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Bold ideas often challenge conventional wisdom. Tune in to our weekly podcast as we explore personal finance and share strategies to help you take control of your money and build the future you deserve. We'll help you cut through the noise and focus on what truly matters—your financial future starts here.

Latest episodes

Think Like a CFO: Give Every Dollar a Job | EP 93
EPISODE 93
Think Like a CFO: Give Every Dollar a Job | EP 93
Every dollar in your financial plan should have a job. Some money should pursue long-term growth. Some should remain accessible for emergencies and opportunities.
Your RMD Is Higher Than 4%, Should You Be Worried? | EP 92
EPISODE 92
Your RMD Is Higher Than 4%, Should You Be Worried? | EP 92
What happens when your required minimum distribution is higher than the amount your retirement plan says you can safely withdraw?
Why You Have to Qualify for Life Insurance | EP 91
EPISODE 91
Why You Have to Qualify for Life Insurance | EP 91
Life insurance is different from many other financial products. Having enough money to pay the premium does not necessarily mean you can obtain any amount of coverage you choose.

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