Breaking Money Silence as a Couple Episode 176 In today’s episode I play double duty - as host and guest. Listen as I share my insights into breaking the money talk taboo with your romantic partner. Many couples want to discuss...

Let’s Get Married and Start a Business Episode 175 In today’s episode, I speak with Hindell Grossman, a family law attorney with Sassoon Cymrot Law, about married couples who own a business together. We discuss the advantages and...

Breaking Money Silence on Fiscal Diversity Episode 174 In today’s episode, I interviewed Sandi Bragar, CFP®, Chief Client Officer and Partner at Aspirant about fiscal diversity and its impact on couples and their relationship...

Contemplating Divorce? Episode 173 Marriage is a risky proposition with 50-50 odds it will last. No one walks down the aisle thinking they will someday get a divorce, but it’s a reality that some couples need to face. If you or...

Honey, I think you are working too much! Episode 172 In today’s episode, I speak with Manisha Thakor, MBA, CFA, CFP®, founder of Money Zen about her forthcoming book, MoneyZen: Escape the Cult of “Never Enough” and Reclaim Your...

How to Break Money Silence When Buying a Home Episode 171 In today’s episode, I speak with Melony Swasey, Residential Realtor with Unlimited Sothebys International Realty and Founder and Leader of the Good Boston Living Team....

Awkward Money Conversations: Aging Parents and Finances Episode 170 In today’s episode, I speak with Rabbi Jeffrey Wildstein of KAVOD Daily Money Management about the awkward conversations many adult children have with their...

Awkward Money Conversations: Couples & Retirement Episode 169 In today’s episode, I chatted with Dr. Amy, a frequent guest on the show. We discuss how couples approaching retirement tend to avoid talking about these major...

Awkward Money Conversations: The Cost of Mental Health Treatment Episode 168 In today’s episode, I speak with Amanda Koplin, founder of Koplin Consulting about the awkward conversations around paying for mental health services....

Is Your Partner Cheating on Youwith Money? (Financial Infidelity) Episode 114 Replay This is a replay of an episode originally aired on February 15, 2021, about the awkward conversation of financial infidelity. Financial...

Awkward Money Conversations: Declaring Bankruptcy Episode 167 In today’s episode, I talk with Christine Devine of Christine E. Devine Law Offices about the stigma around declaring bankruptcy and how individuals and families can...

Awkward Money Conversations: The Cost of Senior Care Episode 166 In today’s episode, I talk with Dr. Jennifer Pilcher, founder of Clear Guidance, a senior care consulting and management firm, about aging and talking to your...

Awkward Money Conversations: Inheriting a Second Home Episode 165 In today’s episode, I talk with Amy Mariani, a former trial attorney turned mediator, about helping families navigate passing on a second home to the next...

The High Cost of Compassion Fatigue Episode 164 Compassion is a good thing, right? It is generally a nice quality but when you find yourself overwhelmed, easily frustrated, or quick to snap, you may just be struggling with...

Grey Divorce: What You Need to Know Episode 163 Did you know that almost 35% of all Americans who got divorced in 2020 were aged 55 or older? This has been coined “The Greying of Divorce.” The legal process is the same, but...

Are You Too Old to Learn New Tricks? Episode 162 There is a saying, “An old dog can’t learn new tricks,” and it exemplifies the societal taboo against aging. But aging doesn’t mean you can’t be creative and live the life you want....

Estate Planning Tips for the LGBTQ+ Couples Episode 161 Do you have an estate plan that clearly communicates your wishes as you age? All individuals and couples need one, especially if you are a member of the LGBTQ+ community. In today’s episode, I talk with Deborah Danger, founder of...

Why Millennials Need Estate Plans Episode 160 In today’s episode, I talk with Raida “Maggie” Lopez, an estate attorney with the law office of ArentFox Schiff, about her passion for helping millennials craft estate plans. She was...

Essential Conversations for Aging Well Episode 159 Today’s podcast is the first in a six-part series on Aging Well. My guest is Dr. Amy D’Aprix, an internationally respected expert in life transition and relational insights. Her...

The Team Approach to Financial Wellness Episode 158 Financial wellness is the state of being where you can meet your current and future financial obligations, feel secure in your financial future, and make choices that allow you...

How Financial Life Planning Improves Financial Literacy Episode 157 George Kinder is internationally recognized as the Father of the Life Planning movement, seven-time author, and founder of the Kinder Institute for Life Planning....

A Podcast Even Your Mother Would Love Episode 156 Mother’s Day is just a few days away and this week’s episode is a podcast even your mother could love. To celebrate, I interviewed my colleague and friend Dr. Amy about the...

The Power of Podcasts to Educate Episode 155 Eighty million Americans are weekly podcast listeners and podcast listenership increased by 29.5% from 2018 to 2021. With so many of us going podcast crazy, it just makes sense to use...

Fintech Takes on Financial Literacy Episode 154 Can a phone app really teach kids about money? Mac Gardner, founder of FinLit, thinks so. In this episode, I talk to Mac about how technology can teach young kids about money and...

Be a Financial Literacy Changemaker Episode 153 Did you know that only 24 states in the United States require a high school personal finance course to be offered to its students? Most school systems that do require it don’t make...