode 48: Financial Therapy with Nate Astle
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Jan 19, 2021 |
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Episode 47: Comparison is the Thief of Joy with Cherisa Allen
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Jan 12, 2021 |
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Episode 46: Equity Compensation with Rachel Elson
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Jan 05, 2021 |
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Episode 45: Legal Documents for Families with Kids with Ashley Waddel-Tingstad
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Dec 29, 2020 |
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Episode 44: Making Big Financial Decisions with Casey Snyder
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Dec 22, 2020 |
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Episode 43: Emotions and Money with Kathy Longo
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Dec 15, 2020 |
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Episode 42: Year-End Tax and Financial Planning with Alexa Kane
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Dec 08, 2020 |
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Episode 40: Holiday Spending with Karen Dybis
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Nov 24, 2020 |
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Episode 39: Attributes of Wealthy People with Sarah Boston and Karen Coyne
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Nov 17, 2020 |
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Episode 38: Getting Top Dollar for your Listing with Jennifer Adlhoch
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Nov 10, 2020 |
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Episode 37: Refine Your Networking Prowess with Laura Webb
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Nov 03, 2020 |
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Episode 36: Gen X Finances with Stephanie Vaught
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Oct 27, 2020 |
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Episode 35: Women Investors with Tommi Johnsen & Elisabetta Basilico
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Oct 20, 2020 |
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Episode 34: Money Talk for College Students with Stacy Miller
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Oct 13, 2020 |
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Episode 33: Charitable Giving with Laura Brownfield
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Oct 06, 2020 |
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Episode 32: How to Tackle Open Enrollment
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Sep 29, 2020 |
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Episode 31: Financial Things We Wish We Knew in Our 20s
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Sep 22, 2020 |
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Episode 30: Medicare with Joanne Giardini-Russell
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Sep 15, 2020 |
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Episode 29: Student Loan Strategies with Catalina Kaiyoorawongs
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Sep 08, 2020 |
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Episode 28: Five Financial Things to do Before Year End
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Sep 01, 2020 |
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Episode 27: Owning Your Money Story with Eugenie George
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Aug 28, 2020 |
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Episode 26: Pivoting your Business Mindset during COVID-19 with Megan Gunnell
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Aug 21, 2020 |
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Episode 25: Bridging Wealth and Income Equality with Camille York
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Aug 13, 2020 |
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Episode 24: Opportunities for Young High Earners with Asad Gorani
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Aug 07, 2020 |
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Episode 23: Small Giants Values with Hamsa Daher.
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Jul 31, 2020 |
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Episode 22: Financial Considerations for Women in Divorce with Heather Bendure
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Jul 22, 2020 |
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Episode 21: Collaborative Divorce with Alisa Peskin-Shepherd
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Jul 07, 2020 |
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Episode 20: Zingerman's Visioning for Uncertain Times with Elnian Gilbert
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Jun 30, 2020 |
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Episode 17: Conquering Financial Shame with Christine Luken
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Jun 19, 2020 |
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Episode 16: Closing the Racial and Gender Wealth Gap with Renee Baker
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Jun 16, 2020 |
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Episode 15: What is Financial Planning?
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Jun 12, 2020 |
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Episode 14: Financial Perspective During Coronavirus with Dan Boyce
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Jun 09, 2020 |
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Episode 13: Mortgage Decisions During Divorce with Erica Powers
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May 29, 2020 |
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Episode 12: College Decisions During COVID-19 with Amy McVeigh
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May 26, 2020 |
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Episode 11: All about Medicare issues during COVID-19
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May 22, 2020 |
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Episode 10: Using Gratitude for an Abundant Money Mindset During Covid-19 with Dawn Starks
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May 15, 2020 |
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Episode 9: What do I do with my 401K?
|
May 08, 2020 |
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Episode 8: Retirement Investing in Bear Markets with Ashby Daniels
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May 04, 2020 |
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Episode 7:Understanding Bankruptcy with Charissa Potts
|
Apr 30, 2020 |
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Episode 6: COVID-19 and Estate Planning with Joan Skrzyniarz
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Apr 24, 2020 |
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Episode 5: Technology Adaptations in the Age of Covid-19 with Bill McManus
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Apr 22, 2020 |
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Episode 4: Cares Act Relief for Individuals
|
Apr 18, 2020 |
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Episode 3: CARES Act Relief for Small Business Owners
|
Apr 10, 2020 |
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Episode 2: Focus on What You Can Control
|
Apr 02, 2020 |
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Intro & Week 1: Map your financial goals
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Feb 25, 2020 |