Latest Episodes
Digging Into Tax-Loss Harvesting
Tax-loss harvesting is a tax strategy, but how does it actually affect your tax return and are there any limitations? In this episode of...
3 Exercises To Help You Clarify Your Values
Are you on auto-pilot and susceptible to routines and the rest of the world’s values? What’s most important to you in your life? There...
Are You In For A Major Financial Surprise When Your Children Start College
Go with eyes wide open or be in for a major financial surprise when your children start college. In this episode of the Finance...
Should I Take Another Job
Are you looking for another job, or are recruiters seeking you out for opportunities? If you were offered a different job, would you think...
Money Decisions That Create More Happiness
Can more money and stuff really buy happiness? What does the world, science, and Bible teach us about money? Discover what Christianity says about...
5 Signs You're Working With An Insurance Agent Posing As An Advisor
Insurance agents posing as advisors is more common than you may realize and can create conflicts of interest. The key is having better awareness....