In this episode of 3C Money Matters, hosts Alyce Zollman, Dan Matthews, and Loren Snyder from The 3C Group are joined by Dr. Allison Barber, CEO of To The Hoop Strategies, chair of the Marvella Foundation and former President of the Indiana Fever, to discuss leadership, resilience and building a championship culture. Allison shares her journey from classroom teacher to White House communications strategist and her experience serving at the Pentagon during 9/11, reflecting on the power of mission-driven work and preparation. She also offers behind-the-scenes insight into the Fever's rapid growth following the drafting of Caitlin Clark, explaining how culture, grit and readiness positioned the organization for a transformational moment. Drawing from her personal mantra, "Take it to the hoop," Allison shares the three C's that guide her leadership: commit, compete and contribute, and how those principles translate to business, investing and everyday life.

In the final 2025 episode of 3C Money Matters, Alyce Zollman and Dan Matthews are joined by The 3C Group's advisory team for a special "Ask Us Anything" conversation that reflects on 2025 and looks ahead to 2026. The team shares insights on the economic and market outlook, including expectations around interest rates, housing, AI, and potential volatility, while reinforcing the importance of disciplined, flexible financial planning. You'll also get a more personal look at the advisors as they discuss career paths they once considered, meaningful lessons learned in 2025, and what they are most looking forward to in the year ahead.

In this episode of 3C Money Matters, Alyce Zollman, Dan Matthews and Kara Endres from The 3C Group welcome back Tim Steffen, Director of Advanced Planning at Baird, for a timely discussion on year-end financial and tax planning. They cover key updates from the recently passed One Big Beautiful Bill Act (OBBBA), including new deductions like the expanded state and local tax (SALT) limit and the senior deduction, as well as strategies involving Roth conversions, inherited IRAs, qualified charitable distributions (QCDs), and charitable giving ahead of 2026.

Whether you're reviewing your 2025 finances or planning for the future, this episode offers clear, practical guidance to help you make smart, tax-efficient decisions before year-end.