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| Episode | Date |
|---|---|
|
Employment Law: What Employers Need to Know
|
Apr 02, 2026 |
|
Housing Wealth in Retirement
|
Dec 19, 2025 |
|
Fourth Quarter 2025 Market Update with BlackRock
|
Dec 17, 2025 |
|
Year End Tax Planning for Business Owners
|
Nov 24, 2025 |
|
Quarterly Market Update with BlackRock
|
Apr 17, 2025 |
|
Savvy Social Security
|
Apr 10, 2025 |
|
Tying the Financial Knot (Podcast for Newlyweds)
|
Mar 14, 2025 |
|
Market Update with BlackRock
|
Jan 30, 2025 |
|
Navigating Open Enrollment: Choosing Benefits That Work For You
|
Dec 06, 2024 |
|
Last Check: Retirement Matters
|
Nov 11, 2024 |
|
Market Update with BlackRock
|
Oct 23, 2024 |
|
Retirement Matters
|
Oct 09, 2024 |
|
Top Strategies to Safeguard Your Income
|
Oct 08, 2024 |
|
Protecting What Matters: An Abundance Mindset
|
Oct 08, 2024 |
|
Social Security: The Choice of a Lifetime
|
Sep 09, 2024 |
|
Fundamentals of Estate Planning
|
Sep 09, 2024 |
|
Master the Art of Saving: Your Key to a Secure Retirement
|
Sep 09, 2024 |
|
March 2024 Coaching Call: Market Update with Mike Trudel of BlackRock
|
Mar 04, 2024 |
|
August 2023 Coaching Call: Market Update with Mike Trudel of BlackRock
|
Aug 28, 2023 |
|
May 2023 Coaching Call: Disability: Are You Financially Prepared?
|
Jun 06, 2023 |
|
May 2023 Coaching Call: Perspectives Around the U.S. Debt Ceiling
|
May 30, 2023 |
|
Podcast Replay: Financial Literacy Month (April 2019 Coaching Call)
|
Apr 13, 2023 |
|
Podcast Replay: What Will Be Your Legacy?
|
Mar 23, 2023 |
|
March 2023: Perspectives on Finance and Economics with Mike Trudel of BlackRock
|
Mar 13, 2023 |
|
Podcast: Becoming A Great Saver Replay
|
Jan 19, 2023 |
|
October 2022 Market Update Coaching Call
|
Oct 05, 2022 |
|
Financial Wellness: Why it Should be Made a Priority in the Workplace
|
Aug 01, 2022 |
|
August 2022 Coaching Call with Mike Trudel of BlackRock
|
Jul 22, 2022 |
|
July 2022 Coaching Call: Market Update and Inflation
|
Jul 14, 2022 |
|
May 2022 Coaching Call: Disability Income Awareness Month
|
Apr 29, 2022 |
|
March 2022 Market Update
|
Mar 09, 2022 |
|
February 2022 Coaching Call: Interview with Russ Koesterich, BlackRock.
|
Jan 28, 2022 |
|
December 2021 Coaching Call: 2021 Retrospective
|
Dec 15, 2021 |
|
July 2021 Coaching Call: Annuities
|
Jul 07, 2021 |
|
May 2021 Coaching Call: Disability Awareness Month
|
May 07, 2021 |
|
May 2021 Market Update
|
Apr 28, 2021 |
|
December 2020 Coaching Call: 2020 Retrospective
|
Dec 22, 2020 |
|
November 2020 Market Update
|
Nov 06, 2020 |
|
September 2020 Coaching Call: Adjusting to the "New Normal"
|
Sep 22, 2020 |
|
July 2020 Coaching Call/Summer Market Update
|
Jul 27, 2020 |
|
March 2020 Coaching Call / Market Update
|
Feb 26, 2020 |
|
December 2019 Coaching Call Avoiding the Holiday Financial Hangover
|
Dec 10, 2019 |
|
August 2019 Coaching Call: Introducing Flo
|
Aug 14, 2019 |
|
May 2019 Coaching Call/Disability Awareness Month
|
May 28, 2019 |
|
March 2019 Coaching Call: Asset Protection Month
|
Mar 11, 2019 |
|
