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Bold ideas often challenge conventional wisdom. Tune in to our weekly podcast as we explore personal finance and share strategies to help you take control of your money and build the future you deserve. We'll help you cut through the noise and focus on what truly matters—your financial future starts here.

Latest episodes

Why Tax Strategy Is the New Financial Planning | EP 95
EPISODE 95
Why Tax Strategy Is the New Financial Planning | EP 95
Most people think tax planning happens when they file a return. By then, the biggest opportunities may already be gone.
She Inherited $1 Million. Then Everything Changed | EP 94
EPISODE 94
She Inherited $1 Million. Then Everything Changed | EP 94
What happens when you inherit $1 million but don't know what to do next? For one woman, a simple life insurance beneficiary change opened the door to a bigger conversation about retirement planning,…
Think Like a CFO: Give Every Dollar a Job | EP 93
EPISODE 93
Think Like a CFO: Give Every Dollar a Job | EP 93
Every dollar in your financial plan should have a job. Some money should pursue long-term growth. Some should remain accessible for emergencies and opportunities.

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