Ditch the Suits - Your Money, Your Life

159 Episodes

1. Estate Planning: Aligning Beneficiary Designations with Your Legacy Goals

   Published: 1/16/2024
2. Navigating Life and Finance in a Rapidly Evolving World

   Published: 1/9/2024
3. Creating the Life and Family You Want

   Published: 1/2/2024
4. 2023 in Review - Discussing past series and celebrating achievements

   Published: 12/26/2023
5. Complex Financial Planning: Investing - When Should You Sell an Investment?

   Published: 12/19/2023
6. Complex Financial Planning: Bad Economy - Should you delay retiring?

   Published: 12/12/2023
7. Complex Financial Planning: Roth Conversions - Benefits, Considerations and Strategies

   Published: 12/5/2023
8. Complex Financial Planning: Social Security! When Should You Claim It?!

   Published: 11/28/2023
9. Investing: The Wealthy Understand These Keys to Investing

   Published: 11/21/2023
10. Investing: How the Rich Get Richer

    Published: 11/14/2023
11. Investing: Exploring the Performance of Actively Managed and Index Funds

    Published: 11/7/2023
12. Investing: The Wealthy's Secret to Success: Investment Strategies Unveiled

    Published: 10/31/2023
13. Investing: Making Sense of Passive Investing

    Published: 10/24/2023
14. Investing: What does passive investing mean?

    Published: 10/17/2023
15. Special Bonus Episode - Intro to the One Big Thing and Cut Throat College Planning Podcasts!

    Published: 10/13/2023
16. Mastering Retirement: Striking the Balance Between Relaxation and Obligations

    Published: 10/10/2023
17. Retirement Reality: Setting Expectations & Finding the Right Planner

    Published: 10/3/2023
18. Creating a Fulfilling Retired Life: It's Not All About Money

    Published: 9/26/2023
19. Unlocking the Secrets of Financial Independence in Retirement

    Published: 9/19/2023
20. Mastering Midlife Money: Navigating Financial Freedom in Your 40s and 50s

    Published: 9/12/2023