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| Episode | Date |
|---|---|
|
When Should You Take Social Security?
|
Oct 24, 2026 |
|
Millennials Need Estate Plans Too — and It’s Not Just About a Will
|
Oct 17, 2026 |
|
Do You Need a Trust, or Is a Will Enough?
|
Oct 10, 2026 |
|
What We’ve Changed Our Minds About Over the Years
|
Sep 26, 2026 |
|
What Working in Financial Planning Has Changed About the Way I Spend Money
|
Sep 19, 2026 |
|
The Business Owner Tax Conversation You Should Be Having
|
Sep 12, 2026 |
|
What Happens When You Become a New Client?
|
Aug 29, 2026 |
|
Part 2: How Do You Actually Plan for Long-Term Care?
|
Aug 22, 2026 |
|
Part 1: The Real Cost of Long-Term Care — It’s More Than Money.
|
Aug 15, 2026 |
|
When Life Changes, Your Financial Plan Should Too
|
Aug 08, 2026 |
|
Can You Trust Financial Advice on Social Media?
|
Aug 01, 2026 |
|
Episode 26: Trump Accounts – The New Tax Strategy Every Parent Needs to Understand
|
Jul 18, 2026 |
|
Episode 25: Your 401(k) Is NOT Your Emergency Fund
|
Jul 11, 2026 |
|
Episode 24: The AI Bubble – Is This the New Dot-Com Bubble?
|
Jul 04, 2026 |
|
Episode 23: The Tax Code Is Full of Incentives—Most People Just Don’t Know They Exist
|
Jun 27, 2026 |
|
Episode 22: Social Security for Spouses, Widows, Widowers & Ex-Spouses
|
Jun 20, 2026 |
|
Episode 21: Social Security Explained: The Rules That Could Cost You Thousands
|
Jun 13, 2026 |
|
Episode 20: "I Thought the Will Controlled Everything..." - Room Full of Women
|
Jun 06, 2026 |
|
Episode 19: The Retirement Tax Trap: Why Timing Your Withdrawals Matters
|
May 30, 2026 |
|
Episode 18: Can You Build Generational Wealth Without Already Being Wealthy?
|
May 23, 2026 |
|
Episode 17: HSAs Explained Clearly: Rules, Taxes, and What You Need to Know
|
May 16, 2026 |
|
Episode 16 : Listener Q&A 2
|
May 09, 2026 |
|
Episode 15 : Listener Q&A 1
|
May 02, 2026 |
|
Episode 14: The Backdoor Roth Strategy: What High Earners Don’t Know
|
Apr 25, 2026 |
|
Episode 13: How to NOT lose a client in 10 days
|
Apr 18, 2026 |
|
Episode 12: Taxes Are on Sale Right Now: What That Means for You
|
Apr 11, 2026 |
|
Episode 11: Financial Myths That Could Be Costing You Money
|
Apr 04, 2026 |
|
Episode 10: Market Volatility & Headlines: What Should You Actually Do?
|
Mar 28, 2026 |
|
Episode 9: The Best Financial Advice We've Ever Received
|
Mar 21, 2026 |
|
Spring Clean Your Finances: 7 Things to Review Before the Year Gets Away From You
|
Mar 14, 2026 |
|
RMDs Explained Clearly: What You Need to Know Before the IRS Decides For You
|
Mar 07, 2026 |
|
The Retirement Paycheck: How Do You Replace Your Income When Work Stops?
|
Feb 28, 2026 |
|
What Happens to Your Money When You Die?
|
Feb 21, 2026 |
|
Women, Wealth & Self-Love: Why Women-Focused Financial Planning Matters
|
Feb 14, 2026 |
|
Life Insurance Is Love
|
Feb 07, 2026 |
|
Why Paying Taxes Now Could Save You Later
|
Jan 31, 2026 |
|
What's New for 2025 Tax Returns
|
Jan 23, 2026 |