Episodes List

When Alzheimer’s Changes Everything: Taking Control of the Finances

When Alzheimer’s Changes Everything: Taking Control of the Finances

01 Sep, 2026
When Estate Planning Meets the Practical Money Reality After Death with Evan Gilder

When Estate Planning Meets the Practical Money Reality After Death with Evan Gilder

18 Aug, 2026
When Home Isn’t the Safest Choice for Your Aging Parents with Rebecca Lippel

When Home Isn’t the Safest Choice for Your Aging Parents with Rebecca Lippel

04 Aug, 2026
The Confidence to Invest During Life-Changing Transitions with Samina Bari

The Confidence to Invest During Life-Changing Transitions with Samina Bari

21 Jul, 2026
Estate Planning for Blended Families: How to Prevent Inheritance Conflict Before It Starts with Stella King

Estate Planning for Blended Families: How to Prevent Inheritance Conflict Before It Starts with Stella King

07 Jul, 2026
Hidden Crypto, Digital Spying, and Financial Secrets: What You Need to Know with Corey Davis

Hidden Crypto, Digital Spying, and Financial Secrets: What You Need to Know with Corey Davis

23 Jun, 2026
Estate Planning Myths That Override Good Intentions with Lauren Klein

Estate Planning Myths That Override Good Intentions with Lauren Klein

09 Jun, 2026
Unpacking the Realities of Real Estate After a Major Life Change with Melissa Rubenstein

Unpacking the Realities of Real Estate After a Major Life Change with Melissa Rubenstein

26 May, 2026
The Hidden Financial Benefits Available to Gold Star Widows with Daniel Kopp

The Hidden Financial Benefits Available to Gold Star Widows with Daniel Kopp

12 May, 2026
Is Your Business Protected If Something Happens to You with Katya Sverdlov

Is Your Business Protected If Something Happens to You with Katya Sverdlov

28 Apr, 2026
Journal With Us: Your Money Story After Losing a Spouse (Part 2)

Journal With Us: Your Money Story After Losing a Spouse (Part 2)

14 Apr, 2026
Journal With Us: Your Money Story After Losing a Spouse (Part 1)

Journal With Us: Your Money Story After Losing a Spouse (Part 1)

01 Apr, 2026
When Heirlooms Become Assets with Peter Costanzo

When Heirlooms Become Assets with Peter Costanzo

17 Mar, 2026
The Ex Inheritance Problem with Natalie Colley

The Ex Inheritance Problem with Natalie Colley

03 Mar, 2026
The Widow’s Tax Shift: What Happens to Your Taxes After Your Spouse Passes Away with Allen Sakon

The Widow’s Tax Shift: What Happens to Your Taxes After Your Spouse Passes Away with Allen Sakon

17 Feb, 2026
Why Pre-Planning Your Funeral is an Act of Love with Frances Cangero

Why Pre-Planning Your Funeral is an Act of Love with Frances Cangero

03 Feb, 2026
Using Trusts to Protect Your Legacy with Shamisa Zvoma

Using Trusts to Protect Your Legacy with Shamisa Zvoma

20 Jan, 2026
Rebuilding Without a Map with Merritt Minnemeyer

Rebuilding Without a Map with Merritt Minnemeyer

06 Jan, 2026
[Replay] Honoring Traditions and Making New Ones This Holiday Season with Jordan Schwartz Hendin

[Replay] Honoring Traditions and Making New Ones This Holiday Season with Jordan Schwartz Hendin

09 Dec, 2025
Surviving the Healthcare Maze with Anne McGuire

Surviving the Healthcare Maze with Anne McGuire

25 Nov, 2025
Divorce Ease Through Radical Acceptance with Karen McMahon

Divorce Ease Through Radical Acceptance with Karen McMahon

14 Sep, 2021
[REPLAY] What Wise Women Do After Divorce

[REPLAY] What Wise Women Do After Divorce

31 Aug, 2021
[REPLAY] Recognizing Financial Abuse and Gaslighting

[REPLAY] Recognizing Financial Abuse and Gaslighting

17 Aug, 2021
The High Net Worth Divorce Playbook: How to Divide and Distribute Complex Assets

The High Net Worth Divorce Playbook: How to Divide and Distribute Complex Assets

03 Aug, 2021
Financial Do's & Don'ts Before, During & After Divorce

Financial Do's & Don'ts Before, During & After Divorce

20 Jul, 2021
Finding Your Tribe during Divorce, and Why it Matters

Finding Your Tribe during Divorce, and Why it Matters

06 Jul, 2021
Divorcing as a Business Owner: Finding Your Professional & Emotional Support

Divorcing as a Business Owner: Finding Your Professional & Emotional Support

22 Jun, 2021
Identifying when Complex Financial Divorce Litigation is Necessary

Identifying when Complex Financial Divorce Litigation is Necessary

08 Jun, 2021
Understanding Cognitive Therapy to Heal & Discover the New You Post-Divorce

Understanding Cognitive Therapy to Heal & Discover the New You Post-Divorce

25 May, 2021
How Organizing Your House & Life Can Pave the Way Forward

How Organizing Your House & Life Can Pave the Way Forward

11 May, 2021