Episodes

  • Episode 319: Spring Cleaning Your Finances: Debt Strategy & Cutting Spending Leaks - with Matt Bryant

    Episode 319: Spring Cleaning Your Finances: Debt Strategy & Cutting Spending Leaks - with Matt Bryant
    Mar 28 2026
    In this episode, we dive into the "Spring Cleaning" mindset by identifying the hidden spending leaks—from forgotten subscriptions to impulse buys—that are quietly draining your bank account. We break down the most effective debt-crushing strategies.
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    Less than 1 minute
  • The One Financial Detail People Forget: Updating Your Beneficiaries

    The One Financial Detail People Forget: Updating Your Beneficiaries
    Mar 21 2026
    Updating beneficiaries can feel like a minor task, but forgetting to do so can have significant consequences, derailing your financial plans and creating legal complications for your loved ones. This episode explains why keeping your beneficiaries current is crucial for assets like retirement accounts, life insurance, and investments. Tune in to learn how a simple check-up of this often-overlooked detail can ensure your assets go exactly where you intend.
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    Less than 1 minute
  • Episode 317: Spring Retirement Stress Test - with Ellie Robison

    Episode 317: Spring Retirement Stress Test - with Ellie Robison
    Mar 14 2026
    In this episode, we break down how to "fail" your financial plan on purpose to identify hidden vulnerabilities before they become reality. We explore the impact of high-inflation scenarios and market volatility on your nest egg, using simulations to provide a clearer picture of your long-term success. Join us as we share actionable adjustments you can make this season to ensure your portfolio remains resilient against the unpredictable "what-ifs" of retirement.
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    Less than 1 minute
  • Episode 316: Spring Cleaning for Your Finances - with Jeff Quick

    Episode 316: Spring Cleaning for Your Finances - with Jeff Quick
    Mar 7 2026
    Is your financial life feeling as cluttered as your junk drawer? In this episode, we strip away the excess to help you audit your subscriptions, consolidate dormant accounts, and finally clear out that backlog of financial paperwork. Tune in for actionable steps to declutter your budget and start this season with a fresh, organized financial slate.
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    Less than 1 minute
  • Episode 315: Protecting the People You Love-A Family Protection Playbook - with Jeff Foley

    Episode 315: Protecting the People You Love-A Family Protection Playbook - with Jeff Foley
    Feb 28 2026
    In this episode, we dive into the essential components of a robust estate plan to ensure your assets transition smoothly to the next generation without legal headaches. We share actionable steps for opening honest financial dialogues with your loved ones to build a lasting legacy of security and clarity.
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    Less than 1 minute
  • Episode 314: Financial Red Flags in Relationships - with Matt Bryant

    Episode 314: Financial Red Flags in Relationships - with Matt Bryant
    Feb 21 2026
    In this episode, we dive into the subtle warning signs that a partner’s spending habits might be jeopardizing your shared future. We discuss how to navigate difficult conversations when debt is hidden and why financial transparency is the ultimate foundation for a lasting commitment. Join us as we share expert strategies for spotting "money ghosts" before they haunt your credit score.
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    Less than 1 minute
  • Episode 313: Should You Combine Finances If You’re Not Married? - with Ellie Robison

    Episode 313: Should You Combine Finances If You’re Not Married? - with Ellie Robison
    Feb 14 2026
    Love brings people together—but money can complicate things fast. In this episode, we talk about whether couples should combine finances before marriage, the risks of cohabitation without legal safeguards, and what financial advisors wish couples knew sooner. It’s a practical, honest conversation about protecting your relationship and your future.
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    Less than 1 minute
  • Episode 312: Managing Money as a Couple: From “Mine vs. Yours” to “Ours”- with Jeff Quick

    Episode 312: Managing Money as a Couple: From “Mine vs. Yours” to “Ours”- with Jeff Quick
    Feb 7 2026
    Money fights aren’t really about money. In this episode, we break down how couples can move from “mine vs. yours” to a shared plan that reduces stress, builds trust, and actually moves life forward.
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    Less than 1 minute