Episodes

  • Episode 323: What People Really Mean When They Ask About Money (Part 4) - with Jeff Quick

    Episode 323: What People Really Mean When They Ask About Money (Part 4) - with Jeff Quick
    Apr 25 2026
    Behind every surface-level financial question lies a deeper emotional truth about security, status, or fear. Tune in to learn from Jeff's experience.
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    Less than 1 minute
  • Episode 322: What People Really Mean When They Ask About Money (Part 3) - Matt Bryant

    Episode 322: What People Really Mean When They Ask About Money (Part 3) - Matt Bryant
    Apr 18 2026
    In Part 3 of this series, we continue exploring the deeper meaning behind the questions people ask about money and what those questions often reveal about their goals and concerns. Tune in to gain Matt's perspective on what it means to be asked this question.
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    Less than 1 minute
  • Episode 321: What People Really Mean When They Ask About Money (Part 2)

    Episode 321: What People Really Mean When They Ask About Money (Part 2)
    Apr 11 2026
    In Part 2 of this series, we continue exploring the deeper meaning behind the questions people ask about money and what those questions often reveal about their goals and concerns. We break down how emotions, values, and life experiences shape financial conversations in ways that aren’t always obvious on the surface. This episode helps you better understand not just what people are asking, but what they truly need.
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    Less than 1 minute
  • Episode 320: What People Really Mean When They Ask About Money (Part 1) - with Jeff Foley

    Episode 320: What People Really Mean When They Ask About Money (Part 1) - with Jeff Foley
    Apr 4 2026
    In this premiere episode, we peel back the layers of common financial inquiries to reveal the underlying anxieties and desires that truly drive them. We explore how a simple question about investment strategy is often actually a search for security in an unpredictable world. By decoding the emotional subtext of these conversations, we provide listeners with the tools to understand their own financial motivations and communicate more effectively with others.
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    Less than 1 minute
  • Episode 319: Spring Cleaning Your Finances: Debt Strategy & Cutting Spending Leaks - with Matt Bryant

    Episode 319: Spring Cleaning Your Finances: Debt Strategy & Cutting Spending Leaks - with Matt Bryant
    Mar 28 2026
    In this episode, we dive into the "Spring Cleaning" mindset by identifying the hidden spending leaks—from forgotten subscriptions to impulse buys—that are quietly draining your bank account. We break down the most effective debt-crushing strategies.
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    Less than 1 minute
  • Episode 318: The One Financial Detail People Forget: Updating Your Beneficiaries with Nikki Foley

    Episode 318: The One Financial Detail People Forget: Updating Your Beneficiaries with Nikki Foley
    Mar 21 2026
    Updating beneficiaries can feel like a minor task, but forgetting to do so can have significant consequences, derailing your financial plans and creating legal complications for your loved ones. This episode explains why keeping your beneficiaries current is crucial for assets like retirement accounts, life insurance, and investments. Tune in to learn how a simple check-up of this often-overlooked detail can ensure your assets go exactly where you intend.
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    Less than 1 minute
  • Episode 317: Spring Retirement Stress Test - with Ellie Robison

    Episode 317: Spring Retirement Stress Test - with Ellie Robison
    Mar 14 2026
    In this episode, we break down how to "fail" your financial plan on purpose to identify hidden vulnerabilities before they become reality. We explore the impact of high-inflation scenarios and market volatility on your nest egg, using simulations to provide a clearer picture of your long-term success. Join us as we share actionable adjustments you can make this season to ensure your portfolio remains resilient against the unpredictable "what-ifs" of retirement.
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    Less than 1 minute
  • Episode 316: Spring Cleaning for Your Finances - with Jeff Quick

    Episode 316: Spring Cleaning for Your Finances - with Jeff Quick
    Mar 7 2026
    Is your financial life feeling as cluttered as your junk drawer? In this episode, we strip away the excess to help you audit your subscriptions, consolidate dormant accounts, and finally clear out that backlog of financial paperwork. Tune in for actionable steps to declutter your budget and start this season with a fresh, organized financial slate.
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    Less than 1 minute