Podcasts

Many people don’t focus on the tax aspect of saving for retirement and that mistake can cost you big if you’re unaware. Listen to this episode and don’t be caught off guard when the taxes hit!

Choosing who inherits your money is one of the most important and emotional financial decisions you’ll ever make. Listen as we break down how to think through beneficiaries and help strengthen your estate plan.

Who really pays for America? Listen to this episode as we break down exactly how the tax burden is split across income brackets and what the data actually shows.

Did you know that in the US, there are billions of dollars’ worth of unclaimed money? Unclaimed property is money held by your state that was never collected by you. Listen here to find out how to investigate if you have unclaimed property!

Financial success is not a solo effort. In this episode, we explain why having a strong financial team can help you make better decisions, avoid mistakes, and stay on track toward your goals.

2026 has been pretty crazy with the geopolitical events happening overseas. Investors are fearful however the market seems to be staying strong. Learn more about this scenario in this episode.

Headlines often paint a bleak picture of retirement savings. Listen as we take a closer look at the numbers, separate fact from fear, and uncover the context many articles leave out.

If we look at the data between the average length of bull markets versus the average length of bear markets, the numbers support long term investment strategies. Listen to learn more!

No one wants a letter from the IRS demanding an audit of your finances. In this episode, we cover four common red flags that can increase your audit risk and what you can do to avoid them. Stay informed and keep your tax return clean.

What exactly is the Federal Reserve, how does it work, and what does it even do? Listen to this podcast replay and learn about the roles that the Fed plays for the country & the American people.

In this episode, we are joined by Elliott Wealth advisor, Brett DiPasquale AIF® BFA®, to cover some hot financial topics that we’ve heard recently this year.

In this episode, we are joined by Elliott Wealth advisor, Lindy Brock, to cover some hot financial topics that we’ve heard recently this year.

Hidden subscriptions quietly drain your money. In this episode, we challenge you to find, cancel, and reset the subscriptions you do not use so your budget can breathe again.

Learn about what the January Effect is and how that may affect markets in the year 2026!

Listen to what the top 5 benefits of creating a financial plan can do for you and your life in this podcast replay.

The economy is changing fast. Listen in as we unpack the latest economic forecast for 2026 and explain what’s really driving the headlines.

Buy Now, Pay Later promises convenience and flexibility, but it can also blur the line between spending and debt. Listen in while we explain how BNPL works and what to know before using it.

Learn about the "HELOC" or "Home Equity Line of Credit" and how it could work for you in this podcast replay.

Listen and learn about some great books that were read in 2025!

If your money habits feel off, the problem might be in your mix. Learn about the 3 S’s, spending, saving, and sharing to help you reset your financial approach.