Podcasts

Custodial Roth IRAs can be a powerful way to help children start saving at an early age. Listen to learn how these accounts could be a good strategy to start building wealth early.

Did you know unused 529 plan money may not have to go to waste? We break down the rules for rolling 529 plan assets into a Roth IRA and explain who qualifies, what the limits are, and how this strategy could benefit long-term financial planning.

Looking wealthy and being wealthy are not the same thing. Listen to this cautionary tale so you don’t fall into this financial trap.

What is the right card to use & when? The answer can be found by looking at the major differences between using a credit card & a debit card.

Markets reached new highs despite a volatile first half of 2026. Learn about the biggest economic stories, including inflation, interest rates, geopolitical tensions, the upcoming midterm elections, and what that could mean for the rest of the year.

One important retirement account deadline catches many retirees off guard; understanding it now could help you avoid unnecessary taxes and penalties later. Learn what it is in this episode.

From booming job markets to economic struggles, learn which states are leading the nation and which have the most ground to make up.

Learn how stock splits increase the number of shares without changing a company's value, and why businesses use them to attract investors and improve accessibility.

There are a few risks that every pre-retiree on the homestretch should know in order to be properly prepared for their retirement. Know what risks you should mitigate & how!

The NASDAQ is known for its connection to innovation and growth, this index plays a unique role in the market landscape. Find out what sets it apart and why investors pay attention.

The S&P 500 is one of the most referenced benchmarks in investing, yet many don’t know what’s actually behind it. Listen in and learn more about it.

The Dow is a widely followed market indicator that’s often in the headlines, but not always fully understood. Tune in to learn more about it.

There is a retirement risk that not many people think about & it could quietly derail your retirement plan. Learn what it is & how to mitigate against it in this episode.

I think we can all agree money is not the most important thing in the world; however, it is not unimportant. We are curious to know what your definition of being considered financially rich is.

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.