Podcasts
Episode 254: Taking The Pain Out Of The Car Buying Process w. Andrew Guthmiller
Why is buying a car such a frustrating and time-consuming experience—even when you know exactly what you want? In this episode, Andrew Guthmiller, owner of Car Concierge, shares his insights as an expert in car buying and selling. Andrew delves into the pain points of...
Episode 253: Helping Aging Parents Get Financially Organized
Have you ever had to navigate the difficult conversation of finances with your aging parents? In this episode, we explore the crucial yet uncomfortable topic of helping your parents get financially organized before it’s too late. I’ll walk you through practical...
Episode 252: Attack Financial Anxiety Head-On With This Helpful Paradigm For Disaster Prep
What would you do if an unexpected financial disaster hit tomorrow? In this episode, we dive deep into the financial durability ratio—a tool that measures your ability to withstand unforeseen expenses or catastrophic events. We’ll discuss how this ratio helps you...
Episode 251: Saving For Kids’ Education, Managing Competing Goals For New Attendings, & More!
Today I will be answering some of the most common questions listeners face, such as how to prioritize student loan repayments versus contributing to retirement accounts like Roth IRAs or 401(k)s. You'll learn how to map out a clear repayment plan for your student...
Episode 250: How To Protect Your Parents From Financial Fraudsters
In this episode, I’m revisiting the critical topic of financial fraud, which I last discussed back in episode 144. This time, I’m bringing a fresh perspective on how you can protect yourself and your loved ones from increasingly sophisticated scams. Cybercrime...
Episode 249: Is Direct Indexing Really All It’s Cracked Up To Be?
Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s...