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.

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.

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.

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.

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.

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

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.

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.

Here are 7 Steps to help you maintain your financial fitness. These steps are a great way to give yourself the overview you need to stay financially organized.

We all want to get more done without burning out. Listen in and learn practical ways to work smarter, not harder, with tips to stay focused, organized, and productive.

Emotions can quietly derail your investment decisions. Listen in and learn how fear and overconfidence influence your investment choices and why recognizing these behaviors is key to smarter investing.

Listen to Chris and special guest and advisor, Brett DiPasquale, discuss some of the key features of the ‘One Big Beautiful Bill’ and what it means for Americans.

Listen to Chris and special guest and advisor, Brett DiPasquale, discuss some of the key features of the ‘One Big Beautiful Bill’ and what it means for Americans.

Politics have played a hand in what asset options are available for your 401(k). Learn what those new options could be in the future in this episode.

In this episode, we break down what prenuptial agreements are, why they matter, and how couples can approach them thoughtfully and constructively.

Receiving an inheritance can be a life-changing moment—but without a plan, it can quickly slip away. Learn practical tips to help you manage your inheritance wisely and make it work for your long-term financial goals.

Your emergency fund is there for a reason—but when should you actually dip into it? In this episode, we break down the right (and wrong) times to use your rainy-day savings.