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Recent Episodes
- Ep 265: Get to know David.
- Ep 264: Is your CPA only looking in the rear-view mirror?
- Ep 263: Boomers, Heavy Metal, Avocado Toast, and the Algorithm… Which Generation Was Dealt the Easiest Financial Hand?
- Ep 262: The Yes Problem: Raising Grateful, Grounded Kids When You Can Afford Almost Anything
- Ep 261: Six Retirement Philosophies
- Ep 260: A CFP(r)'s Honest Take on the Iran Conflict and Your Money
- Ep 259: How Delegation Builds Business Value (And Your Net Worth)
- Ep 258: Long Term Care 101: A Mini Masterclass
- The Badge of Honor That's Killing Your Business with Deric Keller
- See all →