Épisodes

  • E318: Open Enrollment Checklist – How to Review Your Employee Benefits

    E318: Open Enrollment Checklist – How to Review Your Employee Benefits
    Oct 21 2026
    Open enrollment is your yearly chance to fix your benefits. Learn how to review health insurance, HSAs, FSAs, your 401(k), life and disability insurance, and more.
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    20 min
  • E317: How "Passive Budgeting" Can Help You Even if You Don't Want to Budget

    E317: How "Passive Budgeting" Can Help You Even if You Don't Want to Budget
    Oct 14 2026
    If you hate the idea of budgeting but you don't want to leave everything to chance, is there a middle ground? You're in luck. There is a path that may appeal to you, and I call it "passive budgeting."
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    7 min
  • E316: What Is a Trusted Contact on Your Investment Account, and Why Should You Name One?

    E316: What Is a Trusted Contact on Your Investment Account, and Why Should You Name One?
    Oct 7 2026
    What is a trusted contact person on your brokerage account? See why it exists, what your firm can share, and when naming one could protect your savings.
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    12 min
  • E315: How to Implement Reverse Budgeting

    E315: How to Implement Reverse Budgeting
    Sep 16 2026
    The best cash flow system is the one you'll actually keep using. For a lot of people, that system is reverse budgeting.
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    11 min
  • E314: How Do You Know When You're Ready to Buy a House?

    E314: How Do You Know When You're Ready to Buy a House?
    Sep 2 2026
    It's okay to get excited about the thought of buying a house. It's definitely an emotional experience. But base it on a solid financial foundation and make sure you're ready before making the largest purchase of your life.
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    11 min
  • E313: What to Do If You Don’t Have a 401(k)

    E313: What to Do If You Don’t Have a 401(k)
    Aug 26 2026
    Don't let lack of access to a 401(k) keep you from saving and investing for retirement. You've got plenty of options to fill the gap.
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    13 min
  • E312: Should You Buy Life Insurance Before You Need It?

    E312: Should You Buy Life Insurance Before You Need It?
    Aug 19 2026
    There's a guidelines that says you don't need life insurance until someone depends on you financially. That sounds obvious. But there's a real case for buying a policy before anyone relies on your income, and a lot of people never consider it.
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    10 min
  • E311: Is It OK to Get a Big Tax Refund?

    E311: Is It OK to Get a Big Tax Refund?
    Aug 5 2026
    Planning for a large tax refund can make sense in a lot of cases. Just because it's not financially optimal doesn't make it wrong.
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    11 min