S5 Ep9 | How We Plan

How We Plan Setting goals matters, both in our finances and in our general lives… but there’s tons of ways to go through that process. We talk about personal goals, income goals, and the structures and tools we use to reach them. You can help make Because...

S5 Ep8 | Death and Taxes…Well, Just Taxes

Death And Taxes…Well, Just Taxes The expectation is that we all understand taxes as soon as we start making income… but that’s not what happens for most of us. We talk about weird tax stuff, our past mistakes, and what we wish was different about the...

S5 Ep6 | Couple Money: Owen and Susan

Couple Money: Owen & Susan We dearly love to interrogate couples about how they negotiate money, and for this latest round we caught Owen and Sue just before they went on a date and forced them to tell us how they talk about money with each other. Well, we say...

S5 Ep5 | Does Everyone Need Financial Advice?

Does Everyone Need Financial Advice? Does everyone need the kind of comprehensive financial planning advice that people like Chris and Sandi offer their clients? We think not…and spend some time revisiting last season’s finale about being the ones to...

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