Episodios

  • E311: Is It OK to Get a Big Tax Refund?

    E311: Is It OK to Get a Big Tax Refund?
    Aug 5 2026
    Planning for a large tax refund can make sense in a lot of cases. Just because it's not financially optimal doesn't make it wrong.
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    11 m
  • E310: How to Build a Business You Can Sell

    E310: How to Build a Business You Can Sell
    Jul 29 2026
    Not everyone starts a business planning to sell it. Some of you have no interest in an exit at all, and that's fine. But stick with me, because the work that makes a business sellable is the same work that makes it healthier, calmer, and more profitable to run right now.
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    15 m
  • E309: Five Ways to Simplify Your Money (and How It Helps)

    E309: Five Ways to Simplify Your Money (and How It Helps)
    Jul 22 2026
    Many people assume that managing money well requires complexity. More accounts, more spreadsheets, more strategies, more monitoring. The opposite is usually true.
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    15 m
  • E308: Can I Afford a House Even If I Can't Put 20% Down?

    E308: Can I Afford a House Even If I Can't Put 20% Down?
    Jul 15 2026
    Understanding where the 20% number comes from, and what your actual options are, can help you make a decision based on your finances instead of someone else's rule of thumb.
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    12 m
  • E307: Why We Avoid Looking at Our Finances (And What It Costs)

    E307: Why We Avoid Looking at Our Finances (And What It Costs)
    Jul 8 2026
    Financial avoidance is very common, but if you learn to recognize it and manage it, you can get better at overcoming these tendencies.
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    12 m
  • E306: How to Protect Your Money From Crypto "Pig Butchering" Scams

    E306: How to Protect Your Money From Crypto "Pig Butchering" Scams
    Jul 1 2026
    What is a pig butchering scam? Learn how this crypto fraud works, the warning signs to watch for, and how to protect your money.
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    21 m
  • E305: Am I at Risk of Having My Identity Stolen or Being a Victim of Fraud?

    E305: Am I at Risk of Having My Identity Stolen or Being a Victim of Fraud?
    Jun 17 2026
    Identity theft and financial fraud are not abstract problems that happen to other people. They happen to people who are careful, educated, and financially stable. The good news is that most identity theft and fraud can be prevented with a few deliberate habits.
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    14 m
  • E304: What Is a 5498 Tax Form and What Should You Do With It?

    E304: What Is a 5498 Tax Form and What Should You Do With It?
    Jun 10 2026
    You did everything right. You gathered your tax documents, filed your return on time, and finally felt that satisfying sense of closure. Then, sometime in May or June, an envelope shows up with yet another tax form inside.
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    8 m