Latest Episodes
190
Burnout to Breakthrough - Interview with Dr. Ben Stone
Feeling stuck in your career? If you're unhappy, making a change might be the key to a better life—especially as a physician. In this...
189
FIRE Movement Redefined - Balanced Wealth-Building Strategies
Is the push to retire early actually making your life harder? In this episode, we break down the FIRE (Financial Independence, Retire Early) movement...
188
Real Estate Diversification - Smart Investment Strategies
Is real estate the key to diversification, or is it a step toward concentration? Today we dive into the complexities of diversification in real...
187
Why Budgeting Matters - Align Your Finances
What does your money say about your values and priorities? In this episode, we dive into the power of budgeting—not as a punishment, but...
186
What a Trump Win Means for Your Personal Finances
With the recent election now over and year-end tax planning on the horizon, many investors are feeling anxious about the future of their portfolios....
How Much House Can You Really Afford? - Budgeting for a Home
How much house is the right amount? In this episode, Jen Quire, Partner and CFO, explores the financial and emotional complexities of buying a...