Episodes

  • E302: Powers of Attorney – The Estate Planning Documents Almost Nobody Has

    E302: Powers of Attorney – The Estate Planning Documents Almost Nobody Has
    May 20 2026
    There are two documents that belong in almost everyone's hands, and most people don't have them.
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    12 mins
  • E301: Are 529 Plans Still Worth It? Why I Think the Answer Is Yes (Probably)

    E301: Are 529 Plans Still Worth It? Why I Think the Answer Is Yes (Probably)
    May 13 2026
    The question I keep hearing from parents right now is some version of this: "Is it even worth funding a 529 plan anymore?"
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    13 mins
  • E300: Why Market Downturns Could Be an Opportunity (And How to Stop Letting Fear Rob You)

    E300: Why Market Downturns Could Be an Opportunity (And How to Stop Letting Fear Rob You)
    May 6 2026
    Pausing your investments during a market downturn is one of the most common and costly mistakes everyday investors make. In reality, this behavior can rob you of the opportunity for growth.
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    12 mins
  • E299: How to Break Up With Your Financial Advisor (Without the Awkwardness)

    E299: How to Break Up With Your Financial Advisor (Without the Awkwardness)
    Apr 29 2026
    If you would like to stop working with your current financial advisor, here is what you need to know.
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    13 mins
  • E298: So You're Late Filing Your Taxes. Now What?

    E298: So You're Late Filing Your Taxes. Now What?
    Apr 22 2026
    April 15th has come and gone, and your tax return is still not filed. You're not alone. Millions of Americans miss the tax filing deadline every year, and while it's not ideal, it's also not the end of the world. What matters now is what you do next.
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    11 mins
  • E297: Filing a Tax Extension Is Not a Big Deal (Here's Why It Might Actually Help You)

    E297: Filing a Tax Extension Is Not a Big Deal (Here's Why It Might Actually Help You)
    Apr 15 2026
    If you have ever hesitated to file an extension because you were worried it might trigger an audit or signal some kind of red flag to the IRS, you can let that fear go. The reality is quite different from what most people assume.
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    11 mins
  • E296: Why the Financial News Cycle Is Working Against You

    E296: Why the Financial News Cycle Is Working Against You
    Apr 1 2026
    Daily financial news is designed to keep you watching, not to help you invest better. Here's how long-term investors can manage the noise and protect their portfolios from emotional decision-making.
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    12 mins
  • E295: What Is a Trump Account? A Parent's Guide to the New Savings Vehicle for Kids

    E295: What Is a Trump Account? A Parent's Guide to the New Savings Vehicle for Kids
    Mar 25 2026
    If you have a child or grandchild born in 2025, 2026, 2027, or 2028, there is a new savings tool worth knowing about. Trump accounts, created under the One Big Beautiful Bill and governed by new Internal Revenue Code Section 530A, are tax-advantaged accounts designed to give children a financial head start before they reach adulthood. Here is what you need to know.
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    11 mins