November 2018 Coaching Call: Market Volatility and Behavioral Finance
|
Nov 02, 2018 |
|
October 2018 Coaching Call: Estate Planning Month
|
Oct 03, 2018 |
|
September 2018 Coaching Call: Life Insurance Awareness Month
|
Sep 12, 2018 |
|
May 2018 Coaching Call - College Planning part 2
|
May 03, 2018 |
|
April 2018 Coaching Call - College Planning part 1
|
Apr 23, 2018 |
|
February 2018 Coaching Call: Market Volatility
|
Feb 06, 2018 |
|
December 2017 Coaching Call
|
Dec 15, 2017 |
|
November 2017 Coaching Call
|
Nov 01, 2017 |
|
September 2017 Coaching Call: Life Insurance Awareness Month
|
Sep 22, 2017 |
|
June 2017 Coaching Call
|
Jun 21, 2017 |
|
May 2017 Coaching Call
|
May 09, 2017 |
|
April 2017 Coaching Call
|
Apr 01, 2017 |
|
March 2017 Coaching Call
|
Mar 20, 2017 |
|
September 2016 Coaching Call
|
Sep 22, 2016 |
|
August 2016 Coaching Call
|
Aug 29, 2016 |
|
July 2016 Coaching Call
|
Jul 15, 2016 |
|
June 2016 Coaching Call: Estate Tax
|
Jun 28, 2016 |
|
April 2016 Coaching Call: Cash Flow
|
Apr 30, 2016 |
|
February 2016 Coaching Call
|
Feb 25, 2016 |
|
January 2016 Coaching Call
|
Jan 21, 2016 |
|
December 2015 Coaching Call
|
Dec 15, 2015 |
|
November 2015 Coaching Call: Tax Loss Harvesting
|
Nov 11, 2015 |
|
September 2015 Coaching Call
|
Sep 18, 2015 |
|
August 2015 Coaching Call
|
Aug 31, 2015 |
|
July 2015 Coaching Call
|
Jul 06, 2015 |
|
June 2015 Coaching Call: Richard Pasick
|
Jun 03, 2015 |
|
May 2015 Coaching Call
|
May 12, 2015 |
|
April 2015 Coaching Call: Alex Ash of Matson Money
|
Apr 15, 2015 |
|
March 2015: Wealth Protection
|
Mar 24, 2015 |
|
Feb. 2015 Coaching Call: Asset Class
|
Feb 02, 2015 |
|
Jan. 2015 Coaching Call: Goal Setting
|
Jan 05, 2015 |
|
Ep. 108 Personal Perspective
|
Nov 22, 2014 |
|
Ep 107 The Cost of College
|
Nov 15, 2014 |
|
Ep. 106 Rate of Distribution
|
Nov 08, 2014 |
|
Ep. 105 The Purpose of Money
|
Nov 01, 2014 |
|
Ep. 104 Rate of Saving
|
Oct 25, 2014 |
|
Ep. 103 Myths and Truths
|
Oct 18, 2014 |
|
Ep. 101 The Financial Plan
|
Oct 04, 2014 |
|
Ep 100 Permission Slip
|
Sep 27, 2014 |
|
Ep. 99 Types of Insurance
|
Sep 20, 2014 |
|
Ep. 98 Amount of Coverage
|
Sep 13, 2014 |
|
Ep. 97 Human Life Value
|
Sep 06, 2014 |
|
Ep. 96 Legacy- Being Happy
|
Aug 30, 2014 |
|
Ep. 95 Legacy Planning
|
Aug 23, 2014 |
|
Ep 94 What will be your legacy?
|
Aug 16, 2014 |
|
Ep. 93 Living on Purpose
|
Aug 09, 2014 |
|
Ep. 92 Simplify Your Life
|
Aug 02, 2014 |
|
Ep. 91 Planning for the Sandwich Generation Move
|
Jul 26, 2014 |
|
Ep. 90 Taking Care of Parents
|
Jul 19, 2014 |
|
Ep. 89 Freedom
|
Jul 05, 2014 |
|
Ep. 87 Auto Insurance and Identity Theft
|
Jun 28, 2014 |
|
Ep. 86 Protecting your Property
|
Jun 21, 2014 |
|
Ep. 85 Life Insurance part 2
|
Jun 14, 2014 |
|
Ep. 85 Life Insurance part 1
|
Jun 07, 2014 |
|
Ep 83 Courage and Leadership
|
May 24, 2014 |
|
Ep. 82 Disability Protection
|
May 17, 2014 |
|
Ep 81 Estate Planning for Older Americans
|
May 10, 2014 |
|
Ep. 80 Financial Organization for Older Americans
|
May 03, 2014 |
|
Ep. 79 Children and teaching them about money.
