Episodes

  • 209: What Women Want

    209: What Women Want
    Mar 9 2025
    In honor of International Women’s Day and Women’s history month, we are dedicating this week’s show to all of the ladies! Join us as we quiz Allan’s knowledge with some intriguing statistics about women and provide advice that’s specially tailored for the better half of the population!
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    57 mins
  • 208: It could all be so simple (the plight and joy of Black financial advisors)

    208: It could all be so simple (the plight and joy of Black financial advisors)
    Mar 2 2025
    As we conclude Black History Month, we're diving into the experience of being financial advisors (who happen to be Black). Join us as we explore the joy and pain of the profession, and discuss why you might consider working with—or even becoming—one of us.
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    1 hr and 3 mins
  • 207: Your Age and Your Money

    207: Your Age and Your Money
    Feb 23 2025
    Generational divides aren't just about music and fashion – they extend to money. This episode dives into the distinct financial perspectives of Baby Boomers, Gen X, Millennials, and Gen Z, revealing their blind spots and key traits. Plus, we'll provide tailored financial advice for each generation.
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    1 hr and 3 mins
  • 206: Buckle up: Financial Market Update

    206: Buckle up: Financial Market Update
    Feb 16 2025
    This week, we're tackling the pressing question: How will the new administration's actions shape the economy and financial markets? Tune in as we offer actionable insights and strategies to adapt your portfolio amidst expected market turbulence. With volatility on the horizon, brace yourself for a bumpy ride ahead. Buckle up!
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    1 hr and 7 mins
  • 205: If only we knew / Boycotting the government

    205: If only we knew / Boycotting the government
    Feb 9 2025
    With boycotts sweeping the nation in response to recent government and corporate actions, how can everyday citizens make their voices heard? In this episode, we delve into the power of historical boycotts and discover the potential each of us holds to use our wallets and investments to incite change.
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    57 mins
  • 204: America is on Fire

    204: America is on Fire
    Feb 2 2025
    We are only a few weeks into 2025 and we are already facing intense wildfires and multiple plane crashes. But what truly captured our focus this week is the attack on our fundamental values through the war on Diversity, Equity, and Inclusion (DEI). In this episode, we explore the ramifications of the President's executive orders on our lifestyle and financial well-being. We also discuss how you can make your voice heard through impactful investments and mindful spending. Join us for a vital conversation on safeguarding our values during these turbulent times.
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    1 hr
  • 203: Fading Heroes 2: Diapers to Diapers

    203: Fading Heroes 2: Diapers to Diapers
    Jan 19 2025
    In the circle of life, we transition from being cared for as babies to needing assistance as seniors. In this second episode of our series, we dive into the essential steps you should consider implementing in your parents' lives today. From updating beneficiary forms to canceling unnecessary subscriptions and safeguarding against romance scams—we provide a comprehensive game plan for managing your parents' affairs with confidence.
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    52 mins
  • 202: When Our Heroes Start to Fade

    202: When Our Heroes Start to Fade
    Jan 12 2025
    As adult children increasingly reach out with concerns about their parents' and grandparents' finances, a troubling trend emerges: despite having sufficient resources, aging loved ones are struggling to stay on top of their financial responsibilities due to memory decline. Unpaid bills, service disconnections, and collection calls are becoming all too common.
    In this first episode of a two-part series, we’ll dive into essential actions you can take now to protect your family's elders and ensure their financial stability before it’s too late.
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    55 mins