by Sandi Martin | Apr 18, 2018 | Blog, Season 4, Video
Kate is Making Space for Conversation Hey, fellow money nerds: how do you talk to people who don’t know or don’t care quite as much as you do? Kate Smalley is our guest this week because A) as a maker and marketer with lots of financial services clients and a...
by Sandi Martin | Apr 4, 2018 | Blog, Season 4, Video
RESPs are Between 3 and 24 Percent Complicated We’ve been angling to get our friend MYD on the show for a long time. If you don’t remember, he’s the nice guy who offered to convert the show to audio and list it in all the podcast places before Season Three, Well, we...
by Sandi Martin | Mar 22, 2018 | Blog, Season 4, Video
The One Where We Plan to Plan for Emergencies While smack-dab in the middle of an emergency is kind of the worst time to start preparing for one, for most of us it’s the upheaval and chaos of just such an event that opens our eyes to the value of marshalling our...
by Sandi Martin | Mar 7, 2018 | Blog, Season 4, Video
Talking to Parents About Their Money is Hard Listen, somebody is going to cry over socks in this episode, just so you’re prepared. We’re talking about how to have the conversations we need to have to make sure our parents are safe and happy as they age, and in the...
by Sandi Martin | Feb 20, 2018 | Blog, Season 4, Video
The One Where Insurance is Important But the Industry Sucks So…did Chris get disability insurance since episode 4, or did he write a letter to Aunt Beatrice? Do you want to know how long it took and what happened? US TOO! Plus, friend of the show Julia Chung,...
by Sandi Martin | Feb 7, 2018 | Blog, Season 4, Video
The One Where Shannon Lee Simmons is Amazing If you’ve never met Shannon Lee Simmons before, hold onto your hat, because there’s no one else like her. Founder of The New School of Finance, and author of the book Worry Free Money, Shannon joins Sandi and Chris to talk...
