All Episodes
Episodes
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...
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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...
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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...
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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...
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The 3 levels of saving, how to start Investing, & creating an optimal spending plan
Building a strong financial foundation isn’t just about earning; it’s about protecting what you’ve built and spending wisely. In this episode, we break down essential money moves you should prioritize when creating a...
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Create your 2025 Financial Plan
As we are still starting the year, it's the perfect time to plan, set goals, make adjustments, and set the tone for a successful 2025. In this episode, we’re diving into actionable strategies to create a rock-solid...
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Multiple streams of income, charitable giving, & investment diversity
Discover how to elevate your financial game by tapping into multiple income streams and diversifying your investments. In this episode, we share our journey of building wealth through various avenues, from our primary...
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New Year, New You?
New Year’s resolutions often fizzle out, but your financial goals don’t have to. In this episode, we explore actionable strategies to help you achieve your 2025 financial goals. From creating SMART goals and...
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The money goals we reached
A new year means another year for growth and goals. With 2024 now behind us, we’re reflecting on the financial milestones we’ve hit and the ones we’re still working toward. In this episode, we share how we tackled our...
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Enjoying family time and finishing the year strong
The holiday season is filled with magic and memories, but it also comes with the challenge of balancing time, money, and energy. In this Christmas episode, we dive into strategies for making the most of the holidays...
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Pay Equity, Entrepreneurship and Holiday Fun
The gender pay gap and financial challenges are a reality for many women, but with the right strategies, you can take control and start building financial security. In this episode, Dr. Shikha Jain, founder of the...
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From Frugal Physician to Doctorpreneur
Turning your finances around and building wealth might feel overwhelming, but it’s absolutely possible—and Dr. Disha Spath is proof. In this episode, we explore how she embraced financial literacy, crafted a plan to...
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