
All Episodes
Episodes
Tariffs, Stock Market Changes, & Financial Chaos
The economic headlines might feel overwhelming; stocks are going up, stocks are going down, and maybe you or people around you are starting to panic—but there are smart ways to protect your finances. In this episode,...
View Episode
Your money questions answered
What do you do with an old 401(k)? Should single people buy life insurance? And how do you let yourself actually enjoy your money after years of frugal living?
In this episode, we answer listener-submitted questions...
View Episode
Should you use your job’s 457(b) account?
If you have access to a 457(b) through your employer and you're trying to figure out whether it's a smart move for your financial future, we've got you covered. In this episode, we dive into the intricacies of the...
View Episode
Nontraditional Tax Saving Strategies
Taxes don’t have to be a headache, especially when you know how to work the system! In this episode, we’re diving into non-traditional tax-saving strategies for high-income earners. Learn how Dr. Brittne saved $25,000...
View Episode
Tax Deductions, Extensions, and Maintaining your Sanity
Tax season is approaching, and while it might feel like a roller coaster, we’ve got your back! In this episode, we’re sharing practical strategies to navigate the chaos, reduce stress, and stay on top of your tax...
View Episode
Navigating Multiple 401ks & Retirement Accounts
Juggling multiple retirement accounts can feel like a financial circus, but with the right strategy, you can make them work for you. In this episode, we dive deep into strategies for managing and maximizing multiple...
View Episode
Solo 401K accounts and the Mega Backdoor Roth
If you have a side gig, there’s a powerful way to grow your wealth while protecting it from taxes. In this episode, we delve into the benefits and nuances of Solo 401ks and the advanced Mega Backdoor Roth IRA...
View Episode
Improve your Financial Life in 2025
Too many people leave money on the table simply by not optimizing their finances. In this episode, we discuss actionable ways to elevate your financial well-being in 2025, from being mindful of where to keep your...
View Episode
Are you wasting money on these things?
Despite your best intentions, you’re probably wasting money without even realizing it. In this episode, we explore the hidden money leaks draining your budget and how to stop them. From bank and investment fees to...
View Episode
Navigating the Backdoor Roth IRA
A Backdoor Roth IRA is a powerful tool for building long-term, tax-free wealth, but navigating the process can be tricky. In this episode we break down the basics and advanced strategies of the backdoor Roth IRA—what...
View Episode
Answering the questions you were too embarrassed to ask about index funds
Index fund investing is a simple and effective way to build wealth through diversified, passive investments, but it can feel overwhelming at first. In this episode, we break down everything you need to know. From the...
View Episode
Upgrade Your Investing in 2025
Starting your investment journey can feel overwhelming, but it doesn't have to be complicated. In this episode, we walk you through five key steps to help you navigate the process with confidence, from taking...
View Episode