|
Apr 26, 2014 |
|
Ep 78 Stewardship - Holy Week
|
Apr 19, 2014 |
|
Ep. 77 Creating Value
|
Apr 12, 2014 |
|
Ep. 76 Financial Literacy Month
|
Apr 05, 2014 |
|
Ep. 75 Set Your Goals
|
Mar 29, 2014 |
|
Ep. 74 Truths about Investing
|
Mar 22, 2014 |
|
Ep. 73 How the wealthy became wealthy.
|
Mar 15, 2014 |
|
Ep. 72 Three Rs Q&A
|
Mar 08, 2014 |
|
Ep. 71 Rate of Distribution
|
Mar 01, 2014 |
|
Ep. 70 Rate of Saving
|
Feb 22, 2014 |
|
Ep. 69 The Three Rs, Rate of Return
|
Feb 08, 2014 |
|
Ep. 68 Social Security part 2
|
Feb 01, 2014 |
|
Ep. 67 Social Security Benefits
|
Jan 25, 2014 |
|
Ep. 66 Responsible Wealth Mindset
|
Jan 18, 2014 |
|
Ep. 65 The Purpose of Money
|
Jan 11, 2014 |
|
Ep. 64 Wealth Building Blocks
|
Jan 04, 2014 |
|
Ep. 63 Three G
|
Dec 28, 2013 |
|
Ep. 63 Planning for Tax Season
|
Dec 21, 2013 |
|
Ep. 62 Economic Horizon
|
Dec 14, 2013 |
|
Ep. 61 End of Year Planning
|
Dec 07, 2013 |
|
Ep. 60 Financial Organization
|
Nov 30, 2013 |
|
Ep. 109 A Life of Balance
|
Nov 30, 2013 |
|
Ep. 59 Preparing for the Holiday Season
|
Nov 23, 2013 |
|
Ep. 58 Wall Street Wiz Kid
|
Nov 16, 2013 |
|
Ep. 57 Preparing for Life Events
|
Nov 09, 2013 |
|
Ep. 56 Why Do We Work?
|
Nov 02, 2013 |
|
Ep. 55 Affordable Health Care Act
|
Oct 26, 2013 |
|
Ep. 54 The Financial Planning Process part 2
|
Oct 19, 2013 |
|
Ep. 53 The Financial Planning Process
|
Oct 12, 2013 |
|
Ep. 52 The Bucket Theory
|
Oct 05, 2013 |
|
Ep. 51 Stewardship - Self Development
|
Sep 28, 2013 |
|
Ep. 50 Entrepreneurship Part 2
|
Sep 21, 2013 |
|
Ep. 49 Entrepreneurship - Personal Development
|
Sep 14, 2013 |
|
Ep. 48 Personal Development Month Kickoff
|
Sep 07, 2013 |
|
Ep 47 Legacy Month Wrap Up
|
Aug 31, 2013 |
|
Ep. 46 Legacy Planning for Young Parents
|
Aug 24, 2013 |
|
Ep. 45 Legacy Planning Part 2
|
Aug 17, 2013 |
|
Ep. 44 Legacy Planning Part 1
|
Aug 10, 2013 |
|
Ep. 43 Legacy and Influenence
|
Aug 03, 2013 |
|
Ep 42 Parents/Sandwich Generation Part 3
|
Jul 20, 2013 |
|
Ep. 41 Sandwich Generation Part 2
|
Jul 13, 2013 |
|
Ep. 37 Disability, Protecting your Income
|
Jun 15, 2013 |
|
Ep. 36 Attitude and Choice
|
Jun 08, 2013 |
|
Ep. 35 Power of Attorney
|
May 25, 2013 |
|
Ep. 35 Asset Protection / Medicaid and Medicare Planning
|
May 18, 2013 |
|
Ep. 34 Medicare
|
May 11, 2013 |
|
Ep. 33 Michael Canarick, JD, LLM
|
May 04, 2013 |
|
Ep. 32 Q&A Part 2 Distribution and Legacy
|
Apr 27, 2013 |
|
Ep. 31 Q&A 1
|
Apr 20, 2013 |
|
Ep. 30 Financial Literacy / Distribution
|
Apr 13, 2013 |
|
Ep. 29 Financial Literacy / Accumulation
|
Apr 07, 2013 |
|
Ep. 28 College Athletics part 2
|
Mar 30, 2013 |
|
Ep. 27 College Athletics part 1
|
Mar 23, 2013 |
|
Ep. 26 Fellowship for Christian Athletes
|
Mar 16, 2013 |