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| Episode | Date |
|---|---|
|
Episode 21: Social Security Explained: The Rules That Could Cost You Thousands
|
Jun 13, 2026 |
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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 |
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Episode 12: Taxes Are on Sale Right Now: What That Means for You
|
Apr 11, 2026 |
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Episode 11: Financial Myths That Could Be Costing You Money
|
Apr 04, 2026 |
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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 |