What do you do when the numbers tell a different story than your gut? This episode tackles a common planner's dilemma: how to help clients truly believe their financial plan when the data clearly shows they'll be okay. We'll explore if it's abo...

Want a fun and engaging way to talk about money with your partner? This episode of Check Your Balances explores how "Would You Rather...?" style finance questions can be a fantastic tool for uncovering each other's financial values and perspect...

On this episode of Check Your Balances, we're putting replacement ratios in the hot seat! Is this financial fortune-telling or just lazy math? We'll ask the tough questions: Are they the ultimate shortcut to a comfy retirement, or a recipe for ...

Stop wondering what to do with that extra paycheck, bonus, or side hustle income! "Save vs. Splurge" empowers you to make confident financial decisions that align with your values and goals. We explore the art of balancing saving for a secure f...

Have you ever wondered why you'd use a money market or a CD instead of a high yield savings account? Are you concerned about battling it out with a sibling over an inheritance? If so, this week's mailbag episode is for you!