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Ep #29: Donor-Advised Funds In this episode, you will learn about donor-advised funds. From what they are to who they are best for and how to set...

Ep #34: The One-Page Wealth Plan I get a lot of questions about what the one-page wealth plan is and how you go about planning your finances on just...

Invest In Yourself With Jimmy Feeman Today we’re talking with Jimmy Feeman, co-founder of No Baked Cookie Dough in Nashville Tennessee about his...

Ep #32: Retirement Savings Today I want to talk to you a bit about retirement savings. I recently did a LinkedIn doodle giving an example of two...

Ep #31: 10 Things You Need to Know About the New Stimulus There are some key things that are important to know about the $1.9 trillion American...

Ep #30: Talking Markets with Ryan Detrick Today I have Ryan Detrick on the show with me to talk about all things markets. Ryan is the Chief Market...

Ep #28: Investor Personas Today is a follow-up of the podcast from last week, where we talked about the mistakes investors make. In this episode, I...

Ep #27: Money Management Mistakes to Avoid with Julian B. Morris As financial advisors and planners, we are quite tuned in to what works and what...

Ep #26: Creating The Right Mindset To Pursue Your Dreams Britton Wesson is the host of The Buffalo Way Leadership Podcast, a show about becoming a...

Ep #25: Following Through On Your Dreams Welcome to 2021! Many of us are so excited to put 2020 to rest and start planning for the year ahead that...

Ep #24: Holiday Heart-to-Heart Today’s episode won’t be a normal show.  I just wanted to wish you all happy holidays and throw in a little reminder...

Ep #23: Tax Loss Harvesting Year-End Planning Have you realized that there are less than 30 days left in 2020? If you’re like many of us who wish...

Ep #22: Stock Splits I’ve seen a couple of prominent stock splits recently, so in this episode, I’ll be talking about what stock splits are and how...

Ep #21: Open Enrollment and Listener Questions We have a lot to unpack in this episode because we’re talking all about open enrollment and your...

Ep #20: The Important and Urgent Decision Matrix In this episode, I will be talking about how to focus on your goals in a way that continues to...

Ep #19: The Economy and 2020 Election with Ryan Detrick Ryan Detrick, the master of stats, joins the show for the second time to discuss the economy...

Ep #18: Getting Your Financial House In Order For Year End There’s no doubt that 2020 has been a wild ride. Now that we’re three-quarters of the way...

Ep #17: Estate Planning for Young People People often think of estate planning as something that is only for people who are in their 60s or above....

Ep #16: Documents You Need For Estate Planning with Lauren Smith There are a lot of misconceptions about estate planning, so I have Lauren Smith on...

Ep #15: Planning For Your Future with Nic Nielsen Nic Nielsen, co-founder of Know My Plan and Certified Financial Planner, joins me today to give us...

Ep #14: Seven Critical Numbers to Track for Financial Health All of our financial decisions have an effect on our financial health. Just as a batter...

Ep #13: The Importance of Doing an Insurance Review With all the various types of insurance out there, it can seem like we are "insuranced" to...

Ep #12: Financial Coaching and Smart Decision-Making With Crystal Williams Crystal Williams, the owner of Smart Money Financial Coaching and a Dave...

Ep #11: Planning Today For Tomorrow Time is the greatest equalizer. It is the one thing that we all have the same amount of every day, and how we...

Ep #10: The Swiss Army Knife of Tax Advantaged Accounts It goes without saying that saving for retirement is important, but do you know what kinds...

Ep #09: How To Weather Any Economic Storm With Confidence If you’ve been listening to the media lately, you’ve probably heard the terms correction,...

Ep #08: The Economic Outlook and Stimulus Check Updates Today I'm sharing an economic update, including my outlook for the markets, what's going on...

Ep #07: CARES Act and Paycheck Protection Program: What Does This Mean For You? As new policies and plans are put in place almost daily during the...

Ep #06: How To Bounce Back From A Recession with Ryan Detrick Fear and greed are what drive markets, so what better time than this to discuss...

Ep #05: Preparing for the IRS and Filing Your Taxes As April 15th quickly approaches, are you feeling prepared and ready to file your taxes? Today I...

Ep #04: Understanding The Incredibly Complex Tax Code with Scott Byrom With tax season approaching, it is the perfect time to talk about how to...

Ep #03: Implementing a Goal-Planning Strategy When setting goals, implementing a goal-planning strategy is a step that often gets missed. So what do...

Ep #02: Building Plans and Managing Them with Anthony Ruffalo Anthony Ruffalo is a Certified Financial Planner and the owner of Ruffalo Wealth...

Ep #01: Organizing Your Finances and Setting Goals Welcome to What The Wealth?!, the podcast where Certified Financial Planner Jonathan Bednar...