Episodes

  • Will Buying a Boat Sink Your Finances

    Will Buying a Boat Sink Your Finances
    Jun 7 2025
    Join us as we navigate the often-choppy waters of boat ownership, revealing the true costs beyond the initial purchase price. From maintenance and docking fees to insurance and unexpected repairs, you'll discover if your dream of sailing the open seas is financially sound or a fast track to the bottom. Tune in to learn how to budget wisely and avoid capsizing your financial future with a new vessel.
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    Less than 1 minute
  • 10 Ways to Spring Clean Your Finances

    10 Ways to Spring Clean Your Finances
    May 31 2025
    We tackle the clutter in your financial life. We'll explore strategies to identify, categorize, and ultimately, eliminate your financial burdens, leaving you with a lighter and more organized money mindset.
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    Less than 1 minute
  • Your Portfolio's Tune-Up

    Your Portfolio's Tune-Up
    May 24 2025
    Dive deep into the art of rebalancing your investments. Discover why regularly adjusting your asset allocation is crucial for staying on track with your financial goals, and learn practical strategies for doing it effectively.
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    Less than 1 minute
  • Budget, Debt and Old Accounts

    Budget, Debt and Old Accounts
    May 17 2025
    Clean up those finances for spring! We talk about tips to help you improve your budget, pay down debt, and track down old accounts!
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    Less than 1 minute
  • The Gentle Declutter and End of Life Preparations

    The Gentle Declutter and End of Life Preparations
    May 10 2025
    In this show we discuss how to approach the process of decluttering personal belongings with sensitivity and intention, especially in the context of end-of-life planning. We emphasize the emotional and practical importance of sorting through possessions ahead of time to reduce stress for loved ones and ensure meaningful items are passed on thoughtfully. The conversation highlights the therapeutic aspects of letting go, the challenges families face when no plans are in place, and the value of starting early to make the process less overwhelming and more purposeful.
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    Less than 1 minute
  • Financial Spring Cleaning

    Financial Spring Cleaning
    May 3 2025
    Dusting off your money habits, decluttering your finances, and finding that rogue subscription that’s been draining your account since 2021.
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    Less than 1 minute
  • Finance Book Club: The Intelligent Investor

    Finance Book Club: The Intelligent Investor
    Apr 26 2025
    First published in 1949, The Intelligent Investor is full of timeless wisdom that anyone can use to educate themselves on making smart investment decisions. You don’t need to be a stock market whiz to understand this book. Graham’s main message is protect yourself from big mistakes, stay calm, and invest with a margin of safety.
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    Less than 1 minute
  • 8 Tips for Educating Yourself Financially

    8 Tips for Educating Yourself Financially
    Apr 19 2025
    In this episode we discuss 8 key tips to help you financially, now and for the future.
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    Less than 1 minute
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