Oooh, Shiny!
Episode 119 Stéphanie’s parents weren’t always the best at managing money. As she was entering adulthood she realized that if she wanted to have money… Read More »Oooh, Shiny!
saving
It’s Never About the Money
Episode 116 After 20 years of work Sarah Leslie had a very high paying career doing something she was really good at… but it was… Read More »It’s Never About the Money
Myths that Keep Your Kids in College Debt
Episode 101 Does the idea of paying for your kid’s college keep you up at night? Denise Thomas was terrified of her children being stuck… Read More »Myths that Keep Your Kids in College Debt
Leaving Legacies not Liabilities
Episode 091 When Kimberly talks to her clients about the importance of preparing for their financial future it’s not just something she read in a… Read More »Leaving Legacies not Liabilities
Reflecting in Retirement
Episode 087 Aleta Laurence has been retired for the past 19 years. She learned money management by necessity when pregnant with her first child, which… Read More »Reflecting in Retirement
Taboo Millennial Money
Episode 069 Alexandra Vincelli is the host of the podcast, The Anxious Millennial, and in this episode she and I dig into the topic of… Read More »Taboo Millennial Money
Saving for College with 529
Episode 064 Each year when a child steps into their school classroom they are one year closer to starting college and needing funding. Author, Patricia… Read More »Saving for College with 529
Empathy and Imagination
Episode 043 Ever make a money decision that just didn’t make any sense at all? Dr. Alexandra Luce specializes in teaching people in the intelligence… Read More »Empathy and Imagination
Growing a Healthy Financial Mindset
Episode 037 Renee Arledge started her career as a wealth manager for those who had at least $1,000,000 to invest. She saw some families teach… Read More »Growing a Healthy Financial Mindset
Hindsight 2020: A Year in Review
Episode 036 For the last episode of 2020 I chose to record a solo episode. Just me and mic. It was exciting and nerve-wracking all… Read More »Hindsight 2020: A Year in Review