Ranked #1

Ep 407: What I’ve Learned Throughout My Career- Farewell Episode
Ep 407: What I’ve Learned Throughout My Career- Farewell Episode
In this episode, Nancy shares some of the things she has learned throughout her 30 years of working in the field of re... Read more
25 May 2023
•
16mins
Ranked #2

Ep 406: How Age & Wisdom Impact Financial Planning
Ep 406: How Age & Wisdom Impact Financial Planning
Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impac... Read more
18 May 2023
•
18mins
Similar Podcasts
Ranked #3

Ep 405: Your Retirement Memory Bank
Ep 405: Your Retirement Memory Bank
Are you finding it hard to transition into retirement after living frugally and saving diligently for many years? In to... Read more
11 May 2023
•
19mins
Ranked #4

Ep 404: When Should I Claim Social Security?
Ep 404: When Should I Claim Social Security?
If you were given an inheritance, would you go ahead and spend it or find the best way to preserve it and make it last ... Read more
4 May 2023
•
14mins
Ranked #5

Ep 403: Growing Your Wealth: What Gardening Can Teach Us About Financial Planning
Ep 403: Growing Your Wealth: What Gardening Can Teach Us About Financial Planning
Typically, the things we desire most in life are also the most challenging and demanding, but they ultimately bring us ... Read more
27 Apr 2023
•
14mins
Ranked #6

Ep 402: Financial Stress in America: Why Retirement Planning Is More Important Than Ever
Ep 402: Financial Stress in America: Why Retirement Planning Is More Important Than Ever
Recent surveys have shown that Americans are feeling more financially stressed due to inflation, economic instability, ... Read more
20 Apr 2023
•
19mins
Ranked #7

Ep 401: Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes
Ep 401: Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes
Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to... Read more
13 Apr 2023
•
19mins
Ranked #8

Ep 400: Answering More Of Your Tax Filing Questions
Ep 400: Answering More Of Your Tax Filing Questions
Today we are following up on last week’s episode to talk a little more about taxes. Filing your taxes can feel overwhel... Read more
6 Apr 2023
•
21mins
Ranked #9

Ep 399: Tax Pitfalls: What You Need To Know Before Filing This Season
Ep 399: Tax Pitfalls: What You Need To Know Before Filing This Season
With Tax Day right around the corner, we wanted to record a timely episode to answer your tax questions for 2023. In fa... Read more
30 Mar 2023
•
21mins
Ranked #10

Ep 398: Moving Your Retirement Goalpost- Is It Worth The Risk?
Ep 398: Moving Your Retirement Goalpost- Is It Worth The Risk?
Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often... Read more
23 Mar 2023
•
21mins