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EPISODE ARCHIVE

EP

39

Our Rebrand Revealed!

Sep 15, 2026

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38

Cracking The College Funding Code with Expert Jonathan West

Sep 3, 2026

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37

The College Money Talk: What Married Couples Need to Agree On First

Aug 20, 2026

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36

Are We Worse Off Than Previous Generations?

Aug 6, 2026

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35

Can You Afford a Pay Cut? Here's How to Calculate It

Jul 27, 2026

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34

Too Much of a Good Thing: Diversifying Out of a Single Stock Without a Massive Tax Bill

Jul 9, 2026

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33

Trump Accounts: Help or Headache?

Jun 25, 2026

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32

Is It Time to Upsize? Realtor Tracey Henkels Weighs In

Jun 11, 2026

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31

Financial Rules We Break, And Tell Our Clients To Break Too

May 28, 2026

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30

How Transparent Money Conversations Helped This Couple Build Trust and Love with PJ + Jessica

May 14, 2026

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29

Prenups and Postnups: What You Need to Know Before (and After) You Get Married with Kaylin Dillon

Apr 30, 2026

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28

The High Earners Problem: Are We Spoiling Our Kids?

Apr 16, 2026

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27

Stronger Together Than Apart with Heather + Court

Apr 2, 2026

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26

If I Die Tomorrow, What Happens to Our Finances?

Mar 19, 2026

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25

Life After the Accumulation Phase with Guests Theresa + Rob

Mar 5, 2026

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24

Funding the Life You Want with Guests Becky + AJ

Feb 19, 2026

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23

How to Structure Your Monthly Money Check In

Feb 5, 2026

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22

Why We Decided Not to Buy a Home

Jan 22, 2026

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21

Intentional Money Goals: What’s Worth Aiming for in 2026

Jan 9, 2026

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20

Highs, Lows & Hard Lessons: Our Personal Finance Year Unfiltered

Dec 25, 2025

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19

Why High-Income Households Still Struggle to Donate

Dec 11, 2025

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18

Inflation Isn't The Problem, Expectations Are

Nov 27, 2025

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17

Redefining Success: The Financial Tradeoffs of Stepping Back Professionally

Nov 12, 2025

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16

Navigating Open Enrollment: Benefits & Real-Life Choices

Oct 30, 2025

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15

Big Purchases, Big Disagreements: How Couples Can Find Common Ground

Oct 16, 2025

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14

Splitting the Bill: Group Expenses, Guilt, and Communication

Oct 2, 2025

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13

The Realities of Working with Your Spouse

Sep 18, 2025

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12

Estate Planning Essentials: Wills, Trusts, and Avoiding Probate

Sep 4, 2025

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11

How Much Cash is Too Much? Navigating Surplus Savings

Aug 21, 2025

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10

Financial Infidelity: What It Is and How to Prevent It

Aug 7, 2025

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09

Breaking Down the New Tax Bill: What Couples Need to Know

Jul 31, 2025

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08

The Great Wealth Transfer: Helping Our Parents Plan

Jul 24, 2025

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07

529 Plans Demystified: Funding Your Child’s Future

Jul 10, 2025

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06

Finding Balance: When One Partner Worries More About Money

Jun 30, 2025

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05

Homeownership vs. Renting: The Good, the Bad, and the Budget

Jun 26, 2025

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04

Travel Smarter: How Financial Planners Budget for Adventure

Jun 24, 2025

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03

Why $300k of Income Can Still Feel Tight

Jun 19, 2025

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02

The Mental Load of Managing Money as a Couple

Jun 17, 2025

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01

Meet Dan & Natalie: Love, Business, and the Start of Money Dates

Jun 12, 2025

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