Episodes

  • E289: UGMA and UTMA Accounts – What Parents Need to Know Before Opening One

    E289: UGMA and UTMA Accounts – What Parents Need to Know Before Opening One
    Feb 11 2026
    If you're looking for ways to save and invest money for your child's future, you've probably come across UGMA and UTMA accounts. These custodial accounts have been around for decades and remain popular options for parents who want to build wealth for their kids. But popularity doesn't always equal the best choice for your situation.
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    17 mins
  • E288: SIPC Insurance – What It Is and How It Protects Your Brokerage Account

    E288: SIPC Insurance – What It Is and How It Protects Your Brokerage Account
    Feb 4 2026
    If you keep money in a bank, you're probably familiar with FDIC insurance. It's that guarantee that keeps your deposits safe up to $250,000 even if your bank fails. But what about the money and investments in your brokerage account? That's where SIPC insurance comes in.
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    15 mins
  • E287: Why Filing Your Business Entity Report Matters (And What Happens If You Don't)

    E287: Why Filing Your Business Entity Report Matters (And What Happens If You Don't)
    Jan 28 2026
    Don't let your business fall out of good standing over a simple administrative filing. The consequences are too significant and the prevention is too easy.
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    12 mins
  • E286: How Taxes Work in a Brokerage Account and How to Manage Them

    E286: How Taxes Work in a Brokerage Account and How to Manage Them
    Jan 21 2026
    If you’ve ever wondered how brokerage accounts are taxed, you’re not alone. It can be confusing, but understanding it can save you money and stress.
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    11 mins
  • E285: My Three Words for 2026 – Setting Intentions for the New Year

    E285: My Three Words for 2026 – Setting Intentions for the New Year
    Jan 14 2026
    I love this exercise because it avoids the head trash that can result from the pass/fail nature of goal-setting. Don’t get me wrong, there is a time and place for setting goals. But for me, setting three words is much more effective when defining a theme for an entire year.
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    9 mins
  • E284: Key Financial Numbers for 2026 – What Changed and What It Means for You

    E284: Key Financial Numbers for 2026 – What Changed and What It Means for You
    Dec 3 2025
    Staying ahead of the numbers that affect your financial planning can save you money and stress. As we move into 2026, several important contribution limits, tax brackets, and thresholds have been adjusted for inflation.
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    10 mins
  • E283: What is a Roth Conversion (and How Do I Use It)?

    E283: What is a Roth Conversion (and How Do I Use It)?
    Nov 26 2025
    A Roth conversion can be a powerful tool in your financial planning toolkit. But like most financial strategies, it's not right for everyone, and the timing matters considerably.
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    24 mins
  • E282: How to Use the "Rule of 55" for Early Retirement

    E282: How to Use the "Rule of 55" for Early Retirement
    Nov 19 2025
    Most people believe their retirement accounts are completely off-limits until age 59½. But there are several ways to access your retirement funds earlier, including something called the Rule of 55.
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    11 mins