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| Episode | Date |
|---|---|
|
Episode 15 - Systematic One-Time Planning with Jon Luskin
|
May 15, 2026 |
|
Episode 14 - Equity Compensation and International Gotchas with Anthony Lombard
|
Apr 30, 2026 |
|
Episode 13 - From MIT Engineer to Advice-Only Advocate - Sarah Sprague Gerber's Story
|
Apr 15, 2026 |
|
Episode 12 - Give, Give, Give: How Cody Garrett Built Multiple Revenue Streams through Radical Generosity
|
Apr 01, 2026 |
|
Episode 11 - Academia and Financial Planning Education with Annabelle Dobson
|
Mar 25, 2026 |
|
Episode 10 - From Social Worker to Financial Planner with Krystal Fortner
|
Feb 28, 2026 |
|
Episode 9 - Building an Hourly-Only Practice with Zach Lundak
|
Feb 15, 2026 |
|
Episode 8 - Estate Planning Realities and Roth Conversion Strategies with Mike Piper
|
Jan 31, 2026 |
|
Episode 7 - Maggie Klokkenga on Cash Flow Foundations and Finding Your Tribe
|
Jan 15, 2026 |
|
Episode 6 - Holly Donaldson
|
Dec 30, 2025 |
|
Episode 5 - Steven Fox
|
Dec 15, 2025 |
|
Episode 4 - Jeremy Schneider
|
Nov 30, 2025 |
|
Episode 3 - Chad Gammon
|
Nov 15, 2025 |
|
Episode 2 - Mary Ann Sullivan
|
Oct 31, 2025 |
|
Episode 1 - Eric Simonson
|
Oct 01, 2025 |
|
Episode 0
|
Sep 30, 2025 |